Tax Operations Manager

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

Join us in building the future of finance.

Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.

About the team + role

We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The Tax Operations team’s mission is to support our tax information reporting and compliance efforts related to the purchase and sale of equities and crypto. We partner with product, engineering, and account operations teams to ensure robust and scalable tax systems. Our team fosters a highly collaborative, supportive, and execution-oriented culture. We are dedicated to ensuring a seamless tax reporting experience for all Robinhood customers!

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.

This role is based in our Menlo Park, CA and New York, NY offices, with in-person attendance expected at least 3 days per week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams.

What you’ll do

• 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

What you bring

• Bring a Bachelor’s degree in Finance, Accounting, or a related field, along with 5+ years of professional experience in tax operations
• Demonstrate experience with retirement tax reporting, specifically with IRS Forms 1099-R and 5498
• Showcase strong analytical and communication skills, with 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, maintaining high attention to detail
• Apply prior experience in Financial Services, Fintech, or Crypto, with an understanding of tax onboarding procedures and Forms W-9/W-8BEN preferred

What we offer

• Challenging, high-impact work to grow your career
• Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
• Top Tier benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents
• Access to the best AI tools on the market and continuous AI skill-building for every employee, technical or not
• Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more
• Employer-paid life & disability insurance, fertility benefits, and mental health benefits
• Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
• Exceptional office experience with catered meals, events, and comfortable workspaces.

In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits.

Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process.

Base Pay Range:

Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC)

$140,000 - $165,000 USD

Zone 2 (Denver, CO; Westlake, TX; Chicago, IL)

$123,000 - $145,000 USD

Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL)

$110,000 - $129,000 USD

Click here to learn more about our Total Rewards, which vary by region and entity.

If our mission energizes you and you’re ready to build the future of finance, we look forward to seeing your application.

Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work—welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application.

Equal Employment Opportunity Information

At Robinhood, we care deeply about diverse representation in our workforce as it supports our mission to democratize finance for all. In support of this goal, we encourage applicants to voluntarily identify demographic information. This information helps us to continue building a more inclusive workplace and to ensure effective recruiting programs that are inclusive of individuals across all backgrounds.

Self-identifying in this section is completely voluntary and if you choose not to provide any information, please select the “I don't wish to answer” option under that question. Whatever your decision, data that you provide in this section will not be considered in the hiring process or thereafter. Individuals seeking employment at Robinhood are considered without regard to race, color, religion, national origin, age, sex, sexual orientation, marital status, ancestry, physical or mental disability, neurodivergence, veteran status, gender identity or expression, or any other characteristic protected by law.

You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity recordkeeping, reporting, and other legal requirements, and to be used in our efforts to recruit a diverse workforce. Any information that you do provide will be recorded and maintained in a confidential manner. For more information on EEOC definitions, please reference this document .