Associate Director - Tax Reporting & Compliance
- Location
- New York, NY
- Work model
- On-Site
- Level
- Senior
- Salary
- $150k – $180k/yr
- Posted
About this role
About Clear Street
Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale.
We give our clients the technology, tools, and service once reserved for the largest institutions, rebuilt with modern infrastructure. Our single, cloud-native, end-to-end capital markets platform powers investor growth today and is transforming how they can interact with markets tomorrow.
For more information, visit https://clearstreet.io.
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 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
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 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,