• Responsible for all phases of the software implementation methodology including planning, requirements gathering, solution design, tax configuration, testing, knowledge transfer, and cutover support • Project management activities such as leading status calls, creating status reports, taking meeting minutes, and maintaining project plans • Create and maintain project documentation including functional specifications • Offer/apply in-depth knowledge of tax technology best practices and function as a subject matter expert to clients • Lead tax requirements sessions with clients for input to the solution design • Customization pertaining to the SAP tax interface in SD, MM and FI module of SAP (ECC and S4) • Assist with troubleshooting functional and technical issues related to tax solutions • Explain the high-level differences among the tax engine solutions and define opportunities for improvement for existing tax technology solutions • Assist management with business development activities

• Process Analysis & Optimization: You analyze our tax-related processes with an outsider’s perspective (e.g., from a data science or business process point of view) and identify automation opportunities. • Tech & Tax Interface: You work closely with the tech team and act as an “enabler” in a strategic and operational role, translating tax logic into scalable software solutions (without having to code yourself). • Operational Engagement & Learning: You assist with annual financial statements and tax returns, learning the craft from the ground up while using our state-of-the-art AI tools. • Data-Driven Consulting: You prepare and analyze financial data to create value for our clients that goes beyond traditional tax compliance. • Project Responsibility: You take ownership of projects related to firm development and the onboarding of new client structures.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As our Tax Manager, Indirect Tax, you’ll lead the compliance of U.S. and global indirect tax functions for multiple Upwork entities, supporting Upwork’s multi-national operations. Reporting to the Director of Global Indirect Tax, you’ll oversee key areas including sales & use tax, VAT/GST, property tax, and non-income tax compliance. You’ll drive improvements in indirect tax data management, automation, and audit readiness—while mentoring and managing a distributed team. This is a cross-functional role that will partner closely with Finance, Legal, Product, and Engineering teams to ensure accurate tax treatment across our operations. - Lead indirect tax compliance efforts across U.S. and global jurisdictions, ensuring timely and accurate filings, remittances, and reconciliations. - Oversee monthly and quarterly reconciliations for indirect tax accounts. - Maintain and monitor ASC 450 positions and reserves, ensuring proper documentation and alignment with accounting guidance. - Partner with Finance Systems and Engineering to enhance automation and scalability of our tax technology. - Support internal and external stakeholders with exemption certificate validation and other indirect tax queries. - Track evolving tax legislation and assess potential impacts on Upwork’s operations, ensuring the organization stays compliant. - Lead, coach, and develop team members to deliver high-quality, scalable tax support. - Collaborate with other tax leaders to support the tax function when needed. Qualifications - CPA or LLM in tax - 5+ years of experience managing U.S. and international indirect tax compliance within a global organization, Big 4 experience preferred. - Strong working knowledge of accounting (ASC 450), and tax technology platforms. - Expertise managing large data sets with Alteryx and advanced spreadsheet skills. - Strong interpersonal skills with the ability to translate complex tax matters into clear, actionable insights for non-tax stakeholders. - Demonstrated ability to lead and develop team members, manage vendors, and other contributors, with a focus on accountability, collaboration, and continuous improvement. Benefits - Comprehensive medical coverage for you and your family - Unlimited PTO - 401(k) plan with matching - 12 weeks of paid parental leave - Employee Stock Purchase Plan Company Description Upwork Inc.’s (Nasdaq: UPWK) family of companies connects businesses with global, AI-enabled talent across every contingent work type including freelance, fractional, and payrolled. This portfolio includes the Upwork Marketplace, which connects businesses with on-demand access to highly skilled talent across the globe, and Lifted, which provides a purpose-built solution for enterprise organizations to source, contract, manage, and pay talent across the full spectrum of contingent work. Since its founding, Upwork Inc. has facilitated more than $30 billion in total transactions and services as it fulfills its purpose to create opportunity in every era of work.

• The Executive Director, Global Tax Planning will advance the company’s global tax strategy in support of its mission to discover and develop innovative oncology treatments. • This role leads complex cross‑border planning initiatives and develops tax‑efficient structures for intellectual property, R&D operations, clinical trial activities, global supply chain, and commercialization. • Ensure alignment with business strategy while maintaining compliance with rapidly evolving global tax regulations including OECD Pillar Two and upholding strong governance across intellectual property, transfer pricing, and global incentive regimes. • Develop and implement the company’s global tax planning roadmap to optimize the effective tax rate, cash tax position, and capital allocation.