Upstart

Tax Manager, Tax Information Reporting

United States | Remote

Sponsorship not specified$133k-$185kDetected 12 days ago

SparkA/B TestingAccountingTaxERPCustomer SupportCadenceCommunication

About the role

Every day, we bring creativity, experimentation, and advanced AI to reshape access to credit, helping millions move forward financially with clarity and confidence.
But the numbers only hint at the impact.
Every idea, every voice, and every contribution moves us closer to a world where credit never stands between people and their financial progress.

Responsibilities

Manage backup withholding processes, including identifying withholding triggers, supporting calculation and remittance workflows, and maintaining related compliance controls.
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.
As the leading AI lending marketplace, we partner with banks and credit unions to expand access to affordable credit through technology that's both radically intelligent and deeply human.
And whether you choose to work primarily from home or collaborate in-person from one of our offices in Columbus, Austin, the Bay Area, or New York City (opening Summer 2026), you'll have the support to work in the way that works best for you.

Requirements

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.

Nice to have

CPA, EA, Master's in Tax, or other relevant tax or accounting credential.
Experience preparing, reviewing, or supporting Forms 1099-C and 1099-INT in a financial services, fintech, lending, or other high-volume transaction environment.
Experience with tax reporting systems, tax engines, ERP systems, data warehouses, or workflow automation tools.
Experience supporting indirect tax filings, state and local tax compliance, or tax operational processes.
Skills in managing large datasets, reconciliations, exception reporting, and process documentation.
Travel requirements As a digital first company, the majority of your work can be accomplished remotely.
The majority of our employees can live and work anywhere in the U.S but are encouraged to to still spend high quality time in-person collaborating via regular onsites.
The in-person sessions' cadence varies depending on the team and role

Skills

Individual pay is also determined by job-related skills, experience, and relevant education or training.

Compensation

At Upstart, your base pay is one part of your total compensation package.
The anticipated base salary for this position is expected to be within the below range.
United States | Remote - Anticipated Base Salary Range
Lead tax information reporting compliance processes, including Forms 1099 and 1098, related corrections, reconciliations, documentation, and annual filing requirements.
$133,400 - $184,600 USD

Benefits

In addition, Upstart provides employees with target bonuses, equity compensation, and generous benefits packages (including medical, dental, vision, and 401k).
At Upstart, our benefits are designed to support your health, financial well-being, family, and personal growth.

Company info

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.
Oversee tax ID verification processes, including W-9 collection, TIN matching, exception resolution, and remediation of invalid or missing taxpayer information.

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