Senior Tax Operations Analyst

Robinhood • Menlo Park, CA

1d • $89,000 - $135,000 • Hybrid

About The Position

Robinhood is looking for a skilled Tax Operations Analyst to join their team. They are seeking driven individuals who thrive in a fast-paced environment and can manage multiple priorities. In this role, the analyst will work on executing various exception reports covering areas such as reporting, withholding, and cost basis. They will also help Customer Experience and Account Operations teams handle tax-related inquiries and resolve reporting issues. This role is based in their New York, NY and Menlo Park, CA offices, with in-person attendance expected at least 3 days per week. Robinhood believes in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Their office experience is intentional, energizing, and designed to fully support high-performing teams.

Requirements

• Bachelor’s degree in Finance, Accounting, or similar field
• 3-5+ years of work experience in tax, accounting, and/or operations
• High attention to detail
• Ability to manage and drive projects to completion in a deadline driven environment
• Strong analytical and communication skills

Nice To Haves

• Financial Services, Fintech, and/or Crypto experience preferred
• Previous Tax Ops or Tax Project management experience
• Understanding of Tax Onboarding, including IRS Forms W-9 and W-8BEN
• Prior expertise with tools such as SQL, Databricks, etc.
• Proficiency in working with large datasets, data mining and conversions

Responsibilities

• Collaborate with product, project, and engineering teams to launch, improve and scale Robinhood products and systems
• Contribute to and track various tax related projects such as new product launches and promotions
• Help Customer Experience and Account Ops teams handle tax related inquiries and resolve reporting and withholding issues, including areas such as withholding, cost basis, retirement accounts, and crypto tax reporting
• Develop and assist with the implementation of reconciliations of data between internal systems and vendors, as well as verification of data being sent from the tax reporting vendor to IRS
• Work on executing various exception reports covering areas such as reporting, withholding and cost basis, while implementing internal policies and procedures
• Work on building and maintaining dashboards for metrics and checklists to manage and change workflows and queries to improve team functions as well as to improve customer experience
• Work with various Robinhood entities and departments to streamline data flow as well as automate processes where possible

Benefits

• Challenging, high-impact work to grow your career
• Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
• Top Tier benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents
• Access to the best AI tools on the market and continuous AI skill-building for every employee, technical or not
• Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more
• Employer-paid life & disability insurance, fertility benefits, and mental health benefits
• Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
• Exceptional office experience with catered meals, events, and comfortable workspaces.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior