Tax Technician - State Tax Compliance & Customer Support

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

Job summary

California Franchise Tax Board in Sacramento is seeking a Tax Technician to join the Filing Division. The role supports accurate filing of personal and business income tax returns and payments through education, outreach, forms, self-service options, and contact center services.

The position emphasizes customer service, analytical skills, and knowledge of tax laws; starts February 2027 and offers in-office telework with a permanent, full-time schedule.

Qualifications

• Excellent technical, analytical, organization, and time management skills
• Effective written and oral communication skills
• Excellent interpersonal, judgment, and decision-making skills
• Ability to shift priorities and/or workloads in order to achieve program goals
• Excellent customer service skills and the ability to resolve customer issues effectively and efficiently
• Strong work ethic and enthusiasm
• Ability to work independently and on teams
• Knowledge of tax laws, policies, and procedures
• Knowledge of accounting and case management software and/or systems
• Ability to use on-line research resources
• Ability to demonstrate strong initiative and self-motivation
• Proficiency in Microsoft Office (Word, Excel, Outlook, etc.)
• Experience and success working in a fast paced environment
• Ability to deal with difficult or irate customers
• Experience with debt collection
• Experience working in a contact center
• Ability to accept and utilize constructive feedback

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 contact center technology and best-practice methodologies
• Detect and prevent refund fraud and identity theft
• Verify regulatory requirements are met before allowing access to client accounts
• Provide training and tools to staff
• Create a work culture that values employees and their contributions

Job description

California Franchise Tax Board in Sacramento is seeking a Tax Technician to join the Filing Division. The role supports accurate filing of personal and business income tax returns and payments through education, outreach, forms, self-service options, and contact center services.

The position emphasizes customer service, analytical skills, and knowledge of tax laws; starts February 2027 and offers in-office telework with a permanent, full-time schedule.