This role focuses on designing and developing customer tax statements for European retail clients across a wide range of investment products
Job Summary
This role focuses on designing and developing customer tax statements for European retail clients across 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 global tax strategies and ensuring accurate financial reporting.
Matching Summary
This role focuses on designing and developing customer tax statements for European retail clients across a wide range of investment products.
Skills & Requirements
Must-have
European information reporting requirements
Withholding tax rules and treaty relief
Investment product tax treatment knowledge
CRS and DAC regulatory reporting frameworks
Capital gains and dividend taxation expertise
Nice-to-have
Fluency in German or French languages
Experience with automated tax reporting systems
Knowledge of U.S. GAAP tax accounting ASC 740
Direct brokerage operations experience
Collaborative team player with entrepreneurial spirit
Key Requirements
8-10 years of tax experience in financial services
Bachelor's degree in Accounting, Finance, or Taxation
Professional tax qualification (CTA, ADIT, or equivalent) preferred
Technical knowledge of European tax filing obligations
Experience drafting functional requirements for tax technology