Tax Manager, Tax Information Reporting

About Upstart At Upstart, we’re united by a mission that matters: to radically reduce the cost and complexity of borrowing for all Americans. Every day, we bring creativity, experimentation, and advanced AI to reshape access to credit, helping millions move forward financially with clarity and confidence. 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.

Our platform runs over one million predictions per borrower using more than 1,800 signals, powering smarter, fairer decisions for millions of customers. 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.

We’re proudly digital-first, giving most Upstarters the flexibility to do their best work from wherever they thrive, alongside teammates across 80+ cities in the US and Canada. Digital-first doesn’t mean distant. We’re intentional about in-person connection through team onsites, planning sessions, and moments that spark creativity and trust.

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. If you’re energized by tackling meaningful problems, excited to innovate with purpose, and motivated by work that truly matters, we’d love to hear from you.

The Team: 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. How you’ll make an 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.

###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.

###requirements### and assess impacts to Upstart’s processes, systems, controls, and customer-facing workflows. Minimum

###Qualifications### 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. Preferred

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. Position location This role is available in the following locations: Remote 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; most teams meet once or twice per quarter for 2-4 consecutive days at a time. #LI-REMOTE #LI-MidSenior 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.

Your actual base pay will depend on your geographic location–with our “digital first” philosophy, Upstart uses compensation regions that vary depending on location. Individual pay is also determined by job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.

###benefits### packages (including medical, dental, vision, and 401k). United States | Remote - Anticipated Base Salary Range $133,400—$184,600 USD What you'll love At Upstart, our

###benefits### are designed to support your health, financial well-being, family, and personal growth. Here’s what you can expect: 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.

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!)

For roles based in Canada, please note that we are not currently able to hire in Quebec.

###Equal Opportunity### Employer. Just as we are dedicated to improving access to affordable credit for all, we are committed to inclusive and fair hiring practices. If you require reasonable accommodation in completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please email candidate_accommodations@upstart.

com https://www. upstart.