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Associate Director, Client Tax Support

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Clear Street

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Location:
United States , New York

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Category:
Finance

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Contract Type:
Not provided

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Salary:

130000.00 - 170000.00 USD / Year
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Job Description:

This is a foundational role and the first dedicated hire focused on client tax support. The 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.

Job Responsibility:

  • Define and deliver a best-in-class, client-centric tax support experience
  • Lead day-to-day tax support activities
  • Serve as a key player in defining the long-term vision for client tax support delivery
  • Own day-to-day client tax support operations for institutional and retail client populations
  • Provide timely and accurate responses to client tax questions
  • Act as escalation point for complex tax form review and tax documentation questions
  • Drive continuous improvement in client satisfaction, response quality, and turnaround times
  • 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
  • Identify opportunities to standardize, automate, and simplify tax support processes
  • Ensure client-facing tax resources remain current
  • Support operational review of client documentation
  • Partner with client onboarding teams to support remediation outreach and exception handling
  • Support internal controls for client documentation compliance
  • Assist with identification and resolution of documentation inconsistencies
  • Support client questions related to tax reporting and withholding
  • Coordinate with internal stakeholders to resolve client disputes
  • Help translate complex withholding and reporting concepts into clear explanations

Requirements:

  • Exceptional client service instincts
  • Experience supporting retail clients within a broader broker-dealer environment
  • Deep understanding of how clients engage with tax concepts, documentation, and reporting
  • Ability to design clear, intuitive, and scalable support approaches
  • Tax technical knowledge
  • Experience in client-facing tax support operations
  • Experience with tax form review and documentation support
  • Experience with tax reporting and withholding client inquiries
What we offer:
  • Competitive compensation packages
  • Company equity
  • 401k matching
  • Gender neutral parental leave
  • Full medical, dental and vision insurance
  • Lunch stipends
  • Fully stocked kitchens
  • Happy hours

Additional Information:

Job Posted:
March 10, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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