Senior Tax Domain BA: Customer Journeys & Data

TechDigital Group; Charlotte (NC); On-site; USD 120,000 - 140,000; Full time

Job summary

TechDigital Group is seeking a Business Analysis professional to drive end-to-end customer journey mapping across core product lines. You will analyze FDX v6.4 gaps against OFX, maintain tax document inventories, and collaborate with architects and SMEs to document and validate requirements.

You will also coordinate with Ops and Tax teams, manage risk and decision logs, and engage vendors as needed to ensure correct IA Retirement/Mutual Fund tax document handling and data delivery.

Qualifications

• Experience in capturing and managing business requirements.
• Deep knowledge of tax domain and relevant standards.
• Proficiency in API/data mapping and gap analysis.

Responsibilities

• Lead end-to-end customer journey mapping across consumer surfaces.
• Perform FDX v6.4 gap analysis against OFX behavior.
• Maintain tax document inventory and variants for product lines.
• Collaborate with Solutions Architect/Technical Lead on findings.
• Participate in SME working sessions with LOB Ops and Tax teams.
• Maintain workplans, risk/issue/decision logs for assigned lines.
• Support vendor engagement sessions for related vendors.
• Own 1099-R variant inventory for Retirement and IA variants.
• Validate SOVOS API coverage against FDX Tax1099R schema.

Skills

Business Analysis & Requirements

Tax Domain Knowledge

FDX 6.4 & OFX Standards

Customer Journey Mapping

API & Data Mapping

Stakeholder & Vendor Mgmt

Job description

TechDigital Group is seeking a Business Analysis professional to drive end-to-end customer journey mapping across core product lines. You will analyze FDX v6.4 gaps against OFX, maintain tax document inventories, and collaborate with architects and SMEs to document and validate requirements.

You will also coordinate with Ops and Tax teams, manage risk and decision logs, and engage vendors as needed to ensure correct IA Retirement/Mutual Fund tax document handling and data delivery.