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.

QUALIFICATIONS, SKILLS & ATTRIBUTES

• Significant experience working in tax with a company in financial services and/or a Big 4 public accounting firm or law firm
• Advanced degree in Finance, Accounting or a similar field; a law degree is strongly preferred but not required
• Strong knowledge and experience in investment products and associated tax considerations for clients, including tax reporting requirements and information returns
• Background in a broad range of international tax issues, including inbound, outbound and local country tax issues, with a particular focus on the United Kingdom
• Experience in administering UK SIPP and ISA accounts with HMRC is a plus
• Background in international tax laws in APAC countries will be a plus
• Basic understanding of the U.S. tax regime that applies to U.S.-headed multinationals, including GILTI, Subpart F, and foreign tax credits
• Basic knowledge of Tax Accounting and in particular U.S. GAAP accounting (including ASC 740-10)
• Strong analytical skills and a broad understanding of tax planning on a multinational level
• Excellent writing skills
• Strong business communication skills with the ability to effectively relate tax issues to non-tax personnel; strong consensus builder and team player
• Strong Commercial and business awareness

ROLE OVERVIEW

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 clients. We partner with many functions across the company, including Accounting, Treasury, Technology, Client Service and Marketing, to assist our business in achieving our commitment of 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, identifies, develops, implements, and manages tax strategies to help minimize our overall tax cost. We advise on the U.S. and international tax aspects of our product offerings to clients, manage tax audits, and ensure financial reporting and tax returns are filed timely and accurately.
We are looking for a strategic and detail-oriented tax professional to serve as Director of UK & APAC Tax. As a senior member of the Global Tax team, the person will have extensive interaction with key tax personnel as well as non-tax business executives throughout the organization. The person will advise the corporate tax team, client tax team and our business partners with respect to a wide range of tax issues or questions from both corporate and client perspectives, with a focus on tax laws in the United Kingdom and APAC region and selected IBKR product offerings across global markets. The ideal candidate will ensure tax efficiency and compliance across our electronic trading platforms, investment products, and financial services while supporting business growth and innovation. A successful candidate will need to be a collaborative team player and be entrepreneurial, detail-oriented, and an excellent communicator.

RESPONSIBILITIES

• Analyse international business activities, financing and commercial transactions, including identification and evaluation of alternatives, and provide recommendations of solutions to senior management, with an initial focus on the APAC region and the United Kingdom.
• Develop a solid understanding of IBKR’s business and product offerings.
• Partner with the Client Tax team to provide technical guidance on the impact on customers and IBKR’s reporting and withholding obligations for assigned investment products.
• Maintain solid knowledge of existing and proposed rules, legislation, rulings, regulations and litigation for select countries, with an initial focus on the APAC region and the United Kingdom and for assigned investment products.
• Monitor tax-related initiatives and other global tax landscape/legislative changes for assigned countries, such as BEPS, BEPS 2.0, public CbCR reporting, the OECD Two Pillar Inclusive Framework, tax strategy disclosures and other initiatives that seek to enhance tax transparency and reporting by multinationals.
• Research and analyse tax law that impacts IBKR and our customers, and provide authoritative tax guidance to relevant stakeholders.
• Develop a deep understanding of tax planning on a multinational level, including treasury and transfer pricing.
• Provide guidance to the tax compliance team with regard to tax filing requirements for assigned countries and products.
• Develop a good understanding of U.S. tax implications for U.S.-headed multinationals.
• Manage and oversee tax audits in the United Kingdom and the APAC region.
• Work on special projects and administrative matters, including process development, building relationships with business units, and budget development and management.
• Drive implementation of tax technology solutions to support accurate tax calculations, withholding, and reporting across IBKR’s platforms.
• Support Internal Audit/Risk Reviews.