Director of Corporate Tax Reporting

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 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 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.

We seek a highly skilled and seasoned tax professional to join our rapidly growing Global Tax Team and lead our global financial tax reporting function. As a senior member of the Global Tax team reporting directly to the Global Head of Tax, the person will have extensive interface with key tax personnel and non-tax business executives throughout the organization. The person will lead the reporting of our consolidated monthly, quarterly and annual U.S. tax provisions under ASC 740, including the worldwide effective tax rate, deferred taxes, uncertain tax positions, valuation allowances and tax footnote disclosures. A successful candidate must be a collaborative team player, entrepreneurial, detail-oriented, and an excellent communicator.

What will be your responsibilities within IBKR: 

• Working with other tax team members, preparing and reviewing monthly, quarterly and yearend tax provisions globally.
• Calculate and analyze the effective tax rates for the group, individual companies, and sub-groups within the group structure.
• Prepare and review estimated tax payment computations and related work papers.
• Closely coordinate with the tax compliance team, including reviewing tax returns and work papers and ensuring accurate RTP adjustments.
• Document all temporary and permanent book/tax adjustments, including deferred tax asset and liability calculations and tax basis balance sheet, and ensure accurate and comprehensive documentation for audit and reporting purposes.
• Work closely with the accounting team to prepare and review tax footnotes and all other tax-related disclosures for SEC and other required filings.
• Prepare modeling to assist with analyzing tax planning strategies to minimize the company’s tax liabilities while maintaining compliance with all relevant tax laws and regulations.
• Identify opportunities for tax optimization and process efficiency improvements, including improvements to tax computations and workpapers.
• Stay abreast of changes in tax laws, regulations and tax accounting rules that may impact the company’s tax obligations, advising senior management on potential risks and opportunities.
• Lead other tax professionals, providing guidance, support, and mentorship to ensure high performance and professional development across different teams.
• Assist with research, development and integration of tax provision and/or tax compliance technologies, including tax data collection and automation.
• Support Internal Audit/Risk Reviews.
• Build and maintain relationships with external auditors, tax authorities, and other relevant stakeholders, representing the company’s interests and ensuring effective communication and cooperation.

Which skills are required:

• Advanced degree in accounting, finance, or a related field; CPA is preferred.
• Deep knowledge and experience in tax accounting, in particular, U.S. GAAP accounting (including ASC 740)
• Minimum of 15 years of progressive experience in tax accounting, compliance, and reporting, preferably with a publicly traded company and/or public accounting firm.
• Advanced MS Office skills, particularly MS Excel
• Solid experience with tax provision and compliance software such as OneSource, including integration with such software
• Strong technical knowledge of U.S. and international tax laws and regulations, with experience in domestic and international tax compliance and modeling for planning
• Experience with U.S. corporate and partnership taxation.
• Excellent analytical, problem-solving, and decision-making skills, with the ability to analyze complex tax issues and develop innovative solutions
• Exceptional communication (orally and in writing) and interpersonal skills, with the ability to effectively communicate complex tax concepts to non-tax professionals and senior executives.
• Strong project management skills, with the ability to manage multiple priorities and deadlines in a fast-paced environment
• High level of integrity, professionalism, and commitment to excellence, with a demonstrated track record of delivering results and driving continuous improvement

 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