Senior Tax Manager, Investments & Funds

Join us in building the future of finance. 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.

About the team + role 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 Corporate Tax team is responsible for ensuring accurate and compliant tax reporting across Robinhood’s investment funds and related entities. We support the integrity of tax provisions, filings, and fund operations through rigorous analysis, strong controls, and close collaboration across Finance and Accounting!

Robinhood is looking for a skilled Senior Tax Manager to join our rapidly growing team. This role will be reporting to the Director of Tax. You will help lead our tax team to support new product launches and various fund operations in pursuit of the company‑wide objectives.

This role is based in our Menlo Park, CA office, 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.

• Analyze an evolving portfolio of complex tax operations
• Lead year‑end excise tax distribution and quarterly RIC testing process
• Lead RIC conversions and prepare conversion step plans
• Review partnership returns and associated K‑1s, 1120
  
  RIC and support 1120 filings
• Lead financial modeling in strategic and operational tax planning on all Investment Funds and Joint venture projects
• Support SOX processes and maintain SOX compliance
• Support continuous improvements in tax provision processes by exercising out of the box thinking to optimize efficiency, including collaboration with internal process transformation team and other tax specialty groups
• Collaborate cross‑functionally with all Finance and business teams
• Support the tax department in managing tax audits, payments and any ad hoc projects
• Monitor changes in US and foreign tax law and accounting pronouncements related income tax filings and financial statement presentation of tax related items

• 10+ years of tax experience with Big 4 accounting firm and/or corporate tax department
• Expertise in partnerships, RICs, investment funds, and alternative investments
• Possess a solid understanding of ASC 740 principles, as well as federal and state tax concepts
• Strong computer skills utilizing MS Excel, Word and Power Point
• Experience in financial systems (i.e. Oracle, Smartview, data warehouse, etc.)
• Detail‑oriented with strong analytical skills
• Excellent communication (both written & verbal) and interpersonal skills
• Ability to prioritize multiple tasks in a deadline driven, dynamic environment
• Bachelor degree in Accounting/Finance, MS in Tax or CPA preferred
• Bonus points for financial Services experience, experience with Oracle Cloud, or experience with process improvement and proficiency with spreadsheets

• Challenging, high‑impact work to grow your career.
• Performance‑driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching.
• Best‑in‑class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents.
• 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,…