Senior Business Analyst- TAX Reporting

We are seeking a highly skilled Senior Business Analyst with deep expertise in U.S. tax reporting, including hands‑on experience with IRS tax forms, brokerage or bank tax‑reporting operations, and end‑to‑end tax filing workflows. The ideal candidate has previously worked for a tax‑reporting brokerage, custodian, or financial institution and understands both the regulatory and operational requirements involved in annual tax form production.  This role will partner closely with operations, technology, tax, product management, quality assurance, support, and documentation teams to analyze tax rules, enhance reporting processes, and support production cycles for key tax documents.

Key Responsibilities

Tax Reporting & Regulatory Support

• Serve as the subject matter expert (SME) on U.S. tax reporting processes, including series 1099 forms, 1042‑S, IRA forms, etc.
• Engage directly with GainsKeeper Tax department to interpret IRS regulations and translate them into operational or system requirements.
• Validate tax form outputs for accuracy, completeness, and regulatory alignment.
• Support tax season operations, including year‑end processing, corrections, and amendments.
• Coordination and management of printed forms

Technology & Data Collaboration

• Work closely with engineering teams to ensure tax logic is correctly implemented in systems.
• Ensure electronic delivery submission to IRS via FIRE or IRIS
• Participate in user acceptance testing (UAT) for tax‑related system enhancements.
• Review data interfaces, mappings, and validations used for tax form production.
• Troubleshoot form‑generation issues through root‑cause analysis.

• Partner with product managers to define the product roadmap for tax reporting tools, workflows, and client-facing features.
• Gather business requirements and translate them into actionable user stories and acceptance criteria.
• Support feature prioritization discussions by providing SME input on operational effort, and client experience.

Project Management Responsibilities

• Lead or support cross‑functional initiatives related to tax reporting, data transformation, regulatory updates, and platform enhancements.
• Coordinate project timelines, deliverables, and dependencies across technology, operations, product, compliance, and vendor partners.
• Track and communicate project status, risks, and milestones to stakeholders.
• Facilitate project meetings, prepare documentation, and ensure alignment across teams.
• Oversee tax‑season readiness plans, including project cut‑offs, testing cycles, and launch support.
• Coordinate with product manager, sales, and marketing to develop and maintain pricing for tax reporting services. 
• Manage annual SOC audits.   

Operational & Process Analysis

• Analyze current‑state tax workflows across operations, data, and technology.
• Identify gaps, inefficiencies, or compliance risks in the tax form generation process.
• Partner with operations teams to design and document improved processes.
• Develop and maintain detailed business requirements, workflows, and functional specifications.

Stakeholder & Vendor Engagement

• Liaise with external vendors, tax engines, or reporting partners used in form generation.
• Support cross‑functional initiatives involving compliance, legal, operations, and client services.

• Communicate changes in tax regulations to internal stakeholders.

Qualifications

Required

• 3–7 years of experience in U.S. tax reporting at a broker‑dealer, bank, custodian, fund administrator, or tax reporting service provider.
• Strong working knowledge of IRS tax forms, including:
  • 1099‑B, 1099‑DIV, 1099‑INT, 1099‑OID
  • 1099‑R, 1099‑MISC, 1099‑NEC
  • 1042‑S and NRA withholding rules
  • Cost‑basis regulations (FIFO, LIFO, average cost, wash sales, corporate actions)
• Proven experience interpreting IRS regulations and applying them operationally.
• Demonstrated ability to translate business needs into clear, structured requirements.
• Excellent analytical skills and strong attention to detail.

Preferred

• Experience with tax reporting vendor platforms (e.g., FIS, Broadridge, Confluence, GICS, etc.).
• Understanding of financial products such as mutual funds, equities, fixed income, and derivatives.
• Background working in agile environments or cross‑functional project teams.
• SQL or data‑analysis experience.

Key Competencies

• Strong problem‑solving and investigative skills.
• Ability to simplify and communicate complex tax logic.
• Process‑oriented mindset with continuous‑improvement focus.
• Strong documentation and communication skills.
• Ability to perform under tight deadlines during tax season.

EDUCATION REQUIRED:

• Bachelor’s degree, Masters preferred

Our Interview Practices

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation:

Compensation range listed is based on primary location of the position.  Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process. 

Additional Information:

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.