Associate Director - Tax Reporting & Compliance

Back to jobs New Associate Director - Tax Reporting & Compliance New York About Clear Street Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets. We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Clear Street’s proprietary prime brokerage platform adds significant efficiency to the market, while focusing on minimizing risk, redundancy, and cost for clients. Our goal is to create a single source-of-truth platform for every asset class, in every country, and in any currency. By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets. About The Role Clear Street is looking for an Associate Director of Tax Reporting & Compliance to join our Tax team. Reporting to the Head of Tax, you'll own U.S. federal tax reporting and compliance for our consolidated group, working closely with the international and state and local tax leads. This is a high-visibility role with real ownership — you'll be a key contributor in building a scalable, best-in-class tax function as the firm grows across businesses and geographies. Responsibilities Tax Provision & Financial Reporting Prepare quarterly and annual US federal income tax provision calculations (ASC 740) for the consolidated group, including domestic and foreign entitiesReconcile tax accounts — deferred tax assets/liabilities, uncertain tax positions (FIN 48), and income taxes payablePrepare and review income tax disclosures and supporting schedules for audited financial statementsPrepare effective tax rate (ETR) analysis and rate reconciliations for management reportingPartner with external auditors during the audit and review process, managing information requests and resolving open itemsAssist in designing, implementing, and maintaining internal controls over financial reporting (ICFR) related to the tax function, with an eye toward SOX readiness as the Company scalesHelp build the processes, documentation standards, and control environment required to support public company reporting Federal Tax Compliance Own day-to-day management of the outsourced federal compliance function, including review and filing of U.S. federal income tax returns and oversight of third-party service providersManage the federal tax calendar, respond to IRS notices, and support federal examinations and controversyManage and coordinate R&D tax credit studies, including coordination with external advisors and internal stakeholdersSupport information reporting obligations, where applicable, including 1099, 1042, FATCA/CRS, and FBAR filings International Tax Work closely with the international tax team on U.S. international tax computations — GILTI, FDII, FTC, Subpart F, and withholding taxes — and their impact on the federal return and provisionSupport cross-border tax planning and structuring initiatives supporting the Head of TaxAssist with Transfer Pricing, E&P studies and other international tax projects as needed Tax Research & Legislative Monitoring Monitor U.S. federal and international tax developments; interpret proposed legislation, Treasury regulations, and IRS guidanceModel and present the financial reporting and compliance impact of tax law changes to the Head of Tax and senior stakeholders Process Improvement & Technology Identify and implement automation and process improvements across federal tax reporting and complianceLead or contribute to tax technology initiatives (e.g., provision software, ERP integration) to strengthen efficiency and controls Cross-Functional Partnership Partner across Accounting, Legal, Treasury, Operations, and Engineering/IT on tax-related mattersSupport special projects as directed by the Head of Tax (e.g., global structuring, tax modeling) Qualifications Required 7+ years of tax experience with a strong emphasis on US federal income tax compliance and ASC 740 reporting;Bachelor's degree in Accounting or FinanceExperience preparing tax provisions and financial statement disclosures for public companiesDeep knowledge of US federal income tax, ASC 740, and uncertain tax positions (FIN 48)Experience managing outsourced compliance functions and third-party service providersAdvanced Excel skills; experience with ERP systems and tax provision/compliance software (e.g., OneSource)Strong project management skills with the ability to manage multiple priorities in a fast-paced environmentExcellent communicator; comfortable working independently and collaborating across functions and geographies Preferred Combination of big 4 and in-house financial services experienceExperience with corporate tax as well as partnership tax strongly preferredExposure to prime brokerage, broker-dealer, or financial services businesses is a strong plusPrevious experience implementing tax provision softwareFamiliarity with US international tax concepts (GILTI, FDII, FTC, Subpart F, withholding) and transfer pricingExperience with FBAR and FATCA/CRS reporting obligations We Offer The Base Salary Range for this role is $150,000-180,000. This range is representative of the starting base salaries for this role at Clear Street. Where a candidate falls in this range will be based on job related factors such as relevant experience, skills, and location. This range represents Base Salary only, which is just one element of Clear Street's total compensation. The range stated does not include other factors of total compensation such as bonuses or equity. At Clear Street, we offer competitive compensation packages, company equity, 401k matching, gender neutral parental leave, and full medical, dental and vision insurance. Our belief has always been that we are better as a business when we are all together in person. As such, we are requiring employees to be in the office 4 days per week. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views. Our top priority is our people. We’re continuously investing in a culture that promotes collaboration. We help each other through challenges and celebrate each other's successes. We believe that modern workplaces succeed by virtue of having high-performance workforces that are diverse — in ideas, in cultures, and in experiences. We put in the effort to make such a workplace a daily reality and are proud to be an equal opportunity employer. Create a Job Alert Interested in building your career at Clear Street? Get future opportunities sent straight to your email. Apply for this job indicates a required field First Name* Last Name* Preferred First Name Email* Phone Country* Phone* Location (City)* Resume/CV Attach Enter manually Accepted file types: pdf, doc, docx, txt, rtf Cover Letter Attach Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile Website What is the minimum annual salary desired (in USD)?* Select... 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