IDR, Inc.

IDR is seeking a dynamic and detail-oriented Account Specialist - Tax ID to join one of our top clients in El Segundo, CA. This role is pivotal in maintaining accurate and up-to-date financial records, which are crucial for financial reporting and audits. If you are passionate about customer service, have a knack for problem-solving, and are looking for an opportunity to join a large organization with a team-oriented culture, we encourage you to apply today!

Position Overview/Responsibilities for the Account Specialist - Tax ID:

• Correct and update accounts in the database that are missing TAX ID certificates.

• Assist in finalizing a new process for obtaining TAX IDs at the time of setting up a new account.

• Serve as the primary point of contact for the compliance department for Tax ID processing.

• Make outbound calls and emails to customers to obtain updated TAX ID information.

• Partner with cross-functional departments to resolve customer issues and questions.

• Attend and engage in department-level meetings and team huddles.

This is a contract position through May 29, 2026, with a hybrid work schedule. The successful candidate will be required to work in our client's location on Tuesdays and Wednesdays from 7 am to 3:30 pm PST.

Required Skills for Account Specialist - Tax ID:

• A minimum education level of an Associate's degree with 2+ years of customer service and call center experience or account management experience; OR

• A Bachelor's degree; OR

• 4+ years of customer service and call center experience or account management experience.

• Excellent interpersonal skills, telephone etiquette, and verbal communication skills.

• Exceptional organizational skills and the ability to prioritize work and multi-task.

• Proven ability to manage the customer experience in a professional and courteous manner.

   

What’s in it for you?

• Competitive compensation package

• Full Benefits; Medical, Vision, Dental, and more!

• Opportunity to get in with an industry-leading organization

• Close-knit and team-oriented culture

   

Why IDR?

• 25+ Years of Proven Industry Experience in 4 major markets

• Employee Stock Ownership Program

• Medical, Dental, Vision, and Life Insurance

• ClearlyRated's Best of Staffing® Client and Talent Award winner 11 years in a row