• 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.

• Manage complex escalations: Own high-risk, cross-functional issues, ensuring timely resolution and closure. • Investigate root causes: Conduct deep-dive analyses into recurring operational problems to distinguish systemic issues from isolated incidents. • Drive operational visibility: Provide insights into friction points and mitigation strategies using metrics and reporting. • Partner cross-functionally: Collaborate with operations, product, and leadership to resolve operational blockers and advocate for permanent solutions. • Navigate ambiguity: Connect relevant people, data, and context to bring clarity to unstructured situations. • Support operational readiness: Prepare for external regulatory or system changes to support new capabilities. • Elevate the experience: Improve operator and user experiences through strategic prevention and resolution frameworks.

• Preparation of complex tax returns for high-net-worth individuals and their related business and investment entities. • Analysis of client books (e.g. QBO) for extraction of pertinent tax data and to propose year-end adjustments where appropriate. • Serve as the primary point of contact for external client communications regarding tax matters, ensuring a high level of service and responsiveness • Prepare Quarterly & Year-End Tax Projections for clients and compute estimated tax payments. • Perform tax research and recommend solutions to client tax questions as needed. • Act as point person for assigned clients, responding to technical questions and requests from clients and/or advisors as they arise.

Role Description Como Tax Assistant vas a trabajar en el equipo de Accounting y supervisar todas sus operaciones que tengan que ver con impuestos, interactuando también con asesores impositivos. Asimismo, vas a participar en la estructuración de procesos buscando la mayor eficiencia fiscal, y detección temprana de problemas. - Revisión de declaraciones juradas de impuestos recurrentes. - Desarrollo de reglas contables e impositivas para nuestros productos. - Cierre mensual y conciliaciones. - Generación de informes y presentaciones impositivas perfilados para inversores. Qualifications - Que seas Contador o Contadora. - Que tengas un alto nivel de atención. - Al menos 5 años de experiencia en empresas de tecnología de alto crecimiento. Benefits - La posibilidad de trabajar con los mejores profesionales, aprender de ellos y desarrollar sus habilidades al máximo de su potencial. - Un entorno de trabajo dinámico y de mente abierta. - Período de formación y posibilidades reales de promoción. - Trabajo por metas y objetivos, con un horario flexible. - Seguro médico, días libres adicionales, entretenimiento, beneficios en entrenamiento y bienestar, herramientas de trabajo propias, entre muchas otras cosas. - ¡Estamos trabajando remoto y seguiremos haciéndolo!