Sr Business Analyst - Tax Domain

TekWissen LLC

Charlotte, NC
2 days ago

$57.14

Highlights

Our client is an American multinational information technology services and consulting company and is a leading provider of information technology, consulting, and business process outsourcing services, dedicated helping the world's leading companies build stronger businesses. 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.

Numbers & Facts

Location	Charlotte, NC
Industry	Computer/IT Services
Salary	$57.14
Company Size	100 to 499 employees
Year Founded	2009
Website	http://www.tekwissen.com/

Description

Overview:

TekWissen is a global workforce management provider headquartered in Ann Arbor, Michigan that offers strategic talent solutions to our clients world-wide. Our client is an American multinational information technology services and consulting company and is a leading provider of information technology, consulting, and business process outsourcing services, dedicated helping the world's leading companies build stronger businesses.

Job Title: Sr Business Analyst Tax Domain
Location: Charlotte, NC 28262 or New York, NY 10017 or South, Iselin, NJ 08830
Duration: 6 Months
Job Type: Temporary Assignment
Work Type: Hybrid

Job Description:

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

Years of Experience:

16 Years of Experience

What are the top skills required for this role:

Business Analysis and Requirements Management
Financial Services Tax Domain
FDX 6.4 and OFX Standards
Customer Journey and Process Mapping
API, Data Mapping and Gap Analysis
Stakeholder and Vendor Management

TekWissen Group is an equal opportunity employer supporting workforce diversity.

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About Company

WE THE TEKWISSEN PEOPLE

TekWissen offers you a broader portfolio of services, industry-leading solutions, and the meaningful innovations that give you greater flexibility and speed to respond to market dynamics, reduced costs and risk to improve enterprise performance, and increased productivity to enable growth.

To keep pace with global market demands, TekWissen keeps its finger on the pulse of change. Our organized approach to guiding a project from its inception to closure. Managing projects is becoming more and more important as we enter the digital era. To cope with the pace that this transition demands, a method is required to manage projects so they can yield quality work, while incorporating efficient use of time and resources.

Project involves identifying which quality standards are relevant to the project and determining how to satisfy them.

It is important to perform quality planning during the Planning Process and should be done alongside the other project planning processes because changes in the quality will likely require changes in the other planning processes, or the desired product quality may require a detailed risk analysis of an identified problem. It is important to remember that quality should be planned, designed, then built in, not added on after the fact.

Capabilities and accomplishments in one TekWissen business enhance the opportunity for success in the others. Put simply, TekWissen's unique combination of attributes promotes success.