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Home › Companies › 21b5e71b 5e64 4d33 B8de 26ea145e664a 19000101 000001 › Product Manager, Tax Information Reporting

Product Manager, Tax Information Reporting

21b5e71b 5e64 4d33 B8de 26ea145e664a 19000101 000001 · Brookfield, WI, US, Brookfield, WI; New York, NY, US, New York, NY · Remote · Active · ADP Workforce Now Recruiting

Job facts

FieldValue
Company21b5e71b 5e64 4d33 B8de 26ea145e664a 19000101 000001
TitleProduct Manager, Tax Information Reporting
Normalized title-
Department / team-
LocationBrookfield, WI, United States
Work modelRemote / Remote
Employment typeFull Time
Salary-
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-04-15 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

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City jobsActive postings in Brookfield.Open
Work model jobsActive Remote postings.Open
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Linked records

Company21b5e71b 5e64 4d33 B8de 26ea145e664a 19000101 000001
Source33b907de-01b0-42f9-ab6c-cf8d9c99bf6e
ATS providerADP Workforce Now Recruiting

Description

Level/Function: Specialist, Development Title: Product Manager, Tax Information Reporting About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. Overview of the Product Manager, Tax Reporting BetaNXT Maxit is a leading provider of Cost Basis Reporting and Tax Reporting solutions. We are seeking a Product Manager to provide tax reporting subject matter expertise and translate reporting rules into regulatory compliant product requirements. The ideal candidate is comfortable with deep technical analysis of new regulation, hands-on delivery in an agile environment, and direct client engagement. This role reports to the Head of Tax Product. Duties and Responsibilities of the Product Manager, Tax Reporting: Monitor and interpret evolving US, foreign, and state tax legislation to communicate impact on current and future products. Define product vision and contribute to the Maxit tax reporting roadmap; support system development and remediation initiatives to ensure regulatory compliance and process improvement. Analyze complex regulatory and business issues to design and document product solutions, including BRDs, use cases, workflows, and gap analyses. Develop and maintain deep expertise in cost basis and informational reporting across forms 1099, 1042-S, 480.6, Security Master, Income Reclassification, UIT, and WHFIT. Work closely with development teams in an agile environment to drive high-quality, iterative delivery of features to production. Drive business testing and validation of use cases; support the QA process through to product release. Own the product side of annual tax season execution — coordinating across engineering, operations, and clients to ensure accurate, on-time IRS filings. Advise on US and non-US information reporting and withholding matters, including FATCA. Build and maintain positive client relationships; manage client-specific change requests and support Client Services on complex tax reporting issues. Assist in product feature definition for sales and marketing; work with the Project Office to track milestones and manage delivery expectations. Skills and Experience of the Product Manager, Tax Reporting: Minimum 6 to 8 years of relevant experience; hands-on experience with cost basis and tax reporting analysis required. Bachelor’s degree or equivalent required; MS/MBA in taxation preferred. Prior experience at or supporting firms providing tax reporting infrastructure to broker-dealers, custodians, or wealth managers. Extensive knowledge of IRS information reporting requirements, including electronic filings, corrections, B-notices, and calculation of basis, gains, and losses across multiple jurisdictions. Detailed knowledge of tax withholding and reporting for securities including mutual funds, stocks, bonds, and corporate actions. FATCA knowledge/experience. Understanding of specialized calculations and statements for UIT, REMIC, WHFIT and income reclassification highly desirable Solid understanding of product lifecycle management and agile methodologies. Strong analytical, communication, and stakeholder management skills; ability to work independently and structure complex problems clearly. Proficient with Microsoft Office Suite (Excel, Word, Visio, PowerPoint), Jira, Confluence. Compensation: We offer a competitive compensation package commensurate with experience and market location including full benefits offering and PTO. Minimum salary of $125,000 plus bonus opportunities and other incentives. #LI-Remote

Full job record

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Source ID33b907de-01b0-42f9-ab6c-cf8d9c99bf6e
Board ID33b907de-01b0-42f9-ab6c-cf8d9c99bf6e
Provideradp_workforcenow
Provider Job Key598888
TitleProduct Manager, Tax Information Reporting
Normalized Title—
Statusactive
Activeyes
Location TextBrookfield, WI, US, Brookfield, WI; New York, NY, US, New York, NY
Department—
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Employment Typefull_time
Workplace Typeremote
Remote Policyremote
CountryUnited States
RegionWI
CityBrookfield
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Apply URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=21b5e71b-5e64-4d33-b8de-26ea145e664a&ccId=19000101_000001&lang=en_US&type=JS&jobId=598888&jwId=9200813855732_1
First Seen At2026-05-31 18:27:57Z
Last Seen At2026-06-06 12:51:58Z
Last Checked At2026-06-06 12:51:58Z
Last Changed At2026-06-06 12:51:58Z
Inactive At—
Source Posted At2026-04-15 13:02:00Z
Source Updated At—
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Event Fields
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Extensions
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--tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; font-family: arial, sans-serif; color: rgb(0, 0, 0); font-size: 16px;\">Level/Function: Specialist, Development</span></p><p style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; line-height: normal; margin: 0in; color: rgb(38, 35, 33); font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-size: 11pt; font-family: Calibri, sans-serif; background: white;\"><span style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; font-size: 16px; font-family: arial, sans-serif; color: rgb(0, 0, 0);\">Title: Product Manager, Tax Information Reporting</span></p><p style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; line-height: normal; margin: 0in; color: rgb(38, 35, 33); font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-size: 11pt; font-family: Calibri, sans-serif; background: white;\"><span style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\"><br></span></p><p style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; line-height: normal; margin: 0in; color: rgb(38, 35, 33); font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-size: 11pt; font-family: Calibri, sans-serif; background: white;\"><span style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\"><strong style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000;\"><span style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000;\">About BetaNXT</span></strong></span></p><p style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; line-height: normal; margin: 0in 0in 8pt; color: rgb(38, 35, 33); font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-size: 11pt; font-family: Calibri, sans-serif; background: white;\"><span style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; font-size: 16px; font-family: arial, sans-serif; color: rgb(0, 0, 0);\">BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.</span></p><p style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; line-height: normal; margin: 0in 0in 8pt; color: rgb(38, 35, 33); font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-size: 11pt; font-family: Calibri, sans-serif; background: white;\"><span style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; font-size: 16px; font-family: arial, sans-serif; color: rgb(0, 0, 0);\">BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.</span></p><p><span style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\"><strong>Overview of the Product Manager, Tax Reporting</strong></span></p><p><span style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\">BetaNXT Maxit is a leading provider of Cost Basis Reporting and Tax Reporting solutions. We are seeking a Product Manager to provide tax reporting subject matter expertise and translate reporting rules into regulatory compliant product requirements. The ideal candidate is comfortable with deep technical analysis of new regulation, hands-on delivery in an agile environment, and direct client engagement. This role reports to the Head of Tax Product.</span></p><p><span style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\"><strong>Duties and Responsibilities of the Product Manager, Tax Reporting:</strong></span></p><ul><li style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\">Monitor and interpret evolving US, foreign, and state tax legislation to communicate impact on current and future products.</li><li style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\">Define product vision and contribute to the Maxit tax reporting roadmap; support system development and remediation initiatives to ensure regulatory compliance and process improvement.</li><li style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\">Analyze complex regulatory and business issues to design and document product solutions, including BRDs, use cases, workflows, and gap analyses.</li><li style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\">Develop and maintain deep expertise in cost basis and informational reporting across forms 1099, 1042-S, 480.6, Security Master, Income Reclassification, UIT, and WHFIT.</li><li style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\">Work closely with development teams in an agile environment to drive high-quality, iterative delivery of features to production.</li><li style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\">Drive business testing and validation of use cases; support the QA process through to product release.</li><li style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\">Own the product side of annual tax season execution &mdash; coordinating across engineering, operations, and clients to ensure accurate, on-time IRS filings.</li><li style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\">Advise on US and non-US information reporting and withholding matters, including FATCA.</li><li style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\">Build and maintain positive client relationships; manage client-specific change requests and support Client Services on complex tax reporting issues.</li><li style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\">Assist in product feature definition for sales and marketing; work with the Project Office to track milestones and manage delivery expectations.</li></ul><p><span style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\">&nbsp;<strong>Skills and Experience of the Product Manager, Tax Reporting:</strong></span></p><ul><li style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\">Minimum 6 to 8 years of relevant experience; hands-on experience with cost basis and tax reporting analysis required.</li><li style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\">Bachelor&rsquo;s degree or equivalent required; MS/MBA in taxation preferred.</li><li style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\">Prior experience at or supporting firms providing tax reporting infrastructure to broker-dealers, custodians, or wealth managers.</li><li style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\">Extensive knowledge of IRS information reporting requirements, including electronic filings, corrections, B-notices, and calculation of basis, gains, and losses across multiple jurisdictions.</li><li style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\">Detailed knowledge of tax withholding and reporting for securities including mutual funds, stocks, bonds, and corporate actions.</li><li style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\">FATCA knowledge/experience.</li><li style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\">Understanding of specialized calculations and statements for UIT, REMIC, WHFIT and income reclassification highly desirable</li><li style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\">Solid understanding of product lifecycle management and agile methodologies.</li><li style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\">Strong analytical, communication, and stakeholder management skills; ability to work independently and structure complex problems clearly.</li><li style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\">Proficient with Microsoft Office Suite (Excel, Word, Visio, PowerPoint), Jira, Confluence.</li></ul><p><span style=\"font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\">&nbsp;</span><span style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\"><strong style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000;\">Compensation:</strong></span></p><ul type=\"disc\" style='box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; color: rgb(38, 35, 33); font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-family: Circular, -apple-system, BlinkMacSystemFont, \"Segoe UI\", Roboto, Oxygen, Ubuntu, Cantarell, \"Fira Sans\", \"Droid Sans\", \"Helvetica Neue\", sans-serif; font-size: 16px; background-color: rgb(255, 255, 255);'><li style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; font-family: arial, sans-serif; font-size: 16px; color: rgb(0, 0, 0);\">We offer a competitive compensation package commensurate with experience and market location including full benefits offering and PTO. Minimum salary of $125,000 plus bonus opportunities and other incentives.</li></ul><p>#LI-Remote</p><p><br></p></div></div></div></div>\n",
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