Senior Tax Operations Analyst

<div class="content-intro"><h2>Join us in building the future of finance.</h2> <p>Our mission is to democratize finance for all. <a href="https://www.cerulli.com/press-releases/cerulli-anticipates-124-trillion-in-wealth-will-transfer-through-2048" target="_blank">An estimated $124 trillion of assets</a> will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.</p></div><h2><span data-markdown-start-index="3">About the team + role</span></h2> <p><span data-markdown-start-index="25">We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The Tax Operations team’s mission is to support our tax information reporting and compliance efforts related to the purchase and sale of equities and crypto. We collaborate closely with internal partners to ensure robust processes and data flows. We are dedicated to ensuring a high standard of compliance in a fast-paced and collaborative team environment.</span></p> <p><span data-markdown-start-index="826">Robinhood is looking for a skilled Tax Operations Analyst to join our team! We are seeking driven individuals who thrive in a fast-paced environment and can manage multiple priorities. In this role, you will work on executing various exception reports covering areas such as reporting, withholding, and cost basis. You will also help our Customer Experience and Account Operations teams handle tax-related inquiries and resolve reporting issues.</span></p> <p><span data-markdown-start-index="1423"><strong>This role is based in our New York, NY and Menlo Park, CA offices, with in-person attendance expected at least 3 days per week.</strong> At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams.&nbsp;</span></p> <h2><span data-markdown-start-index="1935">What you’ll do</span></h2> <ul> <li><span data-markdown-start-index="1952">Collaborate with our product, project, and engineering teams to launch, improve and scale Robinhood products and systems</span></li> <li><span data-markdown-start-index="2074">Contribute to and track various tax related projects such as new product launches and promotions</span></li> <li><span data-markdown-start-index="2173">Help our Customer Experience and Account Ops teams handle tax related inquiries and resolve reporting and withholding issues, including areas such as withholding, cost basis, retirement accounts, and crypto tax reporting</span></li> <li><span data-markdown-start-index="2398">Develop and assist with the implementation of reconciliations of data between internal systems and vendors, as well as verification of data being sent from the tax reporting vendor to IRS</span></li> <li><span data-markdown-start-index="2588">Work on executing various exception reports covering areas such as reporting, withholding and cost basis, while implementing internal policies and procedures</span></li> <li><span data-markdown-start-index="2747">Work on building and maintaining dashboards for metrics and checklists to manage and change workflows and queries to improve team functions as well as to improve customer experience</span></li> <li><span data-markdown-start-index="2931">Work with various Robinhood entities and departments to streamline data flow as well as automate processes where possible</span></li> </ul> <h2><span data-markdown-start-index="3057">What you bring</span></h2> <ul> <li><span data-markdown-start-index="3074">Bachelor’s degree in Finance, Accounting, or similar field</span></li> <li><span data-markdown-start-index="3134">3-5+ years of work experience in tax, accounting, and/or operations</span></li> <li><span data-markdown-start-index="3204">High attention to detail</span></li> <li><span data-markdown-start-index="3230">Ability to manage and drive projects to completion in a deadline driven environment</span></li> <li><span data-markdown-start-index="3315">Strong analytical and communication skills</span></li> </ul> <p><span data-markdown-start-index="3358">Bonus points:</span></p> <ul> <li><span data-markdown-start-index="3373">Financial Services, Fintech, and/or Crypto experience preferred</span></li> <li><span data-markdown-start-index="3438">Previous Tax Ops or Tax Project management experience</span></li> <li><span data-markdown-start-index="3493">Understanding of Tax Onboarding, including IRS Forms W-9 and W-8BEN</span></li> <li><span data-markdown-start-index="3562">Prior expertise with tools such as SQL, Databricks, etc.</span></li> <li><span data-markdown-start-index="3620">Proficiency in working with large datasets, data mining and conversions</span></li> </ul> <h2><span data-markdown-start-index="3695">What we offer</span></h2> <ul> <li><span data-markdown-start-index="3711">Challenging, high-impact work to grow your career</span></li> <li><span data-markdown-start-index="3762">Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching</span></li> <li><span data-markdown-start-index="3887">Top Tier benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents</span></li> <li><span data-markdown-start-index="4009">Access to the best AI tools on the market and continuous AI skill-building for every employee, technical or not</span></li> <li><span data-markdown-start-index="4123">Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more</span></li> <li><span data-markdown-start-index="4220">Employer-paid life &amp; disability insurance, fertility benefits, and mental health benefits</span></li> <li><span data-markdown-start-index="4311">Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!</span></li> <li><span data-markdown-start-index="4413">Exceptional office experience with catered meals, events, and comfortable workspaces.</span></li> </ul><div class="content-pay-transparency"><div class="pay-input"><div class="description"><p><strong>In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits.</strong></p> <p>Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process.</p> <p><span style="text-decoration: underline;">Base Pay Range:</span></p></div><div class="title">Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC)</div><div class="pay-range"><span>$115,000</span><span class="divider">&mdash;</span><span>$135,000 USD</span></div></div><div class="pay-input"><div class="title">Zone 2 (Denver, CO; Westlake, TX; Chicago, IL)</div><div class="pay-range"><span>$101,000</span><span class="divider">&mdash;</span><span>$119,000 USD</span></div></div><div class="pay-input"><div class="title">Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL)</div><div class="pay-range"><span>$89,000</span><span class="divider">&mdash;</span><span>$105,000 USD</span></div></div></div><div class="content-conclusion"><p>Click <a href="https://careers.robinhood.com/benefits" target="_blank">here</a> to learn more about our Total Rewards, which vary by region and entity.</p> <p>If our mission energizes you and you’re ready to build the future of finance, we look forward to seeing your application.</p> <p>Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work—welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the&nbsp;<a href="https://careers.robinhood.com/applicantprivacypolicy" target="_blank">Privacy Policy</a> for your country of application.</p></div>