Product Owner/Business Analyst – Tax Reporting

Responsibilities

• Define and prioritize product backlog items with a focus on IRS/regulatory compliance, including cost basis, income reclassification, and tax form production
• Act as Product Owner in Agile/Scrum ceremonies, ensuring clear user stories and acceptance criteria
• Collaborate with Scrum Masters and development teams to drive sprint planning, backlog refinement, and timely delivery
• Partner with global Development and QA teams to deliver scalable, compliant financial solutions
• Work directly with clients to capture reporting needs, regulatory changes, and operational challenges
• Translate complex tax and securities requirements into actionable product features

Requirements

• Hands-on industry experience in U.S. Tax Reporting and Securities Processing
• Strong knowledge of IRS requirements for cost basis, income, withholding, and form production
• Demonstrated success working in Agile/Scrum environments as a Product Owner or Business Analyst
• Technical expertise in SQL, PostgreSQL, and Power BI for data analysis and visualization
• Experience with back-office platforms (BPS or BETA preferred)
• Educational background in BE, B.Tech, MCA, or MBA
• Ability to work in rotational shifts when required

Benefits

• Opportunity to work on impactful products supporting global financial tax compliance
• Career growth in critical areas of financial services, including securities and tax reporting
• Collaborative Agile culture that values innovation and continuous improvement
• Access to extensive professional development and online learning resources

About the Company

Broadridge Financial Solutions is a global technology leader that powers investing, governance, and communications for the financial services industry. Our platforms process over 7 billion communications annually and underpin the daily average trading of over $15 trillion in securities globally.