Tax Operations Manager (Fintech)

Location: Menlo Park, CA or New York, NY; in-person attendance required at least 3 days per week

Salary: $140,000–$165,000 USD base pay for Zone 1 locations; additional bonus, equity, and benefits may apply. Other listed compensation zones range from $110,000 to $145,000 USD.

Company

A financial technology company building products and systems intended to democratize finance, with tax operations supporting equity and crypto transactions.

What you will do

• Lead tax reporting processes for taxable and retirement accounts.
• Execute exception reports covering withholding, cost basis, and crypto transactions.
• Collaborate with product, project, and engineering teams to launch, improve, and scale tax products and systems.
• Resolve complex tax inquiries, cost basis issues, and withholding discrepancies with Customer Experience and Account Operations teams.
• Develop reconciliations between internal systems and vendors and verify tax information transmitted to the IRS.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field.
• 5+ years of professional experience in tax operations.
• Experience with retirement tax reporting, particularly IRS Forms 1099-R and 5498.
• Strong analytical and communication skills, with proficiency in SQL or Databricks for managing large datasets.
• Experience managing tax projects in a deadline-driven environment with strong attention to detail.
• Experience in financial services, fintech, or crypto; knowledge of tax onboarding procedures and Forms W-9/W-8BEN is preferred.

Culture & Benefits

• High-impact, collaborative, execution-oriented work in a fast-moving environment.
• Performance-driven compensation with bonus programs, equity ownership, and 401(k) matching.
• 100% company-paid employee health insurance and 90% dependent coverage.
• AI tools and continuous AI skill-building for all employees.
• Paid time off, sick time, holidays, parental leave, life and disability insurance, fertility benefits, and mental health benefits.
• Catered meals, events, and supported office workspaces.