Tax Operations Analyst — U.S. Information Reporting

Clear Street; New York (NY); On-site; USD 90,000 - 115,000; Full time

Benefits offered by this job

Equity in compensation

401k matching

Medical, dental, vision insurance

In-office four days per week

Job summary

Clear Street, a modernized brokerage and prime brokerage platform, is seeking an operational tax professional to join our Global Tax Operations team in New York. You will maintain daily tax records, review withholding and information reporting, and collaborate with third-party providers to deliver accurate client tax filings.

Ideal candidates have 1–3 years of hands-on tax operations experience, knowledge of IRS obligations under Chapters 3/4/61/871(m)/1446, and familiarity with FIRE, EFTPS or

Qualifications

• 1–3 years of hands-on tax operations experience.
• Experience with US information reporting and withholding obligations.
• Knowledge of IRS obligations under Chapter 3, Chapter 4 (FATCA), Chapter 61, §871(m), and §1446(a)/(f).
• Practical experience in broker-dealer, prime brokerage and custodial operations.
• Familiarity with IRS systems such as FIRE, EFTPS and IRIS.

Responsibilities

• Review and cleanse tax information day-to-day.
• Review and validate tax documentation (W-8/W-9).
• Calculate, apply, and reconcile U.S. withholding under relevant tax sections.
• Prepare and file U.S. information returns (1099, 1042-S).
• Perform reconciliations of withholding and reporting data for accuracy.

Skills

Tax operations

US tax reporting

IRS rules (Chap 3/4/61/871(m)/1446)

Broker-dealer operations

Data reconciliation

Tools

FIRE

EFTPS

IRIS

Job description

Clear Street, a modernized brokerage and prime brokerage platform, is seeking an operational tax professional to join our Global Tax Operations team in New York. You will maintain daily tax records, review withholding and information reporting, and collaborate with third-party providers to deliver accurate client tax filings.

Ideal candidates have 1–3 years of hands-on tax operations experience, knowledge of IRS obligations under Chapters 3/4/61/871(m)/1446, and familiarity with FIRE, EFTPS or