Tax Operations Manager

Robinhood; York and North Yorkshire; On-site; GBP 65,000 - 90,000; Full time

Job summary

Robinhood is seeking a Tax Operations professional to lead tax reporting for taxable and retirement accounts and manage exception reporting on withholding, cost basis, and crypto transactions.

You will partner with Customer Experience and Account Operations to resolve tax inquiries and withholding issues, and collaborate with product, project, and engineering teams to launch and scale tax initiatives.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• 5+ years of professional experience in tax operations.
• Experience in Financial Services, Fintech, or Crypto.
• Understanding of tax onboarding procedures and Forms W-9/W-8BEN.

Responsibilities

• Lead tax reporting processes for taxable and retirement accounts.
• Execute critical exception reports covering withholding, cost basis, and crypto transactions.
• Partner with Customer Experience and Account Operations to resolve tax inquiries and withholding discrepancies.
• Develop and implement data reconciliations between internal systems and vendors for tax data.
• Collaborate with product, project, and engineering teams to scale tax-related initiatives.

Skills

Analytical skills

Communication skills

Tax operations experience

Education

Bachelor’s degree in Finance, Accounting, or related field

Tools

SQL

Databricks

Job description

• 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
• 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

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