Cost Basis & Tax Operations Analyst

Financial Industry Technical Services Inc.; Denville (NJ); On-site; USD 55,000 - 69,000; Full time

Job summary

FITS Consulting, located in Denville, NJ, is seeking a Tax and Cost Basis Operations - Business Analyst. The role focuses on cost basis calculations and tax reporting within the brokerage/wealth management space.

The successful candidate will collaborate with business and technical teams, document requirements, map data, and support conversion testing to ensure accurate data transformation and seamless system implementations. This is a full-time position based in Denville, NJ.

Qualifications

• 5+ years of brokerage/wealth management industry experience.
• 4+ years supporting cost basis systems and processing for customer tax statements.
• 3+ years using one or more of the following brokerage systems: BetaNXT, FIS Phase 3, Scivantage Maxit.
• Excellent communication skills and strong documentation and presentation experience.
• Proficient in all Microsoft applications, especially Excel and SQL.

Responsibilities

• Work with Cost Basis and Tax Reporting business teams to ensure systems implemented or modified meet departmental requirements.
• Perform gap analysis to determine current/future state and process flows.
• Author and document business requirements (BRD).
• Define, document, and validate data mapping requirements to ensure accurate data transformation and integration across systems.
• Establish and maintain communication with client business and technical groups regarding progress of conversion/implementation.
• Participate Mock and Parallel conversion testing activities.
• Ensure the testing and training process are running smoothly.

Skills

Business Analysis

Excel

SQL

Agile

Tools

Maxit

Wolters Kluer Gainskeeper

Apex Silver

FIS Tax Reporting Suite

Job description

FITS Consulting, located in Denville, NJ, is seeking a Tax and Cost Basis Operations - Business Analyst. The role focuses on cost basis calculations and tax reporting within the brokerage/wealth management space.

The successful candidate will collaborate with business and technical teams, document requirements, map data, and support conversion testing to ensure accurate data transformation and seamless system implementations. This is a full-time position based in Denville, NJ.