Tax Manager - European Customer Taxes New Zug, Switzerland
Interactive Brokers Group, Inc., Indiana, Pennsylvania, us, 15705
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.
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 customers. We partner with many functions across the company, including Technology, Business Development, Accounting, Treasury, Customer 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, and identifies, develops, implements, and manages tax strategies to help minimize our overall tax cost. We advise on the tax aspects of our product offerings to customers, manage tax audits, and ensure financial reporting and tax returns are filed timely and accurately.
We are seeking a highly skilled tax professional to join our Global Tax team with a focus on customer taxes in European markets. This role will report to the Director of UK & APAC Tax and work alongside other members of the Global Tax Team, particularly the U.S.‑based information reporting & withholding tax team, to ensure comprehensive global coverage of customer tax obligations. While the initial focus will be on designing and developing customer tax statements for European retail clients, this role requires robust experience and solid technical understanding of information reporting and withholding tax requirements across European countries.
The ideal candidate will have strong technical tax knowledge of investment products, deep expertise in European tax filing obligations by retail customers, and knowledge of information reporting and withholding obligations by brokers, and the ability to translate complex tax requirements into operational processes and customer communications. A successful candidate will be a collaborative team player who is entrepreneurial, detail‑oriented, and an excellent communicator.
Responsibilities Customer Tax Statement Development & Delivery
Design, develop, and maintain customer tax statements for European retail clients covering a wide range of investment products including stocks, bonds, mutual funds, ETFs, futures, options, and other derivatives
Ensure tax statements comply with local tax reporting requirements and formats across multiple European jurisdictions
Review and validate tax calculations for accuracy, including capital gains/losses, dividend income, interest income, withholding taxes, and tax reclaim information
Partner with Technology teams to implement and enhance automated tax statement generation processes
Create customer‑facing documentation and guidance materials explaining tax statement information and tax reporting obligations
Product & Venue Analysis
Research and analyse new and existing product offerings and new venue launches to determine customer tax implications, information reporting requirements, and withholding tax obligations for European markets
Provide technical guidance on tax treatment and reporting obligations for various investment products and transaction types
Draft functional requirements for information reporting and withholding tax features to software development teams
Develop and maintain tax calculation methodologies for complex products and cross‑border transactions
Monitor, research, and analyse new laws and changes to existing laws that impact customer information reporting, withholding tax, and tax statement requirements across European countries
Assess impact of legislative changes on IBKR’s processes and systems and communicate requirements to relevant stakeholders
Identify and design system improvements that automate processes related to customer tax documentation, information reporting, withholding tax, and tax statement generation
Develop and document standard operating procedures for information reporting, withholding tax operations, and tax statement preparation
Assist with research, development, and integration of new tax technologies, including tax data collection and automation
Contribute to special projects related to customer tax reporting, withholding, and technology enhancements
Qualifications, Skills & Attributes Required:
Minimum of 8‑10 years of experience in tax with strong focus on tax treatment and impact to customers from investment activities, preferably in financial services, brokerage firms, asset management, Big 4 public accounting, or tax advisory
Bachelor’s degree in Accounting, Finance, Taxation, or related field; professional tax qualification (CTA, ADIT, or equivalent) strongly preferred
Robust technical knowledge and operational experience in European information reporting and withholding tax requirements, including:
Country‑specific reporting obligations and forms in major European jurisdictions
Withholding tax rules, rates, and treaty relief procedures
Customer tax documentation requirements and validation processes
Regulatory reporting frameworks (CRS, DAC reporting, etc.)
Strong technical knowledge of tax treatment for retail investors across various client tax profile and various investment products including:
Equities and bonds (domestic and cross‑border)
Mutual funds, ETFs, and collective investment schemes
Derivatives (futures, options, CFDs, warrants)
Foreign exchange transactions
Corporate actions (dividends, interest, stock splits, mergers, spin‑offs)
Solid understanding of capital gains taxation, dividend taxation, interest taxation, and withholding tax rules in European countries
Knowledge of cross‑border taxation issues, tax treaty provisions, and beneficial ownership concepts
Experience drafting functional requirements for tax technology systems
Excellent attention to detail with strong analytical and problem‑solving skills
Proficiency in Excel and ability to work with large datasets
Strong written and verbal communication skills with ability to explain complex tax concepts clearly to both technical and non‑technical audiences
Ability to work independently and manage multiple priorities in a fast‑paced environment
Proven ability to collaborate effectively with technology teams and translate tax requirements into system specifications
Preferred:
In addition to English, fluency in a major European language such as German or French is a big plus
Advanced degree such as a law degree (J.D., LL.M.) or equivalent legal qualification or professional certifications such as CTA (Chartered Tax Adviser), ADIT (Advanced Diploma in International Taxation), ATT, or local equivalent
Experience with automated tax reporting and withholding systems and tax technology platforms
Direct experience in brokerage operations and investment product mechanics
Experience with tax reporting and withholding in multiple European countries (Germany, France, Netherlands, Italy, etc.)
Knowledge of financial transaction taxes in European markets
Experience managing tax audits or penalty abatement processes
Basic knowledge of U.S. GAAP tax accounting (ASC 740‑10)
Detail‑oriented with commitment to accuracy and compliance
Strong technical tax knowledge combined with practical operational application
Collaborative team player with ability to work across departments and geographies
Customer‑focused mindset with service orientation
Adaptable and comfortable with changing priorities and regulatory landscapes
Process improvement and automation orientation
Strong project management capabilities
Entrepreneurial approach to problem‑solving
Excellent consensus builder
Career support and development
Salary commensurate with experience
Performance‑based discretionary cash bonus scheme
Discretionary stock grant
Above statutory annual leave, increasing with service
Daily company‑paid lunch and healthy snack options throughout the day (when working from the office)
*on successful completion of the probation period
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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.
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 customers. We partner with many functions across the company, including Technology, Business Development, Accounting, Treasury, Customer 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, and identifies, develops, implements, and manages tax strategies to help minimize our overall tax cost. We advise on the tax aspects of our product offerings to customers, manage tax audits, and ensure financial reporting and tax returns are filed timely and accurately.
We are seeking a highly skilled tax professional to join our Global Tax team with a focus on customer taxes in European markets. This role will report to the Director of UK & APAC Tax and work alongside other members of the Global Tax Team, particularly the U.S.‑based information reporting & withholding tax team, to ensure comprehensive global coverage of customer tax obligations. While the initial focus will be on designing and developing customer tax statements for European retail clients, this role requires robust experience and solid technical understanding of information reporting and withholding tax requirements across European countries.
The ideal candidate will have strong technical tax knowledge of investment products, deep expertise in European tax filing obligations by retail customers, and knowledge of information reporting and withholding obligations by brokers, and the ability to translate complex tax requirements into operational processes and customer communications. A successful candidate will be a collaborative team player who is entrepreneurial, detail‑oriented, and an excellent communicator.
Responsibilities Customer Tax Statement Development & Delivery
Design, develop, and maintain customer tax statements for European retail clients covering a wide range of investment products including stocks, bonds, mutual funds, ETFs, futures, options, and other derivatives
Ensure tax statements comply with local tax reporting requirements and formats across multiple European jurisdictions
Review and validate tax calculations for accuracy, including capital gains/losses, dividend income, interest income, withholding taxes, and tax reclaim information
Partner with Technology teams to implement and enhance automated tax statement generation processes
Create customer‑facing documentation and guidance materials explaining tax statement information and tax reporting obligations
Product & Venue Analysis
Research and analyse new and existing product offerings and new venue launches to determine customer tax implications, information reporting requirements, and withholding tax obligations for European markets
Provide technical guidance on tax treatment and reporting obligations for various investment products and transaction types
Draft functional requirements for information reporting and withholding tax features to software development teams
Develop and maintain tax calculation methodologies for complex products and cross‑border transactions
Monitor, research, and analyse new laws and changes to existing laws that impact customer information reporting, withholding tax, and tax statement requirements across European countries
Assess impact of legislative changes on IBKR’s processes and systems and communicate requirements to relevant stakeholders
Identify and design system improvements that automate processes related to customer tax documentation, information reporting, withholding tax, and tax statement generation
Develop and document standard operating procedures for information reporting, withholding tax operations, and tax statement preparation
Assist with research, development, and integration of new tax technologies, including tax data collection and automation
Contribute to special projects related to customer tax reporting, withholding, and technology enhancements
Qualifications, Skills & Attributes Required:
Minimum of 8‑10 years of experience in tax with strong focus on tax treatment and impact to customers from investment activities, preferably in financial services, brokerage firms, asset management, Big 4 public accounting, or tax advisory
Bachelor’s degree in Accounting, Finance, Taxation, or related field; professional tax qualification (CTA, ADIT, or equivalent) strongly preferred
Robust technical knowledge and operational experience in European information reporting and withholding tax requirements, including:
Country‑specific reporting obligations and forms in major European jurisdictions
Withholding tax rules, rates, and treaty relief procedures
Customer tax documentation requirements and validation processes
Regulatory reporting frameworks (CRS, DAC reporting, etc.)
Strong technical knowledge of tax treatment for retail investors across various client tax profile and various investment products including:
Equities and bonds (domestic and cross‑border)
Mutual funds, ETFs, and collective investment schemes
Derivatives (futures, options, CFDs, warrants)
Foreign exchange transactions
Corporate actions (dividends, interest, stock splits, mergers, spin‑offs)
Solid understanding of capital gains taxation, dividend taxation, interest taxation, and withholding tax rules in European countries
Knowledge of cross‑border taxation issues, tax treaty provisions, and beneficial ownership concepts
Experience drafting functional requirements for tax technology systems
Excellent attention to detail with strong analytical and problem‑solving skills
Proficiency in Excel and ability to work with large datasets
Strong written and verbal communication skills with ability to explain complex tax concepts clearly to both technical and non‑technical audiences
Ability to work independently and manage multiple priorities in a fast‑paced environment
Proven ability to collaborate effectively with technology teams and translate tax requirements into system specifications
Preferred:
In addition to English, fluency in a major European language such as German or French is a big plus
Advanced degree such as a law degree (J.D., LL.M.) or equivalent legal qualification or professional certifications such as CTA (Chartered Tax Adviser), ADIT (Advanced Diploma in International Taxation), ATT, or local equivalent
Experience with automated tax reporting and withholding systems and tax technology platforms
Direct experience in brokerage operations and investment product mechanics
Experience with tax reporting and withholding in multiple European countries (Germany, France, Netherlands, Italy, etc.)
Knowledge of financial transaction taxes in European markets
Experience managing tax audits or penalty abatement processes
Basic knowledge of U.S. GAAP tax accounting (ASC 740‑10)
Detail‑oriented with commitment to accuracy and compliance
Strong technical tax knowledge combined with practical operational application
Collaborative team player with ability to work across departments and geographies
Customer‑focused mindset with service orientation
Adaptable and comfortable with changing priorities and regulatory landscapes
Process improvement and automation orientation
Strong project management capabilities
Entrepreneurial approach to problem‑solving
Excellent consensus builder
Career support and development
Salary commensurate with experience
Performance‑based discretionary cash bonus scheme
Discretionary stock grant
Above statutory annual leave, increasing with service
Daily company‑paid lunch and healthy snack options throughout the day (when working from the office)
*on successful completion of the probation period
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