Tax Program Supervisor

Franchise Tax Board; California; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Light Rail stop

Bicycle lockers

Free parking

Carpool/vanpool opportunities

Job summary

Franchise Tax Board seeks a Tax Program Supervisor to lead the IVS Audit Support team under the PSB, providing technical guidance on complex cases and large refunds.

The role focuses on monitoring work, ensuring accuracy of notices, and driving performance toward quality and production goals through motivated leadership and cross‑functional collaboration.

Qualifications

• Experience with Franchise Tax Board systems CM, TPF and TI.
• Ability to establish priorities and allocate resources to reduce backlogs.
• Ability to monitor and review others’ work for accuracy and consistency.
• Self-motivated with a strong work ethic.
• Strong leadership to inspire, mentor and build teams.
• Proficiency in MS Office (Word, Excel, Outlook).
• Effective written and verbal communication abilities.
• Ability to work independently and in a team.

Responsibilities

• Supervise the IVS Audit Support team and provide technical guidance.
• Review and approve PIT large refunds and notices for accuracy.
• Monitor workbaskets and handle complex audit-referred cases.
• Drive quality and production goals through team development.

Skills

Leadership

Communication

MS Office

Prioritization

Team building

Independence

Adaptability

Collaboration

Tools

CM (Case Management)

TPF (Taxpayer Folder)

TI (Taxpayer Information)

Job description

Job Description and Duties

The salary ranges listed in this Job Control may not reflect reductions in pay in accordance with the 2025 Personal Leave Program. Please follow the link for more information regarding the 2025 Personal Leave program.

Under the general direction of the Administrator I in the Information Validation Section (IVS) of the Processing Services Bureau (PSB), the Tax Program Supervisor supervises and provides technical assistance to the IVS Audit Support team. This team is responsible for, but not limited to, providing Audit level support to IVS on complex cases, reviewing and approving Personal Income Tax (PIT) large refunds, reviewing Notice of Tax Return Change for accuracy, monitoring IVS Audit Support workbasket, processing Married Filing Joint to Other returns, and handling Group Nonresident returns and payment transfer requests. Audit support duties include referring cases to Audit such as claims for refund, and questionable amended returns, under appeal, and resolve/ process complex Audit-referred cases. The incumbent also develops, motivates and enables employees to help the section meet quality and production goals.

Additional positions may become available (RPA 2627-00602).

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 .

Special Requirements

• 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, ple ase go to .

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 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 .

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:

All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to clearly demonstrate how you meet the Minimum Qualifications and Alternate Range Placement for the position on your State Application (STD Form 678). The application should also clearly demonstrate the candidate’s ability to meet the Desirable Qualifications identified in this job advertisement. The Classification Specification is located on this Job Announcement Posting under "Minimum Requirements".

• Working knowledge of Franchise Tax Board (FTB) systems: Case Management (CM), Taxpayer Folder (TPF) and Taxpayer Information (TI) or other comparable systems
• Ability to establish priorities and allocate resources to maintain a consistent workflow to assist with eliminating backlogs wherever possible
• Ability to review and monitor the work and activities of others to ensure appropriateness, accuracy, and consistency with procedures, directives, and policies
• Self-motivator with a strong work ethic
• Strong leadership skills, including the ability to inspire, motivate, mentor and build teams
• Working knowledge of Microsoft (MS) Office (Word, Excel, Outlook)
• Ability to communicate effectively and maintain cooperative working relationships with others at all levels
• Ability to work independently as well as cooperatively in a team environment
• Flexible and willing to learn in an environment that is fast paced and ever changing
• Ability to effectively communicate directives and expectations in writing and verbally

Benefits

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

In addition, Franchise Tax Board offers the following:

1. Convenient transportation and commuting options include : Light Rail stop, bicycle lockers, free parking, and carpool/vanpool opportunities