Tax Technician

California Franchise Tax Board; Sacramento (CA); Hybride; USD 40 000 - 50 000; Plein temps

Résumé du poste

California Franchise Tax Board seeks a Tax Technician to collect delinquent debts and resolve tax issues in a high-volume contact center. You will analyze data, explain tax rules, and apply procedures while mentoring teammates and maintaining compliance.

The role emphasizes service to the public and collaboration within the ARM division. Anticipated start date is April 1, 2027; initial training and in-person interviews are required.

Qualifications

• Knowledge of PIT and BE tax laws and procedures.
• Proficiency in MS Office (Teams, Outlook, Word, Excel).
• Excellent interpersonal and customer service skills.
• Ability to deal face to face with the public and maintain relationships.
• Ability to handle changing priorities and work under pressure.
• Excellent verbal and written communication.
• Willingness to adjust work schedule to meet needs.
• Strong organizational and multitasking abilities.
• Strong problem-solving and negotiating skills.
• Ability to work independently and in a team.
• Knowledge of TI, BETS, ETS, TPF, and CM.
• Experience in collecting past due accounts.

Responsabilités

• Collect delinquent tax and/or non-tax debts in a contact center environment.
• Obtain and analyze relevant facts and apply applicable rules and policies.
• Explain governmental, tax or non-tax regulations to taxpayers.
• Collaborate with others to mentor and support team goals.

Connaissances

Interpersonal skills

Customer service

Communication skills

Problem solving

Negotiation skills

Team collaboration

Work under pressure

Independent work

Outils

MS Teams

Outlook

Word

Excel

TI

BETS

ETS

TPF

CM

Description du poste

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
Do you like to problem solve and participate in collaborating on solutions for challenging circumstances? Do you want to make a meaningful impact to your community? If so, then we have the perfect opportunity at the Franchise Tax Board with plenty of career growth available for you!
The Accounts Receivable Management (ARM) Division manages delinquent Personal Income Tax and Bank and Corporation Income Tax debts as well as Non-Tax debts. Our collection approach is founded on the principle that we use the least intrusive action first to gain compliance. Our collection strategy is to encourage taxpayers to resolve their debts as quickly as possible through the method best suited for their situation to help them achieve long term compliance. In addition to income tax liabilities, we collect non-tax related debts owed to state and local governments when they are referred to us by statute.
The ARM Division provides excellent customer service to the public to help resolve their tax related issues. We are looking for a self-motivated individual who is responsible and enjoys mentoring and collaborating with others to join our team.
In your role, you will collect delinquent tax and/or non-tax debts in a contact center environment. You obtain and analyze relevant facts, make fair and impartial determinations, analyze, and interpret written and numerical data, recognize questions or situations outside of your area of responsibility or knowledge, and interpret and apply and/or explain governmental, tax or nontax rules, regulations, and departmental procedures and policies.
In your customer service role, you will:

• Knowledge and experience in Personal Income Tax (PIT) and/or Business Entity (BE) tax laws and procedures
• Knowledge and proficiency in MS Office (MS Teams, Outlook, Word, Excel)
• Excellent interpersonal and customer service skills
• Ability to effectively deal face to face with the public and establish and maintain positive working relationships
• Ability to handle changing priorities and work under pressure
• Excellent communication skills, both verbal and written
• Willingness to adjust work schedule to meet operational needs
• Strong organizational and multi-tasking skills
• Strong problem-solving and negotiating skills
• Ability to effectively work independentl and in a team environment
• Knowledge of Taxpayer Information (TI), Business Entities Tax System (BETS), Enterprise Tax System (ETS), Taxpayer Folder (TPF), and Case Management (CM)
• Experience in collecting past due accounts

Need to be able to work well under pressure, analyze documents thoroughly, explain applicable tax laws to taxpayers, and apply appropriate collection remedies to accounts.
Need to demonstrate a high degree of initiative, prudence, analytical ability, verbal as well as written communication skills, and be independent in decision making.
Consideration will be given to the applicant's preference and every effort will be made to match those requests. However, candidates may be placed into positions based ultimately on operational and business needs of the ARM Division.

Please Note: Anticipated start date for these positions will be April 1, 2027.
Interview will be conducted in person.

Positions are currently available in the following Bureaus:
Business Entity Collection
Personal Income Tax (PIT) Billing Compliance and Collection
Statewide Collection
Additional positions may become available in the following Bureau:
Special Programs
Additional positions may become available (RPA 2627-00730, 00757, 000738 & 00734)

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

Position Details

Job Code #:
JC-535807

Position #(s):
564-633-7505-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:
Hybrid

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".
We encourage you to apply regardless of whether you meet 100% of the skills below. Please highlight your knowledge, skills, and experience related to these desirable qualifications in your application package:

• Knowledge and experience in Personal Income Tax (PIT) and/or Business Entity (BE) tax laws and procedures
• Knowledge and proficiency in MS Office (MS Teams, Outlook, Word, Excel)
• Excellent interpersonal and customer service skills
• Ability to effectively deal face to face with the public and establish and maintain positive working relationships
• Ability to handle changing priorities and work under pressure
• Excellent communication skills, both verbal and written
• Willingness to adjust work schedule to meet operational needs
• Strong organizational and multi-tasking skills
• Strong problem-solving and negotiating skills
• Ability to effectively work independentl and in a team environment
• Knowledge of Taxpayer Information (TI), Business Entities Tax System (BETS), Enterprise Tax System (ETS), Taxpayer Folder (TPF), and Case Management (CM)
• Experience in collecting past due accounts

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:
FTB ARM Hiring Team
[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: 10/29/2026