Interactive Brokers seeks a Tax Manager with a background in information reporting and tax withholding to support its expanding global brokerage business. A strong background in tax accounting is preferred. The position will report to the Tax Director and is based in Greenwich, CT. The role is Hybrid and will require in office presence 3 days/week.

Responsibilities

Ensure compliance with US, state and similar non-US information reporting and withholding tax rules, including year-end IRS Forms 1099, 1042-S and Canadian Forms T3, T5, T5008 and RL;
Strong understanding of wash sales, basis computation and corporate action reporting;
Work closely with programming teams to provide timely and accurate tax reporting;
Identify and design improvements to tax withholding and reporting systems;
Provide tax support to customers and sales personnel;
Oversee US and Canadian retirement account compliance;
Research and provide guidance on new tax legislation and regulations; and
Develop and provide webinars on current tax topics for customers.

Qualifications

3 to 7 years of accounting and tax experience,
Minimum of 3 years in the financial services industry
Bachelors or advanced degree in accounting required
CPA or Masters Degree in Taxation preferred
Strong tax technical background in tax information reporting requirements applicable to retail brokerage business
Advanced MS Office skills, including MS Excel

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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

Company Overview

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.

Click the link to view a short video with a few words from current Interactive Brokers employees: https://www.interactivebrokers.com/en/index.php?f=31899

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