Senior Tax Operations Analyst
Robinhood is a financial services company on a mission to democratize finance for all. They offer a platform for commission-free investing in stocks, ETFs, options, and cryptocurrencies, as well as retirement accounts. The company provides educational resources and financial news to empower users to make informed investment decisions.
About Robinhood Markets, Inc.
Founded by Stanford roommates Baiju Bhatt and Vlad Tenev, Robinhood Markets, Inc. (NASDAQ: HOOD) aims to provide everyone with access to financial markets, not just the wealthy. The company introduced commission-free trading, revolutionizing the industry. In the U.S., Robinhood offers investing through Robinhood Financial LLC, crypto trading via Robinhood Crypto, LLC, and spending/rewards cards through Robinhood Money, LLC and Robinhood Credit, Inc. They have expanded internationally, offering stock trading in the UK through Robinhood U.K. Ltd. and crypto trading in the EU via Robinhood Europe, UAB. Robinhood also provides educational content through Robinhood Learn and financial news via Sherwood Media, LLC, supporting a new generation of investors with user-friendly products.
Skills
About the Role
You will join a fast-paced tax operations team supporting tax information reporting and compliance efforts related to the purchase and sale of equities and crypto. You will work on executing various exception reports, help resolve tax-related inquiries, and collaborate closely with internal partners across product, project, and engineering teams to ensure robust processes and data flows. This role is based in New York, NY and Menlo Park, CA offices, with in-person attendance expected at least 3 days per week.
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
- 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 withholding, cost basis, retirement accounts, and crypto tax reporting
- Develop and assist with implementation of reconciliations of data between internal systems and vendors, and verify data sent from the tax reporting vendor to IRS
- Execute various exception reports covering reporting, withholding and cost basis, while implementing internal policies and procedures
- Build and maintain dashboards for metrics and checklists to manage and change workflows and queries to improve team functions and customer experience
- Work with various Robinhood entities and departments to streamline data flow and automate processes where possible
Benefits
- Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 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
- Lifestyle wallet - a flexible benefits spending account for wellness, learning, and more
- Employer-paid life & disability insurance, fertility benefits, and mental health benefits
- Company holidays, paid time off, sick time, parental leave
- Catered meals, events, and comfortable workspaces