Senior Tax Operations Analyst

Our mission is to democratize finance for all. An estimated $124 trillion of assets 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.

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.

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.

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. 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. 

• →Collaborate with our product, project, and engineering teams to launch, improve and scale Robinhood products and systems
• →Contribute to and track various tax related projects such as new product launches and promotions
• →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
• →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
• →Work on executing various exception reports covering areas such as reporting, withholding and cost basis, while implementing internal policies and procedures
• →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
• →Work with various Robinhood entities and departments to streamline data flow as well as automate processes where possible

• Bachelor’s degree in Finance, Accounting, or 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

Bonus points:

• Financial Services, Fintech, and/or Crypto experience preferred
• Previous Tax Ops or Tax Project management experience
• Understanding of Tax Onboarding, including IRS Forms W-9 and W-8BEN
• Prior expertise with tools such as SQL, Databricks, etc.
• Proficiency in working with large datasets, data mining and conversions