Tax Director of Information Reporting and Withholding
Confirmed live in the last 24 hours
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
Greenwich, CT, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Excel/Numbers/Sheets
CategoriesNew
Accounting
Requirements
  • Minimum of 15 years experience in information reporting and withholding tax areas
  • Minimum of 5 years experience in the financial services industry
  • Strong knowledge of financial products and investment funds
  • J.D. strongly preferred
  • Basic knowledge of Tax Accounting, particularly U.S. GAAP accounting
  • Advanced MS Office skills, particularly MS Excel
  • Excellent writing and business communication skills
  • Strong analytical skills
Responsibilities
  • Lead the Customer Tax team to ensure compliance with US federal, state, and non-US requirements related to customer tax reporting, withholding tax, and tax documentation
  • Research and analyze new product offerings and new venue launches, client impact, and determine tax information reporting and withholding tax requirements
  • Draft tax information reporting and withholding functional requirements to the software development team
  • Monitor, research and analyze new laws and changes to existing laws that may impact customer information reporting and withholding tax
  • Manage US state, federal and non-US penalty waivers and audits related to customer information reporting and withholding tax
  • Collaborate with other Global Tax colleagues to comply with other customer-related tax requirements
  • Identify and design system improvements that automate processes related to customer tax documentation and information reporting and withholding tax
  • Work on special projects and administrative matters, including process development, building relationships with business units, and budget development and management
  • Assist with research, development and integration of new tax technologies, including tax data collection and automation
  • Develop a solid understanding of IBKR’s business and product offerings
  • Support Internal Audit/Risk Reviews
Desired Qualifications
  • Strong consensus builder and team player
  • Strong commercial and business awareness