TAX TECHNICIAN III, BOARD OF EQUALIZATION

California Department of Tax and Fee Administration; California; On-site; USD 47,000 - 59,000; Full time

Job summary

The California Department of Tax and Fee Administration (CDTFA) is seeking a Tax Technician III - Escrow in Santa Ana, CA. This in-office permanent, full-time role supports escrow accounts, processing clearance requests, data evaluation, and taxpayer assistance. Some travel and additional compensation through Pay Differential 186 apply.

Applicants should be prepared for fingerprinting, background checks, and potential overnight travel. Final filing date is 11/18/2026.

Responsibilities

• Serve as an experienced resource and perform the full range of escrow duties under the supervision of the BTA I.
• Process escrow clearance requests, evaluate data, obtain additional data, and advise taxpayers and professionals.
• Prepare demands, withholds, and/or releases as required for escrow accounts.
• Travel up to 5% of the time for training purposes.
• Position may include Pay Differential 186 and duties at taxpayer counter services (registration, escrow, cashier, account maintenance, and filing returns).

Job description

Equal Opportunity Employer

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.

Position Details

• Job Code #: JC-537697
• Position #(s): 291-553-1975-006
• Working Title: Tax Technician III - Escrow
• Classification: TAX TECHNICIAN III, BOARD OF EQUALIZATION
• Salary Range: $4,246.00 - $5,319.00
• Minimum Salary for New Hire: 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: Orange County
• Telework: In Office
• 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 about twenty-three 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.

To take a look at CDTFA as a destination employer please click the link ( https://www.youtube.com/watch?v=D3a7w_igqDU

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

Job Description And Duties

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 New Opportunities video

Position is located in Santa Ana, CA.

Under the general direction of the Business Taxes Administrator (BTA) I, the Tax Technician (TT) III serves as an experienced resource and performs the full range of escrow duties. The incumbent is responsible for ensuring the field office escrow accounts and clearances are handled in a timely manner. This includes, but is not limited to, processing escrow clearance requests, evaluating available data, obtaining additional data, advising taxpayers and other professionals, and preparing demands, withholds, and/or releases. In some cases, workload may be based on job assignment or other duties. Travel may be required up to five percent (5%) of the time for training purposes.

This position is designated to receive additional compensation each month per Pay Differential 186, which will require the team members to perform taxpayer counter services at least fifty percent (50%) of the time. This includes assisting taxpayers with registration, escrow services, cashier services, account maintenance, and filing returns over the phone, online, or in person, and assisting taxpayers on calls received through the Customer Service Center/800 Number, Collection Split Line.

Candidate must be able to perform the following essential job functions with or without reasonable accommodation.

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Under Government Code 14200, this position may be eligible for partial telework for eligible candidates residing in California. All telework/hybrid schedules require staff to report to the office a minimum number of days per week. Schedules are subject to change.

Currently, per the California Budget Act of 2025, all California Department of Tax and Fee Administration salaries are subject to the provisions of the State of California's Personal Leave Program.

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.

This is the link to the exam bulletin for the TAX TECHNICIAN III

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

Special Requirements

• 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.
• Position may require overnight travel for up to five consecutive nights to meet training requirements.

Final Filing Date: 11/18/2026

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).

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.