Senior Tax Technology Business Analyst

Key Responsibilities

• Analyze and document business requirements related to tax operations, withholding tax, and regulatory reporting.
• Partner with Business, Tax Advisory, and Engineering teams to translate tax regulations into functional requirements and system logic.
• Evaluate and analyze transaction data to identify patterns, anomalies, and data quality issues.
• Define and document data mappings, business rules, and decision logic across multiple systems.
• Support implementation of tax determination and reporting solutions through rule engines and decision modeling frameworks.
• Develop and validate decision tables and business rules using tools such as Drools and Signavio DMN.
• Perform impact assessments for regulatory and process changes.
• Support User Acceptance Testing (UAT), regression testing, and defect resolution activities.
• Write and execute SQL queries to perform data validation, reconciliation, and root-cause analysis.
• Collaborate with stakeholders to ensure successful delivery of business and regulatory initiatives.
• Maintain comprehensive documentation of business processes, decision models, requirements, and testing results.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Information Systems, Computer Science, or a related field.
• 8+ years of experience as a Business Analyst, Tax Operations Analyst, Tax Technology Analyst, or similar role.
• Strong understanding of Tax Operations, including:
  • W-8/W-9 documentation
  • Withholding Tax (WHT)
  • Tax reporting and compliance processes
• Proven experience analyzing financial transactions and working with large datasets.
• Ability to identify patterns, anomalies, and relationships within complex data environments.
• Experience defining business rules, data mappings, and functional specifications.
• Strong SQL skills with the ability to perform data analysis and validation.
• Excellent communication, presentation, and stakeholder management skills.
• Experience working in cross-functional environments with Business, Tax Advisory, Operations, and Engineering teams.
• Strong organizational skills and exceptional attention to detail.

Preferred Qualifications

• Experience with Drools or other Business Rules Management Systems (BRMS).
• Experience with Signavio DMN or similar Decision Modeling and Notation tools.
• Exposure to FitNesse, UAT, regression testing, and QA methodologies.
• Experience within investment banking, asset management, wealth management, custody services, or financial services organizations.
• Familiarity with regulatory initiatives related to tax reporting and withholding tax compliance.