Clear Street
Associate - Tax Operations
$90K–$115K
New York, NY +1 · Full-time · Posted Oct 2, 2026
- Location
- New York, NY
New York, NY, United States - Experience
- 1-3 years of hands-on experience in tax operations
About the job
Supports U.S. tax operations by maintaining tax records, processing withholding and reporting, and preparing accurate client tax filings.
What you'll do
- Review tax data and validate W-8/W-9 documentation; calculate, apply, and reconcile U.S. withholding.
- Prepare and file U.S. information returns, including 1099 Series and 1042-S, and respond to IRS, audit, and regulatory inquiries.
- Test tax-system enhancements, resolve data issues with Operations & Technology, and maintain process documentation.
What they ask for
- Hands-on experience with U.S. information reporting and 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.
- Ability to work with large data sets, reconcile reporting and withholding amounts, and identify discrepancies.
Nice to have
- Familiarity with IRS systems (FIRE, EFTPS & the forthcoming IRIS system) and tax documentation platforms.
- Series 99 and/or Series 7, or willingness to obtain.
Pay
USD $90,000-115,000 base salary
Tools
FIRE, EFTPS, IRIS, W-8, W-9, 1099 Series, 1042-S
Model-written summary · the original posting is authoritative