Job Description
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 1800 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.
- 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.
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.
In addition Upstart provides employees with target bonuses equity compensation and generous benefits packages (including medical dental vision and 401k).
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 $15000 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!)
For roles based in Canada please note that we are not currently able to hire in Quebec.
Upstart is a proud 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 [email protected]
https://www.upstart.com/candidate_privacy_policy
Skills Required
- 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 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.
- 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.
What the Team is Saying
What We Do
Upstart is the leading AI lending marketplace connecting millions of consumers to more than 100 banks and credit unions that leverage Upstart’s AI models and cloud applications to deliver superior credit products. With Upstart's AI lenders can approve more borrowers at lower rates across races ages and genders while delivering the exceptional digital-first experience customers demand. More than 80% of borrowers are approved instantly with zero documentation to upload. Founded in 2012 Upstart’s platform includes personal loans automotive retail and refinance loans home equity lines of credit and small-dollar “relief” loans. If you are energized by the impact you think you could make at Upstart we'd love to hear from you!
Why Work With Us
Connection to our mission creates a special environment where people feel passionately about the impact they make in the world. Upstart is fast-paced and we encourage ownership at all levels of the organization. As a result culture at Upstart is driven by Upstarters. Upstarters are proactive talented multi-dimensional and collaborative.
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Upstart Offices
Remote Workspace
Employees work remotely.
Upstart has a digital-first model enabling most Upstarters can live and work anywhere in the U.S. We also offer in-person options from our office locations in San Mateo California; Columbus Ohio; Austin Texas; and New York City NY.
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Date Posted
06/25/2026
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