Cytokinetics
Payroll Manager (Contractor)(m/w/x)
VollzeitFreelancemit HomeofficeSenior
Zug
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
INInteractive Brokers
Tax Manager - European Customer Taxes(m/w/x)
Zug
Vollzeitmit HomeofficeSenior
Nejo KI-Zusammenfassung
Designing and maintaining retail tax statements for a global financial services firm, ensuring compliance across diverse European reporting formats. 8-10 years of tax experience and European information reporting knowledge required. Performance-based discretionary cash bonus, discretionary stock grant.
Anforderungen
- 8-10 years experience in tax with focus on investment activities
- Experience in financial services, brokerage, asset management, Big 4, or tax advisory (preferred)
- 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
- Knowledge of country-specific reporting obligations and forms in major European jurisdictions
- Knowledge of withholding tax rules, rates, and treaty relief procedures
- Knowledge of customer tax documentation requirements and validation processes
- Knowledge of regulatory reporting frameworks (CRS, DAC reporting, etc.)
- Strong technical knowledge of tax treatment for retail investors and investment products (Equities, bonds, Mutual funds, ETFs, Derivatives, FX, Corporate actions)
- Solid understanding of capital gains, dividend, interest, 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
- Strong analytical skills
- Strong problem-solving skills
- Proficiency in Excel
- Ability to work with large datasets
- Strong written communication skills
- Strong verbal communication skills
- Ability to explain complex tax concepts clearly
- Ability to work independently
- Ability to manage multiple priorities
- Adaptability to fast-paced environment
- Proven ability to collaborate with technology teams
- Ability to translate tax requirements into system specifications
- Fluency in a major European language (German or French) (big plus)
- Advanced degree (J.D., LL.M., or equivalent legal qualification)
- Professional certifications (CTA, ADIT, ATT, or local equivalent)
- Experience with automated tax reporting and withholding systems
- Experience with tax technology platforms
- Direct experience in brokerage operations
- Direct experience in investment product mechanics
- Experience with tax reporting and withholding in multiple European countries
- 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)
Aufgaben
- Create and maintain customer tax statements for European retail clients.
- Ensure statements cover diverse investment products.
- Ensure tax statements comply with European reporting requirements.
- Review and validate tax calculations for accuracy.
- Verify calculations for capital gains, dividends, and withholding taxes.
- Partner with Technology to enhance tax statement processes.
- Create customer guidance on tax statements and reporting.
- Research and analyze product offerings for tax implications.
- Determine European reporting and withholding tax obligations.
- Provide technical guidance on investment product tax treatment.
- Draft functional requirements for tax reporting software features.
- Develop and maintain tax calculation methodologies for complex products.
- Monitor and analyze new European tax laws and changes.
- Research laws impacting customer reporting and withholding tax.
- Assess legislative changes on company processes and systems.
- Communicate requirements to relevant stakeholders.
- Identify and design system improvements for tax automation.
- Automate customer tax documentation and reporting processes.
- Develop and document standard operating procedures.
- Document procedures for tax reporting and statement preparation.
- Assist with research and development of tax technologies.
- Integrate new tax technologies for data collection.
- Contribute to special projects on customer tax reporting.
Berufserfahrung
- 8 - 10 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Deutsch – verhandlungssicher
- Französisch – verhandlungssicher
Tools & Technologien
- CRS
- DAC reporting
- Excel
- U.S. GAAP
- ASC 740-10
Benefits
Flexibles Arbeiten
- Hybrid working model
Boni & Prämien
- Performance-based discretionary cash bonus
Attraktive Vergütung
- Discretionary stock grant
Karriere- und Weiterentwicklung
- Career support and development
Mehr Urlaubstage
- Above statutory annual leave
Gratis oder Vergünstigte Mahlzeiten
- Daily company-paid lunch
Snacks & Getränke
- Healthy snack options
Team Events & Ausflüge
- Corporate events
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Interactive Brokers erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
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INInteractive Brokers
Tax Manager - European Customer Taxes(m/w/x)
Zug
Vollzeitmit HomeofficeSenior
Nejo KI-Zusammenfassung
Designing and maintaining retail tax statements for a global financial services firm, ensuring compliance across diverse European reporting formats. 8-10 years of tax experience and European information reporting knowledge required. Performance-based discretionary cash bonus, discretionary stock grant.
Anforderungen
- 8-10 years experience in tax with focus on investment activities
- Experience in financial services, brokerage, asset management, Big 4, or tax advisory (preferred)
- 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
- Knowledge of country-specific reporting obligations and forms in major European jurisdictions
- Knowledge of withholding tax rules, rates, and treaty relief procedures
- Knowledge of customer tax documentation requirements and validation processes
- Knowledge of regulatory reporting frameworks (CRS, DAC reporting, etc.)
- Strong technical knowledge of tax treatment for retail investors and investment products (Equities, bonds, Mutual funds, ETFs, Derivatives, FX, Corporate actions)
- Solid understanding of capital gains, dividend, interest, 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
- Strong analytical skills
- Strong problem-solving skills
- Proficiency in Excel
- Ability to work with large datasets
- Strong written communication skills
- Strong verbal communication skills
- Ability to explain complex tax concepts clearly
- Ability to work independently
- Ability to manage multiple priorities
- Adaptability to fast-paced environment
- Proven ability to collaborate with technology teams
- Ability to translate tax requirements into system specifications
- Fluency in a major European language (German or French) (big plus)
- Advanced degree (J.D., LL.M., or equivalent legal qualification)
- Professional certifications (CTA, ADIT, ATT, or local equivalent)
- Experience with automated tax reporting and withholding systems
- Experience with tax technology platforms
- Direct experience in brokerage operations
- Direct experience in investment product mechanics
- Experience with tax reporting and withholding in multiple European countries
- 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)
Aufgaben
- Create and maintain customer tax statements for European retail clients.
- Ensure statements cover diverse investment products.
- Ensure tax statements comply with European reporting requirements.
- Review and validate tax calculations for accuracy.
- Verify calculations for capital gains, dividends, and withholding taxes.
- Partner with Technology to enhance tax statement processes.
- Create customer guidance on tax statements and reporting.
- Research and analyze product offerings for tax implications.
- Determine European reporting and withholding tax obligations.
- Provide technical guidance on investment product tax treatment.
- Draft functional requirements for tax reporting software features.
- Develop and maintain tax calculation methodologies for complex products.
- Monitor and analyze new European tax laws and changes.
- Research laws impacting customer reporting and withholding tax.
- Assess legislative changes on company processes and systems.
- Communicate requirements to relevant stakeholders.
- Identify and design system improvements for tax automation.
- Automate customer tax documentation and reporting processes.
- Develop and document standard operating procedures.
- Document procedures for tax reporting and statement preparation.
- Assist with research and development of tax technologies.
- Integrate new tax technologies for data collection.
- Contribute to special projects on customer tax reporting.
Berufserfahrung
- 8 - 10 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Deutsch – verhandlungssicher
- Französisch – verhandlungssicher
Tools & Technologien
- CRS
- DAC reporting
- Excel
- U.S. GAAP
- ASC 740-10
Benefits
Flexibles Arbeiten
- Hybrid working model
Boni & Prämien
- Performance-based discretionary cash bonus
Attraktive Vergütung
- Discretionary stock grant
Karriere- und Weiterentwicklung
- Career support and development
Mehr Urlaubstage
- Above statutory annual leave
Gratis oder Vergünstigte Mahlzeiten
- Daily company-paid lunch
Snacks & Getränke
- Healthy snack options
Team Events & Ausflüge
- Corporate events
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Interactive Brokers erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Über das Unternehmen
Interactive Brokers
Branche
FinancialServices
Beschreibung
Interactive Brokers is a global financial services company providing electronic brokerage services for stocks, options, futures, currencies, bonds, and funds.
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