Tax Operations Manager

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

Robinhood is seeking a Tax Operations Manager to lead tax reporting processes for taxable and retirement accounts, focusing on compliance and accuracy for equities and crypto. The role involves collaborating with product and engineering teams, resolving complex tax inquiries, and ensuring data integrity between internal systems and vendors.

What you'd actually do

  1. 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
  2. Lead the tax reporting processes for taxable and retirement accounts, executing critical exception reports covering areas such as withholding, cost basis, and crypto transactions
  3. Partner with Customer Experience and Account Operations teams to resolve complex tax inquiries, cost basis issues, and withholding discrepancies
  4. Develop and implement reconciliations of data between internal systems and vendors, verifying the accuracy of tax information transmitted to the IRS

Skills

Required

  • Bachelor’s degree in Finance, Accounting, or a related field
  • 5+ years of professional experience in tax operations
  • Experience with retirement tax reporting, specifically with IRS Forms 1099-R and 5498
  • Strong analytical and communication skills
  • 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
  • High attention to detail

Nice to have

  • Prior experience in Financial Services, Fintech, or Crypto
  • Understanding of tax onboarding procedures and Forms W-9/W-8BEN

What the JD emphasized

  • tax reporting
  • withholding
  • cost basis
  • crypto transactions
  • tax-related inquiries
  • withholding issues
  • tax onboarding procedures