Product Manager – Tax Withholding (CONTRACT) REMOTE

Posted 5 Days Ago
Be an Early Applicant
Hiring Remotely in Newark, NJ, USA
In-Office or Remote
75-85 Hourly
Expert/Leader
Fintech • Financial Services
The Role
Own the strategy, roadmap, backlog, and delivery of tax withholding and reporting products across financial services. Translate IRS and regulatory requirements into scalable capabilities, controls, workflows, and system enhancements. Lead client onboarding, configuration, data migration, testing, UAT, release readiness, reconciliations, and production stabilization. Partner with tax, compliance, legal, operations, technology, and clients while overseeing governance, audit readiness, risk reduction, and regulatory change management.
Summary Generated by Built In

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

Broadridge is Growing! We are seeking a Product Manager – Tax Withholding with deep expertise in tax withholding, regulatory compliance, and financial services operations to lead the strategy, development, and ongoing enhancement of withholding and tax reporting capabilities.
This role will own the product vision, roadmap, and delivery of solutions that support accurate, compliant, and scalable withholding processing and reporting across the organization. The Product Manager will work closely with Tax, Compliance, Operations, Technology, and business stakeholders to translate complex regulatory requirements into product capabilities, operational controls, and system improvements. The ideal candidate brings a strong combination of domain expertise, product management discipline, and execution leadership in regulated financial environments.

Work-Mode: This is a remote role where you will work off-site. Travel is limited and generally used for team learning and collaboration meetings.  

Key Responsibilities:

  • Own the product strategy, roadmap, and priorities for tax withholding and related tax reporting capabilities.
  • Serve as the primary product lead and subject matter expert for withholding rules, processing logic, and regulatory requirements across asset classes, including equities, mutual funds, fixed income, and options.
  • Partner with Tax, Compliance, Legal, Operations, and Technology teams to define and deliver solutions that meet evolving business and regulatory needs.
  • Translate IRS regulations, tax guidance, and industry requirements into clear product requirements, feature definitions, business rules, and functional capabilities.
  • Define and manage the product backlog, including epics, features, user stories, acceptance criteria, and prioritization based on business value, regulatory deadlines, and risk.
  • Lead product discovery and current-state assessments to identify process gaps, control weaknesses, operational risks, and opportunities for automation and scalability.
  • Drive the design and enhancement of product capabilities related to:
  • Withholding calculation methodologies
  • Tax lot accounting
  • Tax reporting workflows and downstream integrations
  • Data controls, reconciliations, and exception management
  • Partner with engineering and architecture teams to ensure product solutions are technically feasible, scalable, and aligned with enterprise standards.
  • Establish success metrics, monitor product performance, and track outcomes related to accuracy, compliance, operational efficiency, and risk reduction.
  • Support end-to-end delivery, including requirements clarification, dependency management, stakeholder alignment, testing support, implementation planning, and post-release validation.
  • Lead and manage the onboarding of new clients onto tax withholding platform, including client-specific setup and configuration, requirements gathering, data mapping and validation, test planning and execution, issue resolution, and production readiness.
  • Coordinate the conversion and migration of required client data, including account, tax, security, position, and reference data, ensuring data integrity, reconciliation, and readiness for production processing.
  • Lead or support UAT, defect triage, release readiness, and production issue resolution for withholding and tax reporting enhancements.
  • Oversee product governance, documentation, and control frameworks to support audit readiness, regulatory reviews, and internal compliance requirements.
  • Communicate roadmap updates, risks, issues, and delivery progress to stakeholders and senior leadership.
  • Stay current on industry and regulatory developments affecting withholding, tax reporting, and securities processing, and proactively incorporate needed changes into the product roadmap.

Required Qualifications:

  • Bachelor’s degree in Finance, Accounting, Business, Economics, Information Systems, or a related field.
  • 8–10+ years of experience in product management, business analysis, or product delivery within financial services, brokerage, wealth management, asset servicing, or tax operations.
  • Strong experience owning or supporting products related to tax withholding, tax reporting, securities processing, or post-trade operations.
  • Deep knowledge of withholding processing, tax lot accounting, and tax reporting requirements.
  • Direct experience with tax and regulatory requirements impacting withholding and reporting.
  • Strong understanding of broker-dealer operations, post-trade processing, custody, and securities lifecycle events.
  • Demonstrated ability to translate complex regulatory and operational requirements into product solutions and technology deliverables.
  • Experience managing product backlogs, priorities, requirements, and cross-functional delivery in Agile, Scrum, or hybrid environments.
  • Strong analytical and problem-solving skills, including experience with reconciliations, root cause analysis, impact assessments, and exception management.
  • Experience supporting testing, defect management, release planning, and production support for complex financial systems.
  • Demonstrated experience managing and onboarding new clients for tax withholding platforms, including client setup/configuration, requirements gathering, testing, data conversion/migration, validation, and implementation.
  • Experience coordinating client implementations from initial setup through testing, conversion, go-live, and post-production stabilization, working across business, operations, technology, and client-facing teams.
  • Proficiency with tools such as JIRA, Confluence, Excel, SQL, Visio, or similar product and analysis tools.
  • Excellent communication and stakeholder management skills, with the ability to influence technical teams, control partners, and business leadership.
  • Strong organizational and execution skills, with the ability to manage multiple priorities in a deadline-driven, highly regulated environment.

Preferred Qualifications

  • Knowledge of complex multi-level intermediary structures and flow-through entities, including the associated tax withholding, tax calculation, allocation, and reporting requirements.
  • Experience with brokerage back-office systems, withholding engines, or tax reporting platforms.
  • Knowledge of DTCC processing, corporate actions, securities reference data, and position/account master data dependencies.
  • Experience with regulatory change management, audit support, and control framework design.
  • Professional certifications such as CSPO, CBAP, PMP, CPA, or CFA.
  • Experience leading product initiatives within enterprise transformation, platform modernization, or operational risk reduction programs.

Hourly range $75-85/hr  

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

#LI-MR1

#LI-REMOTE

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring 

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

US applicants: Click here to view the EEOC "Know Your Rights" poster.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. 

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [email protected].

Skills Required

  • Bachelor's degree in Finance, Accounting, Business, Economics, Information Systems, or a related field
  • 8–10+ years of experience in product management, business analysis, or product delivery within financial services, brokerage, wealth management, asset servicing, or tax operations
  • Experience with tax withholding, tax reporting, securities processing, or post-trade operations products
  • Deep knowledge of withholding processing, tax lot accounting, and tax reporting requirements
  • Direct experience with tax and regulatory requirements affecting withholding and reporting
  • Understanding of broker-dealer operations, post-trade processing, custody, and securities lifecycle events
  • Ability to translate regulatory and operational requirements into product solutions and technology deliverables
  • Experience managing product backlogs, priorities, requirements, and cross-functional delivery in Agile, Scrum, or hybrid environments
  • Analytical and problem-solving experience involving reconciliations, root cause analysis, impact assessments, and exception management
  • Experience supporting testing, defect management, release planning, and production support for complex financial systems
  • Experience managing and onboarding clients for tax withholding platforms, including setup, requirements, testing, data migration, validation, and implementation
  • Experience coordinating client implementations through setup, testing, conversion, go-live, and post-production stabilization
  • Proficiency with JIRA, Confluence, Excel, SQL, Visio, or similar tools
  • Excellent communication and stakeholder management skills
  • Strong organizational and execution skills in a deadline-driven, regulated environment
  • Knowledge of multi-level intermediary structures and flow-through entities
  • Experience with brokerage back-office systems, withholding engines, or tax reporting platforms
  • Knowledge of DTCC processing, corporate actions, securities reference data, and position/account master data dependencies
  • Experience with regulatory change management, audit support, and control framework design
  • CSPO, CBAP, PMP, CPA, or CFA certification
  • Experience leading product initiatives involving enterprise transformation, platform modernization, or operational risk reduction

Broadridge Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Broadridge and has not been reviewed or approved by Broadridge.

  • Healthcare Strength Healthcare coverage is described as broad, with multiple medical plan options plus dental, vision, prescription coverage, and telehealth access. Preventive care is framed as fully covered in-network, alongside added supports like an employee assistance program and on-site wellness availability in some locations.
  • Retirement Support Retirement support is positioned as meaningfully supportive via a 401(k) match structure that increases with tenure. Added financial support such as one-on-one financial counseling is also included as part of the broader rewards approach.
  • Parental & Family Support Parental support is presented as substantial, including up to nine weeks of paid new-parent salary continuation. Additional family-oriented programs like back-up care and dependent-care options are included in the benefits mix.

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The Company
HQ: Lake Success, NY
14,000 Employees
Year Founded: 2007

What We Do

Broadridge Financial Solutions, Inc. (NYSE: BR), is a global fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

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