TAX TECHNICIAN II, BOARD OF EQUALIZATION

State of California; Sacramento (CA); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Join a forward-thinking government agency dedicated to improving the lives of Californians. This role as a Tax Technician II offers a unique opportunity to engage in meaningful work that directly impacts your community. You will be responsible for assisting taxpayers with their inquiries and ensuring compliance with tax regulations. The position promises a stable income, generous benefits, and a supportive work environment that values diversity and career development. If you are looking for a fulfilling career with opportunities for growth, this is the perfect chance to make a difference.

Benefits

Paid Holidays

Work-Life Balance

Career Development Programs

Stable Benefits

Nearby Parking

Public Transportation Access

Qualifications

• Knowledge of tax processes and customer service skills.
• Ability to utilize agency software for tax-related inquiries.

Responsibilities

• Assist taxpayers with registration and renewals over the phone.
• Perform account maintenance and respond to inquiries.

Skills

Customer Service

Tax Knowledge

Communication Skills

Education

High School Diploma

Associate's Degree

Tools

Microsoft Office

Agency Software System

Job description

CA Department of Tax and Fee Administration

JC-476975 -

JC-476975 - Tax Technician
TAX TECHNICIAN II, BOARD OF EQUALIZATION

Final Filing Date: 5/21/2025

Application Methods: Electronic (Using your CalCareer Account) By Mail Drop-off

All applicants will be considered, however SROA/Surplus candidates will be given priority.

Are you interested in making life better for Californians? Are you looking for a career and not just a job? Do you want to create a meaningful impact in your community? If you answered yes to any of these questions, then the California Department of Tax and Fee Administration (CDTFA) has a career opportunity waiting for you! California not only needs you, it wants you as part of the growing workforce. New employees, new ideas, and new creative perspectives are needed in all areas at the CDTFA. We value staff and are dedicated to employee career development. Our agency supports the development of staff by offering training to flourish in their position and programs to promote and explore upward mobility. To learn more about us, please see CDTFA Gateway to NewOpportunities video

This position shall consider Tax Technician II or Tax Technician I. Find additional information about the job in the Duty Statement below.

The California Department of Tax and Fee Administration (CDTFA) is seeking ambitious and driven individuals to join us. We offer fulfilling careers and provide a reliable income, stable benefits, work-life balance, paid holidays, and advancement opportunities. CDTFA offers a Career Center that aids with resumes, mock interviews, interview tips and tricks, and other job opportunities within CDTFA and other state agencies.

We are committed to expanding the capabilities of our team members through hands-on training, classroom training, and our upward mobility program. We foster a community where diverse individuals work together to serve our taxpayers and make California a better place to live and grow.

The Tax Technician II will perform the more complex technical duties, such as:

• Obtaining and utilizing knowledge of the registration, return review, accounts receivable, and delinquency control process.
• Performing registration and renewals.
• Performing tax return, tax payment, account maintenance, and permit and license close out assistance to taxpayers over the phone and utilizing the agency’s software system.
• Utilizing desk reference manuals, official publications, and other resources when responding to inquiries.
• Perform all other job-related duties, as required.

The Tax Technician I will perform the less difficult and complex technical duties, such as:

• Obtaining and utilizing knowledge of the registration, return review, accounts receivable, and delinquency control process.
• Responding to incoming telephone calls from the agency’s Customer Service Center telephone system and registers taxpayers under various tax programs.
• Contacting licensees and taxpayers regarding agency policy and procedures.
• Performing all other job-related duties, as required.

This recruitment has been posted for more vacancies than currently exist as it may be used to fill additional identical vacancies which occur within 180 days of the closing date of this bulletin.

Under Government Code 14200, this position may be eligible for partialtelework for eligible candidates residing in California.

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

Working Conditions

• Standard office environment.
• Requires being in a stationary position, consistent with office work, for extended periods of time.
• Daily use of a personal computer, office equipment, and/or telephone.
• Depending on your work location, you may be working in a high-rise building.
• Telework is partially available.

Minimum Requirements

You will find the Minimum Requirements in the Class Specification.

• TAX TECHNICIAN II, BOARD OF EQUALIZATION
• TAX TECHNICIAN I, BOARD OF EQUALIZATION

TAX TECHNICIAN II, BOARD OF EQUALIZATION $3,805.00 - $4,769.00

Shall Consider:

TAX TECHNICIAN I, BOARD OF EQUALIZATION

$3,379.00 - $4,230.00A

$3,633.00 - $4,541.00B

# of Positions:

Multiple

Work Location:

Telework:

Hybrid

Job Type:

Permanent, Full Time

Department Information

California not only needs you; it wants you as part of the growing workforce. The California Department of Tax and Fee Administration (CDTFA) makes life better for Californians by fairly and efficiently collecting the revenue that supports our essential public services, with CDTFA administered programs accounting for over 25 percent of all state revenue. Tax programs administered by the CDTFA are concentrated in two general areas – sales and use tax, and special taxes and fees. New employees, new ideas, and new creative perspectives are needed in all areas at CDTFA. CDTFA offers employees reliable income, stable benefits, work-life balance, paid holidays, advancement opportunities, and the personal fulfillment of knowing that your work is personally impacting the lives of others.

• This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.; for more information about E-Verify, please go to www.dhs.gov/e-verify
• Position requires employee to be fingerprinted and successfully pass a background investigation.

Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application.

Final Filing Date:

Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application.

Final Filing Date: 5/21/2025

Who May Apply

Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Individuals who are eligible for a Training and Development assignment may also be considered for this position(s).

Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s).

How To Apply

Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at www.CalCareers.ca.gov. When submitting your application in hard copy, a completed copy of the Application Package listing must be included.If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below:

Address for Mailing Application Packages

You may submit your application and any applicable or required documents to:

CA Department of Tax and Fee Administration Talent Acquisition Section Attn: Certification Section - JC-476975 651 Bannon Street, Suite 100 MIC: 00 Sacramento , CA 95811

Address for Drop-Off Application Packages

You may drop off your application and any applicable or required documents at:

CA Department of Tax and Fee Administration Human Resources Bureau (Drop Off) NORTHEAST TOWER 1ST FLOOR 651 Bannon Street Sacramento , CA 95811 Monday - Friday (Excluding Holidays) 08:00 AM - 04:00 PM

Required Application Package Documents

The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job:

• Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at www.CalCareers.ca.gov.All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position.
• Resume is optional. It may be included, but is not required.
• Other - A completed Supplemental Questionnaire (SQ) must be submitted with your STD. 678 in order to be considered for this position. Please see the Supplemental Questionnaire Requirement section of this job posting for additional information.
  

Application Instructions

Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application.

Final Filing Date: 5/21/2025

Who May Apply

Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Individuals who are eligible for a Training and Development assignment may also be considered for this position(s).

Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s).

How To Apply

Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at www.CalCareers.ca.gov. When submitting your application in hard copy, a completed copy of the Application Package listing must be included.If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below:

Address for Mailing Application Packages

You may submit your application and any applicable or required documents to:

CA Department of Tax and Fee Administration Talent Acquisition Section Attn: Certification Section - JC-476975 651 Bannon Street, Suite 100 MIC: 00 Sacramento , CA 95811

Address for Drop-Off Application Packages

You may drop off your application and any applicable or required documents at:

CA Department of Tax and Fee Administration Human Resources Bureau (Drop Off) NORTHEAST TOWER 1ST FLOOR 651 Bannon Street Sacramento , CA 95811 Monday - Friday (Excluding Holidays) 08:00 AM - 04:00 PM

Required Application Package Documents

The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job:

• Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at www.CalCareers.ca.gov.All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position.
• Resume is optional. It may be included, but is not required.
• Other - A completed Supplemental Questionnaire (SQ) must be submitted with your STD. 678 in order to be considered for this position. Please see the Supplemental Questionnaire Requirement section of this job posting for additional information.
  

Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting.

CDTFA appreciates and proudly celebrates diversity with an emphasis of an inclusive atmosphere in all levels of the organization. CDTFA is a participant in The Government Alliance on Race and Equity (GARE) Capitol Cohort to advance racial equality and advance opportunities for all in California. Employees of different races, ethnicities, genders, ages, religions, disabilities, gender orientations and personal experiences are welcomed to contribute to the success of CDTFA.

The CDTFA was presented with the Large State Employer of the Year Award for 2018 from The Association of California State Employees with Disabilities (ACSED); showcasing CDTFA’s support of employment, promotion, and fair treatment of persons with disabilities.

CDTFA values its staff and is dedicated to employee career development. Our agency supports the development of staff by offering training to flourish in their position and programs to promote and explore upward mobility.

Working for the State offers great opportunities, generous benefits, and career development. In addition, you can look forward to:

• Nearby (third-party) parking.
• Convenient to public transportation.
• Pay Differential 186 – Additional compensation each month for public contact through the taxpayer counter.

CDTFA appreciates and proudly celebrates diversity with an emphasis of an inclusive atmosphere in all levels of the organization. CDTFA is a participant in The Government Alliance on Race and Equity (GARE) Capitol Cohort to advance racial equality and advance opportunities for all in California. Employees of different races, ethnicities, genders, ages, religions, disabilities, gender orientations and personal experiences are welcomed to contribute to the success of CDTFA.

The CDTFA was presented with the Large State Employer of the Year Award for 2018 from The Association of California State Employees with Disabilities (ACSED); showcasing CDTFA’s support of employment, promotion, and fair treatment of persons with disabilities.

CDTFA values its staff and is dedicated to employee career development. Our agency supports the development of staff by offering training to flourish in their position and programs to promote and explore upward mobility.

Working for the State offers great opportunities, generous benefits, and career development. In addition, you can look forward to:

• Nearby (third-party) parking.
• Convenient to public transportation.
• Pay Differential 186 – Additional compensation each month for public contact through the taxpayer counter.

For more information about the outstanding benefits offered to State Employees https://www.calhr.ca.gov/employees/Pages/salary-and-benefits.aspx

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

Contact Information

The Hiring Unit Contact is available to answer questions regarding the position or application process.

Department Website: http://www.cdtfa.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.

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.

Applicants must include a Supplemental Questionnaire (SQ) for this recruitment. Applications without an SQ or include an SQ that does not directly answer all the items below will not be considered. Resumes do not take the place of the SQ.

SQ Requirements:

• Name on SQ.
• Job Control number on SQ.
• SQ must be no more than onepagein length.

Must include the question and response.

Respond directly to the following SQ question(s):

Please tell us about any experience, training and education that you believe would be beneficial in working as a Tax Technician II/I.

You must provide specific information in your response(s) which demonstrates how your knowledge, skills, and training meet the needs of this position.

Additional Instructions for Applicants

Using the online application system as specified in the announcement is the preferred method of applying for civil service job opportunities; however, applicants may instead apply by way of U.S. mail, parcel delivery or courier service, or in person, as set forth in this announcement.

Paper applications must include a signature. Dates printed on envelopes by mobile barcodes or equivalent mobile print technology are not acceptable proof of the date the application and any other required documents or materials were filed.

A completed state application (STD. 678) and any documents list under “Required Application Documents” must be submitted with your application package. Applicants who are relying on additional documentation (e.g. transcripts, copy of degrees, certifications, licenses, etc.) in order to prove that they meet the minimum qualifications listed in the Classification Specification (located on the right under “Additional Documentation) must submit those documents with their application package. Failure to submit these documents may result in your application being disqualified. Applications must include a description of the duties performed for each position held; reference to a resume in place of a description of the duties performed will not be accepted.

Applicants must state their basis of eligibility (List Eligibility, Lateral Transfer, Reinstatement, T&D, or Surplus/SROA), and the Job Control (JC) number and/or position number in the “Examination(s) or Job Title(s), For Which You Are Applying” section on the STD. 678. Surplus/SROA candidates should submit a copy of their letter with their application . Please remove any confidential information (i.e. social security number, date of birth, etc.) as well as any information regarding your LEAP eligibility and/or exam scores from your documents prior to submission.

Here is the link to the Tax Technician II examination bulletin.

Here is the link to the Tax Technician I examination bulletin.

For all other questions regarding your CalCareer account, please contact CalHR’s CalCareers Unit at [phone] or [e-mail] .

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.