Associate Director - Tax Reporting & Compliance

Clear-Street; New York (NY); On-site; USD 150,000 - 180,000; Full time

Benefits offered by this job

Company equity

401k matching

Medical, dental & vision insurance

Lunch stipends and in-office amenities

Job summary

Clear Street is seeking an Associate Director of Tax Reporting & Compliance in New York to own U.S. federal tax reporting for the consolidated group and partner with auditors. You will lead ASC 740 provisions, tax disclosures, ICFR, and manage outsourced compliance providers.

The role requires 7+ years of tax experience, a BA/BS in Accounting or Finance, advanced Excel, and ERP/tax software proficiency. Strong collaboration across Finance, Legal, and IT is essential.

Qualifications

• 7+ years of tax experience with a strong emphasis on US federal income tax compliance and ASC 740 reporting.
• Advanced Excel skills; experience with ERP systems and tax provision software.
• Excellent communicator; capable of independent work and cross-functional collaboration.
• Strong project management skills with the ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Prepare quarterly and annual US federal income tax provision calculations (ASC 740) for the consolidated group, including domestic and foreign entities.
• Reconcile tax accounts — 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, managing information requests and resolving open items.
• Assist 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 scales.
• 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 providers.
• Manage the federal tax calendar, respond to IRS notices, and support federal examinations and controversy.
• Manage and coordinate R&D tax credit studies, including coordination with external advisors and internal stakeholders.
• Support information reporting obligations, where applicable, including 1099, 1042, FATCA/CRS, and FBAR filings.
• 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 provision.
• Assist with Transfer Pricing, E&P studies and other international tax projects as needed.
• Monitor U.S. federal and international tax developments; interpret proposed legislation, Treasury regulations, and IRS guidance.
• Model and present the financial reporting and compliance impact of tax law changes to the Head of Tax and senior stakeholders.
• Identify and implement automation and process improvements across federal tax reporting and compliance.
• Lead or contribute to tax technology initiatives (e.g., provision software, ERP integration) to strengthen efficiency and controls.
• Partner across Accounting, Legal, Treasury, Operations, and Engineering/IT on tax-related matters.
• Support special projects as directed by the Head of Tax (e.g., global structuring, tax modeling).
• The Base Salary Range for this role is $150,000-180,000.
• This range represents Base Salary only, not bonuses or equity.

Education

Bachelor's degree in Accounting or Finance

Tools

ERP systems

OneSource tax software

Job description

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:

• Prepare quarterly and annual US federal income tax provision calculations (ASC 740) for the consolidated group, including domestic and foreign entities
• Reconcile tax accounts — 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, managing information requests and resolving open items
• Assist 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 scales
• 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 and oversight of third-party service providers
• Manage the federal tax calendar, respond to IRS notices, and support federal examinations and controversy
• Manage and coordinate R&D tax credit studies, including coordination with external advisors and internal stakeholders
• Support 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 provision
• Support cross-border tax planning and structuring initiatives supporting the Head of Tax
• Assist 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 guidance
• Model 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 compliance
• Lead 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 matters
• Support 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 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

Preferred

• 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

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.