Tax Manager – International Tax Compliance

Company Overview

Interactive Brokers Group, Inc. (Nasdaq: IBKR) 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.

This is a hybrid role (3 days in the office / 2 days 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

• 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

• Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)

• 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

• Education reimbursement and learning opportunities

• Modern offices with multi-monitor setups