Tax Manager, Tax Information Reporting

Upstart

Tax Manager leading compliance processes for tax information reporting at Upstart. Collaborating with cross-functional teams to enhance tax workflows and maintain compliance.

Posted 6/24/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $133,400 - $184,600 per yearWebsite

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.

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
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
Connection and community through team events, all-company updates, and employee resource groups (ERGs)
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!)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax compliancetax operationstax information reportingForms 1099Forms 1098backup withholdingW-9 processesTIN matchingIRS notice resolutiondata validation

Soft Skills

collaborationcommunicationproblem-solvingcustomer supportadvisoryprocess improvementcross-functional teamworkescalation resolutionorganizational skillsanalytical skills

Certifications

Bachelor’s degree in AccountingBachelor’s degree in TaxBachelor’s degree in FinanceBachelor’s degree in Business