Senior Tax Operations Analyst

Robinhood Robinhood · Fintech · Chicago, IL +2 · Tax

Robinhood is seeking a Senior Tax Operations Analyst to join their Tax Operations team. The role involves executing exception reports, handling tax-related inquiries, collaborating with product and engineering teams on tax projects, developing reconciliations, building dashboards, and streamlining data flow. The ideal candidate has a background in tax, accounting, or operations, strong analytical and project management skills, and experience with large datasets. Fintech or crypto experience is a plus.

What you'd actually do

  1. Collaborate with our product, project, and engineering teams to launch, improve and scale Robinhood products and systems
  2. Contribute to and track various tax related projects such as new product launches and promotions
  3. 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
  4. 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
  5. Work on executing various exception reports covering areas such as reporting, withholding and cost basis, while implementing internal policies and procedures
  6. 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
  7. Work with various Robinhood entities and departments to streamline data flow as well as automate processes where possible

Skills

Required

  • 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

Nice to have

  • 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

What the JD emphasized

  • high standard of compliance
  • fast-paced environment
  • manage multiple priorities
  • deadline driven environment
  • Financial Services, Fintech, and/or Crypto experience preferred
  • Proficiency in working with large datasets, data mining and conversions