Only W2- Business Analyst - Tax Domain

Digitive LLC; New York (NY); Hybrid; USD 110,000 - 140,000; Full time

Job summary

First Roles is seeking a Sr Business Analyst – Tax Domain for a hybrid role with 3 days onsite weekly. Location options include New York, NY, Charlotte, NC, and Iselin, NJ, with on-site rotation and cross-LOB collaboration.

You will lead outside-in customer journey mapping for tax product lines (TurboTax, Quicken, H&R Block), conduct FDX 6.4 gap analyses against OFX behaviors, maintain tax document inventories, and coordinate with Solutions Architects, Tax Ops, and vendor teams to ensure

Qualifications

• Lead outside-in customer journey mapping across multiple consumer surfaces (TurboTax, Quicken, H&R Block) for tax product lines.
• Perform FDX v6.4 gap analysis against OFX behavior for tax products.
• Build and maintain tax document inventories (variants, volumes, vendors, handling).
• Coordinate with Solutions Architect/Technical Lead and LOB Tax Domain teams.
• Participate in SME sessions with LOB Ops and Tax Ops.
• Maintain workplans, risk logs, issue logs, and decision logs.
• Support vendor engagement sessions.
• Own 1099-R variant inventory and IA-specific variants.
• Validate SOVOS API coverage against FDX Tax1099R schema for Retirement.
• Document current out-of-OFX participant experiences for IA and Mutual Fund.
• Support data model and delivery discussions with asset management affiliate.
• Determine whether IA Tax Domain will be bundled with Retirement or standalone.

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 product/technology engagement with the asset management affiliate 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

Skills

Business Analysis

Tax Domain Knowledge

FDX 6.4 & OFX Standards

Customer Journey Mapping

API & Data Mapping

Stakeholder Management

Job description

Role: Sr Business Analyst – Tax Domain

Work Mode: Hybrid - 3 days onsite weekly

Location Options:

• Charlotte, NC
• New York, NY
• Iselin, NJ

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 product/technology engagement with the asset management affiliate 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