Financial Services
Tax Reporting/Retirement Specialist
Posted on 12/16/2022
INACTIVE
Interactive Brokers

1,001-5,000 employees

Global online trading platform for diverse assets
Company Overview
Interactive Brokers Group, a leader in the financial services industry, has a proven track record of technical innovation, demonstrated by its 45-year history of building advanced trading technology. The company's competitive advantage lies in its ability to provide a single unified platform for global trading in multiple asset classes and currencies, backed by robust market data access 24/6. Its strong corporate culture is centered around creating technology to provide liquidity on better terms, competing on price, speed, size, and diversity of global products, which has led to its recognition as Barron's #1 Best Online Broker for six consecutive years.
Fintech

Company Stage

N/A

Total Funding

N/A

Founded

1977

Headquarters

Greenwich, Connecticut

Growth & Insights
Headcount

6 month growth

1%

1 year growth

6%

2 year growth

24%
Locations
Chicago, IL, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Excel/Numbers/Sheets
CategoriesNew
Accounting
Requirements
  • Experience: 2 years in trading or brokerage services, but will consider recent college graduates with solid academic & relative backgrounds
  • Education: Bachelor's Degree required
  • Computer: PC proficiency, Microsoft 365, Comprehensive MS Excel
  • Good quantitative/analytical skills
  • Excellent oral/written communication skills required
  • Knowledge of retirement accounts and tax considerations a plus
  • Strong research, interpersonal and writing skills are required
Responsibilities
  • Reviewing and addressing client issues/inquiries via inbound calls, electronic message, mail, and on-line chat
  • Perform tax and IRA related account maintenance transactions, including IRA transfers, IRA distributions, cost basis updates, and dividend tax classifications
  • Maintain current knowledge of trends and developments impacting IRA accounts, and staying abreast of IRS regulations
  • Responsible for troubleshooting escalated customer reported issues. Assists with root cause analysis and resolution as appropriate
  • Escalation of system, partner and customer issues clearly and timely
  • Facilitate resolution of customers' issues by logging and verifying bugs/enhancements, updating customer on problem resolution status, working with development, and assisting in testing fixes
  • Responsibility for providing regular communication to the stakeholders on the status of customer related issues and/or projects using issue management system
  • Provide information to other support representatives to assist with problem resolutions
  • Assist with the continuing development and documentation of internal processes/procedures and creation of content for the Knowledge Database
  • Knowledge of securities regulations impact on customers
  • Lead or participate in other projects or duties as assigned