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Description

We are seeking a detail-oriented and organized Account Specialist – Tax ID to join our team on a long-term temporary basis. This hybrid role, based in El Segundo, CA, supports financial operations by ensuring the accuracy of Tax ID documentation and records, directly contributing to audit readiness and customer experience.

Job Title: Account Specialist – Tax ID (Temporary, Long-Term)

Job Type: Long-Term Temporary (No Set End Date)

Key Responsibilities:

+ Identify and correct accounts in the database that are missing Tax ID certificates.

+ Maintain accurate and up-to-date records critical for financial reporting and audits.

+ Assist in developing and finalizing processes for collecting Tax IDs during new account setup.

+ Serve as the main point of contact for the compliance department on Tax ID-related matters.

+ Make outbound calls and send emails to customers to obtain updated Tax ID information.

+ Conduct research to resolve customer issues and escalate for root cause analysis when needed.

+ Collaborate with the Shared Services Supervisor to maintain Tax ID documentation.

+ Work closely with cross-functional departments to resolve questions and concerns.

+ Participate in department meetings and team huddles to support continuous improvement.

Requirements • Previous experience in customer service or account management roles.

• Strong documentation and record-keeping skills to ensure compliance and accuracy.

• Proficiency in conducting research and resolving customer issues effectively.

• Familiarity with financial reporting processes and audit requirements.

• Excellent communication skills, both verbal and written, to engage with customers and team members.

• Ability to collaborate with cross-functional teams and contribute to shared goals.

• Exceptional organizational skills and the ability to multitask in a fast-paced environment.

• Demonstrated problem-solving skills with a focus on delivering positive customer outcomes.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .