Senior Tax Operations Analyst (Fintech)

Location: Hybrid role based in the Menlo Park, CA or New York, NY offices, with in-person attendance expected at least 3 days per week.

Base pay: $115,000–$135,000 USD in Zone 1; $101,000–$119,000 USD in Zone 2; $89,000–$105,000 USD in Zone 3. Additional bonus opportunities, equity, and benefits are available.

Company

Robinhood builds financial products and systems designed to democratize access to finance, including equities and crypto 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 tax reporting vendors to the IRS.
• Build and maintain dashboards, metrics, checklists, workflows, and queries to improve team operations and customer experience.
• Collaborate with product, project, engineering, and internal business teams to launch products, manage tax projects, streamline data flows, and automate processes.

Requirements

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

Nice to have

• Experience in financial services, fintech, crypto, tax operations, or tax project management.
• Understanding of tax onboarding, including IRS Forms W-9 and W-8BEN.
• Experience with SQL, Databricks, large datasets, data mining, and data conversions.

Culture & Benefits

• High-impact work in a fast-paced, collaborative, and performance-driven environment.
• Performance-based compensation with bonus programs, equity ownership, and 401(k) matching.
• Health insurance, employer-paid life and disability insurance, fertility benefits, and mental health benefits.
• Flexible lifestyle spending wallet for wellness, learning, and other needs.
• Paid time off, company holidays, sick time, parental leave, catered meals, events, and comfortable office spaces.
• Access to AI tools and continuous AI skill-building opportunities.