Opportunity at
RobinhoodTax Operations Manager
Robinhood is an enterprise focused on financial democratization and supporting retail investors through periods of generational wealth transfer. The Tax Operations team handles tax information reporting…
Career Tools
About This Role
Robinhood is an enterprise focused on financial democratization and supporting retail investors through periods of generational wealth transfer. The Tax Operations team handles tax information reporting and compliance for stock and crypto trading. As a Tax Operations Manager in Chicago, the professional will spearhead reporting workflows for retirement and taxable accounts while reviewing critical exception reports concerning cost basis, withholding, and cryptocurrency activities. This position requires partnering with engineering, product,…
Job Description
Robinhood is an enterprise focused on financial democratization and supporting retail investors through periods of generational wealth transfer. The Tax Operations team handles tax information reporting and compliance for stock and crypto trading.
As a Tax Operations Manager in Chicago, the professional will spearhead reporting workflows for retirement and taxable accounts while reviewing critical exception reports concerning cost basis, withholding, and cryptocurrency activities. This position requires partnering with engineering, product, and account operations units to build reliable systems and assist customer experience personnel in answering difficult tax questions.
This role suits analytical individuals experienced in financial technology or traditional financial services who enjoy managing deadline-driven projects. Qualified professionals will utilize data tools to verify accuracy and ensure seamless reporting experiences for clientele.
Responsibilities
- Work alongside engineering, product, and project groups to introduce, scale, and refine systems and promotions
- Direct tax reporting operations for both retirement and taxable portfolios by managing exception reports
- Collaborate with account operations and customer support to resolve complex cost basis, tax, and withholding issues
- Create and execute data reconciliations between vendor and internal platforms to guarantee reporting accuracy for the IRS
Requirements
- Minimum of five years of professional experience working in tax operations
- Demonstrated background handling retirement tax reporting including IRS Forms 1099-R and 5498
- Strong communication and analytical capabilities with proficiency in tools like Databricks or SQL
- Ability to drive tax projects to completion under tight deadlines with high attention to detail
Qualifications
- Bachelor degree in Accounting, Finance, or a related discipline
- Prior background in Fintech, Financial Services, or Crypto
- Familiarity with tax onboarding procedures and Forms W-9 or W-8BEN
Core Skills
Benefits
- Performance-based compensation programs featuring equity ownership, bonuses, and 401(k) matching
- Paid health insurance covering 100 percent for employees and 90 percent for dependents
- Lifestyle wallet for wellness and learning expenses
- Employer-paid life and disability insurance alongside mental health and fertility benefits
- Paid time off covering sick leave, holidays, parental leave, and company days off
- Access to AI skill-building resources and AI tools
Frequently Asked Questions
What is the employment type for this position?
The posting specifies full-time employment.
What is the salary range for the Chicago location?
For Chicago, IL, which falls under compensation zone two, the base pay range is $123,000 to $145,000 USD. The role is also eligible for bonus opportunities, equity, and benefits.
What educational background is required?
Applicants need a Bachelor's degree in Finance, Accounting, or a related field.
Does this role involve remote work?
The source posting lists the location as Chicago, but does not explicitly detail a remote work policy for this specific regional office.
Sample Interview Questions
AI-generated questions tailored to this specific role — a preview of the full practice set.