---
title: 'Associate Director - Tax Reporting & Compliance at Clear Street'
canonical: 'https://feeny.ai/job/associate-director-tax-reporting-compliance-clear-street-new-york-wrff6r23x91g'
type: 'job'
last_seen: '2026-09-15'
---

# Associate Director - Tax Reporting & Compliance at Clear Street

- **Company:** Clear Street
- **Location:** New York, NY
- **Posted:** 2026-09-14
- **Last confirmed live:** 2026-09-15
- **Apply:** https://job-boards.greenhouse.io/clearstreet/jobs/8201980

## Job description

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:

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, 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.

## About Clear Street

## Company Overview
- **One-liner**: Clear Street is a diversified financial services firm replacing legacy capital markets infrastructure with a modern, cloud-native, API-first clearing and custody platform.
- **Entity Type**: Private (Funding Stage: Series B)
- **Headquarters**: New York, United States
- **Founded**: 2018
- **Founders**: Kenneth Sicklick, Alex Lawton, John D’Agostini, Andy Volz

## Core Business
- **Primary industry/industries**: Financial Services, Capital Markets, Fintech
- **Target customers**: Sophisticated individual traders, hedge funds, proprietary trading firms, broker-dealers, ETF issuers, family offices, corporate issuers, traditional and alternative asset managers, and investors [clearstreet.io](https://clearstreet.io/)
- **Mission**: To give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency, and scale [clearstreet.io](https://clearstreet.io/careers)

## Products & Services
- **Clear Street Platform**: A single, cloud-native, end-to-end capital markets platform that provides clearing, custody, execution, and financing services for U.S. equities, options, and fixed-income. The platform is API-based and AI-enhanced, offering horizontally scalable technology with real-time data and risk management [clearstreet.io](https://clearstreet.io/).

## Market Standing
- **Valuation**: Not publicly disclosed.
- **Total Funding**: $1.0 billion in capital raised [clearstreet.io](https://clearstreet.io/about).
- **Key Metrics**:
    - **Customer Balances**: ~$28.4 billion
    - **Notional Traded Per Day**: ~$16 billion
    - **Shares Traded Per Day**: ~550 million
    - **Transaction Growth**: 94% year-over-year
    - **Institutional Clients**: ~700
    - **Employees**: 800+ worldwide [clearstreet.io](https://clearstreet.io/about)
- **Notable Investors/Partners**: Not explicitly listed in the provided search results, but the company has raised significant capital from institutional investors.

## Competitive Advantages
- **Modern Infrastructure**: Replaces legacy, mainframe-based systems with a cloud-native, horizontally scalable platform, providing significant cost and efficiency advantages.
- **Single Source of Truth**: All data, risk management, and operations are held in a single system, minimizing risk and operational friction for clients.
- **Multi-Asset Support**: Platform is built to handle multiple asset classes (equities, options, fixed-income, and expanding to futures, FX, etc.) on a unified system.
- **API-First Design**: A modern API-first approach allows for seamless integration and automation for sophisticated clients.

## Strategic Focus
- **Global Expansion**: Recently expanded into the Asia-Pacific region with the acquisition of Boom Securities and has a growing presence in Europe and the UK [clearstreet.io](https://www.clearstreet.io/news/blog/engineering-at-a-mission-driven-fintech).
- **Product Expansion**: Continuously adding new asset classes and services to the platform, aiming to serve a wider variety of investor types.
- **Talent Acquisition**: Actively hiring across engineering, trading, and corporate services to support rapid growth.

## Why Work Here
- **Mission-Driven**: Employees are united by a clear mission to modernize the financial ecosystem. This mission directly drives daily work and aligns business, operations, and technology goals [clearstreet.io](https://www.clearstreet.io/news/blog/engineering-at-a-mission-driven-fintech).
- **High-Impact Engineering**: With 150+ engineers, the tech team is building core financial infrastructure from the ground up, offering the chance to work on complex, high-stakes problems.
- **Culture & Values**: The company emphasizes integrity, thinking big, a competitive drive to win, client-centricity, and teamwork. It has been recognized as a "Best Place to Work" [clearstreet.io](https://clearstreet.io/careers).
- **Global Presence with 18 Office Locations**: Employees can work from hubs in New York (HQ), London, Singapore, Tel Aviv, and many other cities across the US, Europe, and Asia [clearstreet.io](https://clearstreet.io/careers).
- **Top Talent**: The company is composed of top talent from both Wall Street and Silicon Valley, creating a unique and high-performance environment [clearstreet.io](https://clearstreet.io/careers).

## Sources
1. [clearstreet.io - About](https://www.clearstreet.io/about)
2. [clearstreet.io - Homepage](https://clearstreet.io/)
3. [clearstreet.io - Careers](https://clearstreet.io/careers)
4. [LinkedIn - Clear Street](https://www.linkedin.com/company/clear-street)
5. [clearstreet.io - Engineering Blog](https://www.clearstreet.io/news/blog/engineering-at-a-mission-driven-fintech)

## Other roles at Clear Street

- [Software Engineer - Payments Systems](https://feeny.ai/job/software-engineer-payments-systems-clear-street-london-vgbb86dnak5g) — London, United Kingdom
- [Software Engineer - Front End - Studio (Core)](https://feeny.ai/job/software-engineer-front-end-studio-core-clear-street-london-cp0bcdggnct4) — London, United Kingdom
- [Senior Software Engineer - Front End - Studio (Core)](https://feeny.ai/job/senior-software-engineer-front-end-studio-core-clear-street-london-01vmxnr1g477) — London, United Kingdom
- [Senior Software Engineer - Futures and Options Execution Services](https://feeny.ai/job/senior-software-engineer-futures-and-options-execution-services-clear-street-2gvdqf24gaq7) — London, United Kingdom
- [Engineering Project Manager](https://feeny.ai/job/engineering-project-manager-clear-street-london-dmbfx1nqr26s) — London, United Kingdom
- [Senior Production Engineer](https://feeny.ai/job/senior-production-engineer-clear-street-london-8rw3crhks39v) — London, United Kingdom
- [Head of Brokerage Onboarding](https://feeny.ai/job/head-of-brokerage-onboarding-clear-street-remote-hm0f9xjf7hke)
- [Associate - Active Trading Support](https://feeny.ai/job/associate-active-trading-support-clear-street-new-york-7bn4rt689rky) — New York, NY
- [Senior Associate - Active Trading Support](https://feeny.ai/job/senior-associate-active-trading-support-clear-street-new-york-xwjhc13654cm) — New York, NY
- [Associate - Securities Lending Operations](https://feeny.ai/job/associate-securities-lending-operations-clear-street-new-york-452v0zwav5f4) — New York, NY