The IRA/Tax Specialist provides first and second-level support to customers on basic and moderately complex issues. The candidate will possess knowledge to successfully troubleshoot as necessary the correction of customer issues. The Specialist works closely with the Tax Department and other stakeholders to ensure the accuracy, integrity, and timely tax reporting and IRA maintenance.
The ideal candidate will have a background in financial markets, have experience in stocks and options. Full understanding of futures, and foreign exchange spot markets.
Provide ongoing support to customers, including but not limited to:
Areas of concentration include the following:
*We thank all applicants, however only those selected for an interview will be contacted.
Interactive Brokers Group, Inc. (IEX: IBKR) is a direct access electronic broker catering to the needs of professional and frequent traders, institutional investors, financial advisors, and introducing brokers. Our clients have access to more than 120 market centers in 26 countries from a single account. We are the lowest cost provider of brokerage services and the largest U.S. electronic broker based on daily average revenue trades executing 797,000 trades per day.¹ Our employees are part of a dynamic, multinational, fast-paced, results-oriented team working to provide our customers with state-of-the-art trading technology, superior execution capabilities, worldwide electronic access, and sophisticated risk management tools.
¹Figures as of June 30, 2018.