Tax Reporting Test Analyst

Broadridge

. Develop and execute QA and UAT test scenarios and test cases, including functional, regression, integration, end-to-end, dress rehearsal, and production-validation testing .

Posted 10/14/2026full-timeRemote • New Jersey • United StatesMid-LevelSenior💰 $60 - $70 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in QA and UAT testing, particularly in tax reporting systems, with strong proficiency in SQL and Excel for data validation and reconciliation. Capable of managing defects and testing activities independently while ensuring compliance with tax reporting requirements.

Highest-signal resume keywords

QA And UAT TestingSQL ProficiencyJIRA ManagementTax Reporting Systems ExperienceData Reconciliation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Functional TestingRegression TestingIntegration TestingEnd-To-End TestingTest Scenario DevelopmentTest Case ExecutionData ValidationDefect DocumentationSource-To-Target Mapping ValidationTax Form Validation

Soft Skills

Analytical SkillsProblem-Solving SkillsAttention To DetailWritten CommunicationVerbal Communication

Tools & Technologies

Microsoft ExcelJIRA

Industry Keywords

Tax ReportingFinancial ServicesBrokerageWealth ManagementSecurities ProcessingAsset ServicingRegulatory UpdatesTax Information ReportingForms 5498Forms 1099

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Develop and execute QA and UAT test scenarios and test cases, including functional, regression, integration, end-to-end, dress rehearsal, and production-validation testing
Apply tax reporting knowledge to understand expected processing results, identify appropriate test scenarios, and validate system behavior
Review business, functional, and tax reporting requirements and translate them into comprehensive testing scenarios and expected results
Identify required test populations, test data, expected results, dependencies, prerequisite processing, and testing coverage
Validate end-to-end tax data processing from transaction/history data through core tables, business-rule processing, tax form box calculations, and final reporting outputs
Perform detailed data validation and reconciliation to identify discrepancies between source/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 testing 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 to confirm system functionality and identify unintended impacts
Identify and document defects in JIRA with clear 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 documentation required for implementation and production readiness
Support annual tax-year changes, regulatory updates, system migrations, conversions, dress rehearsals, and production implementations

Requirements

What you’ll need

5+ years of experience in tax reporting, QA/UAT testing, tax data analysis, operations testing, or a similar role within financial services
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/history data, core processing tables, tax form box calculations, and final reporting outputs
Strong analytical and problem-solving skills with experience working 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 experience with JIRA is required, 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
Strong experience identifying, documenting, tracking, retesting, and closing defects with clear reproduction steps and supporting data
Experience working with or testing tax reporting systems or tax data platforms is strongly preferred
Experience with tax information reporting, including Forms 5498, 5498-ESA, 1042-S, and 1099 reporting, is strongly preferred
Familiarity with retirement reporting, NRA reporting, income reporting, withholding, brokerage transactions, and securities processing is preferred
Experience within 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 with a high level of attention to detail
Familiarity with Agile or hybrid project-delivery methodologies

Benefits

Comp & perks

Collaborative, engaging, and inclusive work environment
Workplace that empowers associates to be authentic and bring their best to work
Equal employment opportunities
Reasonable accommodations during the application and hiring process