Deposit Operations Manager - Tax Processes

Western Alliance Bancorporation; Phoenix (AZ); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

Ownership stake

Medical and dental insurance

401k matching

Tuition assistance

Employee volunteer program

Wellness program

Job summary

Western Alliance Bank is seeking a Deposit Operations Manager to lead the Tax Processes team, ensuring accurate, timely, and compliant informational tax reporting and withholding operations.

You will oversee FATCA, B Notices, TIN compliance, and IRS filing support, maintaining robust controls, audit-ready evidence, and trained staff across processes.

Qualifications

• 10+ years of related experience in Branch Banking Operations or similar field.
• Bachelor's degree or equivalent experience.
• Experience with reconciliations, transaction approvals, segregation of duties, audits, or issue remediation.
• Advanced communication skills, written and verbal.

Responsibilities

• Lead informational tax reporting and withholding operations (1099, 1042-S, 1042, 945, 945-A, 8966, 5498).
• Maintain tax calendar with regulatory and internal deadlines and owners.
• Oversee pre-filing QA, filing validation, and evidence retention.
• Direct NRA and Form W-8 operations including new-account reviews and recertification.
• Oversee B Notice and TIN compliance process and W-9/IRS evidence handling.
• Manage tax-form corrections and late-original requests; ensure approvals and retention of copies.
• Coordinate with FIS, Deloitte, and IRS interfaces on vendor and system dependencies.
• Collaborate with Corporate Tax to define ownership for forms, filings, and reconciliations.

Skills

Tax operations

Leadership

Regulatory compliance

Reconciliations

Vendor management

Education

Bachelor's degree

Tools

FIS

Deloitte

IRS interfaces

Job description

Job Title:Deposit Operations Manager - Tax ProcessesLocation:CityScapeWhat 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; escalate 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 Mortgage, a Western Alliance Bank Company.Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email [e-mail] or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. Western Alliance Bancorporation