Tax Reporting Test Analyst (Fintech)

Location: Remote, Newark, NJ / United States

Salary: $60–70 per hour

Company

hirify.global provides financial services technology and supports tax reporting, securities processing, and related data operations.

What you will do

• Develop and execute QA and UAT scenarios for functional, regression, integration, end-to-end, dress rehearsal, and production-validation testing.
• Validate tax data from transaction and history sources through core processing, business rules, tax form calculations, and final reporting outputs.
• Use SQL and Microsoft Excel to build test populations, investigate discrepancies, reconcile large datasets, and validate source-to-target mappings.
• Test tax forms, file layouts, data transformations, calculations, reference data, and system configuration against requirements and expected results.
• Document and manage defects in JIRA, including reproduction steps, supporting data, retesting, regression testing, and closure.
• Collaborate with Development, Product, Operations, QA, UAT, and Tax teams on regulatory updates, migrations, tax-year changes, and production implementations.

Requirements

• 5+ years of experience in tax reporting, QA/UAT testing, tax data analysis, operations testing, or a similar financial-services role.
• Hands-on experience designing test scenarios, test cases, test data, expected results, and end-to-end tax data validation.
• Strong analytical skills with experience in large-volume reconciliation, exception analysis, root-cause investigation, and comparison testing.
• Proficiency with SQL and Microsoft Excel for data validation, research, reconciliation, and testing.
• Strong hands-on JIRA experience, including defect documentation, tracking, retesting, and closure.
• Experience with financial services environments such as brokerage, wealth management, banking, securities processing, asset servicing, or financial reporting.

Nice to have

• Experience with tax reporting systems or tax data platforms.
• Knowledge of Forms 5498, 5498-ESA, 1042-S, and 1099 reporting.
• Familiarity with retirement reporting, NRA reporting, income reporting, withholding, brokerage transactions, and securities processing.
• Experience with Agile or hybrid project-delivery methodologies.

Culture & Benefits

• Remote contract opportunity with full-time working expectations.
• Collaborative and inclusive work environment.
• Work focused on tax-year changes, regulatory updates, system migrations, and production readiness.
• AI-based tools may support application review, with human involvement in employment decisions.