Tax Data Analyst

Job Summary

To support tax reporting readiness, the full-time contract Tax Data Analyst will validate the accuracy and integrity of trading and tax-lot data migrated from in-house systems to the tax platform, while working remotely.

Key Responsibilities:

• Validate migrated trading, account, customer, and tax-lot data for accuracy and completeness
• Support data readiness for IRS tax reporting, including Forms 1099-B and related requirements
• Execute reconciliations between internal records and vendor systems, investigating and resolving discrepancies

Required Qualifications:

• Bachelor's degree in Accounting or Finance
• At least seven years of business analyst experience in tax operations
• Experience with business/functional/technical requirements
• Proficiency in running SQL queries and understanding database and ETL processes
• Familiarity with SDLC process management and JIRA