This role focuses on designing and developing customer tax statements for European retail clients covering a wide range of investment products
Job Summary
This role focuses on designing and developing customer tax statements for European retail clients covering a wide range of investment products.
The successful candidate will partner with technology teams to implement automated tax statement generation processes and ensure compliance with local reporting requirements.
Interactive Brokers is seeking a highly skilled professional to mitigate risk and create value by managing complex global tax obligations for its international clientele.
Matching Summary
This role focuses on designing and developing customer tax statements for European retail clients covering a wide range of investment products.
Skills & Requirements
Must-have
European information reporting requirements
Withholding tax rules and treaty relief
Customer tax statement development
Investment product tax treatment knowledge
CRS and DAC regulatory frameworks
Collaboration with technology teams
Nice-to-have
Fluency in German or French language
Experience with automated tax systems
Brokerage operations background
Knowledge of financial transaction taxes
U.S. GAAP tax accounting experience
Audit management experience
Key Requirements
8-10 years of tax experience in financial services
Bachelor's degree in Accounting, Finance, or Taxation
Professional tax qualification (CTA, ADIT) preferred
Deep expertise in European tax filing obligations
Experience drafting functional requirements for tax tech