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Tax Operations Manager
Robinhood · New York, United States
About The Role
Join Robinhood as a Tax Operations Manager, where you will lead tax reporting processes for taxable and retirement accounts, resolve complex tax-related inquiries, and collaborate with various teams to improve and scale our products. You should have a strong background in tax operations, financial services, or fintech, and possess excellent analytical and communication skills.
- Lead tax reporting processes for taxable and retirement accounts, executing critical exception reports.
- Partner with Customer Experience and Account Operations teams to resolve complex tax-related inquiries and withholding issues.
- Collaborate with product, project, and engineering teams to launch, improve, and scale Robinhood products and systems.
- Showcase strong analytical and communication skills, with proficiency in tools like SQL or Databricks to manage, mine, and convert large datasets
- Apply prior experience in Financial Services, Fintech, or Crypto, with an understanding of tax onboarding procedures and Forms W-9/W-8BEN preferred
- Manage and drive tax projects to completion in a deadline-driven environment, maintaining high attention to detail
- Demonstrate experience with retirement tax reporting, specifically with IRS Forms 1099-R and 5498
- Bring a Bachelor’s degree in Finance, Accounting, or a related field, along with 5+ years of professional experience in tax operations
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