COMPLIANCE REPRESENTATIVE, FRANCHISE TAX BOARD

Franchise Tax Board State of California Sacramento; California; Hybrid; USD 50,000 - 77,000; Full time

Benefits offered by this job

Convenient transportation

Free parking

Carpool/vanpool opportunities

Job summary

State of California’s Franchise Tax Board seeks a Compliance Representative (Lead) to manage complex fraud-related inquiries in the Fraud Contact Center. The role guides fraud technicians and support staff, delivering professional assistance on PIT-related validation matters and contributing to quality feedback processes.

The position emphasizes leadership, training, and collaboration within the team to resolve work-related issues and ensure accurate tax support services.

Qualifications

• Knowledge of fraud workloads (W-2, Identity Theft, EITC)
• Knowledge of PIT laws and procedures
• Excellent interpersonal and customer service skills
• Ability to analyze information and take action
• Strong written and verbal communication skills

Responsibilities

• Lead complex fraud-related inquiries in a contact center setting.
• Provide guidance and training to fraud technicians and support staff.
• Contribute to quality reviews and agent feedback.
• Collaborate with the team to resolve operational issues.

Job description

$4,470.00 - $6,924.00 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: 11/19/2026

Job Description and Duties

Under the close supervision of an Administrator I, in the Fraud Contact Center, the Compliance Representative (Lead) works complex accounts and provides guidance and assistance to fraud technicians and support staff as a unit lead. Incumbent provides a high degree of professional and technical assistance and training to team members responsible for receiving and responding to telephone and written inquiries related to the validation of fraud, identity theft and account related questions on Personal Income Tax (PIT) returns. The Compliance Representative (Lead) provides feedback to agents through the quality review process. Incumbent participates as a team member with others in the section and department to identify and resolve work-related issues.

Additional positions may become available (eRPA 2627-00136).

Working Conditions

This position requires 4 or more days in the office per week. It is designated office-centered and may be eligible for some remote work based on departmental guidelines and operational need.

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

Minimum Requirements

You will find the Minimum Requirements in the Class Specification.

• COMPLIANCE REPRESENTATIVE, FRANCHISE TAX BOARD

COMPLIANCE REPRESENTATIVE, FRANCHISE TAX BOARD $4,470.00 - $5,078.00A $4,610.00 - $5,496.00B $5,528.00 - $6,924.00C 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:

Telework: In Office

Job Type: Permanent, Full Time

Department Information

Our mission is to help taxpayers file timely and accurate tax returns and pay the correct amount to fund services important to Californians.

FTB fosters an environment of equity and inclusion for all, and we welcome everyone to be part of our diverse workforce.

• 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 www.dhs.gov/e-verify.

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 [phone].

Desirable Qualifications

• Working knowledge of Fraud workloads (W-2, Identity Theft, and Earned Income Tax Credit)
• Knowledge of department’s programs and systems: Taxpayer Information, Taxpayer Folder, Case Management, Return Analysis, Department of Motor Vehicles, Integrated Nonfiler Compliance, and Lexis/Nexis
• Knowledge of Personal Income Tax laws and procedures
• Excellent interpersonal and customer service skills
• Ability to analyze information, utilize good judgment, and take effective actions
• Ability to shift priorities, workloads and work schedule to meet operational needsAbility to motivate others in a positive manner
• Strong written and verbal communication skills
• Ability to work both independently and in a team environment while demonstrating initiative, integrity, ownership and accountability
• Ability to present ideas and information effectively
• Proficiency in Microsoft (MS) Office (Word, Excel, Power Point, and Outlook)
• Ability to effectively deal with the public and establish and maintain positive working relationships
• Ability to demonstrate good judgment and dependability
• Willingness to adjust work schedule to meet operational needs

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

Benefits

• Convenient transportation and commuting options includes : Light Rail stop, bicycle lockers, freeparking, and carpool/vanpool opportunities

Contact Information

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

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

Human Resources Contact:
Classification & Hiring Unit
[phone]

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.

EEO Contact:
Reasonable Accommodation Unit
[phone]

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.