Product Owner - Tax Reporting

At Broadridge, we've 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
• •
• 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.
• •
• 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.
• •
• 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.
• •
• 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.
• •
• 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
• •
• Hands-on industry experience in U.S. Tax Reporting and Securities Processing.
• •
• Strong knowledge of IRS requirements for cost basis, income, withholding, and form production.
• •
• Experience with back-office platforms (BPS, BETA preferred).
• •
• Demonstrated success working in Agile/Scrum environments as a Product Owner or Business Analyst.
• •
• Technical expertise in SQL, PostgreSQL, and Power BI for advanced data analysis, reporting, and visualization.
• •
• Strong communication abilities, adept at engaging with clients and stakeholders.
• •
• Education: BE / B.Tech / MCA / MBA or equivalent.
• •
• Flexibility to work in rotational shifts when required.

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective. 

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.