Tax Reporting Test Analyst (CONTRACT) REMOTE

Overview

The organization is seeking a Tax Reporting Test Analyst with financial services experience to support testing activities related to tax reporting initiatives, system enhancements, and regulatory changes. This role combines tax reporting knowledge with hands-on testing, data validation, reconciliation, and defect management.

Responsibilities

• 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

• 5+ years of experience in tax reporting, QA/UAT testing, tax data analysis, operations testing, or a similar role within financial services, with demonstrated experience combining tax domain knowledge and hands-on testing.
• 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 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.

Preferred Qualifications

• Experience working with or testing tax reporting systems or tax data platforms.
• Experience with tax information reporting, including Forms 5498, 5498-ESA, 1042-S, and 1099 reporting.
• Familiarity with retirement reporting, NRA reporting, income reporting, withholding, brokerage transactions, and securities processing.
• Experience within brokerage, wealth management, banking, securities processing, asset servicing, or financial reporting environments.

Compensation & Benefits

• Hourly range: $60–70/hr
• Final salary determination considers factors including relevant experience, skills, and education.

Location

• Remote (with the role indicated as #LI-REMOTE)