Tax Manager, Tax Information Reporting

🕒 Junho 24

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $133.400 - $184.600 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Tributário

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Upstart

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

🚘 Automotivo

💼 Consultoria

🏥 Saúde

Automotive • Consulting • Healthcare

A Upstart é um dos principais marketplaces de empréstimos com IA, em parceria com bancos e cooperativas de crédito para expandir o acesso a crédito acessível. Ao nos tornarmos uma empresa de capital aberto, estamos agora prontos para alavancar nossa expertise no domínio e revolucionar todos os aspectos da concessão de empréstimos e avaliação de risco de crédito. Recentemente ampliamos nossas ofertas para incluir refinanciamento de automóveis e planejamos atuar em mais verticais à medida que o negócio cresce. Ao utilizar o marketplace de IA da Upstart, bancos e cooperativas de crédito que utilizam a Upstart podem ter taxas de aprovação mais altas e taxas de perda mais baixas, enquanto simultaneamente oferecem a experiência de empréstimo excepcional e digital-first que seus clientes exigem. O marketplace patenteado da Upstart é o primeiro a receber uma carta de não ação do Bureau de Proteção Financeira ao Consumidor relacionada a empréstimos justos. A Upstart não só apoia uma grande força de trabalho remota, mas também possui escritórios em San Mateo, CA; Columbus, OH; e Austin, TX. A maior parte dos que se juntam à Upstart o fazem porque se identificam com nossa missão de permitir acesso a crédito sem esforço baseado no risco real. Se você se sente energizado pelo impacto que pode causar na Upstart, adoraríamos ouvir de você!

Descrição

• 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.

🎯 Requisitos

• 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.

🏖️ Benefícios

• 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!)