• Preparation of Federal and State income tax returns. • Preparation of consolidated book-tax differences for tax compliance. • Provide support for Federal and State audits. • Respond to all manners of tax notices. • As needed, provide support for various tax projects.

• 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.

• Prepare tax returns and deliver personalized video consultations to customers of our valued financial partners • Own the end-to-end client experience—supporting document collection, responding promptly to questions, and building trust in your expertise • Meet high standards for customer care, service quality, and operational efficiency • Solve complex filing situations using your professional judgement, tools and support of your manager and team members • Collaborate with peers and leadership to improve workflows, processes, and our overall service model as we scale • Be the voice of the customer—sharing insights, surfacing pain points, and identifying opportunities for improvement with product, engineering, and operations teams

• Tax planning and preparation for high-net-worth individuals and their related entities. • Performing first reviews on certain individual and fiduciary returns. • Ensuring compliance with all federal and state filing requirements on behalf of clients. • Acting as a resource to business management teams for tax planning, tax research, and ongoing education of tax-related developments. • Assisting Tax Managers with regularly educating permanent and seasonal tax preparation staff. • Assisting with communicating relevant tax developments to clients through newsletters, social media, and/or other communications.