Interactive Brokers

Tax Manager

Interactive Brokers$120K — $150K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of relevant tax experience with a mix of industry and Big 4 accounting firm experience
  • CPA and/or MS in Taxation preferred
  • Experience with preparation and review of U.S. and International tax returns
  • Excellent communication skills for engaging both tax and non-tax audiences
  • Strong project management skills to handle multiple priorities

Responsibilities

  • Calculate and prepare U.S. federal income tax computations for international activities
  • Assist with local income tax return filings for non-US subsidiaries
  • Collaborate with tax compliance teams to improve annual return preparation efficiency
  • Partner with Tax Controversy team to ensure compliance readiness and audit resolution
  • Analyze and prepare IRS Forms 5471/5472 and other international tax reporting

Benefits

  • Competitive salary with performance-based bonuses and stock grants
  • 401(k) plan with competitive company match
  • 100% employer-paid medical premiums and generous dental & vision contributions
  • Up to 16 weeks paid parental leave for eligible employees
  • Quarterly fitness stipend for gym memberships or fitness fees
Full Job Description
This is a hybrid role (4 days in the office /1 day remote).

About your team:

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 Accounting, Treasury, Technology, Client Service and Marketing, to assist our business in achieving our commitment to 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 clients on the U.S. and international tax aspects of our product offerings, manage tax audits, and ensure financial reporting and tax returns are filed timely and accurately.

The Interactive Brokers Global Tax team is looking for an International Tax Manager to assist with our tax computations and tax compliance relating to our non-US operations, both under the U.S. international tax rules and under the tax rules of non-US countries. This role will report to the Director, Corporate Tax Operations. A successful candidate must be a collaborative team player who is entrepreneurial, detail-oriented, and an excellent communicator. In addition, the candidate will need to collaborate with multiple tax colleagues regularly, including reviews of each other's work papers and other tax computations.

What will be your responsibilities within IBKR:
  • Calculate and prepare IBKR's U.S. federal income tax computations of its international activities, such as foreign income inclusions (e.g., Subpart F, GILTI), FTC, BEAT, foreign tax redeterminations, etc.
  • Assist in local income tax return filing obligations for IBKR's non-US subsidiaries including the computation of estimated tax payments.
  • Collaborate with Federal and State & Local tax compliance teams to improve the efficiency of the annual federal and state returns preparation, minimize duplication of effort, and ensure equitable workload across the income tax compliance team.
  • Partner with the Tax Controversy team to ensure U.S. international compliance efforts are 'audit ready' and to resolve issues raised on audit strategically and efficiently.
  • Analyze and compute in preparing IRS Forms 5471/5472, 8858, 8865, 1118 and other international tax reporting/disclosures for the U.S. federal tax return, including GILTI, FDII, and Subpart F analysis and computations.
  • Provide support and analysis to the tax reporting team on the quarterly income tax provision of the organization's international operations under ASC 740, including GILTI, FDII, and Subpart F.
  • Assist in analyzing and computing items related to Pillar 2, including analysis as to the applicability of safe harbors, any top-up tax, and the preparation of the GloBE Information Return.
  • Collect data and provide analysis regarding transfer pricing requirements, including BEPS and country-by-country reporting.

Which skills are required:
  • 7+ years of relevant tax experience, ideally with a mix of industry and Big 4 accounting firm experience
  • CPA and/or MS in Taxation preferred.
  • Significant experience with the preparation and review of U.S. and International tax returns
  • Excellent speaking and communication skills while working with business teams and explaining tax concepts to tax and non-tax audiences.
  • Outstanding detail-orientation and process-orientation skills.
  • Experience with external tax compliance software is a plus.
  • Willingness to pivot, learn, and adapt to new, evolving, and changing tax responsibilities.
  • Excellent analytical and problem-solving skills, with the ability to analyze complex tax issues
  • Strong project management skills, with the ability to manage multiple priorities and deadlines in a fast-paced environment
  • Advanced Excel skills required

To be successful in this position, you will have the following:
  • Self-motivated and able to handle tasks with minimal supervision.
  • Superb analytical and problem-solving skills.
  • Excellent collaboration and communication (Verbal and written) skills
  • Outstanding organizational and time management skills

Company Benefits & Perks
  • Competitive salary, annual performance-based bonus, and stock grant awards
  • 401(k) retirement plan with competitive company match
  • Excellent health and wellness benefits, including medical, dental, and vision benefits. 100% employer-paid medical premiums, with generous employer contributions to dental & vision plans as well.
  • Wellness screening and assessments, health coaches, and counseling services through an Employee Assistance Program (EAP)
  • Generous paid parental leave (up to 16 weeks paid parental leave for eligible employees)
  • Company-paid basic life insurance, accidental death & dismemberment (AD&D), and short- and long-term disability coverage
  • Flexible Spending Accounts (Healthcare, Dependent Care, and Commuter FSAs)
  • Quarterly fitness stipend to offset costs associated with traditional gym and fitness memberships or fees
  • Education reimbursement and professional development opportunities
  • Legal services, telehealth access, and voluntary insurance options
  • Backup child and adult care support through Care.com
  • Daily lunch allowance and fully stocked kitchen with healthy breakfast and snack options

About Interactive Brokers

Interactive Brokers is a leading online brokerage firm. They offer a wide range of services to clients, including trading in stocks, options, futures, currencies, and bonds. Interactive Brokers is known for their low fees and advanced trading platform. They have a team of experienced professionals who are committed to providing the best service to their clients. Interactive Brokers is a publicly traded company and is listed on the NASDAQ stock exchange.
Learn more about Interactive Brokers
Size
2,683 employees
Market Cap
$30 billion
Industry
Net Income
$195 million
5 Year Trend
+14.8%
Revenue
$2.4 billion
NASDAQ

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