US State and Local Tax Analyst at Interactive Brokers

Greenwich, Connecticut, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, BrokerageIndustries

Requirements

Bachelor’s degree in Accounting, Finance, or a related field
Interest in pursuing CPA or other relevant certification is a plus
3–4 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 (advanced Excel skills)
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
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

Responsibilities

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

Skills

Key technologies and capabilities for this role

SALTState and Local TaxTax ComplianceTax AuditsTax PolicyTax StrategyFinancial ReportingTax Filings

Questions & Answers

Common questions about this position

Is this a remote or hybrid role?

This is a hybrid role requiring 3 days in the office and 2 days remote.

What experience is required for the US State and Local Tax Analyst position?

Candidates need 3–4 years of experience in SALT compliance and consulting from public accounting or corporate tax departments.

What key skills are needed for this role?

Required skills include knowledge of multistate tax concepts, nexus, apportionment, and tax research tools, strong analytical and organizational skills, and proficiency in Microsoft Excel.

What is the education requirement for this position?

A Bachelor’s degree in Accounting, Finance, or a related field is required, and interest in pursuing CPA or other relevant certification is a plus.

What does the Global Tax Team at Interactive Brokers do?

The team sets tax policy, develops strategies to minimize tax costs, advises on tax aspects of products, manages audits, and ensures accurate financial reporting and tax filings, while collaborating with departments like Accounting, Treasury, and Technology.

Interactive Brokers

Online trading platform with low commissions

About Interactive Brokers

Interactive Brokers offers an online trading platform that provides access to a wide range of financial instruments, including stocks, options, futures, currencies, bonds, and funds. The platform is known for its low commissions and best execution practices, ensuring clients get the best prices for their trades. Unique features like fractional shares and the IMPACT app allow users to invest in high-value stocks affordably and align their investments with personal values. The goal of Interactive Brokers is to deliver a comprehensive and cost-effective trading experience for individual traders, investors, and financial advisors globally.

Greenwich, ConnecticutHeadquarters

1977Year Founded

IPOCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Competitive Pay with discretionary bonus packages which include company stock grants

Comprehensive Health Plans that include extensive Vision, Dental and Prescription coverage

Daily Lunch Allowance

401K Retirement Savings Plan (generous company match)

Wellness Incentives

Flexible Spending Accounts

Paid Personal Time and Sick Leave

Risks

Increased regulatory scrutiny may lead to stringent compliance requirements and potential fines.

AI tools may expose the company to data privacy and algorithmic trading risks.

Rapid growth in DARTs could strain infrastructure, risking service disruptions.

Differentiation

Interactive Brokers offers low commissions and financing rates, making trading affordable.

The platform provides direct market access to over 135 markets in 33 countries.

Innovative features like fractional shares and the IMPACT app attract diverse investors.

Upsides

AI tools in the Advisor Portal enhance decision-making for financial advisors.

IBKR Desktop 0.12 offers advanced features for options traders, boosting user engagement.

74% growth in DARTs and $576 billion in client equity indicate strong financial health.

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