Tax Reporting Test Analyst (CONTRACT) REMOTE

Broadridge•Newark, NJ

9d•$60 - $70•Remote

About The Position

Broadridge is seeking a remote Tax Reporting Test Analyst on a contract basis to support tax reporting initiatives, system enhancements, and regulatory changes. The role combines tax reporting knowledge with hands-on QA/UAT testing, data validation, reconciliation, and defect management. The analyst will validate end-to-end results from source and history data through core processing, tax form box calculations, and final reporting outputs, working with financial-services data and tax reporting systems. The analyst will collaborate with Development, Product, Operations, QA, UAT, and Tax teams; manage assigned testing activities and defects through completion; and maintain test cases, evidence, reconciliation results, and implementation documentation. Work supports annual tax-year changes, regulatory updates, migrations, conversions, dress rehearsals, and production implementations.

Requirements

At least 5 years of experience in tax reporting, QA/UAT testing, tax data analysis, operations testing, or a similar financial-services role, combining tax domain knowledge and hands-on testing.
Strong hands-on QA and UAT experience, including functional, regression, integration, end-to-end, system-validation, and production-validation testing.
Experience developing and executing detailed test scenarios, test cases, test data, and expected results.
Experience testing end-to-end tax data across transaction/history data, core processing tables, tax form box calculations, and final reporting outputs.
Strong analytical and problem-solving skills, including experience with large datasets, reconciliations, exception analysis, and root-cause investigation.
Proficiency with SQL and Microsoft Excel for data validation, reconciliation, research, and testing.
Strong hands-on JIRA experience, including creating and managing defects, recording expected and actual results, tracking issues through resolution, supporting retesting, and maintaining testing status and evidence.
Experience validating source-to-target mappings, data transformations, calculations, business rules, file layouts, reference data, and system configuration.
Experience identifying, documenting, tracking, retesting, and closing defects with clear reproduction steps and supporting data.
Experience in brokerage, wealth management, banking, securities processing, asset servicing, or financial reporting environments.
Experience with large-volume data reconciliation and comparison testing.
Ability to independently manage assigned QA/UAT activities, reconciliations, defects, and test evidence through completion.
Ability to manage multiple concurrent testing priorities in a deadline-driven environment.
Strong written and verbal communication skills and attention to detail.

Nice To Haves

Experience working with or testing tax reporting systems or tax data platforms.
Experience with tax information reporting, including Forms 5498, 5498-ESA, 1042-S, and 1099 reporting.
Familiarity with retirement reporting, NRA reporting, income reporting, withholding, brokerage transactions, and securities processing.
Familiarity with Agile or hybrid project-delivery methodologies.

Responsibilities

Develop and execute QA and UAT scenarios and test cases for functional, regression, integration, end-to-end, dress rehearsal, and production-validation testing.
Apply tax reporting knowledge to determine expected processing results, identify test scenarios, and validate system behavior.
Review business, functional, and tax reporting requirements and translate them into testing scenarios and expected results.
Identify test populations, test data, expected results, dependencies, prerequisite processing, and coverage needs.
Validate end-to-end tax data processing from transaction/history data through core tables, business-rule processing, tax form box calculations, and final reporting outputs.
Perform detailed data validation and reconciliation to identify discrepancies among source/history data, processed data, expected results, and tax reporting outputs.
Use SQL and Excel to research data, develop test populations, validate results, reconcile large datasets, and investigate discrepancies.
Validate source-to-target mappings, file layouts, transformations, calculations, tax business rules, reference data, and system configuration.
Validate tax forms and reporting outputs against source data, expected results, requirements, and applicable tax reporting rules.
Execute positive, negative, boundary, exception, and regression testing to confirm functionality and identify unintended impacts.
Document defects in JIRA with reproduction steps, supporting data, expected results, and actual results; manage them through analysis, remediation, retesting, regression testing, and closure.
Partner with Development, Product, Operations, QA, UAT, and Tax teams to investigate and resolve tax reporting, testing, and data discrepancies.
Track test execution, defects, blockers, dependencies, and outstanding items through resolution.
Maintain test cases, test evidence, reconciliation results, defect documentation, and supporting implementation and production-readiness documentation.
Support annual tax-year changes, regulatory updates, system migrations, conversions, dress rehearsals, and production implementations.