Tax Manager, Upstart

• Bachelor’s degree in Accounting, Tax, Finance, Business, or equivalent practical experience
• 5+ years of experience in tax compliance, tax operations, or tax information reporting
• Experience with Forms 1099 and/or 1098 reporting, including data collection, validation, filing, corrections, and related documentation
• Experience with backup withholding, W-9 processes, TIN matching, tax ID verification, and IRS notice resolution
• Experience working with cross-functional partners on tax compliance processes, data requirements, systems implementation, customer support workflows, or operational improvements

Desirable

• Upstart’s Tax team supports the company’s compliance, reporting, planning, and business advisory needs across federal, state, local, and operational tax matters. The team partners closely with Finance, Accounting, Legal, Compliance, Product, Engineering, Operations, and Data teams to support accurate tax reporting, thoughtful business decisions, and scalable tax processes
• As the Tax Manager, Tax Information Reporting at Upstart, you will lead key tax information reporting compliance processes, including Forms 1099 and 1098, backup withholding, tax ID verification, TIN matching, and IRS notice resolution
• You will advise business and technology partners on the design and implementation of tax infrastructure that supports more automated, controlled, and scalable tax information reporting workflows
• You will also partner closely with Servicing and Operations teams to support customer-facing tax processes, resolve tax-related customer issues, and help deliver the best possible customer experience. Depending on business needs and your background, this role may also support indirect tax filing and compliance processes
• Lead tax information reporting compliance processes, including Forms 1099 and 1098, related corrections, reconciliations, documentation, and annual filing requirements
• Manage backup withholding processes, including identifying withholding triggers, supporting calculation and remittance workflows, and maintaining related compliance controls
• Oversee tax ID verification processes, including W-9 collection, TIN matching, exception resolution, and remediation of invalid or missing taxpayer information
• Manage IRS notice resolution, including B-notices, penalty notices, filing discrepancies, and related correspondence with tax authorities or external advisors
• Partner with Product, Engineering, Data, Operations, Servicing, Legal, Compliance, Finance, and Accounting teams to translate tax reporting requirements into practical business, data, systems, and customer support requirements
• Collaborate with Servicing and Operations teams to improve customer-facing tax workflows, support clear customer communications, resolve escalations, and deliver an efficient and compliant customer experience
• Advise on and help implement tax infrastructure improvements that reduce manual work, improve data quality, strengthen controls, and support automated tax information reporting workflows
• Support indirect tax compliance processes, which may include filings, reconciliations, registrations, exemption documentation, or business advisory support, depending on company needs
• Monitor changes in tax information reporting and related compliance requirements and assess impacts to Upstart’s processes, systems, controls, and customer-facing workflows