BUSINESS TAXES REPRESENTATIVE

California Department of Tax and Fee Administration; California; Hybrid; USD 50,000 - 77,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

The California Department of Tax and Fee Administration (CDTFA) is seeking a Tax Representative to join the Santa Ana Office. Under supervision, the BTR performs tax compliance tasks, assists taxpayers to ensure compliance with tax laws, and handles delinquent taxes using the department’s web-based tools.

Travel up to 10% may be required; hybrid telework is available. The role involves reviewing accounts, determining liabilities, and applying collection actions for state sales and use taxes,

Responsibilities

• Assist taxpayers to ensure compliance with tax laws using department web tools.
• Review collection accounts to determine liabilities and appropriate actions.
• Handle delinquent accounts and apply standard collection procedures.
• Travel up to 10% of the time for field work as needed.

Job description

Equal Opportunity Employer

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.

Equal Opportunity Employer

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.

Position Details

Job Code #: JC-536830
Position #(s): 291-553-8690-XXX
Working Title: Tax Representative
Classification: BUSINESS TAXES REPRESENTATIVE
$4,470.00 - $5,078.00 A
$4,610.00 - $5,496.00 B
$5,528.00 - $6,924.00 C
New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.
# of Positions: Multiple
Work Location: Orange County
Telework: Hybrid
Job Type: Permanent, Full Time

Department Information

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-three percent 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.

To take a look at CDTFA as a destination employer please click the link ( https://www.youtube.com/watch?v=D3a7w_igqDU )

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

Job Description And Duties

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

Are you interested in making life better for Californians? Are you looking for a career and not just a job? Do you want to create a meaningful impact in your community? If you answered yes to any of these questions, then the California Department of Tax and Fee Administration (CDTFA) has a career opportunity waiting for you! California not only needs you, it wants you as part of the growing workforce. New employees, new ideas, and new creative perspectives are needed in all areas at the CDTFA. We value staff and are 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. To learn more about us, please see CDTFA Gateway to New Opportunities video.

This position is located in the Santa Ana Office.

Under the close supervision of the Business Taxes Administrator (BTA) I, the Business Taxes Representative (BTR) performs tax compliance work, which may include, providing assistance to taxpayers to ensure compliance with tax laws, collecting delinquent taxes, and performing a variety of compliance and collection functions utilizing the department’s web-based database, where actions taken are initiated and documented accurately. The incumbent is responsible for the less complex cases statewide involving active, closed, delinquent, and revoked sales and use tax accounts. The incumbent must keep the supervisor informed of complex issues on assigned cases. The incumbent reviews collection accounts to determine liabilities and collection actions and recommends discharge for uncollectible accounts. The accounts are worked by online correspondence, telephone, and/or mail. When necessary and warranted, field calls may be made to the business location and/ or other locations. Travel may be required up to ten percent (10%) of the time, including overnight stays.

How did you hear about this opportunity? Tell us in this brief survey.

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.

This is the link to the exam bulletin for the BUSINESS TAXES REPRESENTATIVE.

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

Special Requirements

• 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.
• Travel is required ten percent (10%) of the time.
• Education: For classifications where the Minimum Qualifications (MQs) are based on meeting education requirements only: If education is required to meet the MQs please attach a copy of all of your transcripts that show the completion of the required education. Applicants who completed their education outside the United States (with foreign degrees/transcripts) must obtain and submit verification of United States course/degree equivalency. Foreign education credential evaluation services can be found at https://www.naces.org .

Final Filing Date

11/10/2026

Who May Apply

Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Individuals who are eligible for a Training and Development assignment may also be considered for this position(s).

Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s).