US State and Local Tax Analyst

US State and Local Tax Analyst

Interactive Brokers Group, Inc. 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.

About Your Team

The Interactive Brokers Global Tax Team plays a critical role in the success of our business. We mitigate risk and create value for both the company and our customers. We work closely with Accounting, Treasury, Technology, Customer Service, and Marketing to help achieve our commitment to delivering value through technological innovation and providing clients with unmatched access to global markets at the lowest cost. The Global Tax Team sets tax policy, develops and manages strategies to minimize our overall tax cost, advises on U.S. and international tax aspects of our product offerings, manages tax audits, and ensures accurate and timely financial reporting and tax filings.

The Global Tax Team is seeking a detail-oriented and motivated individual to join as a U.S. State and Local Tax Analyst. This role is ideal for early-career professionals interested in developing expertise in state and local tax compliance, research, and planning.

What will be your responsibilities within IBKR:

• Prepare and file state and local income/franchise, sales/use, and property tax returns.
• Support audits and respond to notices from state and local tax authorities.
• Research on state and local tax laws and regulations.
• Monitor legislative changes and assess their impact on the company.
• Maintain tax calendars and ensure timely compliance.
• Assist with nexus studies and apportionment analyses.
• Collaborate with internal departments to gather data and ensure accurate reporting.

What skills are required:

• Bachelor's degree in Accounting, Finance, or a related field.
• Interest in pursuing CPA or other relevant certification is a plus.
• 34 years of experience in SALT compliance and consulting (public accounting or corporate tax department).
• Knowledge of multistate tax concepts, nexus, apportionment, and tax research tools.
• Strong analytical and organizational skills.
• Proficiency in Microsoft Excel.
• Excellent written and verbal communication skills.
• Strong attention to detail and process orientation.
• Experience with external tax compliance software is a plus.
• Ability to adapt to evolving tax responsibilities and new challenges.
• Strong project management skills with the ability to handle multiple priorities and deadlines in a fast-paced environment.
• Advanced Excel skills.

To be successful in this position, you will have the following:

• Self-motivation and the ability to work independently.
• Excellent analytical and problem-solving skills.
• Strong collaboration and communication skills, both verbal and written.
• Outstanding organizational and time management abilities.

Company Benefits & Perks

• Competitive salary, annual performance-based bonus, and stock grant.
• 401(k) retirement plan with company match.
• Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium.
• Wellness screenings, health coaches, and counseling services through our Employee Assistance Program (EAP).
• Paid time off and a generous parental leave policy.
• Daily lunch allowance and a fully stocked kitchen with healthy breakfast and snack options.
• Corporate events, including team outings, dinners, volunteer activities, and company sports teams.
• Education reimbursement and learning opportunities.
• Modern offices with multi-monitor setups.