Franchise Tax Board State of California Sacramento

Saludos Hispanos; California (MO); Hybrid; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Compliance Representative who is bilingual in Spanish and English. This role involves resolving delinquent tax accounts and assisting taxpayers in understanding their obligations. The ideal candidate will have strong organizational skills and a solid understanding of tax laws. You will be responsible for educating clients to prevent future issues and ensuring compliance. This position offers a blend of remote and in-office work, making it perfect for those who thrive in dynamic environments. Join a dedicated team and make a significant impact in the community!

Benefits

401(k)

Employee assistance program

Health insurance

Paid time off

Parental leave

Vision insurance

Qualifications

• Bilingual in Spanish and English is required.
• Knowledge of tax laws and collection processes is essential.

Responsibilities

• Resolve delinquent tax accounts and respond to inquiries in both languages.
• Educate taxpayers to prevent future delinquency and assist with compliance.

Skills

Knowledge of Personal Income Tax (PIT)

Knowledge of Business Entity (BE) laws

Excellent interpersonal skills

Strong organizational skills

Ability to exercise good judgment and tact

Experience in collections

Ability to shift priorities

Strong work ethic

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office (Word, Excel, PowerPoint, Outlook)

Franchise Tax Board systems

Job description

Compliance Representative- Bilingual (Spanish)

Franchise Tax Board State of California Sacramento

Overview

Under the close supervision of an Administrator I, the Compliance Representative (CR) will resolve delinquent personal or business income tax accounts, non-tax debt accounts, respond to telephone calls, Live Chats, and correspondence from debtors in both Spanish and English. Using in-depth account and system analysis, the CR will validate accounts for accurate balance and demographics, explain assessments, initiate account adjustments, respond to requests for lien payoff demands and evaluate financial statements to determine ability to pay or installment agreement eligibility. The CR will utilize skip-tracing tools and skillful negotiation to obtain timely resolutions, initiate involuntary collection activities and/or field actions to collect payment in full and/or obtain compliance.

Additional responsibilities include the maintenance of an inventory of collection accounts, locating and contacting debtors, business entity, and third parties via telephone or in the field to secure payment in full, gather assets and other collection information. It is the responsibility of the CR to educate taxpayers to prevent future delinquency and non-compliance, assist the public in person with collection, non-collection Personal Income Tax (PIT), Business Entity (BE) cases, and non-tax cases, assist in the training and development of staff, act as a technical advisor and review work performed by the team for quality and accuracy.

Bilingual (Fluent in Spanish) positions exist for this recruitment. Bilingual candidates must indicate their fluency on the front of the standard state application (STD 678) and resume.

This position is eligible for remote-working within California based on departmental guidelines and operational need. Some in-office presence required.

Please Note: Anticipated start date for these positions will be January 31, 2024.

Positions are currently available in the following Bureaus:

Business Entity Collection Bureau

Positions may become available in the following Bureaus:

Personal Income Tax Billing, Compliance, and Collection Bureau

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:

• Knowledge of Personal Income Tax (PIT) and/or Business Entity (BE) laws, policies and procedures
• Knowledge of Franchise Tax Board (FTB) systems such as Case Management (CM), Taxpayer Folder (TPF), Taxpayer Information System (TI), Business Entity Tax System (BETS), Accounts Receivable Collection System (ARCS), Department of Motor Vehicles (DMV), Integrated Nonfiler Compliance (INC), Board of Equalization (BOE), Secretary of State (SOS), and Lexis Nexis
• Ability to exercise good judgment and tact
• Ability to shift priorities and workloads in an effort to meet program goals
• Proficiency in MS Office (Word, Excel, PowerPoint and Outlook)
• Ability to exercise patience and use creativity
• Strong work ethic
• Excellent interpersonal skills
• Strong organizational skills and ability to handle multiple tasks
• Experience in collections
• Ability to support FTB’s Mission and Values objectives
• Ability to safeguard highly sensitive and confidential information
• Knowledge and application of Security & Disclosure policies

An official application for this position is submitted at calcareers.ca.gov and should include:

• State Application Form 678
• Resume
• Transcripts if basing your eligibility on education
• 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:

Describe a time when you maintained focus and commitment to achieving important goals despite major obstacles and frustrations.

• What was the situation?
• What were the challenges?
• What steps were taken to overcome the challenges?
• What was the outcome?

Job Type: Full-time

• 401(k)
• Employee assistance program
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Sacramento, CA 95827: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Microsoft Word: 1 year (Preferred)
• Organizational skills: 1 year (Preferred)