Tax Manager, Tax Information Reporting

About the role

The Tax Manager, Tax Information Reporting at Upstart will lead key tax information reporting compliance processes, including Forms 1099 and 1098, related corrections, reconciliations, documentation, and annual filing requirements. They will manage backup withholding processes, oversee tax ID verification processes, and manage IRS notice resolution. Additionally, they will 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. They will also 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. Depending on business needs and background, this role may also support indirect tax filing and compliance processes.

Responsibilities

• 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.

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.
• Experience working with cross-functional partners on tax compliance processes, data requirements, systems implementation, customer support workflows, or operational improvements.

Qualifications

• 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.
• Ability to translate tax technical requirements into business requirements, data requirements, controls, operational workflows, and customer support processes.
• Experience partnering with servicing, operations, customer support, or customer experience teams on compliance-related processes.
• 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.
• Ability to collaborate across Product, Engineering, Data, Operations, Servicing, Legal, Compliance, Finance, and Accounting teams.

Benefits

• Competitive compensation, including base pay, bonus opportunities, and annual equity grants that vest quarterly.
• Retirement benefits to help you plan for the future, including a 401(k) or Group Retirement Savings Plan with a company match of $2 for every $1 contributed, up to $15,000 annually (USD in the US, CAD in Canada).
• Employee Stock Purchase Plan (ESPP) with discounted stock purchase options for eligible employees (US only).
• Comprehensive health coverage designed to support you and your family, including medical, dental, vision, and wellness resources for US and supplemental health coverage for Canada.
• Health Savings Account contributions from Upstart for eligible plans (US only).
• Income protection benefits, including life insurance and disability coverage for added financial security.
• Paid time off, sick leave, and company holidays, in line with local requirements.
• Paid family and parental leave to support caregiving and major life moments (duration varies by country).
• Family-centered benefits to support fertility, parenthood, and caregiving needs.
• Employee Assistance Program (EAP) offering mental health support and life-centered resources.
• Financial wellness resources, including access to financial planning tools and a financial concierge service (US Only).
• Annual wellness allowance to support your physical and emotional well-being and personal development, based on what matters most to you.
• Annual productivity allowance to invest in relevant tools and resources you need to do your best work, no matter where you work from.
• Onsite perks, including catered lunches and fully stocked micro-kitchens when working from one of our offices in the Bay Area, Austin, Columbus, and New York City (opening Summer 2026!).