{"id":1694770,"url":"https://alion.io/job/interactive-brokers-tax-manager-tax","title":"Tax - Manager - Tax","company":{"id":58627,"name":"Interactive Brokers","domain":"interactivebrokers.com","url":"https://alion.io/company/interactive-brokers","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Dayforce","truth_index":{"grade":"A","score":95,"open_postings":113,"ghost_share":0,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":82,"computed_at":"2026-11-06T05:58:05Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Zug, Switzerland"],"countries":["CH"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":78000,"max_usd":177000,"period":"year","method":"global_role_cell_scaled_by_country","sample_n":7681},"experience_years_min":8,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[],"status":"live","first_seen_at":"2026-07-02T04:00:00Z","employer_posted_date":"2026-10-02","last_verified_at":"2026-11-06T14:12:35Z","board_verified":true,"closed_at":null,"days_open":127,"trust":{"level":"ok","repost_count":0,"flags":["company_stale"],"days_open":127},"description":"Role Overview\nThe 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.\nWe 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.\nThe 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.\nResponsibilities\nCustomer Tax Statement Development & Delivery\nDesign, 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\nEnsure tax statements comply with local tax reporting requirements and formats across multiple European jurisdictions\nReview and validate tax calculations for accuracy, including capital gains/losses, dividend income, interest income, withholding taxes, and tax reclaim information\nPartner with Technology teams to implement and enhance automated tax statement generation processes\nCreate customer-facing documentation and guidance materials explaining tax statement information and tax reporting obligations\nProduct & Venue Analysis\nResearch 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\nProvide technical guidance on tax treatment and reporting obligations for various investment products and transaction types\nDraft functional requirements for information reporting and withholding tax features to software development teams\nDevelop and maintain tax calculation methodologies for complex products and cross-border transactions\nResearch, Monitoring & Continuous Improvement\nMonitor, research, and analyse new laws and changes to existing laws that impact customer information reporting, withholding tax, and tax statement requirements across European countries\nAssess impact of legislative changes on IBKR’s processes and systems and communicate requirements to relevant stakeholders\nIdentify and design system improvements that automate processes related to customer tax documentation, information reporting, withholding tax, and tax statement generation\nDevelop and document standard operating procedures for information reporting, withholding tax operations, and tax statement preparation\nAssist with research, development, and integration of new tax technologies, including tax data collection and automation\nContribute to special projects related to customer tax reporting, withholding, and technology enhancements\nQualifications, Skills & Attributes\nRequired:\nMinimum 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\nBachelor’s degree in Accounting, Finance, Taxation, or related field; professional tax qualification (CTA, ADIT, or equivalent) strongly preferred\nRobust technical knowledge and operational experience in European information reporting and withholding tax requirements, including:\nCountry-specific reporting obligations and forms in major European jurisdictions\nWithholding tax rules, rates, and treaty relief procedures\nCustomer tax documentation requirements and validation processes\nRegulatory reporting frameworks (CRS, DAC reporting, etc.)\nStrong technical knowledge of tax treatment for retail investors across various client tax profile and various investment products including:\nEquities and bonds (domestic and cross-border)\nMutual funds, ETFs, and collective investment schemes\nDerivatives (futures, options, CFDs, warrants)\nForeign exchange transactions\nCorporate actions (dividends, interest, stock splits, mergers, spin-offs)\nSolid understanding of capital gains taxation, dividend taxation, interest taxation, and withholding tax rules in European countries\nKnowledge of cross-border taxation issues, tax treaty provisions, and beneficial ownership concepts\nExperience drafting functional requirements for tax technology systems\nExcellent attention to detail with strong analytical and problem-solving skills\nProficiency in Excel and ability to work with large datasets\nStrong written and verbal communication skills with ability to explain complex tax concepts clearly to both technical and non-technical audiences\nAbility to work independently and manage multiple priorities in a fast-paced environment\nProven ability to collaborate effectively with technology teams and translate tax requirements into system specifications\nPreferred:\nIn addition to English, fluency in a major European language such as German or French is a big plus\nAdvanced 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\nExperience with automated tax reporting and withholding systems and tax technology platforms\nDirect experience in brokerage operations and investment product mechanics\nExperience with tax reporting and withholding in multiple European countries (Germany, France, Netherlands, Italy, etc.)\nKnowledge of financial transaction taxes in European markets\nExperience managing tax audits or penalty abatement processes\nBasic knowledge of U.S. GAAP tax accounting (ASC 740-10)\nKey Competencies\nDetail-oriented with commitment to accuracy and compliance\nStrong technical tax knowledge combined with practical operational application\nCollaborative team player with ability to work across departments and geographies\nCustomer-focused mindset with service orientation\nAdaptable and comfortable with changing priorities and regulatory landscapes\nProcess improvement and automation orientation\nStrong project management capabilities\nEntrepreneurial approach to problem-solving\nExcellent consensus builder\n\nBenefits:\nCareer support and development\nSalary commensurate with experience\nPerformance-based discretionary cash bonus scheme\nDiscretionary stock grant\nQuarterly Gym contribution\nMedical Insurance Allowance*\nHybrid working model*\nAbove statutory annual leave, increasing with service\nDaily company-paid lunch and healthy snack options throughout the day (when working from the office)\nCorporate events\n*on successful completion of the probation period","description_format":"text","description_chars":8041,"description_truncated":false,"requirements":{"experience_years_min":8,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[{"language":"German","level":"All levels","optional":true}]},"benefits":["Annual leave","Health insurance","Hybrid work"],"hiring_locations":[{"name":"Switzerland","iso":"CH","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial 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