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About the Role

Clear Street is seeking an Associate Director of Tax Reporting & Compliance to manage U.S. federal tax reporting and compliance for the consolidated group. This high-visibility role offers ownership in building a scalable tax function as the firm expands.

Responsibilities

• Prepare quarterly and annual US federal income tax provision calculations (ASC 740) for the consolidated group.
• Reconcile tax accounts, including deferred tax assets/liabilities, uncertain tax positions (FIN 48), and income taxes payable.
• Prepare and review income tax disclosures and supporting schedules for audited financial statements.
• Prepare effective tax rate (ETR) analysis and rate reconciliations for management reporting.
• Partner with external auditors during the audit and review process.
• Assist in designing, implementing, and maintaining internal controls over financial reporting (ICFR) related to the tax function.
• Help build the processes, documentation standards, and control environment required to support public company reporting.
• Own day-to-day management of the outsourced federal compliance function, including review and filing of U.S. federal income tax returns.
• Manage the federal tax calendar, respond to IRS notices, and support federal examinations and controversy.
• Manage and coordinate R&D tax credit studies.
• Support information reporting obligations, including 1099, 1042, FATCA/CRS, and FBAR filings.
• Work closely with the international tax team on U.S. international tax computations and their impact on the federal return and provision.
• Support cross-border tax planning and structuring initiatives.
• Assist with Transfer Pricing, E&P studies and other international tax projects.
• Monitor U.S. federal and international tax developments and interpret proposed legislation.
• Model and present the financial reporting and compliance impact of tax law changes.
• Identify and implement automation and process improvements across federal tax reporting and compliance.
• Lead or contribute to tax technology initiatives.
• Partner across Accounting, Legal, Treasury, Operations, and Engineering/IT on tax-related matters.
• Support special projects as directed by the Head of Tax.

Requirements

• 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 Finance.
• Experience preparing tax provisions and financial statement disclosures for public companies.
• Deep knowledge of US federal income tax, ASC 740, and uncertain tax positions (FIN 48).
• Experience managing outsourced compliance functions and third-party service providers.
• Advanced 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 environment.
• Excellent communicator; comfortable working independently and collaborating across functions and geographies.
• Combination of big 4 and in-house financial services experience.
• Experience with corporate tax as well as partnership tax strongly preferred.
• Exposure to prime brokerage, broker-dealer, or financial services businesses is a strong plus.
• Previous experience implementing tax provision software.
• Familiarity with US international tax concepts (GILTI, FDII, FTC, Subpart F, withholding) and transfer pricing.
• Experience with FBAR and FATCA/CRS reporting obligations.

Skills

• US federal income tax compliance
• ASC 740 reporting
• Tax provisions
• Financial statement disclosures
• Uncertain tax positions (FIN 48)
• Outsourced compliance functions
• Third-party service provider management
• Excel
• ERP systems
• Tax provision software
• Tax compliance software
• Project management
• Communication
• Collaboration
• US international tax concepts
• Transfer pricing
• FBAR reporting
• FATCA/CRS reporting

Location

• New York, NY

Work Type

• Hybrid (4 days in-office)

Experience Level

• Associate Director
• 7+ years

Education Level

• Bachelor's degree in Accounting or Finance

Salary/Compensations

• $150,000 - $180,000

Benefits

• Company equity
• 401k matching
• Gender neutral parental leave
• Full medical, dental and vision insurance
• Lunch stipends
• Fully stocked kitchens
• Happy hours

About the Company

• Clear Street is modernizing the brokerage ecosystem with a cloud-native clearing and custody system.
• Founded in 2018, Clear Street is a diversified financial services firm replacing legacy infrastructure.
• The proprietary prime brokerage platform adds efficiency, minimizes risk, and reduces cost for clients.
• The goal is to create a single source-of-truth platform for every asset class, in every country, and in any currency.
• The company combines skilled product and engineering talent with seasoned finance professionals.

Equal Opportunity

• 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.