Tax Program Assistant — Clerical Support (In-Office)

California Franchise Tax Board; Sacramento (CA); On-site; USD 35,000 - 54,000; Full time

Job summary

The California Franchise Tax Board in Sacramento is seeking a Clerical Support role within the Audit Budget, Administration and Protest Bureau. The position supports professional staff by handling electronic and physical correspondence, maintaining records, updating procedures, and performing special tasks.

This permanent, full-time role falls under the TAX PROGRAM ASSISTANT classification, with in-office telework.

Qualifications

• Proficiency in PC and Microsoft Office applications (Word, Excel, Outlook).
• Strong written and verbal communication skills.
• Ability to work cooperatively with staff at all levels.
• Working knowledge of Taxpayer Folder (TPF) or Case Management (CM).
• Ability to understand and apply policies and procedures.
• Ability to shift priorities to meet goals.
• Ability to work independently.
• Excellent attendance.

Responsibilities

• Process electronic correspondence and manage mail flow.
• Receive, review, mail, distribute and scan physical correspondence.
• Maintain records for the Audit Division.
• Update procedures as needed.
• Complete special assignments as required.

Skills

MS Office

Communication

Teamwork

Tax systems

Policies

Prioritization

Independent work

Attendance

TI/BETS systems

Tools

Microsoft Office

TI/BETS systems

TPF/CM systems

Job description

The California Franchise Tax Board in Sacramento is seeking a Clerical Support role within the Audit Budget, Administration and Protest Bureau. The position supports professional staff by handling electronic and physical correspondence, maintaining records, updating procedures, and performing special tasks.

This permanent, full-time role falls under the TAX PROGRAM ASSISTANT classification, with in-office telework.