Exempt Entities Auditor & Trainer

California Franchise Tax Board; Sacramento (CA); On-site; USD 88,000 - 119,000; Full time

Job summary

California Franchise Tax Board in Sacramento is seeking a Program Specialist I to perform technical analysis and manage exempt organization audits, including granting, denying, and revoking exemptions.

The role requires independence, strong written and verbal communication, and ability to train staff; familiarity with TI/BETS/TPF and PIT/BE tax rules is preferred. This is a permanent, full-time position in a collaborative BES environment.

Qualifications

• Experience with tax exemption audits and decisions.
• Ability to analyze complex tax cases.
• Ability to train staff and mentor colleagues.
• Strong written and verbal communication skills.
• Ability to work independently and in a team environment.

Responsibilities

• Grant, deny, and revoke tax exemptions for corporations, unincorporated associations, and trusts as per law.
• Conduct more difficult and comprehensive audits of exempt entities.
• Develop facts, evidence, scope of examination, audit reports, and documentation.
• Maintain high accuracy and customer service within a collaborative BES team.

Skills

TI/BETS/TPF systems knowledge

PIT/BE tax law knowledge

research and interpretation

training staff / presentations

communication skills

team collaboration

leadership on projects

Tools

Microsoft Office (Word/Excel/Outlook)

SharePoint

Job description

California Franchise Tax Board in Sacramento is seeking a Program Specialist I to perform technical analysis and manage exempt organization audits, including granting, denying, and revoking exemptions.

The role requires independence, strong written and verbal communication, and ability to train staff; familiarity with TI/BETS/TPF and PIT/BE tax rules is preferred. This is a permanent, full-time position in a collaborative BES environment.