Senior Business Analyst (Fintech)

TL;DR

Senior Business Analyst (Fintech): Analyzing U.S. tax reporting processes and IRS regulations, enhancing reporting processes and supporting production cycles for key tax documents with an accent on tax form outputs for accuracy, completeness, and regulatory alignment. Focus on translating business needs into clear, structured requirements, identifying gaps, inefficiencies, or compliance risks in the tax form generation process.

Location: Hybrid (8 days/month) - Must be located in the USA - Waltham, MA

Salary: $85,600.00 - $149,400.00 USD

Company

hirify.global delivers information, software, and services for professionals in the health, tax and accounting, governance, risk and compliance, and legal and regulatory sectors.

What you will do

• Serve as the subject matter expert (SME) on U.S. tax reporting processes.
• Engage directly with GainsKeeper Tax department to interpret IRS regulations and translate them into operational or system requirements.
• Partner with product managers to define the product roadmap for tax reporting tools and workflows.
• Lead or support cross‑functional initiatives related to tax reporting, data transformation, and regulatory updates.
• Analyze current‑state tax workflows across operations, data, and technology.
• Liaise with external vendors, tax engines, or reporting partners used in form generation.

Requirements

• 3–7 years of experience in U.S. tax reporting at a broker‑dealer, bank, custodian, fund administrator, or tax reporting service provider.
• Strong working knowledge of IRS tax forms.
• Proven experience interpreting IRS regulations and applying them operationally.
• Demonstrated ability to translate business needs into clear, structured requirements.
• Excellent analytical skills and strong attention to detail.

Nice to have

• Experience with tax reporting vendor platforms (e.g., FIS, Broadridge, Confluence, GICS, etc.).
• Understanding of financial products such as mutual funds, equities, fixed income, and derivatives.
• Background working in agile environments or cross‑functional project teams.
• SQL or data‑analysis experience.

Culture & Benefits

• Medical, Dental, & Vision Plans.
• 401(k), FSA/HSA.
• Commuter Benefits.
• Tuition Assistance Plan.
• Vacation and Sick Time.
• Paid Parental Leave.