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Salary: USD 150,000 - 180,000 / annual
Clear Street is a fintech company modernizing the brokerage ecosystem with a cloud-native clearing and custody platform. Founded in 2018, the company is building a diversified financial services firm to replace legacy infrastructure across capital markets.
You will join the Tax team as Associate Director of Tax Reporting & Compliance, reporting to the Head of Tax. This is a high-visibility role with significant ownership of U.S. federal tax reporting and compliance for the consolidated group, working closely with international and state/local tax leads. You'll be instrumental in building a scalable, best-in-class tax function as the firm scales across businesses and geographies.
Key responsibilities include:
**Tax Provision & Financial Reporting:** Prepare quarterly and annual U.S. 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 under FIN 48, income taxes payable). Prepare and review income tax disclosures and supporting schedules for audited financial statements. Develop effective tax rate (ETR) analysis and rate reconciliations for management reporting. Partner with external auditors during audit and review processes. Design, implement, and maintain internal controls over financial reporting (ICFR) related to the tax function with an eye toward SOX readiness.
**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 with external advisors and internal stakeholders. Support information reporting obligations 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, withholding taxes) 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.
**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 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.
**Requirements:**
Required: 7+ years of tax experience with strong emphasis on U.S. 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 U.S. 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 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. Exposure to prime brokerage, broker-dealer, or financial services businesses. Previous experience implementing tax provision software. Familiarity with U.S. international tax concepts (GILTI, FDII, FTC, Subpart F, withholding) and transfer pricing. Experience with FBAR and FATCA/CRS reporting obligations.
