Business Analyst and Product Owner - Tax Reporting

Business Analyst

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

Location: Hyderabad/Bangalore
Experience: 1 to 5 Years
Job Requisition: TBD

About the Role

We’re looking for an early-career Business Analyst / Product Owner with exposure to securities processing. In this role, you’ll collaborate with business stakeholders and engineering teams to ensure our products meet IRS requirements while supporting operational efficiency for global clients. This is a great opportunity to build expertise in financial services while contributing to impactful solutions.

Key Responsibilities

• Product Ownership
  • Assist in defining and prioritizing product backlog items with a focus on IRS/regulatory compliance (cost basis, income reclassification, tax form production).
  • Participate in Agile/Scrum ceremonies, ensuring user stories and acceptance criteria are clear and aligned 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.

Why Join Us?

• Impactful Work: Contribute to products that directly support tax compliance for global financial institutions.
• Career Growth: Build expertise in one of the most critical areas of financial services — securities and tax reporting.
• Agile Culture: Work in a collaborative, Agile environment that values innovation, adaptability, and continuous improvement.
• Domain Leadership: Establish yourself as a subject matter expert in U.S. IRS/Regulatory reporting practices.

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.

Experience Level

Mid Level