Sr Business Analyst – Tax Domain

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

What are the top skills required for this role?

1. 1. Business Analysis and Requirements Management
2. 2. Financial Services Tax Domain
3. 3. FDX 6.4 and OFX Standards
4. 4. Customer Journey and Process Mapping
5. 5. API, Data Mapping and Gap Analysis
6. 6. 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 Nuveen product/technology engagement 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