Tax - Manager - Tax

ph3Company Overview /h3pInteractive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting‑edge technology and client commitment. /ppIBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. /ppBarrón's has recognized Interactive Brokers as the #1 online broker for six consecutive years. /ph3Role Overview /h3pThe Interactive Brokers Global Tax Team serves an important role in the success of our business. We mitigate risk and create value for our business and our customers. We partner with many functions across the company, including Technology, Business Development, Accounting, Treasury, Customer Service and Marketing, to assist our business in achieving our commitment of delivering value through technological innovation and providing our clients with unprecedented access to global markets at the lowest cost. The Global Tax Team sets the tax policy for the company, and identifies, develops, implements, and manages tax strategies to help minimize our overall tax cost. We advise on the tax aspects of our product offerings to customers, manage tax audits, and ensure financial reporting and tax returns are filed timely and accurately. /ppWe are seeking a highly skilled tax professional to join our Global Tax team with a focus on customer taxes in European markets. This role will report to the Director of UK APAC Tax and work alongside other members of the Global Tax Team, particularly the U.S.-based information reporting withholding tax team, to ensure comprehensive global coverage of customer tax obligations. While the initial focus will be on designing and developing customer tax statements for European retail clients, this role requires robust experience and solid technical understanding of information reporting and withholding tax requirements across European countries. /ppThe ideal candidate will have strong technical tax knowledge of investment products, deep expertise in European tax filing obligations by retail customers, and knowledge of information reporting and withholding obligations by brokers, and the ability to translate complex tax requirements into operational processes and customer communications. A successful candidate will be a collaborative team player who is entrepreneurial, detail-oriented, and an excellent communicator. /ph3Responsibilities /h3h3Customer Tax Statement Development Delivery /h3ulliDesign, develop, and maintain customer tax statements for European retail clients covering a wide range of investment products including stocks, bonds, mutual funds, ETFs, futures, options, and other derivatives. /liliEnsure tax statements comply with local tax reporting requirements and formats across multiple European jurisdictions. /liliReview and validate tax calculations for accuracy, including capital gains/losses, dividend income, interest income, withholding taxes, and tax reclaim information. /liliPartner with Technology teams to implement and enhance automated tax statement generation processes. /liliCreate customer-facing documentation and guidance materials explaining tax statement information and tax reporting obligations. /li /ulh3Product Venue Analysis /h3ulliResearch and analyse new and existing product offerings and new venue launches to determine customer tax implications, information reporting requirements, and withholding tax obligations for European markets. /liliProvide technical guidance on tax treatment and reporting obligations for various investment products and transaction types. /liliDraft functional requirements for information reporting and withholding tax features to software development teams. /liliDevelop and maintain tax calculation methodologies for complex products and cross‑border transactions. /li /ulh3Research, Monitoring Continuous Improvement /h3ulliMonitor, research, and analyse new laws and changes to existing laws that impact customer information reporting, withholding tax, and tax statement requirements across European countries. /liliAssess impact of legislative changes on IBKR’s processes and systems and communicate requirements to relevant stakeholders. /liliIdentify and design system improvements that automate processes related to customer tax documentation, information reporting, withholding tax, and tax statement generation. /liliDevelop and document standard operating procedures for information reporting, withholding tax operations, and tax statement preparation. /liliAssist with research, development, and integration of new tax technologies, including tax data collection and automation. /liliContribute to special projects related to customer tax reporting, withholding, and technology enhancements. /li /ulh3Qualifications, Skills Attributes (Required) /h3ulliMinimum 8–10 years of experience in tax with a strong focus on tax treatment and impact to customers from investment activities, preferably in financial services, brokerage firms, asset management, Big 4 public accounting, or tax advisory. /liliBachelor’s degree in Accounting, Finance, Taxation, or a related field; professional tax qualification (CTA, ADIT, or equivalent) strongly preferred. /liliRobust technical knowledge and operational experience in European information reporting and withholding tax requirements, including:ulliCountry‑specific reporting obligations and forms in major European jurisdictions. /liliWithholding tax rules, rates, and treaty relief procedures. /liliCustomer tax documentation requirements and validation processes. /liliRegulatory reporting frameworks (CRS, DAC reporting, etc.). /li /ul /liliStrong technical knowledge of tax treatment for retail investors across various client tax profiles and investment products including:ulliEquities and bonds (domestic and cross‑border). /liliMutual funds, ETFs, and collective investment schemes. /liliDerivatives (futures, options, CFDs, warrants). /liliForeign exchange transactions. /liliCorporate actions (dividends, interest, stock splits, mergers, spin‑offs). /li /ul /liliSolid understanding of capital gains taxation, dividend taxation, interest taxation, and withholding tax rules in European countries. /liliKnowledge of cross‑border taxation issues, tax treaty provisions, and beneficial ownership concepts. /liliExperience drafting functional requirements for tax technology systems. /liliExcellent attention to detail with strong analytical and problem‑solving skills. /liliProficiency in Excel and ability to work with large datasets. /liliStrong written and verbal communication skills with ability to explain complex tax concepts clearly to both technical and non‑technical audiences. /liliAbility to work independently and manage multiple priorities in a fast‑paced environment. /liliProven ability to collaborate effectively with technology teams and translate tax requirements into system specifications. /li /ulh3Preferred /h3ulliIn addition to English, fluency in a major European language such as German or French is a big plus. /liliAdvanced degree such as a law degree (J.D., LL.M.) or equivalent legal qualification or professional certifications such as CTA (Chartered Tax Adviser), ADIT (Advanced Diploma in International Taxation), ATT, or local equivalent. /liliExperience with automated tax reporting and withholding systems and tax technology platforms. /liliDirect experience in brokerage operations and investment product mechanics. /liliExperience with tax reporting and withholding in multiple European countries (Germany, France, Netherlands, Italy, etc.). /liliKnowledge of financial transaction taxes in European markets. /liliExperience managing tax audits or penalty abatement processes. /liliBasic knowledge of U.S. GAAP tax accounting (ASC 740-10). /li /ulh3Key Competencies /h3ulliDetail‑oriented with commitment to accuracy and compliance. /liliStrong technical tax knowledge combined with practical operational application. /liliCollaborative team player with ability to work across departments and geographies. /liliCustomer‑focused mindset with service orientation. /liliAdaptable and comfortable with changing priorities and regulatory landscapes. /liliProcess improvement and automation orientation. /liliStrong project management capabilities. /liliEntrepreneurial approach to problem‑solving. /liliExcellent consensus builder. /li /ulh3Benefits /h3ulliCareer support and development. /liliSalary commensurate with experience. /liliPerformance‑based discretionary cash bonus scheme. /liliDiscretionary stock grant. /liliQuarterly Gym contribution. /liliMedical Insurance Allowance. /liliHybrid working model. /liliAbove statutory annual leave, increasing with service. /liliDaily company‑paid lunch and healthy snack options throughout the day (when working from the office). /liliCorporate events. /liliOn successful completion of the probation period. /li /ul /p #J-18808-Ljbffr