BUSINESS TAXES COMPLIANCE SPECIALIST

State of California; California; On-site; USD 74,000 - 93,000; Full time

Job summary

The California Department of Tax and Fee Administration (CDTFA) is seeking a Business Taxes Compliance Specialist (BTCS) in the Customer Service Center. This role leads training, develops materials, and provides technical support to CSC staff and other divisions, while guiding frontline staff on CDTFA tax laws and programs.

Located at CDTFA Headquarters, the BTCS will handle complex inquiries, support chat services, and may travel up to 10% for statewide training.

Qualifications

• Minimum requirements are those listed in the Class Specification.

Responsibilities

• Develops and delivers training to new and current staff on responding to taxpayer inquiries and applying CDTFA tax laws and programs.
• Provides ongoing guidance, coaching, and technical support to CSC staff and other divisions in a lead role.
• Prepares training materials and updates instructional resources; supports staff understanding of CDTFA systems.
• Develops and updates chat training materials and reports; handles chat responses to staff and the public.
• May act as backup to the supervisor, reviewing assignments and representing CSC at meetings.

Job description

Job Posting:Business Taxes Compliance Specialist

CA Department of Tax and Fee Administration

JC-535475 -

JC-535475 - Business Taxes Compliance Specialist BUSINESS TAXES COMPLIANCE SPECIALIST

$6,646.00 - $8,324.00 per Month New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.

Final Filing Date: 10/28/2026

All applicants will be considered, however SROA/Surplus candidates will be given priority.

This position is located at Headquarters.

The California Department of Tax and Fee Administration (CDTFA) is searching for talented individuals to join our team as a Business Taxes Compliance Specialist (BTCS) in the Customer Service Center (CSC). The CSC responds to approximately 575,000 calls, 24,000 chats, and 16,500 emails per year, providing customers and taxpayers with information on more than 42 CDTFA tax and fee programs.

Under the general supervision of the Business Taxes Administrator I, the BTCS performs complex compliance duties and serves as the lead trainer for CSC staff and staff from other divisions, such as the Field Operations Division (FOD). The BTCS is responsible for developing and delivering training to new and current staff on responding to taxpayer inquiries and applying the various tax laws and programs administered by the CDTFA. In a lead capacity, the BTCS provides ongoing guidance, coaching, and technical support to compliance staff and assists them in resolving complex taxpayer issues received through the call center. The BTCS prepares training materials, maintains updated instructional resources, and supports staff understanding of CDTFA systems, including the Centralized Revenue Opportunity System.

The BTCS also provides chat services, develops and updates chat related training materials, prepares chat reports, and issues written responses to staff and the public. Additionally, the position assists CSC staff with call center software issues.

As needed, the BTCS may act as a backup to the supervisor by reviewing assignments, monitoring call center operations, and representing CSC at meetings. Travel of up to ten percent (10) percent, including overnight travel, may be required to conduct training at CDTFA offices statewide.

Under Government Code 14200, this position may be eligible for partial telework for eligible candidates residing in California. All telework/hybrid schedules require staff to report to the office a minimum number of days per week. Schedules are subject to change.

Currently, per the California Budget Act of 2025, all California Department of Tax and Fee Administration salaries are subject to the provisions of the State of California’s Personal Leave Program.

This recruitment has been posted for more vacancies than currently exist as it may be used to fill additional identical vacancies which occur within 180 days of the closing date of this bulletin.

You will find additional information about the job in the Duty Statement.

Working Conditions

• Position may be located in a high-rise building.
• Standard office environment (for example, artificial lighting, controlled temperature, among others).
• Requires being in a stationary position, consistent with office work, for extended periods of time.
• Daily use of a personal computer, office equipment, and/or telephone.
• One-on-one customer guidance via telephone communication.
• This position may be eligible for partial telework, subject to Department policy.

Minimum Requirements

You will find the Minimum Requirements in the Class Specification.

• BUSINESS TAXES COMPLIANCE SPECIALIST

BUSINESS TAXES COMPLIANCE SPECIALIST $6,646.00 - $8,324.00 New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.

California not only needs you; it wants you as part of the growing workforce. The California Department of Tax and Fee Administration (CDTFA) makes life better for Californians by fairly and efficiently collecting the revenue that supports our essential public services, with CDTFA administered programs accounting for about twenty-threepercent of all state revenue. Tax programs administered by the CDTFA are concentrated in two general areas – sales and use tax, and special taxes and fees. New employees, new ideas, and new creative perspectives are needed in all areas at CDTFA.CDTFA offers employees reliable income, stable benefits, work-life balance, paid holidays, advancement opportunities, and the personal fulfillment of knowing that your work is personally impacting the lives of others.

• This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.; for more information about E-Verify, please go to www.dhs.gov/e-verify
• Position requires employee to be fingerprinted and successfully pass a background investigation.
• Late phone coverage may be required.
• Mandatory overtime may be required.
• Working hours for this position could be as early as 7:30 a.m., and as late as 5:30 p.m.

Eligibility for Promotional Exams

In addition to meeting the Minimum Qualifications for the BUSINESS TAXES COMPLIANCE SPECIALIST, competition is limited to individuals who meet at least one of the following promotional examination criteria:

• Have a permanent civil service appointment with CDTFA, or
• Are current or former employees of the legislature for 2 or more years as defined in Government Code 18990, or
• Are current or former non-elected exempt employees of the executive branch for 2 or more consecutive years as defined in Govt. Code 18992, or
• Are persons retired from the United States military honorably discharged from active duty with a service disability or honorably discharged from active duty as defined in Government Code 18991. Applicants must provide a copy of discharge papers (DD 214) for verification purposes at the time of application.

Under certain circumstances other employees may be allowed to compete under provisions of Rules 234, 235 and 235.2. California Code of Regulations Rules 233, 234, 235.2 and 237 contain provisions regarding civil service status and eligibility for promotional examinations. If you are unsure of your eligibility for promotional examinations, please contact [e-mail] .

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:

• Individuals bilingual in Spanish are strongly encouraged to apply.

CDTFA appreciates and proudly celebrates diversity with an emphasis of an inclusive atmosphere in all levels of the organization. CDTFA is a participant in The Government Alliance on Race and Equity (GARE) Capitol Cohort to advance racial equality and advance opportunities for all in California. Employees of different races, ethnicities, genders, ages, religions, disabilities, gender orientations and personal experiences are welcomed to contribute to the success of CDTFA.

The CDTFA was presented with the Large State Employer of the Year Award for 2018 from The Association of California State Employees with Disabilities (ACSED); showcasing CDTFA’s support of employment, promotion, and fair treatment of persons with disabilities.

CDTFA values its staff and is dedicated to employee career development. Our agency supports the development of staff by offering training to flourish in their position and programs to promote and explore upward mobility.

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

Contact Information

The Hiring Unit Contact is available to answer questions regarding the position or application process.

Department Website: http://www.cdtfa.ca.gov

Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled.You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s)to the Department's EEO Office.

California Relay Service: 1-800-735-2929 (TTY), 1-800-735-2922 (Voice)TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device.

Applicants are required to submit a Supplemental Questionnaire (SQ) for this recruitment. Applications that do not include an SQ or include an SQ that does not directly address each of the items below will not be considered. Resumes will not be accepted in lieu of the Supplemental Questionnaire.

Additionally, your SQ must include:

• Require name on SQ.
• Require Job Control Number on SQ.
• The SQ must be no more than two pages in length, double-spaced.

Please respond directly to the following SQ question(s):

• Describe your experience in providing training to others. Please provide details such as number of trainees and training methods used.
• Describe your experience acting in a lead role.

Additional Information

Using the online application system as specified in the announcement is the preferred method of applying for civil service job opportunities; however, applicants may instead apply by way of U.S. mail, parcel delivery or courier service, or in person, as set forth in this announcement.

Paper applications must include a signature. Dates printed on envelopes by mobile barcodes or equivalent mobile print technology are not acceptable proof of the date the application and any other required documents or materials were filed.

A completed state application (STD. 678) and any documents list under "Required Application Documents" must be submitted with your application package. Applicants who are relying on additional documentation (e.g. transcripts, copy of degrees, certifications, licenses, etc.) in order to prove that they meet the minimum qualifications listed in the Classification Specification (located on the right under "Additional Documentation) must submit those documents with their application package. Failure to submit these documents may result in your application being disqualified.

Applications must include a description of the duties performed for each position held; reference to a resume in place of a description of the duties performed will not be accepted.

Applicants must state their basis of eligibility (List Eligibility, Lateral Transfer, Reinstatement, T&D, or Surplus/SROA), and the Job Control (JC) number and/or position number in the "Examination(s) or Job Title(s), For Which You Are Applying" section on the STD. 678. Surplus/SROA candidates should submit a copy of their letter with their application. Please remove any confidential information (i.e. social security number, date of birth, etc.) as well as any information regarding your LEAP eligibility and/or exam scores from your documents prior to submission.

If applying electronically, please note that CalCareers no longer allows applicants to withdraw their applications. If you need assistance to withdraw your application, please contact the Certification Section at [e-mail].

The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.

It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.