Tax Technician

California Franchise Tax Board; Sacramento (CA); On-site; USD 40,000 - 56,000; Full time

Job summary

California Franchise Tax Board in Sacramento is seeking a Tax Technician to join the Filing Division. The role supports accurate filing of personal and business income tax returns and payments through education, outreach, forms, self-service options, and contact center services.

The position emphasizes customer service, analytical skills, and knowledge of tax laws; starts February 2027 and offers in-office telework with a permanent, full-time schedule.

Qualifications

• Excellent technical, analytical, organization, and time management skills
• Effective written and oral communication skills
• Excellent interpersonal, judgment, and decision-making skills
• Ability to shift priorities and/or workloads in order to achieve program goals
• Excellent customer service skills and the ability to resolve customer issues effectively and efficiently
• Strong work ethic and enthusiasm
• Ability to work independently and on teams
• Knowledge of tax laws, policies, and procedures
• Knowledge of accounting and case management software and/or systems
• Ability to use on-line research resources
• Ability to demonstrate strong initiative and self-motivation
• Proficiency in Microsoft Office (Word, Excel, Outlook, etc.)
• Experience and success working in a fast paced environment
• Ability to deal with difficult or irate customers
• Experience with debt collection
• Experience working in a contact center
• Ability to accept and utilize constructive feedback

Responsibilities

• Help ensure tax returns are filed accurately
• Promote self-compliance through education and collaboration
• Communicate with customers or their representatives through phone and correspondence contact channels
• Provide quality services that are easily accessible
• Identify and pursue taxpayers that fail to file tax returns
• Identify and pursue withholding agents that fail to withhold
• Utilize contact center technology and best-practice methodologies
• Detect and prevent refund fraud and identity theft
• Verify regulatory requirements are met before allowing access to client accounts
• Provide training and tools to staff
• Create a work culture that values employees and their contributions

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

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

If you enjoy working in a team environment where you can apply your customer service, critical thinking, and technical skills to help Franchise Tax Board fund critical statewide services like education and other state services and programs, then we have the perfect job opportunity for you!

The Filing Division provides resources and services to enable the accurate filing of personal and business income tax returns and payments. We accomplish this by education and outreach, creating tax forms, offering self-service options, contact center services and processing. We also ensure taxpayer compliance through return and payment validation, noticing, and enforcement activities.

Please Note: Anticipated start date for these positions will be February, 2027.

Tax Technicians in Filing Division are a part of teams that:

• Help ensure tax returns are filed accurately
• Promote self-compliance through education and collaboration
• Communicate with customers or their representatives through phone and correspondence contact channels
• Provide quality services that are easily accessible
• Identify and pursue taxpayers that fail to file tax returns
• Identify and pursue withholding agents that fail to withhold
• Utilize cutting edge contact center technology and best-practice methodologies
• Detect and prevent refund fraud and identity theft
• Verify California (CA) regulatory requirements are met before allowing a tax professional access to clients' accounts
• Provide exceptional training and tools
• Create a work culture that values employees and their contributions

Positions are currently available in the following sections: Filing Enforcement Section; Withholding Services & Compliance Section; Fraud, Analysis & Detection Section; and Compliance, Analysis, and Validation Section

Additional positions may be available in: Taxpayer Services Center Section; Correspondence, Analysis, Support, and Education Section

Additional positions may become available (Various RPAs).

You will find additional information about the job in the Duty Statement.

Position Details

Job Code #: JC-529735

Position #(s): 564-765-7505-XXX

Working Title: Tax Technician

Classification: TAX TECHNICIAN, FRANCHISE TAX BOARD

$3,558.00 - $4,457.00 A

$4,017.00 - $5,032.00 B

New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.

# of Positions: Multiple

Work Location: Sacramento County

Telework: In Office

Job Type: Permanent, Full Time

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 technical, analytical, organization, and time management skills
• Effective written and oral communication skills
• Excellent interpersonal, judgment, and decision-making skills
• Ability to shift priorities and/or workloads in order to achieve program goals
• Excellent customer service skills and the ability to resolve customer issues effectively and efficiently
• Strong work ethic and enthusiasm
• Ability to work independently and on teams
• Knowledge of tax laws, policies, and procedures
• Knowledge of accounting and case management software and/or systems
• Ability to use on-line research resources
• Ability to demonstrate strong initiative and self-motivation
• Proficiency in Microsoft (MS) Office (Word, Excel, Outlook, etc.)
• Experience and success working in a fast paced environment
• Ability to deal with difficult or irate customers
• Experience with debt collection
• Experience working in a contact center
• Ability to accept and utilize constructive feedback

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 Human Resources Contact: Classification & Hiring Unit [phone] Hiring Unit Contact: Victoria Tellesen / FDHT [phone] [e-mail] 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. Final Filing Date: 9/28/2026