Associate Director - Tax Reporting & Compliance

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