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About the Role

Interactive Brokers is seeking a skilled tax professional for its Global Tax team, focusing on customer taxes in European markets. This role is crucial for mitigating risk, creating value, and ensuring compliance with tax regulations. The position involves designing and developing customer tax statements for European retail clients, requiring expertise in information reporting and withholding tax across European countries.

Responsibilities

• Design, develop, and maintain customer tax statements for European retail clients covering a wide range of investment products.
• 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.

Requirements

• 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.
• Robust technical knowledge and operational experience in European information reporting and withholding tax requirements.
• Strong technical knowledge of tax treatment for retail investors across various client tax profiles and investment products.
• 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.
• In addition to English, fluency in a major European language such as German or French is a big plus.
• Experience with automated tax reporting and withholding systems and tax technology platforms.
• Direct experience in brokerage operations and investment product mechanics.
• Experience with tax reporting and withholding in multiple European countries (Germany, France, Netherlands, Italy, etc.).
• Knowledge of financial transaction taxes in European markets.
• Experience managing tax audits or penalty abatement processes.
• Basic knowledge of U.S. GAAP tax accounting (ASC 740-10).

Skills

• Tax treatment of investment activities
• European information reporting
• European withholding tax
• 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.)
• Tax treatment for retail investors
• 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)
• Capital gains taxation
• Dividend taxation
• Interest taxation
• Cross-border taxation issues
• Tax treaty provisions
• Beneficial ownership concepts
• Drafting functional requirements for tax technology systems
• Excel proficiency
• Working with large datasets
• Written and verbal communication
• Explaining complex tax concepts
• Collaboration with technology teams
• Translating tax requirements into system specifications
• Automated tax reporting and withholding systems
• Tax technology platforms
• Brokerage operations
• Investment product mechanics
• Financial transaction taxes in European markets
• Tax audit management
• Penalty abatement processes
• U.S. GAAP tax accounting (ASC 740-10)

Location

• 20 Fenchurch Street, London, EC3M 8AF

Work Type

• Hybrid working model

Experience Level

• 8-10 years of experience in tax

Education Level

• Bachelor’s degree in Accounting, Finance, Taxation, or related field
• Professional tax qualification (CTA, ADIT, or equivalent) strongly preferred
• Advanced degree such as a law degree (J.D., LL.M.) or equivalent legal qualification or professional certifications such as CTA (Chartered Tax Adviser), ADIT (Advanced Diploma in International Taxation), ATT, or local equivalent

Salary/Compensations

• Salary commensurate with experience

Benefits

• Career support and development
• Performance-based discretionary cash bonus scheme
• Discretionary stock grant
• Group Life Assurance cover
• Group Income Protection
• Occupation pension scheme based on Gross earnings
• Above statutory annual leave, increasing with service
• Daily company-paid lunch and healthy snack options throughout the day (when working from the office)
• Access to Private Medical Insurance, Dental Plan and/or Health Cash Plan (including dependants)
• Corporate events
• Travel season ticket loans
• Cycle to work scheme

About the Company

• Interactive Brokers Group, Inc. 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.
• IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories.
• We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers.
• Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.
• Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years.
• 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.

Equal Opportunity

• Interactive Brokers (U.K.) Limited values in promoting, monitoring, implementing best practices, policies and procedures and culture in adhering to and promoting the FCA Consumer Duty with the organisation.