Tax Manager, Tax Information Reporting

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.
• 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.

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.