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Customer Tax BA

Expert In Recruitment Solutions | Stamford, Connecticut, United States | Posted May 10, 2026

Position Overview


Customer Tax BA



Location: NYC


5 days in the office

6months


Interview: Final interview onsite



Skills and domain knowledge: - Customer tax must - Wealth & asset management must - Business analysis - requirements gathering, testing support - must - Digital assets good to have




Brokerage is requesting assistance with the digital asset sub and full custody models and requirements as it relates to Customer Tax and needs subject matter advisory, business analysis, and industry expertise. We are requesting resources to provide advice related to design, business requirements, and testing support (not inclusive of test execution) for the Wealth Management business unit



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