Strategic Tax Director for Global Financial Operations
2 days ago
This is a highly specialized role that requires a deep understanding of global financial operations and tax regulations. As the Strategic Tax Director, you will be responsible for leading our Customer Tax team to ensure compliance with US federal, state, and non-US requirements related to client tax reporting, withholding tax, and tax documentation.
About Interactive BrokersInteractive Brokers Group, Inc. (Nasdaq: IBKR) is a leading 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.
We offer a range of electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. Our advanced technology, competitive pricing, and global market access help our clients make the most of their investments.
Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. We pride ourselves on being primarily a technology company, challenging the status quo and pushing boundaries to offer our clients the best trading platform with the most sophisticated features at the lowest cost.
The Interactive Brokers Global Tax Team plays a crucial role in the success of our business, mitigating risk and creating value for our business and customers. We partner with various functions across the company to assist our business in achieving its commitment to delivering value through technological innovation and providing clients with unprecedented access to global markets at the lowest cost.
Key Responsibilities- Lead the Customer Tax team to ensure compliance with relevant tax regulations, including but not limited to periodic and year-end IRS Forms 1099 and 1042 in the US and applicable forms in foreign countries where IBKR operates.
- Research and analyze new product offerings, venue launches, and client impact to 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, such as financial transaction tax, GST, and VAT.
- 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.
- 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; minimum of 5 years' experience in the financial services industry.
- Strong knowledge of financial products, including investment funds and various tax-advantaged savings accounts such as IRAs and similar products in other countries.
- 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.
- Estimated salary range: $250,000 - $300,000 per annum.
- Annual performance-based bonus.
- Stock grant.
- Retirement plan 401(k) with a competitive company match.
- Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium.
- 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.
-
Financial Operations Manager
2 days ago
Greenwich, Connecticut, United States Creative Financial Staffing Full timeJob Overview:A prestigious country club seeks a detail-oriented and experienced Financial Operations Manager to oversee and manage financial operations. The ideal candidate will bring a strong background in accounting, excellent organizational skills, and a commitment to providing top-notch service in a collaborative environment.Key...
-
Greenwich, Connecticut, United States Interactive Brokers Full timeAbout the Role:Interactive Brokers Group is seeking a highly skilled Tax Director to lead our Customer Tax team, focusing on information reporting and withholding tax matters. This role will be responsible for ensuring compliance with US federal, state, and non-US requirements, including periodic and year-end IRS Forms 1099 and 1042.We are looking for a...
-
Financial Reporting Tax Strategist
6 days ago
Greenwich, Connecticut, United States Interactive Brokers Full timeJob OverviewA competitive salary of $170,000 - $220,000 annually, depending on experience.About Interactive BrokersAs a leading global financial services company, we pride ourselves on our commitment to client satisfaction and innovative technology. Our dynamic team collaborates across various functions to deliver value through technological innovation and...
-
Strategic Client Account Director
1 week ago
Greenwich, Connecticut, United States TBWA\Chiat\Day Full timeAbout ZinniaZinnia is revolutionizing the insurance industry by simplifying how people buy, sell, and administer insurance products. Our intuitive enterprise technology solutions and data insights empower clients to make informed decisions.We have a proven track record of success, with over $173.7 billion in assets under administration across 100+ carrier...
-
Global Fundraising Leader
6 days ago
Greenwich, Connecticut, United States Scion Staffing Full timeScion Nonprofit Staffing is a leading recruitment and staffing specialist for nonprofit organizations. We are excited to introduce an exceptional opportunity for a Development Director with our highly regarded client, a distinguished 501(c)(3) nonprofit with a global impact.The role of the Development Director is crucial in building the US presence for our...
-
Lead Financial Operations Manager
2 days ago
Greenwich, Connecticut, United States Tandym Group Full timeAn innovative investment services company in the Northeast is seeking a seasoned Lead Financial Operations Manager to oversee its portfolio companies' financial management. The ideal candidate will possess strong leadership skills and experience in overseeing external bookkeepers, managing accounts payable processes, and optimizing financial workflows. This...
-
Corporate Financial Analyst
6 days ago
Greenwich, Connecticut, United States Creative Financial Staffing Full timeUnlock Your Potential in Corporate FinanceWe are seeking a highly skilled Corporate Financial Analyst - Revenue Expert to join our team at Creative Financial Staffing. This is an exceptional opportunity for a motivated professional to drive financial growth and contribute to the success of our clients.About the RoleThe ideal candidate will possess a deep...
-
Senior Tax Professional
6 days ago
Greenwich, Connecticut, United States Creative Financial Staffing Full timeAbout the Opportunity:Creative Financial Staffing has partnered with a respected CPA firm to find an experienced Senior Tax Professional. The company values work-life balance and professional development, offering employees the chance to make a real difference in their community.Key Responsibilities:Prepare corporate, partnership, individual, and various...
-
Business Operations Manager
6 days ago
Greenwich, Connecticut, United States iCapital Full timeAbout iCapitaliCapital is a leading financial technology platform that powers the world's alternative investment marketplace. Our innovative solutions have transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.With approximately $200...
-
Global Corporate Actions Specialist
6 days ago
Greenwich, Connecticut, United States Interactive Brokers Full timeUnlock a Career in Financial InnovationWe're seeking an experienced Global Corporate Actions Specialist to join our team at Interactive Brokers, a leader in global electronic brokerage services.The ideal candidate will have 2-5 years of targeted Corporate Action experience and be proficient with MS Office suite. They should possess excellent oral/written...
-
Clinical Operations Director
5 days ago
Greenwich, Connecticut, United States Home Care Connectors Full timeAbout the RoleIn this esteemed position as Clinical Operations Director at Home Care Connectors, you will spearhead the clinical management of our home health services, driving exceptional patient outcomes and fostering a culture of excellence.
-
Director of Nursing Operations
1 week ago
Greenwich, Connecticut, United States Grassi Full timeAbout This RoleWe are seeking an experienced and skilled Associate Director of Nursing to join our team at Grassi. The successful candidate will be a key member of our nursing leadership team, responsible for assisting the Director of Nursing in planning, developing, and implementing the day-to-day functions of the Nursing Department.Key...
-
Greenwich, Connecticut, United States Interactive Brokers Full timeJob OverviewWe are seeking a skilled Software Engineer to join our Compliance Technology group. As a key member of the team, you will design and develop front-end applications and micro-services to support global compliance departments.This is a hybrid role (three days in the office/two days remote) with opportunities for professional growth and...
-
Strategic Platform Implementation Lead
6 days ago
Greenwich, Connecticut, United States iCapital Full timeAbout iCapitaliCapital is a pioneering financial technology company that has revolutionized the alternative investment marketplace. Our cutting-edge platform empowers advisors, wealth management firms, asset managers, and banks to evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.With approximately $180...
-
Financial Services Operations Specialist
6 days ago
Greenwich, Connecticut, United States Multi-Billion-Dollar Investment Firm Full timeAn Investor Relations Operations Associate is needed at a reputable Multi-Billion-Dollar Investment Firm to manage the team inbox, address inquiries from internal and external stakeholders, and complete investor Due Diligence Questionnaires (DDQs). You will also create and update marketing materials, including fund-level PowerPoint presentations, annual...
-
Tax Consultant
3 weeks ago
Greenwich, Connecticut, United States Andersen Full timeAbout the RoleWe are seeking a highly skilled Senior Tax Associate to join our Private Client Services practice at Andersen. In this role, you will manage and support your team on multiple engagements for a wide range of sophisticated clients, including wealthy families, family offices, and owner-operated businesses.Key ResponsibilitiesReview and prepare...
-
Physical Therapy Clinic Operations Director
1 week ago
Old Greenwich, Connecticut, United States JAG Physical Therapy Full timeOverviewJAG Physical Therapy is a leading provider of outpatient physical therapy services with 100 facilities throughout Pennsylvania, New Jersey, and New York.Salary and BenefitsThe estimated annual salary for this role is $85,000-$120,000 based on national averages for Clinical Directors in the healthcare industry. The position also offers a comprehensive...
-
Greenwich, Connecticut, United States Interactive Brokers Full timeInteractive Brokers: A Cutting-Edge Financial Services CompanyWe are a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. Our company has been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.
-
Financial Technology Innovator
5 days ago
Greenwich, Connecticut, United States Interactive Brokers Full timeAbout the RoleAs a key member of our Trading Platforms group, you will be responsible for developing cutting-edge UI components using the Qt Framework and QML. Your expertise in building modern and responsive UIs with dynamic layouts and changing sizes will help drive the success of our NextGen Trading app.Your Responsibilities• Develop high-quality QML UI...
-
Customer Service Coordinator
7 days ago
Greenwich, Connecticut, United States WELLS FARGO BANK Full timeAbout Wells FargoAt Wells Fargo, we believe that a meaningful career is more than just a job. It's about finding all the elements that help you thrive in one place. Our company culture is built on five core values: opportunity, integrity, diversity, responsibility, and teamwork. We strive to make a positive impact in our communities by contributing to local...
