Finance Operations • Lead

Who you are

You have a strong background in tax operations, particularly in U.S. information reporting and withholding, with a focus on compliance with regulations such as FATCA and CRS. Your experience includes managing tax risk and ensuring adherence to securities taxation obligations. You thrive in collaborative environments and are committed to fostering a diverse workplace where every team member's contributions are valued.

You possess excellent analytical skills and a deep understanding of U.S. tax laws, including withholding tax compliance and tax information reporting. Your ability to communicate complex tax concepts clearly to non-tax professionals is a key strength, enabling effective collaboration across various business lines.

What you'll do

As the Vice President of U.S. Tax Operations, you will lead the Tax Operations team in ensuring compliance with U.S. tax regulations. This includes overseeing U.S. withholding tax compliance, cost basis reporting, and tax information reporting. You will work closely with institutional brokerage, custody, and retail businesses to provide guidance on tax obligations and manage tax processes globally.

You will be responsible for developing and implementing strategies to minimize tax risk and enhance operational efficiency. Your leadership will be crucial in fostering a culture of collaboration within the team, ensuring that all members are equipped to handle the complexities of tax operations effectively.

What we offer

Clear Street offers a dynamic work environment where innovation and collaboration are at the forefront. You will have the opportunity to work with a talented team dedicated to building cutting-edge financial infrastructure. We value diversity and are committed to creating an inclusive workplace where everyone can thrive. Our hybrid work model allows for flexibility while maintaining strong team connections.