Tax Operations Sr. Analyst

Robinhood

Remote
  • Job Type: Full-Time
  • Function: Accounting/Finance
  • Industry: Consumer
  • Post Date: 06/23/2022
  • Website: robinhood.com
  • Company Address: , Menlo Park, California 94025, US

About Robinhood

Robinhood was founded on a simple idea—that our financial markets should be accessible to all. In an industry where barriers have prevailed for too long, this hasn’t always been easy. We’re leveling the playing field by making trading more intuitive, more affordable, and more inclusive to ensure that everyone, regardless of wealth or industry knowledge, feels empowered to participate in the financial system.

Job Description

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

Robinhood was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood is 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.

Just as we focus on our customers, we also strive to create an inclusive environment where our employees can thrive and do impactful work. We are proud of the competitive products and company culture we’ve built and have been recognized as:

  • Forbes Fintech 50 2021
  • Glassdoor Best Places to Work 2021 
  • Inc. Best-Led Companies 2021
  • TIME 100 Most Influential Company 2021

We’re growing and looking for...

We continue to hire Robinhoodies at a rapid pace to drive this journey, and with that growth comes necessary change. We’re seeking culture builders and curious thinkers looking to co-author the next chapters of our story. We’re in build mode, majorly expanding our team while also growing up as a company. Joining now means helping shape our structures and systems, then taking part as we launch into our ambitious future.

Check out life at Robinhood on The Muse!

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

Robinhood was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood is 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.

Just as we focus on our customers, we also strive to create an inclusive environment where our employees can thrive and do impactful work. We are proud of the competitive products and company culture we’ve built and have been recognized as:

  • Forbes Fintech 50 2021
  • Glassdoor Best Places to Work 2021 
  • Inc. Best-Led Companies 2021
  • TIME 100 Most Influential Company 2021

We’re growing and looking for...

We continue to hire Robinhoodies at a rapid pace to drive this journey, and with that growth comes necessary change. We’re seeking culture builders and curious thinkers looking to co-author the next chapters of our story. We’re in build mode, majorly expanding our team while also growing up as a company. Joining now means helping shape our structures and systems, then taking part as we launch into our ambitious future.

Check out life at Robinhood on The Muse!

 

About The Role: 

Robinhood is looking for a skilled Tax Ops [analyst/associate] to join our rapidly growing 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 Information Reporting and Withholding. As a member of our tax operations team, you will work closely with our tax and operations teams to support our tax information reporting and compliance efforts related to the purchase and sale of equities, options, and crypto.

This position is a remote role.

What you’ll do day-to-day:

  • Partner with Robinhood’s tax, operations and customer service teams as a subject matter expert providing technical advice on information reporting for retirement as well as Securities and Crypto accounts
  • Develop and assist with the implementation of functions, internal policies and procedures related to information reporting and withholding for retirement accounts
  • Collaborate with our product and engineering teams to launch, improve and scale Robinhood products and systems related to IRA accounts
  • Work with various Robinhood entities and departments to streamline data flow and processes related to IRA accounts

About you:

  • Bachelor’s degree in Finance, Accounting, or similar field
  • 3+ years of IRA tax information reporting experience with a financial services firm, public accounting firm, law firm, and/or corporate tax department
  • Demonstrate comprehensive knowledge of tax information reporting rules for retirement accounts, including 1099-R and 5498 tax forms and associated codes and rules
  • Ability to review and solve complex issues related to retirement accounts
  • Experience with Federal and State IRA withholding deposits and filings along with understanding of Federal and State withholding rules and requirements
  • High attention to detail and can drive projects to completion in a deadline driven environment 
  • Strong analytical and communication skills

Bonus points:

  • Financial Services and/or Crypto experience Preferred
  • Prior relationships with tax reporting and cost basis vendors
  • Previous Tax Ops experience working at a Fintech company
  • Prior expertise with SQL
  • Proficiency in working with large datasets, data mining and sourcing

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 promotes diversity 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. To review Robinhood's Privacy Policy please visit Robinhood - US Applicant Privacy Policy.

Robinhood's benefits include generous time off, 401(k) participation with employer match, comprehensive health coverage, a health savings account (HSA), wellness benefits, backup childcare and education stipends (all benefits are subject to applicable taxes and based on eligibility).

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 promotes diversity 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. To review Robinhood's Privacy Policy please visit Robinhood - US Applicant Privacy Policy.

Robinhood's benefits include generous time off, 401(k) participation with employer match, comprehensive health coverage, a health savings account (HSA), wellness benefits, backup childcare and education stipends (all benefits are subject to applicable taxes and based on eligibility).

Robinhood is a primarily remote company. If hired, you will work as a remote employee unless the job you are applying for has a different working model specified. Please reach-out  to your recruiter if you have any questions regarding the job’s working model.

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