Tax Manager, Tax Information Reporting

Upstart

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 withholdin…

Posted 6/24/2026Verified active Jul 25, 2026, 12:31 AMcontractRemote • United States • 🇫🇷 France, 🇺🇸 United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrated expertise in tax compliance and reporting processes, particularly with Forms 1099 and 1098, including the ability to manage complex workflows and collaborate with cross-functional teams. Strong background in tax operations, data validation, and regulatory compliance, with a focus on improving operational efficiencies and customer experience.

Highest-signal resume keywords

Tax ComplianceTax Information ReportingCross-Functional CollaborationOperational ImprovementsCustomer Support Workflows

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ComplianceForms 1099Forms 1098Backup WithholdingW-9 ProcessesTIN MatchingIRS Notice ResolutionTax Reporting SystemsData ValidationWorkflow Automation Tools

Soft Skills

CollaborationProblem SolvingCommunicationCustomer FocusAttention to Detail

Tools & Technologies

Tax EnginesERP SystemsData WarehousesCompliance ControlsCustomer Support Systems

Certifications & Qualifications

CPAEAMaster’s in Tax

Industry Keywords

Tax Information ReportingFinancial ServicesFintechHigh-Volume TransactionsRegulatory Compliance

Tech Stack

Tools & technologies

AndroidAwsAzureCloudCypressDistributed systemsDistributed SystemsErpGoGraphqlGrpcIosJavaJestKafkaKotlinMicroservicesNext.jsNode.jsObjective-cOpen sourcePythonReactReact nativeRubyRuby on railsRuby on RailsSparkSqlSwiftTypescript

About the role

Key responsibilities & impact

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

What you’ll need

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.
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.

Benefits

Comp & perks

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