Tax Director Information Reporting and Withholding
1 month ago
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 seasoned professional with a strong technical background in information reporting and withholding tax areas, both in the US and globally. The ideal candidate will have a minimum of 15 years of experience in the financial services industry and a strong knowledge of financial products, including investment funds and tax-advantaged savings accounts.
The Tax Director will lead the Customer Tax team to ensure timely tax support is provided to customers and sales personnel. This role will also involve researching and analyzing new product offerings, venue launches, and client impact to determine tax information reporting and withholding tax requirements.
Key responsibilities include drafting tax information reporting and withholding functional requirements for the software development team, monitoring and analyzing new laws and changes to existing laws that may impact customer information reporting and withholding tax, and managing US state, federal, and non-US penalty waivers and audits related to client information reporting and withholding tax.
The successful candidate will have strong analytical skills, advanced MS Office skills, particularly MS Excel, and excellent writing and communication skills. This role will also require strong business awareness and the ability to effectively convey functional requirements to software developers.
What We Offer:- 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, 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
Interactive Brokers Group 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.
Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. This is an exciting opportunity to join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.
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