Job Summary
We are seeking a Senior Business Analyst with expertise in the Financial Services Tax domain to support tax document modernization initiatives across multiple consumer platforms, including TurboTax, Quicken, and H&R Block. The role involves analyzing current tax document processes, performing FDX 6.4 and OFX gap assessments, mapping customer journeys, documenting business requirements, and supporting API-based tax data integrations.
What are the top skills required for this role?
1. Business Analysis and Requirements Management
2. Financial Services Tax Domain
3. FDX 6.4 and OFX Standards
4. Customer Journey and Process Mapping
5. API, Data Mapping and Gap Analysis
6. Stakeholder and Vendor Management
Job Description/ Responsibilities:
• 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
