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Description We are looking for a Tax Operations Coordinator to join our team in Carpinteria, California. This role involves overseeing tax reporting processes, ensuring compliance with industry regulations, and collaborating across departments to improve operational efficiency. If you have a strong background in tax reporting and enjoy working in a dynamic environment, we encourage you to apply.

Responsibilities:

• Manage relationships with vendors and identify new requirements for tax information reporting.

• Update company policies and procedures to align with IRS rules and industry regulations.

• Collaborate with internal technology teams to implement updates and address discrepancies.

• Research and resolve weekly tax discrepancies to ensure accurate reporting.

• Lead tax project teams and coordinate efforts to address reporting gaps.

• Execute quarterly reconciliation of vendor reports to ensure data accuracy.

• Verify cost basis information in back-office systems and correct inconsistencies.

• Respond to internal and external tax inquiries, providing thorough and timely support.

• Ensure compliance with regulatory standards and assist in audits and reviews.

• Identify and implement process improvements to enhance efficiency and mitigate risks. Requirements • Minimum of four years of experience in information return tax reporting within a financial institution or broker/dealer.

• Bachelor’s degree preferred but not mandatory.

• Strong knowledge of IRS tax regulations and corporate tax compliance.

• Proficiency in identifying and implementing process improvements.

• Excellent analytical and problem-solving skills with attention to detail.

• Effective communication and collaboration abilities across teams.

• Experience with training and onboarding team members.

• Ability to manage multiple projects and meet deadlines in a fast-paced environment.

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.

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) .