Senior Business Analyst- TAX Reporting

Job description

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. - Coordinati...