Tax Manager, Interactive Brokers

• While the initial focus will be on designing and developing customer tax statements for European retail clients, this role requires robust experience and solid technical understanding of information reporting and withholding tax requirements across European countries
• The ideal candidate will have strong technical tax knowledge of investment products, deep expertise in European tax filing obligations by retail customers, and knowledge of information reporting and withholding obligations by brokers, and the ability to translate complex tax requirements into operational processes and customer communications
• A successful candidate will be a collaborative team player who is entrepreneurial, detail-oriented, and an excellent communicator
• Minimum of 8-10 years of experience in tax with strong focus on tax treatment and impact to customers from investment activities, preferably in financial services, brokerage firms, asset management, Big 4 public accounting, or tax advisory
• Bachelor’s degree in Accounting, Finance, Taxation, or related field; professional tax qualification (CTA, ADIT, or equivalent) strongly preferred
• Robust technical knowledge and operational experience in European information reporting and withholding tax requirements, including:
• Country-specific reporting obligations and forms in major European jurisdictions
• Withholding tax rules, rates, and treaty relief procedures
• Customer tax documentation requirements and validation processes
• Regulatory reporting frameworks (CRS, DAC reporting, etc.)
• Strong technical knowledge of tax treatment for retail investors across various client tax profile and various investment products including:
• Equities and bonds (domestic and cross-border)
• Mutual funds, ETFs, and collective investment schemes
• Derivatives (futures, options, CFDs, warrants)
• Foreign exchange transactions
• Corporate actions (dividends, interest, stock splits, mergers, spin-offs)
• Solid understanding of capital gains taxation, dividend taxation, interest taxation, and withholding tax rules in European countries
• Knowledge of cross-border taxation issues, tax treaty provisions, and beneficial ownership concepts
• Experience drafting functional requirements for tax technology systems
• Excellent attention to detail with strong analytical and problem-solving skills
• Proficiency in Excel and ability to work with large datasets
• Strong written and verbal communication skills with ability to explain complex tax concepts clearly to both technical and non-technical audiences
• Ability to work independently and manage multiple priorities in a fast-paced environment
• Proven ability to collaborate effectively with technology teams and translate tax requirements into system specifications
• Detail-oriented with commitment to accuracy and compliance
• Strong technical tax knowledge combined with practical operational application
• Collaborative team player with ability to work across departments and geographies
• Customer-focused mindset with service orientation
• Adaptable and comfortable with changing priorities and regulatory landscapes
• Process improvement and automation orientation
• Strong project management capabilities
• Entrepreneurial approach to problem-solving
• Excellent consensus builder

Desirable

• The Interactive Brokers Global Tax Team serves an important role in the success of our business
• We mitigate risk and create value for our business and our customers
• We partner with many functions across the company, including Technology, Business Development, Accounting, Treasury, Customer Service and Marketing, to assist our business in achieving our commitment of delivering value through technological innovation and providing our clients with unprecedented access to global markets at the lowest cost
• The Global Tax Team sets the tax policy for the company, and identifies, develops, implements, and manages tax strategies to help minimize our overall tax cost
• We advise on the tax aspects of our product offerings to customers, manage tax audits, and ensure financial reporting and tax returns are filed timely and accurately
• We are seeking a highly skilled tax professional to join our Global Tax team with a focus on customer taxes in European markets
• This role will report to the Director of UK & APAC Tax and work alongside other members of the Global Tax Team, particularly the U.S. -based information reporting & withholding tax team, to ensure comprehensive global coverage of customer tax obligations
• Design, develop, and maintain customer tax statements for European retail clients covering a wide range of investment products including stocks, bonds, mutual funds, ETFs, futures, options, and other derivatives
• Ensure tax statements comply with local tax reporting requirements and formats across multiple European jurisdictions
• Review and validate tax calculations for accuracy, including capital gains/losses, dividend income, interest income, withholding taxes, and tax reclaim information
• Partner with Technology teams to implement and enhance automated tax statement generation processes
• Create customer-facing documentation and guidance materials explaining tax statement information and tax reporting obligations
• Research and analyse new and existing product offerings and new venue launches to determine customer tax implications, information reporting requirements, and withholding tax obligations for European markets
• Provide technical guidance on tax treatment and reporting obligations for various investment products and transaction types
• Draft functional requirements for information reporting and withholding tax features to software development teams
• Develop and maintain tax calculation methodologies for complex products and cross-border transactions
• Monitor, research, and analyse new laws and changes to existing laws that impact customer information reporting, withholding tax, and tax statement requirements across European countries
• Assess impact of legislative changes on IBKR’s processes and systems and communicate requirements to relevant stakeholders
• Identify and design system improvements that automate processes related to customer tax documentation, information reporting, withholding tax, and tax statement generation
• Develop and document standard operating procedures for information reporting, withholding tax operations, and tax statement preparation
• Assist with research, development, and integration of new tax technologies, including tax data collection and automation
• Contribute to special projects related to customer tax reporting, withholding, and technology enhancements
• 9 am – 6 pm, Monday–Friday