Tax Technician - Filing & Customer Support Specialist

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

Job summary

California Franchise Tax Board is seeking a Tax Technician (Permanent Intermittent) in Sacramento County to support the Filing Division in ensuring accurate filing of personal and business income tax returns and payments. The role emphasizes education, outreach, and customer service through phone and written correspondence.

Join a team that uses modern contact center technology and strives for high-quality services while complying with California regulatory requirements and maintaining strong

Qualifications

• Excellent analytical, organizational, and time management skills.
• Strong written and verbal communication abilities.
• Solid interpersonal judgment and decision-making capabilities.
• Ability to shift priorities to achieve program goals.
• Excellent customer service and issue-resolution skills.
• Strong work ethic and enthusiasm.
• Ability to work independently and in teams.
• Knowledge of tax laws, policies, and procedures.
• Familiarity with accounting and case management software and/or systems.
• Ability to use online research resources.
• Demonstrates initiative and self-motivation.
• Proficiency in MS Office (Word, Excel, Outlook, etc.)

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 cutting edge contact center technology and best-practice methodologies
• Detect and prevent refund fraud and identity theft
• Verify California 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

Skills

Excellent communication skills

Customer service

Critical thinking

Teamwork

Time management

Knowledge of tax laws

Accounting software

Proficiency in MS Office

Online research

Self-motivation

Experience in contact center

Tools

Microsoft Office

Job description

California Franchise Tax Board is seeking a Tax Technician (Permanent Intermittent) in Sacramento County to support the Filing Division in ensuring accurate filing of personal and business income tax returns and payments. The role emphasizes education, outreach, and customer service through phone and written correspondence.

Join a team that uses modern contact center technology and strives for high-quality services while complying with California regulatory requirements and maintaining strong