Product Owner - Tax Reporting

Overview

Business Analyst / Product Owner role combining product ownership, business analysis and Agile/Scrum leadership to deliver U.S. tax reporting and securities processing solutions, bridging business stakeholders and engineering teams.

What you'll do

• Define and prioritize product backlog items with a focus on IRS/regulatory compliance (cost basis, income reclassification, tax form production).
• 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.
• Champion Agile practices, fostering transparency, adaptability and continuous improvement across teams.
• Partner with Development and 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.
• Translate complex tax and securities requirements into actionable user stories and product features.
• Apply knowledge of IRS/regulatory practices, withholding, corporate actions and back-office operations.
• Ensure solutions meet tax reporting/regulatory standards with accuracy, reliability and audit readiness.

What you'll need

• 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.
• 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.
• Education: BE / B.Tech / MCA / MBA or equivalent.

Nice to have

• Experience with back-office platforms (BPS, BETA).

Details

• 3 to 6 years of experience.
• Flexibility to work in rotational shifts when required.