Broadridge India | Product Owner - Tax Reporting

Key responsibilities

• If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.
• We’re seeking a Business Analyst / Product Owner with strong expertise in U.S. tax reporting and securities processing.
• You’ll act as the bridge between business stakeholders and engineering teams, ensuring our products meet complex IRS requirements while driving operational efficiency for global clients.
• This role combines product ownership, business analysis, and Agile/Scrum leadership to deliver impactful financial solutions.
• Act as Product Owner in Agile/Scrum ceremonies, ensuring clear user stories, acceptance criteria, and alignment with business goals.
• Collaborate with Scrum Masters and development teams to drive sprint planning, backlog refinement, and timely delivery.
• Partner with Development, QA teams across geographies to deliver scalable, compliant solutions.
• Facilitate workshops, sprint reviews, and retrospectives to align stakeholders and ensure shared understanding of product goals.
• Work directly with clients and partners to capture reporting needs, regulatory changes, and operational challenges.
• Ensure solutions meet tax reporting/regulatory standards with accuracy, reliability, and audit readiness.
• Define and prioritize product backlog items with a focus on IRS/regulatory compliance (cost basis, income reclassification, tax form production).
• Champion Agile practices, fostering transparency, adaptability, and continuous improvement across teams.
• Translate complex tax and securities requirements into actionable user stories and product features.

Qualifications

• Experience: 3 to 6 Years Job Requisition: TBD.
• Hands-on industry experience in U.S. Tax Reporting and Securities Processing.
• Strong knowledge of IRS requirements for cost basis, income, withholding, and form production.
• Experience with back-office platforms (BPS, BETA preferred).
• Demonstrated success working in Agile/Scrum environments as a Product Owner or Business Analyst.
• Technical expertise in SQL, PostgreSQL, and Power BI for advanced data analysis, reporting, and visualization.
• Strong communication abilities, adept at engaging with clients and stakeholders.

Broadridge Financial Solutions, Inc.

Broadridge traces its roots to 1962, when it began as the brokerage services business of Automatic Data Processing (ADP). ADP spun the business off in March 2007, and Broadridge Financial Solutions has since traded on the New York Stock Exchange as an independent company; it is part of the S&P 500 index. From its headquarters in Lake Success, New York, it provides technology, data and communications services to banks, brokers, wealth managers, asset managers and listed companies. Its work covers proxy voting and shareholder communications, regulatory and customer communications, and software for trading, post-trade processing and wealth management. In India, Broadridge Financial Solutions (India) Private Limited runs technology and operations teams from Hyderabad, its main Indian base, and from Bengaluru.

Finance hiring in Hyderabad covers corporate accounting and controllership, along with fixed asset accounting that draws on general ledger, project accounting and record-to-report experience. In Bengaluru there is a product owner role for tax reporting. The roles run from senior process analyst to associate process manager, with two to seven years of experience asked for. Postings want a bachelor's degree in accounting or commerce, and one treats an MBA in Finance or a professional accounting qualification as an advantage, while the tax reporting role is open to engineering, MCA and MBA graduates.

• Industry: Financial technology: proxy and shareholder communications, governance and regulatory communications, and trading, post-trade and wealth management platforms for capital markets and asset management firms
• Headquarters: Lake Success, New York, United States (Broadridge Financial Solutions, Inc., listed on the NYSE as BR)
• In India: Broadridge Financial Solutions (India) Private Limited, with its main Indian base in Hyderabad and a further office in Bengaluru