Tax Technician: Filing & Compliance Specialist

State of California; California (MO); On-site; USD 40,000 - 56,000; Full time

Job summary

The Franchise Tax Board is seeking Tax Technician positions (Permanent Intermittent) to support the Filing Division in processing personal and business income tax returns and payments. The roles involve customer service, education, and collaboration to ensure accuracy and compliance.

Anticipated start date is February 2027. Positions are office-centered with potential for some remote work; extensive background checks and E-Verify are part of the hiring process.

Qualifications

• Excellent technical, analytical, organization, and time management skills
• Effective written and verbal communication skills
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Experience working in a contact center and handling customer service tasks

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
• 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 California regulatory requirements before allowing a tax professional access to clients' accounts
• Provide training and tools to staff

Job description

The Franchise Tax Board is seeking Tax Technician positions (Permanent Intermittent) to support the Filing Division in processing personal and business income tax returns and payments. The roles involve customer service, education, and collaboration to ensure accuracy and compliance.

Anticipated start date is February 2027. Positions are office-centered with potential for some remote work; extensive background checks and E-Verify are part of the hiring process.