Job Description

Job Description and Duties

The salary ranges listed in this Job Control may not reflect reductions in pay in accordance with the 2025 Personal Leave Program.  Please follow the link for more information regarding the 2025 Personal Leave program. 

The Filing Services Bureau (FSB) is searching for a talented individual to join our team. Under the close supervision of the Administrator I of the Correspondence, Analysis, Support and Education Section (CASES) Technical Support Team, you will provide technical support on complex Personal Income tax( PIT) and Business Entity (BE) tax laws and procedures to customer service staff through telephone contact, manual writing, and training. The incumbent will act independently in writing specialized and complex tax law sections of the RACK and provide back-up support for the final technical review of the RACK sections. This position will require that the incumbent interact both verbally and in writing with FSBs customer service staff on a daily basis. The incumbent will be asked to participate on teams and projects that impact the bureau, division, and enterprise. As a representative of FTB the incumbent is expected to consistently interact in a professional manner. You will be asked to represent the department in a positive and effective manner to audiences, both within and outside the department, with a wide range of knowledge. The incumbent is expected to maintain efficient and effective work habits, including time utilization. All duties are performed within the framework of the department’s strategic business goals and mission and values.

Position is currently available in:

Correspondence, Analysis, Support and Education Section (CASES)

Additional positions may become available (RPA 2526-00371).

Please complete this optional survey letting us know how you heard about this position by 

You will find additional information about the job in the .

Working Conditions

Visa Sponsorship
This position is not eligible for visa sponsorship. Applicants must be authorized to work in the US without the need for a visa sponsorship or a training plan, now or in the future .

This position  is eligible for limited remote working within California based on departmental guidelines and operational need. FTB has a minimum in-office requirement of two days per week for all positions including those that are eligible for telework. This is subject to change.

Special Requirements

• The position(s) require(s) a Background Investigation be cleared prior to being hired.

This business uses E-Verify in its hiring practices to achieve a lawful workforce. E-Verify is a web-based system that allows enrolled employers to confirm the eligibility of their employees to work in the United States. For more information about E-Verify, please go to  .

CALIFORNIA CODE OF REGULATIONS, TITLE 2, SECTION 172:  All candidates for, appointees to, and employees in the state civil service shall possess the general qualifications of integrity, honesty, sobriety, dependability, industry, thoroughness, accuracy, good judgment, initiative, resourcefulness, courtesy, ability to work cooperatively with others, willingness and ability to assume the responsibilities and to conform to the conditions of work characteristic of the employment, and a state of health, consistent with the ability to perform the assigned duties of the class. Where the position requires the driving of an automobile, the employee must have a valid state driver's license, a good driving record and is expected to drive the car safely. The foregoing general qualifications shall be deemed to be a part of the personal characteristics of the minimum qualifications of each class specification and need not be specifically set forth therein.

**IMPORTANT NOTICE** As required by the department's rules of conduct, all employees of the Franchise Tax Board (FTB) must be in compliance with the California Revenue and Taxation Code. During the background investigation portion of the hiring process, FTB will review return information to verify California state income tax compliance.  Any failure to comply with the California Revenue and Taxation Code may prevent you from being hired at FTB. You must verify your filing status by calling 1-800-852-5711 to resolve any potential tax compliance issues, prior to submitting your application and seeking employment with FTB. All applicants not currently employed with the Franchise Tax Board will be subject to a pre-employment background investigation. The investigation will consist of completion of a pre-employment questionnaire, fingerprinting, and an inquiry to the Department of Justice to disclose criminal records. We comply with the Americans with Disabilities Act. Persons with hearing or speech impairments, call TTY/TDD (800) 735-2929.

Desirable Qualifications

In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate:

All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to clearly demonstrate how you meet the Minimum Qualifications and Alternate Range Placement for the position on your State Application (STD Form 678). The application should also clearly demonstrate the candidate’s ability to meet the Desirable Qualifications identified in this job advertisement. The Classification Specification is located on this Job Announcement Posting under "Minimum Requirements”.

• Technical expertise in researching, analyzing and applying complex Federal and State Personal Income Tax (PIT) and Business Entity Income Tax (BE) laws and regulations
• Ability to research sensitive and complex tax issues, analyze findings, and communicate results to a diverse audience
• Ability to analyze pertinent laws in order to determine the impact on departmental manuals, guidelines, forms, publications, policies, procedures and compliance
• Ability to plan, prioritize, and organize work, and willingness to shift priorities to meet program goals
• Ability to effectively work independently and in a team environment
• Ability to accept and utilize constructive feedback
• Ability to establish and maintain positive working relationships
• Ability to demonstrate good judgment, dependability and customer service skills 
• Ability to coach and mentor others
• Excellent analytical skills when analyzing data and situations, draw sound conclusions, and take effective action
• Excellent customer service skills and a positive attitude
• Experience providing technical guidance to coworkers to develop their job knowledge
• Experience on project teams/process improvement teams
• Experience in contact center
• Positive attitude
• Strong communication skills, both verbal and written, and interpersonal skills 
• Working knowledge of FTB systems: Taxpayer Information (TI), Business Entities Tax System (BETS), Accounts Receivable Collection System (ARCS), Integrated Nonfiler Compliance (INC), Taxpayer Folder (TPF), and Case Management (CM) 
• Familiarity with SharePoint and Qfiniti software
• Proficiency in Microsoft Office Products (Word, Excel, Outlook)
• Willingness to adjust work schedule to meet operational needs

Benefits

Benefit information can be found on the CalHR website and the CalPERS website.

In addition, Franchise Tax Board offers the following:

• Convenient transportation and commuting options include : Light Rail stop, bicycle lockers, free parking, and carpool/vanpool opportunities

Additional Application Instructions

A complete application package must be received in the Classification & Hiring Unit or postmarked by the final filing date and must include:

• Completed employment information on the STD. 678, including  the “From” and “To” dates, “Hours Per Week,” and “Duties Performed" fields for all jobs listed in the “Employment History” fields (resumes do not take the place of these fields on the STD. 678)
• All of the required documents listed in the “Required Application Package Documents” section 
• The position number and job control number in the job title line of the STD. 678, if submitting a paper application package (these numbers will auto-populate in the job title line of the STD. 678 if submitting an electronic application through your CalCareer Account )
• A signature, if submitting a paper application package

Candidates who do not follow all of the listed application instructions may be eliminated from the selection process. All submitted information will be screened and the most qualified candidates will be invited to an interview.

Electronic applications submitted through your CalCareer Account are highly recommended. If you are unable to apply electronically through your CalCareer account, please mail a completed and signed STD. 678 and application package to the mailing address provided above in the “Application Instructions” section.

Do  not include full Social Security Number, method of eligibility, and LEAP information in your application package.

Required Application Package Documents

The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job:

• Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position.
• Resume is required and must be included.
• Supplemental Application - In order to be considered for this position, interested candidates must submit a supplemental application. Your response must be no more than one type-written page in length, using 12-point font, 1-inch standard margins and include your first and last name in the upper right-hand corner of the page. Respond to the following supplemental statement(s)
  Give us an example of a time when you used your fact-finding skills to gain information needed to solve a problem.
  • How did you analyze the information you gathered? 
  • How did you use the information to solve the problem?
• Other -

  REQUIRED: If you are basing your eligibility on educational requirements, you MUST provide a legible copy of your transcripts as proof of meeting the education requirement as listed in the Classification Specification (please see the Class Specification located under “Minimum Requirements” on the left-hand side of this job posting). Applicants with foreign transcripts must provide a foreign transcript evaluation that indicates the number of units to which the foreign course work is equivalent. Transcripts and evaluations may be official or unofficial; please redact birthdates and social security numbers. If you are not basing your eligibility on an educational requirement, you may instead use the bypass option (when applying, select Choose/Upload for the required document and then select Bypass File).

Job Tags

Permanent employment, Full time, Second job, Work at office, Remote work, Shift work, 2 days per week,

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