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Tax Manager
Interactive Brokers Global Tax Professional - Retail Customer Tax Focus (Europe)
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 a leader in financial innovation for over four decades, known for our cutting-edge technology and unwavering client commitment.
Our affiliates provide global electronic brokerage services to clients in over 200 countries and territories, offering comprehensive access to:
- Stocks and options
- Futures
- Currencies
- Bonds and funds
We serve individual investors, institutions, financial advisors, hedge funds, and introducing brokers, delivering:
- Advanced technology
- Competitive pricing
- Global market access to empower clients in maximising investment potential.
Barron’s has recognised Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and shape a company that simplifies financial opportunities using state-of-the-art technology.
Role Overview
The Interactive Brokers Global Tax Team is central to our business strategy—mitigating risk, creating value, and simplifying financial access for our clients. This team collaborates with Technology, Business Development, Accounting, Treasury, Customer Service, and Marketing to:
- Set tax policy aligns with our innovative technology strategy
- Develop and manage strategies to minimise overall tax costs
- Advise on tax implications of customer products
- Manage tax audits and ensure compliance with global regulations
- guarantee timely, accurate financial reporting and filings
We are seeking a highly skilled tax professional with a specialist focus on European customer taxation to join our team. This role will report to the Director of UK & APAC Tax and partner with our U.S.-based withholding tax and information reporting team to ensure seamless global coverage of customer tax obligations.
Initially, the successful candidate will design and implement customer tax statements specifically for European retail clients. However, this role requires specialist knowledge across European information reporting and withholding tax systems, as well as the ability to transition tax policy into operational processes and customer communications.
Ideal candidate profile:
- Deep experience in European retail customer tax filing
- Strong technical knowledge of investment products and tax treatment
- Ability to simplify complex tax requirements for both internal and external use
- Collaborative problem-solver with an entrepreneurial mindset
- Detail-oriented and capable of clear communication at all levels
Key Responsibilities
Customer Tax Statement Development & Delivery
- Design, develop, and maintain customer tax statements for European retail clients, covering:
- Stocks, bonds, mutual funds
- ETFs, futures, options
- Derivatives and other complex instruments
- Ensure compliance with jurisdiction-specific tax reporting requirements across Europe
- Review and validate tax calculations for accuracy—including:
- Capital gains/losses
- Dividend and interest income
- Withholding tax and reclaim procedures
- Partner with Technology teams to enhance automated processes for tax statement generation
- Create customer-facing documentation explaining tax reporting obligations
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Product & Venue Analysis
- Research and analyse new product offerings and venue launches to assess:
- Tax implications for European clients
- Information reporting requirements
- Withholding tax obligations
- Provide technical guidance on tax impact across:
- Investment products and tax event types
- Functional specifications for tax technology integrations
- Develop and maintain tax calculation methodologies for complex products and transactions
Research, Monitoring & Continuous Improvement
- Track and analyse legislative and regulatory changes affecting:
- Information reporting
- Withholding tax
- Tax documentation requirements in European jurisdictions
- Assess impact of tax legislation on IBKR’s processes, systems, and stakeholders
- Identify and implement system improvements for:
- Customer tax documentation
- Information reporting and tax exclusions
- Tax statement automation
- Develop and document SOPs for tax operations and technological integration
- Assist with research, development, and automation of:
- Tax technologies (data collection, reporting)
- Special projects on tax reporting and technological enhancement
Qualifications & Requirements
Minimum Requirements
- 8–10 years of experience in tax, with a strong emphasis on customer-focused tax implications from investment activities. Preference for roles within:
- Financial services
- Brokerage firms
- Asset management
- Big Four firms: Deloitte, Ernst & Young, PwC, KPMG
- International tax advisory firms
- Bachelor’s degree in Accounting, Finance, Taxation, or a related field. Professional qualifications are strongly preferred—such as:
- Chartered Tax Adviser (CTA)
- Advanced Diploma in International Taxation (ADIT)
- equivalent certifications
- Specialist knowledge of European information & withholding tax systems, including:
- Country-specific tax forms and reporting frameworks
- CRS/DAC regulatory compliance
- Customer tax documentation and claims validation
- Tax expertise across European retail investor profiles, including:
- Equities & bonds (domestic and cross-border)
- Collective investments (mutual funds, ETFs, hedged funds)
- Derivatives (futures, options, CFDs, warrants)
- Corporate actions (dividends, interest, splits, restructuring)
- Cross-border taxation and beneficial ownership
- Tax treaty applications and withholding tax optimization
- Comfortable translating tax policy into operational system requirements and user-facing guidance
- Strong excel proficiency in complex calculations and data analysis
- Excellent written and verbal communication skills, with ability to:
- Explain technical tax concepts to non-experts
- Collaborate effectively with technology teams
- Ability to work independently with competing priorities, demonstrating self-directed organisation
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Preferred Attributes
- Fluency in a major European language (e.g. German, French) as a well-established additionally
- Advanced degree, such as:
- Juris Doctorate (Law Degree, J.D.)
- Master of Laws (LL.M.)
- Advanced tax coursework or tax technology specialisation
- Brokerage-specific experience in withholding tax processing or
- regulation of transfers and tax reporting automation technologies
- Hands-on experience with taxation multiple European jurisdictions
- Examples include: Germany, France, Netherlands, and Italy
- Knowledge of France’s EU Transaction Tax or VAT implications of electronic securities trading
- Audit risk management under regulatory scrutiny
- (U.S. GAAP ASC 740-10 familiarity is a plus)
Core Competencies
- Unwavering attention to detail with commitment to compliance accuracy
- Technical–practical tax balance: Specialism means translating deep knowledge into clear, actionable processes
- Highly collaborative and comfortable bridging departments and time zones.
- Problem-solves creatively while applying structured methodologies
- Process improvement mindset driven to automate manual steps
- Modular project management with focus on stakeholder alignment
- Successful strategy implementation under pressure
- Notoriously constructive consensus-building and team-mindset
Location
London office location: 20 Fenchurch Street, London, EC3M 8AF
Working Hours
Monday–Friday, 9:00 a.m.–6:00 p.m.
Benefits (*subject to successful probation)
- Career development (summer internship relationships, training dashboard)
- Competitive salary
- Discretionary variable bonus scheme (1–2.5x salary paired with performance targets)
- Stock grant scheme in accordance with local regulations
- Group Insurance schemes:
- Life Assurance and
- Income Protection
- Defined contribution Pension scheme (automatically 5% of gross)
- Hybrid working model* with office-based monthly ‘presences’
- Enhanced annual leave plus a supplementary service-based day-addition policy
- Free daily company meals and snacks (on-site cafeteria consumption)
- 50% dental plan, life cover options, and access to a regulated health cash plan (to include spouses, family, or dependants)
- In-house L&D therapy coaching for health & stress resilience
- Season Ticket Loans (uk-rail coverage)
- Cycle-to-work schemes (tax-free)
- Company-familial activities network (social events)
**_*Compliant with HMRC explicitly endorses work-based afternoon flexibility.
Note: Interactive Brokers (UK) Ltd values inclusivity for Financial Sector. We adhere to FCA’s Consumer Duty permutations, helping customers become clearer, more transparent and understand tax efficiency.**
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