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This Tax Operations Business Analyst role will be a part of the client team that operates as a Business Analytics function within Tax Operations, bridging business, tax, and technology. It works closely with business stakeholders, tax lawyers/advisors, and external engineering teams to deliver change initiatives. The team is heavily involved in analyzing backend transaction data and attributes, particularly in support of tax classification and reporting. A key part of the role is to translate business and tax requirements into detailed functional specifications for engineering implementation. This includes modifying and maintaining data attributes—such as updating classifications (e.g., dividend‑related attributes)—in line with tax rules and business needs. The role also involves identifying patterns in transaction data and grouping similar transactions logically to support accurate tax treatment.
Job Responsibility
Develop detailed functional requirement documents capturing business logic and tax rules
Perform data analysis and pattern recognition on upstream transaction data
Collaborate with tax advisory teams to correctly classify financial transactions
Work with engineering teams to ensure accurate implementation of requirements
Support testing activities including validation of business logic and outcomes
Requirements
Proven experience in data analysis and transaction processing within financial systems
Ability to identify patterns, anomalies, and relationships in complex datasets, and define data mapping logic
Excellent communication and stakeholder management skills
Experience working with cross-functional teams (Business, Tax Advisory, Engineering)
Exposure to testing frameworks, UAT, and regression testing methodologies
Strong organizational skills with high attention to detail
8+ years of BA experience in Financial Domain
5+ years of experience in Tax Ops- including documentation (W-8/W-9 or equivalent), withholding tax (WHT), and reporting
4+ years of SQL
Familiarity with rule engines and decision modeling tools (Drools, Signavio DMN)
Bachelor’s Degree
Must reside in the US
Nice to have
Familiarity with rule engines and decision modeling tools (Drools, Signavio DMN)
Bachelor’s Degree
What we offer
Medical, dental, and vision insurance with an employer contribution
Flexible spending or health savings account
Life and AD&D insurance
Short and long term disability coverage
Paid time off
Employee assistance
Participation in a 401k program with company match
Additional voluntary or legally-required benefits
Incentive compensation based on individual and/or company performance