Deposit Operations Manager - Tax Processes

westernalliancebank; Phoenix (AZ); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Medical and dental insurance

401k matching program

Tuition assistance program

Employee volunteer program

Wellness program

Job summary

Western Alliance Bank in CityScape, Phoenix, seeks a seasoned Deposit Operations Manager - Tax Processes to lead the BOS team responsible for accurate and timely informational tax reporting, withholding, FATCA, and IRS filing support.

You will oversee the annual tax calendar, QA, reconciliations, and vendor/IRS interfaces, mentoring staff and ensuring strong controls. Travel up to 25% may be required.

Qualifications

• 10+ years of related experience in Branch Banking Operations or similar field.
• Bachelor's degree or equivalent experience.
• Previous leadership experience.
• Experience managing regulated processes with fixed filing, payment, notice, or reporting deadlines.
• Experience with reconciliations, transaction approvals, segregation of duties, exception management, evidence retention, audits, examinations, or issue remediation.
• Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Advanced knowledge and experience working in high-volume or critical issue customer service roles, with prior experience in similar functions.
• Advanced speaking and writing communication skills.
• May require up to 25% travel.

Responsibilities

• Lead the BOS team responsible for informational tax reporting, withholding, and IRS filing support.
• Maintain the annual informational tax calendar with deadlines, owners, and backup coverage.
• Oversee pre-filing QA, filing-validation, and evidence retention.
• Oversee federal backup withholding and FATCA withholding monitoring and reconciliations.
• Direct NRA and Form W-8 operations, including reviews and documentation validation.
• Lead end-to-end B Notice and TIN compliance processes and related notices.
• Oversee tax-form corrections and late-original requests with proper authorizations and evidence retention.
• Manage vendor and system dependencies (FIS, Deloitte, IRS interfaces) and escalate issues promptly.
• Partner with Corporate Tax to delineate ownership for forms, filings, reconciliations, and regulatory decisions.
• Maintain current procedures, controls, staff training, backup coverage, and audit-ready evidence across tax processes.

Skills

Leadership

Banking operations

Regulatory compliance

Tax operations

Education

Bachelor's degree

Tools

FIS

Deloitte

Job description

Job Title

Deposit Operations Manager - Tax Processes

Location

CityScape

What you'll do:

The Manager, Tax Processes leads the BOS team responsible for the accurate, timely, controlled, and compliant operational execution of informational tax reporting, federal tax withholding and remittance, FATCA, non-resident alien tax documentation, B Notices, TIN compliance, tax-form corrections, and IRS filing support. The manager ensures work is supported by clear ownership, current procedures, effective controls, accurate reconciliations, independent review, complete audit evidence, trained staff, and sustainable backup coverage. Provide operational leadership for informational tax reporting, including applicable Forms 1099, 1042-S, 1042, 945, 945-A, 8966, and 5498 processes.

• Maintain the annual informational tax calendar, including regulatory and internal deadlines, dependencies, owners, review requirements, escalation points, and backup coverage.
• Oversee pre-filing quality assurance, filing-file validation, source-to-output reconciliations, acceptance confirmations, rejects, corrections, and retention of filing evidence.
• Oversee federal backup withholding and FATCA withholding monitoring, general ledger reconciliations, EFTPS remittances, payment cutoffs, monthly validation, and preparer-reviewer evidence.
• Direct NRA and Form W-8 operations, including new-account reviews, recertification, documentation validation, U.S. indicia resolution, IBS tax-field maintenance, GIIN-related activities, and escalation of complex interpretations to Corporate Tax.
• Lead the end-to-end B Notice and TIN compliance process, including CP2100 and CP2100A receipt monitoring, file preparation, customer notices, response deadlines, W-9 or IRS/SSA evidence, withholding changes, secondary review, and evidence retention.
• Oversee tax-form corrections and late-original requests; ensure requests are authorized, system reports are reviewed, repeat errors are analyzed, and filing results and customer copies are retained.
• Manage tax-related vendor and system dependencies involving FIS, Deloitte, IRS interfaces, and other service providers; escalates service, access, data, certificate, or filing issues promptly.
• Partner with Corporate Tax to distinguish BOS operational execution from tax interpretation and to establish clear ownership for forms, filings, reconciliations, customer notices, extensions, and regulatory decisions.
• Maintain current procedures, effective controls, trained staff, backup coverage, business continuity, and audit-ready evidence across assigned tax processes.

What you'll need:

• 10+ years of related experience in Branch Banking Operations or similar field.
• Bachelor's degree or equivalent experience required.
• Previous leadership experience required.
• Experience managing regulated processes with fixed filing, payment, notice, or reporting deadlines.
• Experience with reconciliations, transaction approvals, segregation of duties, exception management, evidence retention, audits, examinations, or issue remediation.
• Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Advanced knowledge and experience working in high-volume or critical issue customer service roles, with prior experience in similar functions.
• Advanced speaking and writing communication skills.
• May require up to 25% travel.

Preferred :

• Advanced knowledge of informational tax reporting and withholding operations, including several of the following: Forms 1099, 1042-S, 1042, 945/945-A, 8966, 5498, FATCA, NRA accounts, Forms W-8/W-9, B Notices, TIN matching, EFTPS remittances, corrections, and filing acceptance or reject resolution.
• Experience with pre-filing quality assurance, tax general ledger reconciliation, vendor-supported filings, payment controls, and root-cause analysis.

Benefits you'll love:

We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

About the company:

Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands - Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank - that remain part of the company's heritage, as well as AmeriHome Mortga