Tax Operations Manager

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 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!

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.

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. 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 product, project, and engineering teams to launch, improve, and scale Robinhood products and systems, tracking various tax-related initiatives and new product promotions
• →Lead the tax reporting processes for taxable and retirement accounts, executing critical exception reports covering areas such as withholding, cost basis, and crypto transactions
• →Partner with Customer Experience and Account Operations teams to resolve complex tax inquiries, cost basis issues, and withholding discrepancies
• →Develop and implement reconciliations of data between internal systems and vendors, verifying the accuracy of tax information transmitted to the IRS

• Bring a Bachelor’s degree in Finance, Accounting, or a related field, along with 5+ years of professional experience in tax operations
• Demonstrate experience with retirement tax reporting, specifically with IRS Forms 1099-R and 5498
• Showcase strong analytical and communication skills, with proficiency in tools like SQL or Databricks to manage, mine, and convert large datasets
• Manage and drive tax projects to completion in a deadline-driven environment, maintaining high attention to detail
• Apply prior experience in Financial Services, Fintech, or Crypto, with an understanding of tax onboarding procedures and Forms W-9/W-8BEN preferred