Senior Tax Associate

Updated on 5/14/2024



1,001-5,000 employees

AI-powered lending marketplace offering diverse loans

AI & Machine Learning
Data & Analytics
Financial Services


Remote in USA

  • 2-4 years of relevant experience including income tax compliance, income tax provision (ASC 740), information return reporting
  • Excellent knowledge of Microsoft Suite
  • Bachelor’s or higher degree in Accounting or related field
  • Assist with data collection from internal departments and divisions to satisfy compliance and provision needs
  • Assist with review of federal, state & local income/franchise tax returns and supporting schedules
  • Preparation/review of estimated payments and extensions for federal, state & local income/franchise tax and non-income tax
  • Manage income tax compliance and reporting calendar
  • Assist with research and completion of tax notices
  • Assist in the preparation and documentation of quarterly and year-end tax provision computations and SOX compliance
  • Assist with annual information return reporting including 1099 and 1098 and ad-hoc requests/tasks
  • Proactively identify opportunities for process enhancements and assist with the design and implementation of proposed automation solutions

Upstart's main product is an AI lending marketplace that utilizes AI models and cloud applications to streamline the loan approval process, offering various loan options such as personal, automotive retail, refinance, and small-dollar "relief" loans.

Company Stage

Series D

Total Funding



San Mateo, California



Growth & Insights

6 month growth


1 year growth


2 year growth