Tax Operations Lead: Fintech & Crypto Reporting

Robinhood; Bellevue (WA); Hybrid; USD 140,000 - 165,000; Full time

Job summary

Robinhood is seeking a Tax Operations professional to lead tax reporting for taxable and retirement accounts, collaborating with product, engineering, and operations to ensure accurate withholding and cost basis for crypto and equities.

You will manage critical exception reports and partner with Customer Experience and Account Operations to resolve tax inquiries, with in-person attendance at least 3 days per week in our Menlo Park, CA and New York, NY offices.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• 5+ years of professional tax operations experience.
• Experience with retirement tax reporting (IRS Forms 1099-R and 5498).
• Strong analytical and communication skills; proficient in SQL or Databricks.
• Experience in Financial Services, Fintech, or Crypto; knowledge of Form W-9/W-8BEN preferred.

Responsibilities

• Collaborate with product, project, and engineering teams to launch and scale tax-related initiatives.
• Lead tax reporting processes for taxable and retirement accounts, handling withholding, cost basis, and crypto transactions.
• Partner with Customer Experience and Account Operations to resolve complex tax inquiries and withholding issues.
• Develop and implement reconciliations of data between internal systems and vendors; verify tax information with the IRS.

Skills

Tax reporting

Data analysis

SQL

Databricks

Communication

Project management

Financial Services

Crypto knowledge

Education

Bachelor’s degree in Finance/Accounting

Tools

Databricks

Tax software

Job description

Robinhood is seeking a Tax Operations professional to lead tax reporting for taxable and retirement accounts, collaborating with product, engineering, and operations to ensure accurate withholding and cost basis for crypto and equities.

You will manage critical exception reports and partner with Customer Experience and Account Operations to resolve tax inquiries, with in-person attendance at least 3 days per week in our Menlo Park, CA and New York, NY offices.