Senior Tax Operations Analyst

Posted:
9/27/2024, 3:10:46 AM

Location(s):
Menlo Park, California, United States ⋅ California, United States

Experience Level(s):
Senior

Field(s):
Operations & Logistics

Workplace Type:
Remote

Join a leading fintech company that’s democratizing finance for all.

Robinhood Markets was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood and its subsidiaries and affiliates are lowering barriers and providing greater access to financial information. Together, we are building products and services that help create a financial system everyone can participate in.

With growth as the top priority...

The business is seeking curious, growth-minded thinkers to help shape our vision, structures and systems; playing a key-role as we launch into our ambitious future. If you’re invigorated by our mission, values, and drive to change the world — we’d love to have you apply.

About the team + role

Robinhood is looking for a skilled Tax Operations Analyst to join our team! We are seeking driven individuals who thrive in a fast-paced environment and can manage multiple priorities – a self-starter who can work independently but who is also a good team-player.

This role will be reporting to the Senior Manager of Tax Operations. As a member of our Tax Operations team, you will support our tax information reporting and compliance efforts related to the purchase and sale of equities and crypto.

It is preferred that this role is located in one of the office locations listed on this job description which will align with our in-office working environment. This position is only eligible for remote work in limited geographies within the US where we do not have physical office locations. Please connect with your recruiter for more information regarding our in-office philosophy and expectations.

 

What you’ll do

  • Collaborate with our product, project, and engineering teams to launch, improve and scale Robinhood products and systems
  • Contribute to and track various tax related projects such as new product launches and promotions 
  • Help our Customer Experience and Account Ops teams handle tax related inquiries and resolve reporting and withholding issues, including areas such as withholding, cost basis, retirement accounts, and crypto tax reporting.  
  • Develop and assist with the implementation of reconciliations of data between internal systems and vendors, as well as verification of data being sent from the tax reporting vendor to IRS.
  • Work on executing various exception reports covering areas such as reporting, withholding and cost basis, while implementing internal policies and procedures
  • Work on building and maintaining dashboards for metrics and checklists to manage and change workflows and queries to improve team functions as well as to improve customer experience.
  • Work with various Robinhood entities and departments to streamline data flow as well as automate processes where possible.

 

What you bring

  • Bachelor’s degree in Finance, Accounting, or similar field
  • 3-5+ years of work experience in tax, accounting, and/or operations 
  • High attention to detail
  • Ability to manage and drive projects to completion in a deadline driven environment
  • Strong analytical and communication skills

 

What we offer

  • Market competitive and pay equity-focused compensation structure
  • 100% paid health insurance for employees with 90% coverage for dependents
  • Annual lifestyle wallet for personal wellness, learning and development, and more!
  • Lifetime maximum benefit for family forming and fertility benefits
  • Dedicated mental health support for employees and eligible dependents
  • Generous time away including company holidays, paid time off, sick time, parental leave, and more!
  • Lively office environment with catered meals, fully stocked kitchens, and geo-specific commuter 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 salary range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. This role is also eligible to participate in a Robinhood bonus plan and Robinhood’s equity plan. For other locations not listed, compensation can be discussed with your recruiter during the interview process.

Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC)
$115,000$135,000 USD
Zone 2 (Denver, CO; Westlake, TX; Chicago, IL)
$101,000$119,000 USD
Zone 3 (Lake Mary, FL)
$89,000$105,000 USD

Click here to learn more about available Benefits, which vary by region and Robinhood entity.

We’re looking for more growth-minded and collaborative people to be a part of our journey in democratizing finance for all. If you’re ready to give 100% in helping us achieve our mission—we’d love to have you apply even if you feel unsure about whether you meet every single requirement in this posting. At Robinhood, we're looking for people invigorated by our mission, values, and drive to change the world, not just those who simply check off all the boxes.

Robinhood embraces a diversity of backgrounds and experiences and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone. Additionally, Robinhood provides reasonable accommodations for candidates on request and respects applicants' privacy rights. Please review the specific Robinhood Privacy Policy applicable to the country where you are applying.