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Broadridge Financial Solutions Senior Onboarding Specialist/Tax Services (Contract) in Newark, New Jersey

Broadridge, a global fintech leader with over $4 billion in revenue, provides communications, technology, data, and analytics. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency, and generating revenue growth. Broadridge employs over 10,000 full-time associates globally with a significant presence in North America, Europe, and Asia. Please visit our website at to learn more.

Are you looking for an exciting opportunity? Broadridge is hiring! We’re seeking a Senior On-Boarding Specialist that can help support our BPS functions specifically in Tax Services (Year End). You will have the opportunity to partner with Broadridge’s top tier clients while working with a stellar team.


  • You will work with new Broadridge client to define system solutions

  • Prepare workflows, perform gap analysis, define business requirements, build development specifications, create /execute test scripts, prepare training materials, conduct training sessions, and write conversion data mapping documents.

  • You’ll be responsible for the definition and documentation of requirements relating to assigned tax products and services with adherence to documentation rules and formats. Define acceptance criteria including detailed stabilizing and checkout procedures to be applied during the testing phase to development phase.

  • Ensure that requirements are defined so as to result in fully and accurately functioning systems and products that adhere to all IRS reporting rules and client requirements based on user-friendly functionality that meets or exceeds client expectations.

  • Stay abreast of latest congressional enactments, treasury regulations and IRS revenue rulings, and work with clients, vendors and industry groups to define service solutions in relation to assigned products and services.

  • Learn about changes in Broadridge development, bulletins and changes affecting the Tax products.

  • Efficiently handle time and priorities.

  • Leverage BPS functionality and proven ability to navigate 3270 screens, B1 settings, and TRAC reports.

  • Partner with technology, operations, client services, QA and product teams to successfully fulfill business requirements that satisfy Broadridge and client objectives.

  • Develop testing strategies and plans, perform test execution, manage defect management, and develop implementation plan for their specific area.

  • Professional well-spoken individual with excellent writing skills and a consistent record in building client relationship, crafting effective presentations of business processes, and ability to work under tight timeframes.

  • Provide timely reports of deliverables and challenges to ensure project risk is understood by senior management.

  • Work with internal programmers, client technology staff, and client operational experts to implement workflow modifications and perform quality assurance testing affecting overall Broadridge solution.

  • Travel may be required (10% of time)

  • 5+ years’ experience in brokerage processing, tax reporting and brokerage industry.

  • Must have working knowledge of tax related processes and forms, to include 1099, 1042S, Puerto Rico, Reclassifications, cost basis, etc.

  • BPS specific expertise is a plus.

  • Strong analytical and problem solving skills, with the ability to analyze situations and issues and develop and implement sound solutions;

  • Ability to effectively communicate with managers and peers, clearly expressing ideas and concepts both verbally and in writing to address issues and facilitate interactions;

  • Participate in encouraging a positive team environment that gives way to collaboration and unified goals;

  • Ability to prioritize multiple job duties in a fast paced environment;

  • Cultivate company success through a professional appearance, being courteous to customers and all associates and by having a positive attitude

  • Intermediate level proficiency with Microsoft Word, Excel, and Outlook.

Broadridge is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other protected status. "Our Associates Matter. Everyone Benefits from Diversity & Inclusion. Diverse & Inclusive Teams Drive Growth." US applicants: Click here to view the "EEO is the Law" poster.