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Tax Director of Information Reporting and Withholding

2 months ago

Greenwich, Connecticut, United States Interactive Brokers Full time
About Interactive Brokers

Interactive Brokers Group, Inc. is a global financial services company that has been at the forefront of financial innovation for over four decades. We are known for our cutting-edge technology and commitment to our clients.

Job Summary

We are seeking a highly experienced Tax Director to lead our Customer Tax team and be responsible for all relevant information reporting and withholding tax matters from a client perspective. This global role will report directly to the Global Head of Tax.

Key Responsibilities
  • Lead the Customer Tax team to ensure compliance with US federal, state, and non-US requirements that relate to client tax reporting, withholding tax, and tax documentation.
  • Adequately document customer information, including W-8 and W-9 forms.
  • Provide timely tax support to customers and sales personnel.
  • Research and analyze new product offerings, venue launches, and 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 client information reporting and withholding tax.
  • Collaborate with other Global Tax colleagues to comply with client-related tax requirements.
  • Work with the software development team to identify and design system improvements that automate processes related to customer tax documentation, information reporting, and withholding tax.
Requirements
  • Strong tax technical background, with a minimum of 15 years experience in the information reporting and withholding tax areas, both in the US and globally.
  • Strong knowledge of financial products, including investment funds and various tax-advantaged savings accounts.
  • J.D. is strongly preferred.
  • Basic knowledge of Tax Accounting, in particular, U.S. GAAP accounting.
  • Strong analytical skills.
  • Advanced MS Office skills, particularly MS Excel.
  • Excellent writing skills.
  • Strong business communication skills with the ability to effectively convey functional requirements to software developers.
  • Strong consensus builder and team player.
  • Strong commercial and business awareness.
Company Benefits
  • Competitive salary, annual performance-based bonus and stock grant.
  • Retirement plan 401(k) with a competitive company match.
  • Excellent health and wellness benefits, including medical, dental, and vision benefits.
  • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP).
  • Paid time off and a generous parental leave policy.
  • Daily company lunch allowance provided, 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.