Tax Operations Manager

Skills

About the Role

You will lead tax reporting processes for taxable and retirement accounts, executing critical exception reports covering areas such as withholding, cost basis, and crypto transactions. You will partner with Customer Experience and Account Operations teams to resolve complex tax-related inquiries and withholding issues. You will 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. You will develop and implement reconciliations of data between internal systems and vendors, verifying the accuracy of tax information transmitted to the IRS. This role is based in Menlo Park, CA and New York, NY offices, with in-person attendance expected at least 3 days per week.

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
• 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 various tax-related initiatives and new product promotions
• Lead the tax reporting processes for taxable and retirement accounts
• Execute critical exception reports covering 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
• Verify the accuracy of tax information transmitted to the IRS

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