Tax Operations Manager
Core
Lead tax reporting processes for taxable and retirement accounts, executing critical exception reports covering withholding, cost basis, and crypto transactions.
Role type
Tax Operations Manager
Builds
Robust and scalable tax systems for Robinhood customers
Domain
Fintech / Crypto / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Retirement tax reporting (IRS Forms 1099-R, 5498), SQL, Databricks, data reconciliation, project management
Preferred skills
Financial Services, Fintech, or Crypto experience, tax onboarding procedures, Forms W-9/W-8BEN
Technologies
SQL, Databricks
Responsibilities
Lead tax reporting processes for taxable and retirement accounts, execute critical exception reports, partner with Customer Experience and Account Operations to resolve complex tax inquiries, develop and implement reconciliations of data between internal systems and vendors
Seniority
Manager, hands-on IC