TAX PROGRAM TECHNICIAN II, FRANCHISE TAX BOARD

Franchise Tax Board State of California Sacramento; California; On-site; USD 52,000 - 65,000; Full time

Job summary

Franchise Tax Board in California is seeking a Tax Program Technician II to serve as a technical resource in the Bank Desk, reviewing and resolving taxpayer payments, deposits, adjustments, and reconciliation activities.

You will analyze banking transactions, identify discrepancies, coordinate with internal and external stakeholders, and ensure accurate, timely processing of payments while maintaining professional communication and meeting tight deadlines.

Qualifications

• Excellent interpersonal skills and strong written/verbal communication.
• Strong attention to detail and problem-solving abilities.
• Working knowledge of Microsoft Excel, Word, Outlook and Teams.
• Ability to multitask and meet tight deadlines.
• Experience with IPACS, iCapture and DIRT systems.

Responsibilities

• Review, research, and resolve banking-related taxpayer payment issues.
• Analyze banking transactions and identify discrepancies; coordinate with stakeholders to resolve them.
• Ensure accurate and timely processing of payments and reconciliations.

Skills

Interpersonal skills

Communication skills

Attention to detail

Multitasking

Deadline-oriented

IPACS system

iCapture

DIRT systems

Excel

Word

Outlook

Teams

Tools

IPACS

iCapture

DIRT systems

Job description

$4,624.00 - $5,792.00 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

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. http://hrmanual.calhr.ca.gov/Home/ManualItem/1/2113

Job Description and Duties

Under the general direction of a Tax Program Supervisor, the Tax Program Technician II (TPT II) serves as a highly motivated, organized technical resource within the Bank Desk. The TPT II is responsible for reviewing, researching, and resolving banking-related issues involving taxpayer payments, deposits, adjustments, and reconciliation activities. The incumbent analyzes banking transactions, identifies discrepancies, coordinates with internal and external stakeholders to resolve issues, and ensures the accurate and timely processing of payments.

The TPT II performs analytical and problem‑solving activities, including researching complex cases, identifying procedural issues, and recommending solutions to improve operational efficiency. The TPT II must communicate effectively with internal and external customers in a professional and tactful manner, work independently, exercise sound judgment, meet tight deadlines, maintain attention to detail, and adapt to changing business needs.

Additional positions may become available (eRPA 2627-00180).

Working Conditions

This position is not eligible for remote work. In-office presence required.

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.

• TAX PROGRAM TECHNICIAN II, FRANCHISE TAX BOARD

# of Positions:

Multiple

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

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".

• Excellent Interpersonal skills
• Excellent communication skills, both written and verbal
• Strong attention to detail and problem‑solving skills
• Working knowledge of Microsoft Excel, Word, Outlook and Teams
• Experience multi tasking, and meeting tight deadlines
• Ability to remain flexible and open in response to changing priorities and workloads
• Self‑motivated
• Ability to work independently or in a team environment
• Working knowledge of the Taxpayer Folder, Reflections, Batch Viewer, Image Processing and Cashiering System (IPACS), iCapture and DIRT systems

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

In addition, Franchise Tax Board offers the following:

• Convenient transportation and commuting options include : 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

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.

Examination Information

Candidates who currently have list eligibility or who will be taking the upcoming Tax Program Technician II exam are encouraged to apply.

Equal Opportunity Employer

The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.

It is an objective of the State of California to achieve a drug‑free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.