Tax Operations Manager

Robinhood
Menlo Park, New York
Workplace: OnsiteFull timeUSD 110,000 - 165,000 annuallyFunction: Business OperationsExperience: 5+ yearsEducation: bachelorsSkills: ["Analytical","Communication","Project management","Attention to detail","Problem-solving"]

Lead tax reporting operations for taxable and retirement accounts, including exception reporting for withholding, cost basis, and crypto transactions. Partner with Customer Experience and Account Operations to resolve complex tax inquiries and withholding discrepancies. Collaborate with product, project, and engineering teams to launch and scale tax-related initiatives. Develop reconciliations between internal systems and vendors to verify accuracy of tax information transmitted to the IRS.

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FursaFursa
Robinhood
Robinhood
2 months ago

Tax Operations Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Lead tax reporting operations for taxable and retirement accounts, including exception reporting for withholding, cost basis, and crypto transactions. Partner with Customer Experience and Account Operations to resolve complex tax inquiries and withholding discrepancies. Collaborate with product, project, and engineering teams to launch and scale tax-related initiatives. Develop reconciliations between internal systems and vendors to verify accuracy of tax information transmitted to the IRS.
Location: Menlo Park, New York
Workplace: Onsite
Employment Type: Full time
Job Function: Business Operations
Seniority: Manager level

Key Responsibilities

  • •Collaborate with product, project, and engineering teams to launch, improve, and scale tax-related products and systems.
  • •Lead tax reporting processes for taxable and retirement accounts, including exception reports for withholding, cost basis, and crypto transactions.
  • •Partner with Customer Experience and Account Operations to resolve complex tax inquiries, cost basis issues, and withholding discrepancies.
  • •Develop and implement reconciliations between internal systems and vendors to verify tax information accuracy.
  • •Track tax-related initiatives and new product promotions related to tax systems.

Pay and Benefits

Salary: USD 110,000 - 165,000 annually
Perks:Health Insurance401kPaid LeaveParental LeaveLife InsuranceDisability InsuranceMeal Allowance

Key Requirements

  • •Bachelor’s degree in Finance, Accounting, or a related field and 5+ years of professional experience in tax operations.
  • •Experience with retirement tax reporting, including IRS Forms 1099-R and 5498.
  • •Proficiency in tools like SQL or Databricks to manage, mine, and work with large datasets.
  • •Ability to manage and drive tax projects to completion in a deadline-driven environment with strong attention to detail.
  • •Experience in financial services, fintech, or crypto, and familiarity with tax onboarding procedures (Forms W-9/W-8BEN preferred).
Experience:5+ yearsFinancial servicesFintechCryptoTax operations
Education:Bachelor's in Finance, Accounting, or a related field
Skills:AnalyticalCommunicationProject managementAttention to detailProblem-solving
Tech Stack:SQLDatabricksIRS1099-R5498W-9W-8BEN

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