Tax Reporting Test Analyst (CONTRACT) REMOTE

Broadridge•Newark, NJ

8d•Remote

About The Position

Broadridge is seeking a Tax Reporting Test Analyst with financial services experience to support testing for tax reporting initiatives, system enhancements, and regulatory changes. The role combines tax reporting knowledge with hands-on testing, data validation, reconciliation, and defect management. The analyst validates end-to-end results from source and history data through core processing, tax form boxes, and final reporting outputs. The position supports annual tax-year changes, regulatory updates, system migrations and conversions, dress rehearsals, and production implementations. The analyst works with Development, Product, Operations, QA, UAT, and Tax teams, and maintains test cases, test evidence, reconciliation results, defect documentation, and implementation and production-readiness documentation. This is a remote contract role.

Requirements

At least 5 years of experience in tax reporting, QA/UAT testing, tax data analysis, operations testing, or a similar role within financial services, combining tax domain knowledge and hands-on testing.
Strong hands-on experience with QA and UAT testing, 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 performing end-to-end tax data testing across transaction and 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, documenting 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 testing 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 a high level of 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 testing coverage.
Validate end-to-end tax data processing from transaction and history data through core tables, business-rule processing, tax form box calculations, and final reporting outputs.
Perform data validation and reconciliation to identify discrepancies between source or 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, data transformations, calculations, tax business rules, reference data, and system configuration.
Validate tax forms and reporting outputs against source data, expected results, documented requirements, and applicable tax reporting rules.
Execute positive, negative, boundary, exception, and regression testing.
Document defects in JIRA with reproduction steps, supporting data, expected results, and actual results; manage defects 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.