Tax Specialist

Role; Banking Tax Specialist Company: Western Alliance Bank Duration: 6 month contract to hire (extension/ conversion) Pay Rate: $30-33/hr Interview Process: 1 round

Location:
4 days onsite, 1 remote. CityScape
- 1 e Washington Street Phoenix, AZ Required Skills & Experience
- 3+ years of experience supporting informational tax reporting, tax operations, and/or unclaimed property operations, preferably within banking or financial services
- Experience with informational tax reporting, federal withholding and remittance, FATCA, non-resident alien/Form W-8 processing, B Notices, TIN compliance, and tax-form corrections
- Intermediate to advanced knowledge of banking and deposit operations, including account maintenance, reconciliations, transaction controls, exception management, and customer asset protection
- Knowledge of regulatory and compliance requirements related to tax processing and/or unclaimed property, including fixed filing, remittance, notice, and reporting deadlines
- Experience performing and supporting reconciliations, operational controls, vendor deliverables, audit documentation, and remediation within regulated processes
- Ability to identify exceptions, research operational issues, and escalate matters requiring guidance from Corporate Tax, Compliance, Risk, or Legal Nice to Have
- Bachelor’s degree
- Experience within banking, financial services, deposit operations, or a regulated financial environment
- Experience with unclaimed property and escheatment processes

Job Description
The Banking Tax Specialist will provide hands-on operational and subject-matter support within Banking Operations Support (BOS), with a primary focus on informational tax processing, tax reporting, withholding, and unclaimed property activities. This individual will support the accurate, timely, controlled, and compliant execution of informational tax reporting, federal withholding and remittance, tax-document processing, and IRS filing activities. The specialist will partner with Corporate Tax and other internal stakeholders on matters requiring tax interpretation or regulatory guidance. The role will also support unclaimed property operations, including due diligence, inactive and dormant accounts, account reactivation and closure, reconciliations, remittance, and state reporting activities.

Key Responsibilities
- Perform and coordinate informational tax reporting, federal withholding and remittance, FATCA, non-resident alien/Form W-8 processing, B Notices, TIN compliance, tax-form corrections, and IRS filing support
- Support operational unclaimed property activities, including property-data validation, due diligence and owner outreach, inactive and dormant accounts, account reactivation and closure, GL funding, state reconciliations, remittance, and reporting
- Complete and monitor reconciliations, controls, filing documentation, and audit evidence to support accurate and compliant processing
- Track regulatory and operational deadlines and escalate exceptions, risks, or potential deadline impacts as appropriate
- Research and resolve tax-processing, account, reconciliation, and operational exceptions
- Partner with Corporate Tax, Compliance, Risk, Internal Audit, and other internal stakeholders to support regulatory requirements and operational controls
- Coordinate with third-party vendors and internal systems teams to resolve processing issues and obtain required documentation
- Maintain organized records and supporting documentation for audits, regulatory reviews, and internal control requirements
- Assist with procedure documentation, workflow improvements, and process enhancements to improve accuracy, efficiency, and operational resiliency
- Support knowledge transfer and cross-training across tax-processing and unclaimed property functions