Tax Director of Information Reporting and Global Compliance
2 weeks ago
As a Tax Director, you will be responsible for leading our Customer Tax team in ensuring compliance with US federal, state, and non-US requirements related to client tax reporting, withholding tax, and tax documentation. This includes periodic and year-end IRS Forms 1099 and 1042 in the US and applicable forms in foreign countries where Interactive Brokers operates.
You will interact extensively with key non-tax business executives throughout the organization to drive compliance and efficiency in information reporting and withholding tax matters from a client perspective.
Main Responsibilities- Lead the Customer Tax team to ensure timely tax support is provided to customers and sales personnel, and adequate documentation is obtained from customers.
- 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.
- You have a 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.
- You possess a solid understanding of financial products, including investment funds and various tax-advantaged savings accounts such as IRAs and similar products in other countries.
- A J.D. is strongly preferred, and you have basic knowledge of Tax Accounting, particularly U.S. GAAP accounting.
- You possess strong analytical skills, advanced MS Office skills, particularly MS Excel, excellent writing skills, and strong business communication skills.
- A competitive salary of $200,000 per annum, 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.
-
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...
-
Greenwich, Connecticut, United States Interactive Brokers Full timeJob SummaryThis 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...
-
Financial Reporting Tax Strategist
3 weeks 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...
-
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...
-
Global Fundraising Leader
3 weeks 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...
-
Senior Sanctions Compliance Leader
3 weeks ago
Greenwich, Connecticut, United States Interactive Brokers Full timeAbout the RoleWe are seeking a seasoned Senior Sanctions Compliance Leader to spearhead our Global Sanctions program across all affiliates.Key ResponsibilitiesMaintain and enhance a comprehensive Global Sanctions program, ensuring compliance with sanction obligations worldwide.Stay abreast of emerging sanctions developments, advising on updates to our global...
-
Senior Financial Reporting Analyst
3 weeks ago
Greenwich, Connecticut, United States Hoxton Circle Full timeAbout the RoleWe are seeking an experienced Senior Financial Reporting Analyst to join our US-based team. This individual will be responsible for financial reporting and fund accounting responsibilities, working closely with our global investment and asset management firm.ResponsibilitiesFinancial Analysis and ReportingThe successful candidate will conduct...
-
Senior Regulatory Compliance Officer
3 weeks ago
Greenwich, Connecticut, United States Interactive Brokers Full timeOverview">Interactive Brokers Group, Inc. is a global financial services company that has been at the forefront of innovation for over four decades. We provide electronic brokerage services around the clock to clients in over 200 countries and territories.About the Role">We are seeking an experienced Senior Regulatory Compliance Officer to join our team....
-
Senior Tax Consultant
2 weeks ago
Greenwich, Connecticut, United States Marcum Search LLC Full timeJob DescriptionWe are seeking a highly skilled Senior Tax Consultant to join our team at Marcum Search LLC. As a key member of our taxation services group, you will be responsible for providing expert tax advice and consulting services to our clients.About the RoleThis is an exciting opportunity for a seasoned professional with a strong background in tax law...
-
Senior Medical Laboratory Director
3 days ago
Greenwich, Connecticut, United States Yale New Haven Health Full time**Key Responsibilities**The successful candidate will assist in providing medical leadership to laboratory staff, ensuring superlative and efficient patient care and compliance with regulatory standards. Key responsibilities include providing direct patient care, producing anatomic and clinical pathology consultations and reports, directing specific areas of...
-
Global Corporate Actions Specialist
3 weeks 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...
-
Internal IT Compliance Manager
1 week ago
Greenwich, Connecticut, United States GXO Logistics Full timeAbout the RoleGXO Logistics is seeking an experienced Internal IT Compliance Manager to join our team. As an Internal IT Compliance Manager, you will play a pivotal role in ensuring SOC 1 compliance, maintaining strong client relationships, and coordinating effectively with external audit partners. The successful candidate will facilitate IT audit execution...
-
Director of Celebrations
1 day ago
Greenwich, Connecticut, United States Mary Bolger, LLC Full time**Job Summary**We are seeking an experienced Director of Celebrations to join our team at Mary Bolger, LLC.The ideal candidate will have a Bachelor's degree in a related field and 4-5 years proven experience in an events and operations driven position. A Finance industry background is strongly preferred.This is a 5 days in office position with 5-10% travel....
-
Director of Clinical Operations
3 days ago
Greenwich, Connecticut, United States Grassi Full timeAbout GrassiGrassi is a dynamic and patient-centered organization dedicated to providing exceptional care to our residents.Job SummaryWe are seeking an experienced Associate Director of Nursing to join our nursing leadership team. As a key member of our leadership team, you will be responsible for assisting the Director of Nursing in planning, developing,...
-
Director of Nursing Operations
4 weeks 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 Yale New Haven Health Full timeAbout the OpportunityYale New Haven Health is seeking a Chief Anatomic Pathologist or Director of Laboratory Services to lead our team of pathologists in delivering high-quality patient care in Anatomic Pathology and the Clinical Laboratory.Job SummaryWe are offering a competitive compensation package, including a salary range of $325,000 - $425,000 per...
-
Medical Director
3 weeks ago
Greenwich, Connecticut, United States OI Infusion Full timeAbout OI Infusion ServicesWe partner with physicians to provide comprehensive infusion therapy services, ensuring the best standard of care at the point of service to patients.We are seeking a Medical Director with an entrepreneurial spirit to manage and operate our small infusion centers. The ideal candidate will have infusion experience, a passion for...
-
Operations and Culture Leader
2 days ago
Greenwich, Connecticut, United States Mary Bolger, LLC Full timeCompany OverviewMary Bolger, LLC is a global corporation dedicated to building a positive work environment for its employees. We are committed to fostering employee engagement worldwide through our various events and operations.We are seeking an experienced Events & Operations Manager to join our team. The ideal candidate will have 4-5 years of proven...
-
Physical Therapy Clinic Operations Director
4 weeks 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...
-
Commercial Assistant Project Director
3 days ago
Greenwich, Connecticut, United States Michael Page Full time**Project Management Opportunity**We are seeking an experienced Commercial Assistant Project Director to join our team and support the successful delivery of commercial construction projects across multiple regions. This is an excellent opportunity for a skilled project manager looking to work on projects ranging from $1M to $25M.About the CompanyOur client...
