Tax Product Owner

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

Broadridge is Growing! We are seeking The Tax Product Owner who is responsible for defining, prioritizing, and delivering tax reporting and data migration capabilities in an Agile software development environment. This role serves as the primary business representative for a strategic initiative to migrate trading, account, and tax-lot data from the client’s in-house wealth management systems to the Broadridge tax platform that supports IRS tax reporting.

Key Responsibilities:

• Serve as the Product Owner for tax reporting and data migration workstreams within an Agile development environment.
• Own and manage the product backlog for tax reporting, trading data migration, and vendor integration requirements.
• Translate business needs, tax reporting rules, and operational requirements into clear epics, features, user stories, and acceptance criteria.
• Prioritize backlog items based on business value, regulatory requirements, project milestones, and delivery risk.
• Participate in Agile ceremonies including sprint planning, backlog refinement, daily standups, sprint reviews, and retrospectives.
• Make timely business decisions and provide clarifications to development teams to support uninterrupted delivery.
• Review completed work, validate outcomes against acceptance criteria, and formally accept or reject deliverables.

• Lead business definition for migration of trading, account, customer, and tax-lot data from internal systems to the outsourced vendor platform used for IRS tax reporting.
• Define requirements for source-to-target mapping, data conversion logic, business rules, and exception handling.
• Ensure tax-sensitive data elements are accurately represented in the target solution, including:
• Trade and settlement dates
• Tax lots and acquisition dates
• Cost basis and adjustments
• Wash sales
• Holding period classification
• Corporate action impacts
• Proceeds and gain/loss reporting attributes
• Customer tax reporting data required for IRS forms
• Partner with technical teams and vendor stakeholders to ensure data interfaces, transformations, and reporting outputs meet business expectations.

Stakeholder Management

• Act as the key liaison among Tax, Operations, Compliance, Technology, Project Management, and external vendor teams.
• Gather and align stakeholder input across business and technical teams to define scope and resolve competing priorities.
• Communicate product vision, delivery roadmap, sprint priorities, and business impacts to stakeholders.
• Escalate risks, blockers, and critical decisions affecting delivery timelines or tax reporting compliance.

Qualifications

•  Bachelor’s degree in Accounting, Finance, Business, Information Systems, Data Analytics, or a related field.

•  8+ years of experience in tax reporting, brokerage/wealth management operations, securities data analysis, data reconciliation, or financial systems conversion/migration.

•  Experience working with trading data, tax-lot data, cost basis data, or brokerage transaction reporting.

•  Strong knowledge of securities transaction lifecycle concepts, including trades, settlements, transfers, and corporate actions.

•  Understanding of IRS tax reporting requirements, particularly Form 1099-B, cost basis reporting, and covered vs. noncovered securities.

•  Advanced proficiency in Microsoft Excel, including pivots, lookups, formulas, filtering, and large-data analysis.

•  Experience using SQL to query, compare, and validate data across systems.

•  Strong analytical, reconciliation, and problem-solving skills with exceptional attention to detail.

•  Ability to investigate data discrepancies and perform root-cause analysis across multiple systems and data sources.

•  Strong written and verbal communication skills, including the ability to explain findings to technical and non-technical stakeholders.

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring 

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

US applicants: Click here to view the EEOC "Know Your Rights" poster.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. 

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.