Tax Senior
Job Description
Interactive Brokers seeks a Tax Senior to support its information reporting and withholding tax operations. The successful candidate will operate across all business units and functional areas within the firm to support our growing brokerage business; including operations, technology, and tax. Â The role will be based in Greenwich, CT. Role is Hybrid and will require in office attendance 3 days/week.
- Support IB’s information reporting and withholding tax compliance efforts, including
- oversight of daily income and withholding payment activity
- reconciliation of year-end reports versus weekly IRS deposits (945,1042)
- support IRA withholding and reporting requirements
- filing of Form 1042-s, Form 1099s and related state tax filings
- oversee collection and processing of W-8 and W-9 tax forms and related documentations according to US and international tax withholding and reporting rules
- primary point person to respond to customer inquiries regarding FATCA, CRS and related similar international tax and reporting questions
- identifies gaps and risks with current operating procedures, processes, and controls
- support the tax elections process
- Provide reporting metrics / updates to remainder of team
- Create new specifications for tax technology updates and new features
- Oversee & assist with documentation for Audit/Risk reviewsÂ
- 4+ years of relevant industry experience
- Bachelor’s degree in Finance, Accounting or similar field.
- Strong tax technical background in Chapter 3 and 4 withholding and Common Reporting Standards
- A good understanding of Tax Operations and Technology
- Advanced MS Office skills, including MS Excel
- Competitive salary, annual performance-based bonus and stock grant
- Retirement plan 401(k) with competitive company match
- Excellent health and welfare benefits including medical, dental, and vision benefits
- Wellness screenings and assessments, health coaches and counseling services through Employee Assistance Program (EAP)
- Paid time off and a generous parental leave policy
- Daily company paid lunch 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 LLC, a subsidiary of Interactive Brokers Group, Inc. (Ticker: IBKR) is a direct access electronic broker serving professionals, frequent traders, institutional investors, financial advisors and introducing brokers. Our clients have access to more than 150 market centers around the world from a single integrated account. Our employees are part of a dynamic, multi-national, fast-paced, results-oriented team that has spent four decades focused on advanced technology and automation that equips our clients with a uniquely sophisticated platform to manage their investment portfolios. We provide our clients with advantageous execution prices, risk and portfolio management tools, research facilities and investment products, at low or no cost, positioning them to achieve superior returns.
Headquartered in Greenwich, CT, USA. IBKR has offices in more than 15 countries across the world.
IBKR is a member of NYSE, FINRA, and SIPC. Interactive Brokers Group brokerage affiliates are regulated by securities and commodities agencies around the world.
Click the link to view a short video with a few words from current Interactive Brokers employees:Â https://www.interactivebrokers.com/en/index.php?f=31899
Date Posted
10/22/2022
Views
6
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