Tax Operations Manager

<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 partner with product, engineering, and account operations teams to ensure robust and scalable tax systems. Our team fosters a highly collaborative, supportive, and execution-oriented culture. We are dedicated to ensuring a seamless tax reporting experience for all Robinhood customers!</span></p> <p><span data-markdown-start-index="915">Robinhood is looking for a skilled Tax Operations professional to join our team! We are seeking motivated professionals who thrive in dynamic environments and can manage multiple priorities. In this 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 also partner with Customer Experience and Account Operations teams to resolve complex tax-related inquiries and withholding issues.</span></p> <p><span data-markdown-start-index="1597"><strong>This role is based in our Menlo Park, CA and New York, NY 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.</span></p> <h2><span data-markdown-start-index="1955">What you’ll do</span></h2> <ul> <li><span data-markdown-start-index="1972">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</span></li> <li><span data-markdown-start-index="2161">Lead the tax reporting processes for taxable and retirement accounts, executing critical exception reports covering areas such as withholding, cost basis, and crypto transactions</span></li> <li><span data-markdown-start-index="2342">Partner with Customer Experience and Account Operations teams to resolve complex tax inquiries, cost basis issues, and withholding discrepancies</span></li> <li><span data-markdown-start-index="2489">Develop and implement reconciliations of data between internal systems and vendors, verifying the accuracy of tax information transmitted to the IRS</span></li> </ul> <h2><span data-markdown-start-index="2642">What you bring</span></h2> <ul> <li><span data-markdown-start-index="2659">Bring a Bachelor’s degree in Finance, Accounting, or a related field, along with 5+ years of professional experience in tax operations</span></li> <li><span data-markdown-start-index="2796">Demonstrate experience with retirement tax reporting, specifically with IRS Forms 1099-R and 5498</span></li> <li><span data-markdown-start-index="2896">Showcase strong analytical and communication skills, with proficiency in tools like SQL or Databricks to manage, mine, and convert large datasets</span></li> <li><span data-markdown-start-index="3044">Manage and drive tax projects to completion in a deadline-driven environment, maintaining high attention to detail</span></li> <li><span data-markdown-start-index="3161">Apply prior experience in Financial Services, Fintech, or Crypto, with an understanding of tax onboarding procedures and Forms W-9/W-8BEN preferred</span></li> </ul> <h2><span data-markdown-start-index="3313">What we offer</span></h2> <ul> <li><span data-markdown-start-index="3329">Challenging, high-impact work to grow your career</span></li> <li><span data-markdown-start-index="3380">Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching</span></li> <li><span data-markdown-start-index="3505">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="3627">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="3741">Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more</span></li> <li><span data-markdown-start-index="3838">Employer-paid life &amp; disability insurance, fertility benefits, and mental health benefits</span></li> <li><span data-markdown-start-index="3929">Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!</span></li> <li><span data-markdown-start-index="4031">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>$140,000</span><span class="divider">&mdash;</span><span>$165,000 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>$123,000</span><span class="divider">&mdash;</span><span>$145,000 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>$110,000</span><span class="divider">&mdash;</span><span>$129,000 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>