Senior Tax Operations Analyst

Robinhood
Menlo Park, New York
Workplace: OnsiteFull timeUSD 89,000 - 135,000 annuallyFunction: Business OperationsExperience: 3+ yearsEducation: bachelorsSkills: ["Attention to detail","Project management","Analytical skills","Communication"]

Own tax operations for Robinhood’s equities and crypto purchase/sale reporting and compliance. Execute exception reports covering reporting, withholding, and cost basis, and support Customer Experience and Account Ops with tax-related inquiries. Help reconcile and verify data between internal systems, vendors, and IRS submissions, while building dashboards to monitor workflows and improve customer outcomes. Collaborate across product, project, and engineering teams on tax-related initiatives.

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FursaFursa
Robinhood
Robinhood
2 months ago

Senior Tax Operations Analyst

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Last checked: 20 hours agoStatus: Live

Job Summary

Own tax operations for Robinhood’s equities and crypto purchase/sale reporting and compliance. Execute exception reports covering reporting, withholding, and cost basis, and support Customer Experience and Account Ops with tax-related inquiries. Help reconcile and verify data between internal systems, vendors, and IRS submissions, while building dashboards to monitor workflows and improve customer outcomes. Collaborate across product, project, and engineering teams on tax-related initiatives.
Location: Menlo Park, New York
Workplace: Onsite
Employment Type: Full time
Job Function: Business Operations
Seniority: Mid level

Key Responsibilities

  • •Execute exception reports covering reporting, withholding, and cost basis, while implementing internal policies and procedures.
  • •Support Customer Experience and Account Ops with tax-related inquiries and resolve reporting and withholding issues (including withholding, cost basis, retirement accounts, and crypto tax reporting).
  • •Develop and assist with reconciliations of data between internal systems and vendors, including verification of tax reporting vendor data sent to the IRS.
  • •Build and maintain dashboards for metrics and checklists to manage and improve workflows, queries, and customer experience.
  • •Contribute to and track tax-related projects tied to new product launches and promotions; help streamline data flows and automate processes.

Pay and Benefits

Salary: USD 89,000 - 135,000 annually
Equity and Bonus:Equity
Perks:Health Insurance401kLife InsuranceDisability InsuranceParental LeavePaid LeaveSick TimeFertility Benefits

Key Requirements

  • •Bachelor’s degree in Finance, Accounting, or a 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.
Experience:3+ yearsFinancial servicesFintechCrypto
Education:Bachelor's
Skills:Attention to detailProject managementAnalytical skillsCommunication
Tech Stack:SQLDatabricks

Company Brief

Robinhood
Commission-free trading platform offering stocks, ETFs, options, and cryptocurrencies, plus cash management and retirement products. Aims to democratize finance through easy-to-use mobile and web apps for retail investors.
Industry: Trading Platforms
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Menlo Park, United States
Founded: 2013
WebsiteLinkedIn