updated 12 days ago
Senior Tax Operations Analyst (Fintech)
115 000 - 135 000$
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Job description
Text:
TL;DR
Senior Tax Operations Analyst (Fintech): Executing tax information reporting, withholding, cost-basis, and crypto tax operations for financial products with an accent on exception reporting, reconciliations, and compliance data flows. Focus on resolving reporting issues, verifying vendor data sent to the IRS, building operational dashboards, and automating workflows across internal systems.
Location: Menlo Park, California, or New York, New York, with in-person attendance expected at least 3 days per week.
Salary: $115,000–$135,000 USD base pay for Zone 1 locations; additional bonus opportunities, equity, and benefits are available.
Company
Robinhood is a financial technology company building products intended to democratize access to finance, including equities and cryptocurrency services.
What you will do
- Execute exception reports covering tax reporting, withholding, and cost basis.
- Support Customer Experience and Account Operations teams with tax inquiries and reporting issues involving withholding, cost basis, retirement accounts, and crypto tax reporting.
- Develop and implement reconciliations between internal systems and tax reporting vendors.
- Verify data submitted by the tax reporting vendor to the IRS.
- Collaborate with product, project, engineering, and internal operations teams on product launches, tax projects, and process improvements.
- Build dashboards, maintain checklists, improve workflows, and automate data flows where possible.
Requirements
- Bachelor’s degree in Finance, Accounting, or a related field.
- 3–5+ years of experience in tax, accounting, and/or operations.
- Strong attention to detail, analytical skills, and communication skills.
- Ability to manage multiple priorities and drive projects to completion in a deadline-driven environment.
- Ability to work from the Menlo Park or New York office with in-person attendance at least 3 days per week.
Nice to have
- Financial services, fintech, or crypto experience.
- Tax operations or tax project management experience.
- Understanding of tax onboarding, including IRS Forms W-9 and W-8BEN.
- Experience with SQL, Databricks, large datasets, data mining, or data conversions.
Culture & Benefits
- High-impact work in a fast-paced, collaborative environment.
- Performance-driven compensation with bonus programs, equity ownership, and 401(k) matching.
- Health insurance, employer-paid life and disability insurance, fertility benefits, and mental health benefits.
- Paid time off, sick time, company holidays, and parental leave.
- Flexible lifestyle wallet for wellness, learning, and other expenses.
- Office amenities including catered meals, events, and comfortable workspaces.
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