Tax Operations Manager

📋 Description

• Collaborate with product/engineering to launch and scale tax initiatives.
• Lead tax reporting for taxable/retirement accounts (withholding, cost basis, crypto).
• Partner with CX and Account Ops to resolve complex tax inquiries.
• Develop reconciliations between internal systems and vendors; verify IRS data.

🎯 Requirements

• Bachelor's degree in Finance/Accounting + 5+ years in tax operations.
• Experience with retirement tax reporting (IRS 1099-R and 5498).
• Strong analytical/communication skills; proficient in SQL or Databricks.
• Manage tax projects to completion in a deadline-driven environment.
• Experience in Financial Services/Fintech/Crypto; W-9/W-8BEN preferred.

🎁 Benefits

• Challenging, high-impact work to grow your career.
• Performance-based pay with bonuses, equity, 401(k) matching.
• Top-tier benefits: 100% paid employee health insurance; 90% dep coverage.
• Access to AI tools and ongoing AI skill-building.
• Lifestyle wallet: flexible benefits spending account.
• Employer-paid life and disability, fertility, and mental health benefits.