---
title: 'Associate - Tax Operations at Clear Street'
canonical: 'https://feeny.ai/job/associate-tax-operations-clear-street-new-york-bexbk9dt7nc3'
type: 'job'
last_seen: '2026-10-20'
---

# Associate - Tax Operations at Clear Street

- **Company:** Clear Street
- **Location:** New York, NY
- **Posted:** 2026-10-02
- **Last confirmed live:** 2026-10-20
- **Apply:** https://job-boards.greenhouse.io/clearstreet/jobs/8249141

## Job description

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.

The Team

The Global Tax Operations is responsible for ensuring compliance with Clear Street Group; This includes U.S. information reporting and withholding, FATCA, CRS, QI/QDD and securities taxation and filing obligations globally. The team works closely with all business lines including institutional brokerage, custody and retail businesses. This is an integrated team providing guidance on securities taxation obligations, managing tax risk and running tax processes.

Within this expert group US Tax Ops team is responsible across all booking locations for:

- S. Withholding Tax Compliance (Chapters 3, 4, 61, 871(m), 1446(f), 305(c))
- Cost Basis and Wash Sale Reporting
- S. Tax Information Reporting (Forms 1099, 1042-S, 1042)
- Nonresident Alien (NRA) withholding and treaty eligibility validation
- Tax documentation and W-8/W-9 validation

## The Role

This is a hands-on, data-driven operational role requiring a foundational understanding of U.S. information reporting and withholding obligations. You will maintain daily tax records, collaborate with third-party providers, and support the broader Global Tax Operations team to deliver accurate, timely client reporting and annual Form 1099 & 1042-S filings within a fast-paced broker-dealer, custody, and retail environment.

Key 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 Chapter 3, Section 871(m), Section 305(c), and 1446(f).
- Prepare and file U.S. information returns including 1099 Series, 1042-S, and related IRS filings.
- Perform reconciliations of withholding and reporting data ensuring accuracy and completeness.
- Respond to and support IRS, audit, and regulatory inquiries.
- Execute test cases for tax reporting and withholding system enhancements.
- Partner with Operations & Technology to resolve data issues and streamline automation.
- Maintain detailed process documentation and contribute to continuous process improvements.

## Requirements

- 1-3 years of hands-on experience in tax operations
- Experience of and U.S. information, reporting & withholding obligations
- Technical knowledge of IRS obligations under Chapter 3, Chapter 4 (FATCA), Chapter 61, §871(m), and s.1446(a) and (f).
- Practical experience with broker-dealer, prime brokerage and custodial operations
- Familiarity with IRS systems (FIRE, EFTPS & the forthcoming IRIS system) and tax documentation platforms.
- Proven ability to work with large data sets, reconcile reporting / withholding amounts, and identify discrepancies.
- Detail-oriented, with a control and risk-focused mindset.
- Strong problem-solving skills and ability to work independently in a fast-paced environment.
- Excellent communication skills to coordinate with internal stakeholders and respond to regulatory queries.
- Series 99 and/or Series 7 preferred, or willingness to obtain.

We Offer:

The Base Salary Range for this role is $90,000-115,000. 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)

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