• Review, sign, and deliver US expat tax returns across complexity levels, with a focus on specialty areas such as country-specific returns, Form 5471, Form 3520, Form 1120, and others as assigned. • Continue preparing returns as needed, particularly in niche or specialty areas. • Maintain consistent formatting, documentation standards, and technical accuracy across all work product. • Provide clear, constructive review notes that support the development of Associates. • Draft client-ready delivery messages for the Client Success Manager to work with. • Coordinate with CSMs, Associates, and Managers to ensure a seamless and on-time delivery flow. • Handle client debrief calls or follow-up clarifications occasionally. • Meet on-time delivery expectations in line with workboard assignments and production calendars. • Offer guidance to Associates through detailed review notes and shared learning moments. • Share observations with your Manager regarding team member readiness, including promotion-readiness or performance concerns. • Participate in Reviewer Roundtables and Office Hours. • Contribute to quality and consistency across pods, even without a formal leadership designation.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are seeking a Tax Reporting Specialist who will manage and reconcile complex payroll tax returns, including Federal, State, SUI (State Unemployment Insurance), Local, and FUTA (Federal Unemployment Tax Act). The ideal candidate will have at least 5 years of experience in paying and filing these items. - File and reconcile complex payroll tax returns for Federal, State, SUI, Local, and FUTA. - Research payroll/tax system issues and provide recommendations to management. - Train and mentor co-workers on tax reporting processes. - Participate in the W-2 process. - Recommend and lead the implementation of process improvements. - Research and review payroll tax regulation changes for potential impacts. Qualifications - High School diploma/GED equivalent or higher with a minimum of 4 years multi-state/local tax and 1 year customer service experience, OR - Associate degree or higher in Accounting, Finance, or Business Management with a minimum of 4 years multi-state/local tax and 1 year customer service experience. - Experience in recognizing and implementing process improvements. - Quick adaptability to new processes and environments. Requirements - Proficiency in Peoplesoft Payroll Tax and ADP Master Tax systems. - Advanced Excel skills, including V-Lookups and Pivot Tables. - Strong knowledge of tax law and accounting principles. - Attention to detail and strong critical thinking abilities. - Proficiency in conducting tax research. - Excellent interpersonal communication skills. - Effective mentoring abilities. - Strong time management skills. Benefits - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave) Company Description Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies.

• Leads and assists with state and local tax return preparation and filing. • Assists with assessing tax and financial statement implications of activities and events, whether actual or proposed, and seeks to optimize outcomes. • Reviews and prepares journal entries, account reconciliations and related analysis. • Leads, coordinates and executes tax payments. • Manages interactions with tax authorities and other external parties. • Creatively and regularly utilizes information services and avenues to obtain insights and answer questions related to tax, software and other matters. • Leads process improvement and/or technology implementation projects. • Mentors and develops other team members.

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 Investor Services team oversees Upstart’s strategic partnerships with institutional investors and manages the day-to-day operations supporting Upstart’s loan funding programs. The team plays a critical role in ensuring investors receive a consistent, thorough, and timely diligence experience while supporting scalable growth of Upstart’s capital markets platform. As the Investor Services Associate - Diligence at Upstart, you will support institutional investors and partners by managing diligence requests, audits, and related workflows. You will work cross-functionally to coordinate responses, track deliverables, and help ensure Upstart delivers a seamless and high-quality diligence experience to current and prospective partners. This role is available in the following locations: Remote Time Zone Requirements - 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. How you’ll make an impact: Serve as a point of contact for investor and partner diligence requests, including questionnaires, audits, and RFPs Manage diligence workflows end-to-end, tracking requests, deadlines, and deliverables across internal teams Coordinate with Legal, Compliance, Capital Markets, Finance, Operations, and Engineering to gather and validate responses Maintain diligence materials, tools, and documentation to support repeatable and efficient processes Communicate status updates and escalate risks or delays to ensure timely completion of diligence activitiesIdentify opportunities to improve diligence processes through documentation, tooling, and automation What we’re looking for: Minimum Qualifications Bachelor’s degree or equivalent practical experience 1+ years of experience in financial services, fintech, audit, consulting, or loan funding operations Experience supporting diligence questionnaires, audits, or external information requestsExperience working cross-functionally to manage deadlines and deliverables Preferred Qualifications Experience supporting institutional investors, auditors, or external partners Knowledge of loan funding programs, capital markets operations, or investor reporting Familiarity with diligence management tools or document repositoriesAbility to manage multiple concurrent requests in a deadline-driven environmentExperience improving or documenting operational processes #LI-REMOTE #LI-Associate 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). United States | Remote - Anticipated Base Salary Range $92,000 — $134,000 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 Generous 401(k) plan with Upstart matching $2 for every $1 contributed, up to $15,000 per year Employee Stock Purchase Plan (ESPP) with discounted stock purchase options for eligible employees Affordable medical, dental, and vision coverage, with multiple plan options - Upstart covers 90% to 100% of the cost depending on the plans you choose Health Savings Account contributions from Upstart for eligible plans Income protection benefits, including company-paid Basic Life, AD&D, and Short- and Long-Term Disability coverage, with options to purchase supplemental coverage Paid time off, sick and safe time, and company holidays Paid family and parental leave to support caregiving and major life moments Family-centered benefits through Carrot and Cleo, supporting fertility, parenthood, and caregiving 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 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 and onsites, all-company updates, and employee resource groups (ERGs) Onsite perks, including catered lunches and fully stocked micro-kitchens when working from one of our four offices, located in the Bay Area, Austin, Columbus, and New York City (opening Summer 2026!). 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 candidate_accommodations@upstart.com https://www.upstart.com/candidate_privacy_policy