Tax Reporting Test Analyst (Financial Services)

Location: Remote within the United States; Newark, NJ listed as the role location

Salary: $60–70 per hour

Company

hirify.global provides financial services technology and supports tax reporting, data processing, and regulatory reporting initiatives.

What you will do

• Develop and execute functional, regression, integration, end-to-end, UAT, dress rehearsal, and production-validation test scenarios.
• Translate business, functional, and tax reporting requirements into test cases, test data, expected results, and coverage plans.
• Validate tax data processing from transaction and history data through core tables, business rules, tax form calculations, and final reporting outputs.
• Use SQL and Excel to investigate data, reconcile large datasets, validate source-to-target mappings, and analyze discrepancies.
• Document and manage JIRA defects through analysis, remediation, retesting, regression testing, and closure.
• Partner with Development, Product, Operations, QA, UAT, and Tax teams on regulatory changes, migrations, tax-year updates, 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 with functional, regression, integration, end-to-end, system-validation, and production-validation testing.
• Proficiency with SQL and Microsoft Excel for data validation, reconciliation, research, and testing.
• Strong hands-on JIRA experience, including defect documentation, reproduction steps, retesting, status tracking, and evidence maintenance.
• Experience with tax reporting systems, tax information reporting, source-to-target mappings, data transformations, calculations, business rules, file layouts, and system configuration.
• Experience in brokerage, wealth management, banking, securities processing, asset servicing, or financial reporting environments, with strong analytical and communication skills.

Nice to have

• Experience with 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 large-volume data reconciliation, comparison testing, and Agile or hybrid project-delivery methodologies.

Culture & Benefits

• Remote work arrangement with a collaborative and inclusive environment.
• Work that supports financial-services tax reporting and regulatory initiatives.
• Environment focused on respect, authenticity, and equal opportunity.
• AI-based tools may support application review, with human review included in employment decisions.