• 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

Role Description The Occupancy Specialist works as part of a team under the direction of the Property Manager, to lease units and provide customer assistance to the clients of the John Stewart Company. The Occupancy Specialist must relate well to people, exercise good judgment and discretion in dealing with residents, vendors, and co-workers. - Reviews all completed rental applications and leases for accuracy and completeness, and for conformance to JSCo’s Resident Selection Policy. - Exercises common sense, good judgment, consistency and self-control in day-to-day contact with Applicants and in other business-related matters. - Processes, completes and maintains accurate resident files at move-in within established regulatory guidelines. - Maintains superb relationship with residents, and adheres to Fair Housing Equal Employment and Equal Housing Opportunity requirements. - Assists residents to complete and sign all papers for interim and annual recertifications according to regulatory guidelines. - Ensures that residents are in compliance with their lease, rules, and regulations. Qualifications - Familiarity with the general management of subsidized housing programs. - Relates well to people, exercises good judgment dealing with owners, employees, residents, visitors & vendors. - Excellent organizational skills; attention to details, strong verbal and written communication skills. - Minimum two years’ experience in related housing, social services or related field. - Tax Credit Specialist, Certified Occupancy Specialist designations, HUD and/or equivalents required. Benefits - Benefits for Employees who work 30+ hours/week: - Medical, dental and vision care; preventative medical care paid at 100%. - Vacation leave of up to ten days per year in the first year. - Up to 80 hours of sick time per year. - Flexible Spending Accounts for Health Care and Dependent Care. - Company paid Life AD&D Long Term Disability. - Free, confidential counseling through our Employee Assistance Program. - Commuter benefit program. - Discounts for AT&T and ClassPass. - $100 annual Wellness Reimbursement. - Matching 401(K) Retirement Savings Plan of up to 2% of your compensation (for any employee who works 20 hours or more per week). - Benefits for Employees who work less than 30 hours/week: - Free, confidential counseling through our Employee Assistance Program. - Commuter benefit program. - Discounts for AT&T and ClassPass. - $100 annual Wellness Reimbursement. - Matching 401(K) Retirement Savings Plan of up to 2% of your compensation (for any employee who works 20 hours or more per week). - Up to 80 hours of sick time per year.

• Comprehensive oversight of Corporate Income Tax (IRPJ), Social Contribution on Net Profit (CSLL), PIS, COFINS and Service Tax (ISS), with a focus on financial operations and tax credits • Lead the transition to the new tax system (CBS/IBS), emphasizing the specific regime for Financial Institutions • Lead the tax function in preparing for an initial public offering, ensuring compliance with the Sarbanes–Oxley Act (SOX) • Act as a strategic partner to Product, Treasury and New Business teams • Support the maintenance and reporting of offshore tax structures • Ensure alignment with Central Bank (BACEN) and Federal Revenue (Receita Federal) regulations • Provide technical leadership on due diligence and tax modeling for strategic acquisitions