Posted May 25, 2026
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.
Customer Tax Statement Development & Delivery
Product & Venue Analysis
Research, Monitoring & Continuous Improvement
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:
Key Competencies
Location:
20 Fenchurch Street, London, EC3M 3BY
Working hours:
9 am – 6 pm, Monday–Friday
Benefits:
*on successful completion of the probation period
Interactive Brokers (U.K.) Limited values in promoting, monitoring, implementing best practices, policies and procedures and culture in adhering to and promoting the FCA Consumer Duty with the organisation.
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