Product Owner - Tax Reporting

At Broadridge, weve 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.

Product Owner/ Business Analyst - Tax Reporting
Experience: 3 to 6 Years Job Requisition: TBD
About the Role
We re seeking a Business Analyst / Product Owner with strong expertise in U. S. tax reporting and securities processing. You ll act as the bridge between business stakeholders and engineering teams, ensuring our products meet complex IRS requirements while driving operational efficiency for global clients. This role combines product ownership, business analysis, and Agile/Scrum leadership to deliver impactful financial solutions.
Key Responsibilities
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Product Ownership
Define and prioritize product backlog items with a focus on IRS/regulatory compliance (cost basis, income reclassification, tax form production).
Act as Product Owner in Agile/Scrum ceremonies, ensuring clear user stories, acceptance criteria, and alignment with business goals.
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Agile & Scrum Delivery
Collaborate with Scrum Masters and development teams to drive sprint planning, backlog refinement, and timely delivery.
Champion Agile practices, fostering transparency, adaptability, and continuous improvement across teams.
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Cross-Functional Collaboration
Partner with Development, QA teams across geographies to deliver scalable, compliant solutions.
Facilitate workshops, sprint reviews, and retrospectives to align stakeholders and ensure shared understanding of product goals.
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Client Engagement
Work directly with clients and partners to capture reporting needs, regulatory changes, and operational challenges.
Translate complex tax and securities requirements into actionable user stories and product features.
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Domain Expertise
Apply deep knowledge of IRS/regulatory practices, withholding, corporate actions, and back-office operations.
Ensure solutions meet tax reporting/regulatory standards with accuracy, reliability, and audit readiness.
Qualifications
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Hands-on industry experience in U. S. Tax Reporting and Securities Processing.
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Strong knowledge of IRS requirements for cost basis, income, withholding, and form production.
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Experience with back-office platforms (BPS, BETA preferred).
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Demonstrated success working in Agile/Scrum environments as a Product Owner or Business Analyst.
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Technical expertise in SQL, PostgreSQL, and Power BI for advanced data analysis, reporting, and visualization.
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Strong communication abilities, adept at engaging with clients and stakeholders.
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Education: BE / B. Tech / MCA / MBA or equivalent.
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Flexibility to work in rotational shifts when required.

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.