Sr Business Analyst Tax Domain
Contract W2
12 Months
Hybrid
$50 - $55/hr
Compest Solutions Inc
Fitment
Dice Job Match Score™
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Job Details
Skills
- Business Analysis
- Requirements Management
- Financial Services Tax Domain
- FDX 6.4
- OFX Standards
- API
- Data Mapping
- Gap Analysis
- Stakeholder
- Vendor Management
Summary
Role: Sr Business Analyst Tax Domain
Hybrid - 3 days onsite weekly
Location Options: Charlotte: 8625 Andrew Carnegie Blvd, E5-S1, Charlotte, NC 28262
New York: 730 Third Avenue,New York, NY 10017
New Jersey: 194 Wood Avenue South, Iselin, NJ 08830
What are the top skills required for this role?
- Business Analysis and Requirements Management
- Financial Services Tax Domain
- FDX 6.4 and OFX Standards
- Customer Journey and Process Mapping
- API, Data Mapping and Gap Analysis
- Stakeholder and Vendor Management
Job Description/ Responsibilities:
- Lead outside-in customer journey mapping across all three consumer surfaces (TurboTax, Quicken, H&R Block) for assigned product lines, capturing participant flow, credential handling, endpoint routing, error states, and customer-service touchpoints
- Perform FDX v6.4 gap analysis against current OFX behavior (or current out-of-OFX experience, for greenfield products) for assigned product lines
- Build and maintain the tax document inventory variants, volumes, current vendor, and current handling for assigned product lines
- Feed analyst findings into the relevant LOB Tax Domain HLD, in coordination with the Solutions Architect / Technical Lead
- Participate in weekly SME working sessions with LOB Ops, Tax Ops, and the relevant LOB Tax Domain teams
- Maintain accuracy of the workplan, risk log, issue log, and decision log entries related to their assigned product lines
- Support vendor engagement sessions for vendors tied to their assigned product lines
- Own the 1099-R variant inventory for Retirement (normal withdrawal, hardship, RMD, direct/indirect rollover, other variants) and IA-specific variants
- Validate SOVOS API coverage against the FDX Tax1099R schema for Retirement, and confirm the IA tax-document vendor path (SOVOS-shared vs. internal)
- Document the current out-of-OFX participant experience for IA and Mutual Fund, since neither has an existing interface
- Support Nuveen product/technology engagement to define the greenfield Mutual Fund data model and delivery approach
- Determine whether the IA Tax Domain will be bundled with Retirement or stood up standalone
Years of Experience: 16.00 Years of Experience
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
- Dice Id: 10282535
- Position Id: 9120376
- Posted 59 minutes ago
Company Info
About Compest Solutions Inc
Compest Solutions Inc is a specialist provider of customized, high-end Business-Technology solutions & services for the Insurance, Banking,Manufacturing and Capital markets. We have consistently provided high-quality software solutions in a cost-effective manner and on time. Compest Solutions provides the right tools, techniques, technologies and skill sets to execute most comprehensive and complex projects with considerable ease.
A typical Compest Solutions customer has complex, customer-specific workflows which handle critical data in an existing IT infrastructure. Compest Solutions's task is to understand the customer's needs and processes, prescribe a correct set of tools, and implement the new technology smoothly.
To do that, we offer extensive services to help customers analyze their business processes and integrate our products and services in the most productive way.
Company Goals
Our Mission is to provide solutions that focus on new ways of doing business combining IT innovation and adoption of the latest technologies.We seek to become the IT solutions provider of choice for all of our Gloabal Customers by offering a full range of products and superior IT services. Our Performance Engineering solutions include design, installation,Performance Tuning,Monitoring services, and support of Servers and related equipment. In addition, we offer a variety of ongoing contract services, including Analysis,Design,Coding ,maintenance, network management, technical support and training.
We attribute our consistent operating performance primarily to:
-our focus on providing complete IT technology solutions for the Global Mid and Small Cap customers;
-our localized structure--delivering local service through local people under a local company name--coupled with stringent company-wide operating controls;
-our utilization of a performance-based, benchmarking model and Innovative Approach;
-our disciplined pursuit and efficient integration of strategic IT innovations;
Our strategic objectives are
-To become a Global technology partner by working with global corporations and new generation technology companies to provide services and solutions that implement prudent business and technology strategies in today's dynamic digital environment
-To be the leading and most profitable provider of Performance Engineering Solutions to Java,.NET platforms and Performance tuning solutions to customers in the middle market
-To continue to grow profitably through internal expansion and by acquiring additional businesses.
A typical Compest Solutions customer has complex, customer-specific workflows which handle critical data in an existing IT infrastructure. Compest Solutions's task is to understand the customer's needs and processes, prescribe a correct set of tools, and implement the new technology smoothly.
To do that, we offer extensive services to help customers analyze their business processes and integrate our products and services in the most productive way.
Company Goals
Our Mission is to provide solutions that focus on new ways of doing business combining IT innovation and adoption of the latest technologies.We seek to become the IT solutions provider of choice for all of our Gloabal Customers by offering a full range of products and superior IT services. Our Performance Engineering solutions include design, installation,Performance Tuning,Monitoring services, and support of Servers and related equipment. In addition, we offer a variety of ongoing contract services, including Analysis,Design,Coding ,maintenance, network management, technical support and training.
We attribute our consistent operating performance primarily to:
-our focus on providing complete IT technology solutions for the Global Mid and Small Cap customers;
-our localized structure--delivering local service through local people under a local company name--coupled with stringent company-wide operating controls;
-our utilization of a performance-based, benchmarking model and Innovative Approach;
-our disciplined pursuit and efficient integration of strategic IT innovations;
Our strategic objectives are
-To become a Global technology partner by working with global corporations and new generation technology companies to provide services and solutions that implement prudent business and technology strategies in today's dynamic digital environment
-To be the leading and most profitable provider of Performance Engineering Solutions to Java,.NET platforms and Performance tuning solutions to customers in the middle market
-To continue to grow profitably through internal expansion and by acquiring additional businesses.
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