Product Owner - Tax Reporting

Broadridge Financial Solutions; Bengaluru; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Broadridge Financial Solutions in Bengaluru seeks a Product Owner/Business Analyst with 3–6 years of experience in U.S. tax reporting and securities processing.

You will bridge business stakeholders and engineering teams, drive IRS/regulatory compliance, and lead Agile/Scrum delivery for global clients. Role requires deep tax domain knowledge, backlog ownership, and ability to translate complex requirements into actionable user stories.

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 BA.
• Technical expertise in SQL, PostgreSQL, and Power BI for data analysis and reporting.
• Strong communication abilities with clients and stakeholders.
• Education: BE / B.Tech / MCA / MBA or equivalent.
• Flexibility to work in rotational shifts when required.

Responsibilities

• Product Ownership: Define and prioritize backlog items with IRS/regulatory focus.
• Collaborate in Agile ceremonies to ensure clear user stories and acceptance criteria.
• Coordinate with Development and QA teams across geographies to deliver compliant solutions.
• Engage clients to capture reporting needs and regulatory changes; translate into features.
• Apply domain knowledge of IRS/regulatory practices to ensure accuracy and audit readiness.

Skills

U.S. Tax Reporting

Securities Processing

IRS requirements

Agile/Scrum

SQL

PostgreSQL

Power BI

Communication with clients

Education

BE / B.Tech / MCA / MBA or equivalent

Tools

BPS

BETA

Job description

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.

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.

Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive, and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success. We believe that our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.