Role Description As a Tax Operations & Client Success Specialist, you will play a vital role in managing tax-related processes and fostering positive relationships with clients. You will collaborate with various teams to ensure tax compliance and deliver exceptional service to clients. Key Responsibilities - Client Communication & Coordination - Manage client communications via phone and email. - Follow up on outstanding documents and requests. - Provide updates on tax return status and workflow progress. - Coordinate appointments and scheduling. - Route technical tax questions to the appropriate team members. - IRS & Tax Administration - Contact the IRS and Franchise Tax Board regarding notices and correspondence. - Pull tax transcripts and maintain detailed records. - Request penalty abatements and assist with administrative tax resolutions. - Research balances, payments, filing history, and notices. - Follow up on unresolved client matters. - Entity Filings & Compliance Support - Assist with LLC formations and business registrations. - Coordinate Secretary of State filings and Statements of Information. - Support S-Corporation election filings. - Track compliance deadlines and annual filing requirements. - Workflow & Operations - Coordinate quarterly estimated tax payment schedules. - Maintain internal tracking systems and spreadsheets. - Support tax return workflow management and delivery. - Keep client records accurate and up to date. - Serve as a liaison between clients and internal departments. Qualifications - Must be an IRS Enrolled Agent. This is required, not preferred. - Previous experience working in a U.S. tax office, CPA firm, or tax preparation environment. - Strong understanding of IRS processes, tax notices, transcripts, POAs, payment plans, and client tax documentation. - Experience communicating with the IRS and supporting clients with tax-related matters. - Excellent English communication skills, both written and verbal. - Strong administrative, organizational, and follow-up skills. - Ability to manage multiple client cases, deadlines, and urgent requests in a fast-paced environment. - High attention to detail and ability to handle confidential information professionally. - Comfortable using tax software, CRM systems, Google Workspace, Microsoft Office, or similar tools. - Client-facing experience is strongly preferred. Benefits - Competitive salary (USD) - Work From Home - Flexible hours

• Work directly with clients: proactive year-round tax insights, white-glove delivery. • Prepare, review, and file individual returns for HNW households (starting $1M to $25M net worth) plus related business returns. • Own equity-comp planning: ISO/NSO/RSU/ESPP, AMT crossover, 83(b), QSBS, 409A, secondary sales, IPO/liquidity events. • Help build the Tax Brain: break complex decisions into logic an engineer can code; review AI advice and correct it. • Solve edge cases: AMT, wash sales, multi-state allocation, QSBS, pass-through optimization.

• 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.