Tax Operations Manager
About The Position
Robinhood is looking for a skilled Tax Operations professional to join their team. They are seeking motivated professionals who thrive in dynamic environments and can manage multiple priorities. In this role, the individual will lead tax reporting processes for taxable and retirement accounts, executing critical exception reports covering areas such as withholding, cost basis, and crypto transactions. The individual will also partner with Customer Experience and Account Operations teams to resolve complex tax-related inquiries and withholding issues. This role is based in their Menlo Park, CA and New York, NY 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 a related field
- 5+ years of professional experience in tax operations
- Experience with retirement tax reporting, specifically with IRS Forms 1099-R and 5498
- Strong analytical and communication skills
- Proficiency in tools like SQL or Databricks to manage, mine, and convert large datasets
- Ability to manage and drive tax projects to completion in a deadline-driven environment, maintaining high attention to detail
Nice To Haves
- Prior experience in Financial Services, Fintech, or Crypto
- Understanding of tax onboarding procedures and Forms W-9/W-8BEN
Responsibilities
- Collaborate with product, project, and engineering teams to launch, improve, and scale Robinhood products and systems, tracking various tax-related initiatives and new product promotions
- Lead the tax reporting processes for taxable and retirement accounts, executing critical exception reports covering areas such as withholding, cost basis, and crypto transactions
- Partner with Customer Experience and Account Operations teams to resolve complex tax inquiries, cost basis issues, and withholding discrepancies
- Develop and implement reconciliations of data between internal systems and vendors, verifying the accuracy of tax information transmitted to the IRS
Benefits
- Challenging, high-impact work to grow your career
- Performance driven compensation with multipliers for outsized impact
- Bonus programs
- Equity ownership
- 401(k) matching
- 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
- Mental health benefits
- Company holidays
- Paid time off
- Sick time
- Parental leave
- Exceptional office experience with catered meals, events, and comfortable workspaces
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
