Associate Director, Client Tax Support

About Clear Street: 

Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets.

We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Clear Street’s proprietary prime brokerage platform adds significant efficiency to the market, while focusing on minimizing risk, redundancy, and cost for clients. Our goal is to create a single source-of-truth platform for every asset class, in every country, and in any currency.

By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.

Associate Director, Client Tax Support

The Team:

The Global Tax Operations team sits within Clear Street’s Global Custody department, alongside Settlements, Asset Servicing, and Dev Ops. The Global Tax Operations team is responsible for ensuring compliance with Clear Street Group’s securities tax withholding and reporting obligations globally, including FATCA / CRS and QI / QDD operational requirements

A key pillar of Global Tax Operations is delivering high-quality client-facing tax support and ensuring clients can access clear, timely, and accurate guidance on tax forms, documentation, and reporting outputs through scalable channels.

The Role:

The role is Associate Director, Client Tax Support. This role will report to the Global Head of Tax Operations and will be responsible for defining and delivering a best-in-class, client-centric tax support experience across Clear Street’s institutional and retail client base.

This is a foundational role and the first dedicated hire focused on client tax support. As such, the successful candidate will be expected not only to lead day-to-day tax support activities, but also to serve as a key player in defining the long-term vision for how client tax support is delivered at Clear Street — including the service model, tooling, content strategy, and operating standards.

The role requires exceptional client service instincts, with a strong preference for experience supporting retail clients within a broader broker-dealer environment. The ideal candidate brings a deep understanding of how clients engage with tax concepts, documentation, and reporting, and can design support approaches that are clear, intuitive, and scalable.

While tax technical knowledge is important, this role is primarily focused on building a best-in-class client tax support function. The Associate Director will partner closely with internal and external stakeholder teams to improve client-facing tax workflows, develop self-service resources, and ensure tax support is seamlessly embedded within Clear Street’s client platform, Studio.

Client tax support delivery (institutional and retail)

• Own day-to-day client tax support operations for institutional and retail client populations
• Provide timely and accurate responses to client tax questions relating to tax forms, documentation, withholding, and reporting
• Support clients in navigating common tax topics with clear and consistent communication, ensuring responses align with internal tax policy and operational controls
• Act as escalation point for complex tax form review and tax documentation questions from Clients and internal Client Service, Operations, and Front Office teams
• Drive continuous improvement in client satisfaction, response quality, and turnaround times across tax support workflows
  

Digital-first tax experience and tooling

• Define and help execute the vision for a modern, digital-first client tax support experience
• Support the development of scalable client-facing tax support solutions through digital-first experiences, including:
• client dashboards and tax reporting views
• online tax resource content and self-service support materials
• secure in-platform messaging workflows
• virtual assistance and tooling embedded within Studio
• Identify opportunities to standardize, automate, and simplify tax support processes to reduce manual effort and client friction
• Ensure client-facing tax resources remain current with regulatory updates and operational policy changes

Tax form review and documentation support

• Support operational review of client documentation, including:
• W-9 and U.S. person certification workflows
• W-8BEN / W-8BEN-E / W-8IMY validation and remediation
• classification support for intermediaries and flow-through entities
• Partner with client onboarding teams to support remediation outreach and exception handling
• Support internal controls to ensure client documentation is accurate, complete, and compliant with Chapter 3 / Chapter 4 requirements
• Assist with identification and resolution of documentation inconsistencies, change in circumstance scenarios, and client inquiries related to tax status

Tax reporting and withholding client inquiries

• Support client questions related to:
• Forms 1099 and 1042-S reporting outputs
• withholding tax applied to dividends, interest, and substitute payments
• portfolio interest exemption (PIE) eligibility and documentation requirements
• treaty claims and limitation of benefits (LOB) considerations
• Coordinate with internal stakeholders to resolve client disputes or clarification requests related to withholding and reporting outcomes
• Help translate complex withholding and reporting concepts into clear, client-understandable explanations

We Offer: 

The Base Salary Range for this role is $130,000-$170,000. This range is representative of the starting base salaries for this role at Clear Street. Where a candidate falls in this range will be based on job related factors such as relevant experience, skills, and location. This range represents Base Salary only, which is just one element of Clear Street's total compensation. The range stated does not include other factors of total compensation such as bonuses or equity.

At Clear Street, we offer competitive compensation packages, company equity, 401k matching, gender neutral parental leave, and full medical, dental and vision insurance. Our belief has always been that we are better as a business when we are all together in person. As such, we are requiring employees to be in the office 4 days per week. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views.

Our top priority is our people. We’re continuously investing in a culture that promotes collaboration. We help each other through challenges and celebrate each other's successes. We believe that modern workplaces succeed by virtue of having high-performance workforces that are diverse — in ideas, in cultures, and in experiences. We put in the effort to make such a workplace a daily reality and are proud to be an equal opportunity employer. #LIHYBRID