Tax Operations Manager
Robinhood helps users invest in stocks, ETFs, options, and cryptocurrencies through commission-free trading with no minimum account requirements.
Funding history
Investors
Projects
About Robinhood
Robinhood helps retail investors access financial markets through commission-free trading of stocks, ETFs, options, and cryptocurrencies. With it, users can invest with no account minimums, earn rewards through retirement accounts with matching contributions, and access advanced trading tools. Robinhood democratizes investing by making financial markets accessible to everyone, not just wealthy investors.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
Lead tax reporting processes for taxable and retirement accounts, execute exception reports covering withholding, cost basis, and crypto transactions, resolve complex tax inquiries, collaborate across product and engineering teams, and reconcile tax data transmitted to the IRS.
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 IRS Forms 1099-R and 5498
- Strong analytical and communication skills
- Proficiency with SQL or Databricks for managing and analyzing large datasets
- Ability to drive tax projects to completion in a deadline-driven environment
- Prior experience in Financial Services, Fintech, or Crypto preferred
- Understanding of tax onboarding procedures and Forms W-9/W-8BEN preferred
Responsibilities
- Collaborate with product, project, and engineering teams to launch, improve, and scale Robinhood products and systems
- Track tax-related initiatives and new product promotions
- Lead tax reporting processes for taxable and retirement accounts
- Execute exception reports covering withholding, cost basis, and crypto transactions
- Resolve complex tax inquiries, cost basis issues, and withholding discrepancies
- Develop and implement reconciliations between internal systems and vendors
- Verify the accuracy of tax information transmitted to the IRS
Benefits
- Performance-driven compensation with multipliers, bonuses, equity ownership, and 401(k) matching
- 100% paid employee health insurance and 90% dependent coverage
- Access to AI tools and continuous AI skill-building
- Flexible lifestyle wallet for wellness, learning, and more
- Employer-paid life and disability insurance, fertility benefits, and mental health benefits
- Company holidays, paid time off, sick time, and parental leave
- Catered meals, events, and comfortable workspaces
