Clear Street · 1 day ago
Vice President, U.S Tax Operations
New York, NY
Full-time
Onsite
Mid, Senior Level
$125K/yr - $170K/yr
5+ years expClear Street is building new infrastructure for today’s financial institutions, focusing on minimizing risk and cost for clients. The Vice President of U.S. Tax Operations will oversee compliance with U.S. tax obligations, manage cost basis reporting, and drive improvements in tax processes.
Cloud InfrastructureFinancial ServicesFinTech
Responsibilities
Review and cleanse Cost Basis information day-to-day
Prepare client-facing open lot & realized reporting
Prepare and file U.S. information returns 1099 Series
Prepare Canadian Cost Basis Reporting
Prepare and file U.S. information returns including 1042-S, and related IRS filings
Calculate, apply, and reconcile U.S. withholding under Chapter 3, Section 871(m), Section 305(c), and 1446(f)
Review and validate tax documentation (W-8/W-9)
Perform reconciliations of withholding and reporting data to ensure accuracy and completeness
Respond to and support IRS, audit, and regulatory inquiries
Execute test cases for Cost Basis, tax reporting and withholding system enhancements
Partner with Operations & Technology to resolve data issues and improve automation
Maintain detailed process documentation and contribute to continuous process improvements
Qualification
Required
5-10 years of hands-on experience in Cost Basis
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
Preferred
Series 99 and/or Series 7 preferred, or willingness to obtain
Benefits
Competitive compensation packages
Company equity
401k matching
Gender neutral parental leave
Full medical, dental and vision insurance
Lunch stipends
Fully stocked kitchens
Happy hours
A great location
Amazing views
Company
Clear Street
Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets.
501-1000 employees
H1B Sponsorship
Clear Street has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (22)
2024 (13)
2023 (5)
2022 (16)
2021 (8)
2020 (5)
Funding
Current Stage
Late StageTotal Funding
$605MKey Investors
Prysm CapitalIMC Investments
2023-04-11Series B· $270M
2023-02-14Series Unknown
2022-05-24Series B· $165M
Leadership Team
Chris Pento
Co-Founder and CEO
Ed Tilly
Chief Executive Officer
Recent News
GlobeNewswire
2025-12-24
FX News Group
2025-12-19
Company data provided by crunchbase