Senior Business Analyst- Tax Reporting

Wolters Kluwer

Waltham, MA, United States
Base: $85,600.00 - $149,400.00 usd; bonus/equity: ...
Onsite
U.s. tax reporting expertise
Irs tax forms knowledge
Tax filing workflow experience
This role partners closely with operations, technology, tax, product management, quality assurance, support, and documentation teams to analyze tax rules and enhance reporting processes

Job Summary

  • This role partners closely with operations, technology, tax, product management, quality assurance, support, and documentation teams to analyze tax rules and enhance reporting processes.
  • Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life.
  • The interview process emphasizes authenticity and requires candidates to participate without AI assistance, including in-person interviews at a Wolters Kluwer office.

Matching Summary

This role partners closely with operations, technology, tax, product management, quality assurance, support, and documentation teams to analyze tax rules and enhance reporting processes.

Salary

Base: $85,600.00 - $149,400.00 USD; Bonus/Equity: Eligible for Bonus; Benefits: Medical, Dental, Vision, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance, Paid Leave

Skills & Requirements

Must-have

  • U.S. tax reporting expertise
  • IRS tax forms knowledge
  • Tax filing workflow experience
  • Brokerage or financial institution background
  • Tax regulatory compliance
  • Cross-functional collaboration
  • Project coordination and management

Nice-to-have

  • Tax reporting vendor platform experience
  • Agile environment experience
  • SQL and data analysis skills
  • Strong documentation and communication
  • Process improvement mindset
  • Problem-solving and investigative skills

Key Requirements

  • 3–7 years U.S. tax reporting experience
  • Bachelor’s degree required, Masters preferred
  • Experience with IRS tax forms 1099 series and 1042-S
  • Proven ability to interpret IRS regulations
  • Experience in broker-dealer, bank, custodian or tax reporting service
  • Ability to translate business needs into requirements

Work Rights

Not specified

Tailored Resume

Cover Letter