Job Title: Sr Business Analyst – Tax Domain
Location: Charlotte, NC , New York, NY, Iselin, NJ(3 days onsite weekly)
Duration: Long Term Contract
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
