Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.
We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The Tax Operations team’s mission is to support our tax information reporting and compliance efforts related to the purchase and sale of equities and crypto. We partner with product, engineering, and account operations teams to ensure robust and scalable tax systems. Our team fosters a highly collaborative, supportive, and execution-oriented culture. We are dedicated to ensuring a seamless tax reporting experience for all Robinhood customers!
Robinhood is looking for a skilled Tax Operations professional to join our team! We are seeking motivated professionals who thrive in dynamic environments and can manage multiple priorities. In this role, you will lead tax reporting processes for taxable and retirement accounts, executing critical exception reports covering areas such as withholding, cost basis, and crypto transactions. You will also partner with Customer Experience and Account Operations teams to resolve complex tax-related inquiries and withholding issues.
This role is based in our Menlo Park, CA and New York, NY offices, with in-person attendance expected at least 3 days per week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams.
What you’ll do- Collaborate with product, project, and engineering teams to launch, improve, and scale Robinhood products and systems, tracking various tax-related initiatives and new product promotions
- Lead the tax reporting processes for taxable and retirement accounts, executing critical exception reports covering areas such as withholding, cost basis, and crypto transactions
- Partner with Customer Experience and Account Operations teams to resolve complex tax inquiries, cost basis issues, and withholding discrepancies
- Develop and implement reconciliations of data between internal systems and vendors, verifying the accuracy of tax information transmitted to the IRS
- Bring a Bachelor’s degree in Finance, Accounting, or a related field, along with 5+ years of professional experience in tax operations
- Demonstrate experience with retirement tax reporting, specifically with IRS Forms 1099-R and 5498
- Showcase strong analytical and communication skills, with proficiency in tools like SQL or Databricks to manage, mine, and convert large datasets
- Manage and drive tax projects to completion in a deadline-driven environment, maintaining high attention to detail
- Apply prior experience in Financial Services, Fintech, or Crypto, with an understanding of tax onboarding procedures and Forms W-9/W-8BEN preferred
- Challenging, high-impact work to grow your career
- Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
- Top Tier benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents
- Access to the best AI tools on the market and continuous AI skill-building for every employee, technical or not
- Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more
- Employer-paid life & disability insurance, fertility benefits, and mental health benefits
- Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
- Exceptional office experience with catered meals, events, and comfortable workspaces.
In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits.
Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process.
Base Pay Range:
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If our mission energizes you and you’re ready to build the future of finance, we look forward to seeing your application.
Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work—welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application.
Skills Required
- Bachelor's degree in Finance, Accounting, or related field
- 5+ years of professional experience in tax operations
- Experience with retirement tax reporting (IRS Forms 1099-R and 5498)
- Proficiency with SQL or Databricks to manage and analyze large datasets
- Experience resolving complex tax inquiries, cost basis issues, and withholding discrepancies
- Ability to develop and implement reconciliations between internal systems and vendors
- Prior experience in Financial Services, Fintech, or Crypto
- Understanding of tax onboarding procedures and Forms W-9/W-8BEN
- In-person attendance expected at least 3 days per week in specified offices
Robinhood Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Robinhood and has not been reviewed or approved by Robinhood.
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Healthcare Strength — Company materials emphasize best-in-class medical, dental, and vision coverage alongside mental-health support and life/disability insurance. Feedback suggests employer-paid coverage levels are strong for employees and solid for dependents.
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Parental & Family Support — Paid parental leave and fertility benefits are consistently highlighted, with leave lengths described as generous for the industry. Feedback suggests these family-forming supports compare favorably to many fintech peers.
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Wellbeing & Lifestyle Benefits — A flexible lifestyle wallet, commuter support, and rich office perks (catered meals, snacks, events) are prominently featured. Feedback suggests these everyday perks enhance the overall value of the package.
Robinhood Insights
What We Do
Robinhood Markets, Inc. (NASDAQ: HOOD) transformed financial services by introducing commission-free stock trading and democratizing access to the markets for millions of investors. Today, Robinhood, through its subsidiaries, lets you trade stocks, options, futures (which includes event contracts), and crypto, invest for retirement, earn with Robinhood Gold, and access an expert-managed portfolio with Robinhood Strategies. Headquartered in Menlo Park, California, Robinhood puts customers in the driver’s seat, delivering unprecedented value and products intentionally designed for a new generation of investors. Additional information about Robinhood can be found at www.robinhood.com.
Why Work With Us
At Robinhood, we are building an elite team, applying frontier technologies to the world’s biggest financial problems. Every role can make a real impact. We’re a team of builders, doers, and bold thinkers who thrive in a high-performance environment and take pride in raising the bar for ourselves and the millions of customers we serve.
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