Associate - Tax Operations

The role

This person will maintain daily tax records and support the Global Tax Operations team. They will deliver client reporting and annual Form 1099 and 1042-S filings in a broker-dealer, custody, and retail environment.

What you will do

• 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.
• 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.

Required qualifications

• 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.

Nice to have

• Series 99 and/or Series 7 preferred, or willingness to obtain.

Benefits

• company equity
• 401k matching
• gender neutral parental leave
• full medical, dental and vision insurance
• lunch stipends
• fully stocked kitchens
• happy hours

About the company

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. Their single, cloud-native, end-to-end capital markets platform powers investor growth today and is transforming how they can interact with markets tomorrow.