Job Description

Company Overview

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.

This is Hybrid role (3 days in office / 2 day remote)

About Your Team

You will be joining the Client Tax (TaxCust) group within the broader Client Tax Team. While the Client Tax Team covers a wide range of tax-related functions, TaxCust is specifically focused on the development and maintenance of the systems that power our client-facing tax operations. Our core responsibilities include:

  • Maintaining and continuously improving the enterprise brokerage tax form collection and reporting system
  • Maintaining and improving the Oracle data models and XML schemas that underpin our tax data architecture
  • Maintaining and improving the Java-based processing and reporting programs that drive our tax workflows
  • We are a technically focused team operating at the intersection of financial services and enterprise software engineering, building and evolving mission-critical systems that serve clients at scale.

Your Role

As a new member of TaxCust, you will take on meaningful technical ownership from day one. Over your first two years, your responsibilities will include:

  • Maintaining and improving the enterprise brokerage tax form collection and reporting system
  • Maintaining and improving related Oracle data models and XML schemas
  • Maintaining and improving processing and reporting Java programs
  • Extracting technical requirements from business specifications for the tax form collection and reporting system
  • Planning and implementing end-to-end system improvements across the full technology stack
  • Analyzing and resolving production incidents, ensuring system stability and reliability
  • Analyzing resource usage and scalability bottlenecks and implementing targeted improvements
  • Planning and implementing a transition from a bulk processing model to an event-based processing architecture
  • This is a highly impactful role where your contributions will directly shape the reliability, scalability, and evolution of a core enterprise platform.

Must-Have Skills

  • Strong database knowledge and experience, including data modeling and design
  • Experience working with large-scale data repositories
  • Strong object-oriented software development skills, with hands-on experience in Java, Spring, and REST APIs
  • Demonstrated ability to extract technical specifications from business requirements
  • Proven ability to plan, implement, and lead complex software projects from inception to delivery
  • Detail-oriented and quality-focused mindset with a commitment to engineering excellence

Nice-to-Have Skills

  • Familiarity with US and international tax regulations and reporting requirements
  • Knowledge of or experience with IRS tax forms (W-8, W-9) and IRS tax reporting (1099)
  • Knowledge of or experience with CRS (Common Reporting Standard) tax reporting

Company Benefits & Perks

  • Competitive salary, annual performance-based bonus and stock grant
  • Retirement plan 401(k) with competitive company match
  • Excellent health and wellness benefits, including medical, dental, and vision benefits. Company paid medical healthcare premium.
  • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)
  • Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snacks
  • Corporate events including team outings, dinners, volunteer activities and company sports teams
  • Education reimbursement and learning opportunities
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