Interactive Brokers seeks a Tax Analyst to support its information reporting and withholding tax operations. The successful candidate will operate across all business units and functional areas within the firm to support our growing brokerage business; including operations, technology, and tax.
The role will be based in Greenwich, CT. Role is Hybrid and will require in office attendance 3 days/week.
Support IB’s tax information reporting and compliance efforts
Assist with reconciliation of year-end reports versus weekly IRS deposits (945,1042)
Assist with the collection, review, and certification of tax forms
Assist with tax elections process
Assist with responding to customer inquiries regarding FATCA, CRS and related similar international tax and reporting questions
Assist with research and development of new tax technology
Testing of new tax technology features
Support Audit/Risk reviews
Qualifications, Skills & Attributes
1 year of relevant experience (desired but not required)
A good understanding of Tax Operations
Bachelor’s degree in Finance, Accounting or similar field.
Advanced MS Office skills, including MS Excel
Company Benefits & Perks
Competitive salary, annual performance-based bonus and stock grant
Retirement plan 401(k) with competitive company match
Excellent health and welfare benefits including medical, dental, and vision benefits
Wellness screenings and assessments, health coaches and counseling services through Employee Assistance Program (EAP)
Paid time off and a generous parental leave policy
Daily company paid lunch and a fully stocked kitchen with healthy options for breakfast and snack
Corporate events including team outings, dinners, volunteer activities and company sports teams
Education reimbursement and learning opportunities
Modern offices with multi-monitor setups
Interactive Brokers LLC, a subsidiary of Interactive Brokers Group, Inc. (Ticker: IBKR) is a direct access electronic broker serving professionals, frequent traders, institutional investors, financial advisors and introducing brokers. Our clients have access to more than 150 market centers around the world from a single integrated account. Our employees are part of a dynamic, multi-national, fast-paced, results-oriented team that has spent four decades focused on advanced technology and automation that equips our clients with a uniquely sophisticated platform to manage their investment portfolios. We provide our clients with advantageous execution prices, risk and portfolio management tools, research facilities and investment products, at low or no cost, positioning them to achieve superior returns.
Headquartered in Greenwich, CT, USA. IBKR has offices in more than 15 countries across the world.
IBKR is a member of NYSE, FINRA, and SIPC. Interactive Brokers Group brokerage affiliates are regulated by securities and commodities agencies around the world.