Speed, Transparency and Scale for Sophisticated Investors.™.
About 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. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- 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
More about this role
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 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...
Browse similar: Startup jobs · New York