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.
Core Skills:
- Support regularly scheduled meetings. Responsibilities include publishing an agenda and meeting minutes with responsible parties and deadlines for the overall Tax Season project plan.
- Understanding client business model and operational requirements for most efficient and effective utilization of Broadridge's products and services.
- Project Manage client regulatory deadlines and requirements via a tax service roadmap/playbook and manage priorities through daily calls. Summarize weekly client statuses and prepare Executive dashboard.
- Advocate for client needs through researching, prioritizing, and responding to client service delivery open items and development needs and interests across the broader business.
- Work with client directly on tax season project plans in preparation for Trial runs. Document issues for go-forward Quality Assurance review. Monitor client data for health and readiness of upcoming tax reporting season and publish Client Readiness report.
- Responsibility to familiarize yourself through internal communications with changes and updates to IRS regulatory conditions and environments and the impacts to our clients and products.
- Monitor internal reporting to ensure progress of all required projects and coordinate Root Cause Analysis for breakdowns in procedures.
- Coordinate onsite Quarterly Business Reviews and post-season documentation of agendas and key take-aways.
- Lead system training and education of Product releases to clients.
- Maintain client elections of statement reporting requirements.
- Adhere to change control process ensuring scope, deliverables, timelines, and resources are formally defined, documented, and approved.
- Plan, identify, evaluate, and communicate project risks using risk management techniques, create contingency plans to mitigate risks.
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