Technical Close Out Desk - Appeals

California Franchise Tax Board; Sacramento (CA); On-site; USD 43,000 - 70,000; Full time

Job summary

California Franchise Tax Board in Sacramento seeks a Technical Close Out Desk - Appeals Analyst I to process Post Notice cases, analyze tax information, and compute interest and penalties under the Legal Division guidance. The role requires independent work, accuracy, and strong customer service.

Responsibilities include handling Post Notice transactions, answering inquiries, and applying May Department Store rulings where applicable.

Qualifications

• Experience with the appeal process and related systems.
• Knowledge of Integrated Nonfiler Compliance, BETS, Case Management, SWIFT.
• Ability to analyze Tax Information and perform transactions.
• Ability to compute tax interest and penalties.
• Strong organizational skills and attention to detail.

Responsibilities

• Analyze and process Post Notice cases and schedules.
• Field questions and provide input to customers about Post Notice issues.
• Compute claims, interest, and penalties on revised tax liabilities.
• Assist with fund transfers and re-computation of tax.
• Follow departmental policies and procedures.

Skills

Appeal process

INC/BETS

Tax computation

Data analysis

Attention to detail

MS Office

Communication

Customer service

Tools

SWIFT

Job description

Job Description And Duties

The salary ranges listed in this Job Control may not reflect reductions in pay in accordance with the 2025 Personal Leave Program. Please follow the link for more information regarding the 2025 Personal Leave program. http://hrmanual.calhr.ca.gov/Home/ManualItem/1/2113

Job Description And Duties

The salary ranges listed in this Job Control may not reflect reductions in pay in accordance with the 2025 Personal Leave Program. Please follow the link for more information regarding the 2025 Personal Leave program. http://hrmanual.calhr.ca.gov/Home/ManualItem/1/2113 Under supervision of the Administrator I of the Legal Administrative Proceedings Team, with functional guidance from the section's Analyst III, the incumbent works independently providing account analysis, transactions, and resolution support for the Legal Division by interpreting and applying personal income tax laws, regulations, and departmental procedures and policies. Incumbent performs various analytical tasks in support of the Legal Division Post Notice process. Responsibilities include analyzing and processing Post Notice cases and schedules, fielding questions, and providing input to customers regarding various Post Notice Issues. In addition, the incumbent computes claims and interest computations, including application of May Department Store rulings as appropriate, fund transfers and re‑computation of tax and penalties on Post Notice cases. Additional positions may become available (RPA 2627-00481). You will find additional information about the job in the Duty Statement

Position Details

Job Code #: JC-533181 Position #(s): 564-410-5157-XXX Working Title: Technical Close Out Desk - Appeals Classification: ANALYST I $3,861.00 - $4,839.00 A $4,181.00 - $5,233.00 B $5,014.00 - $6,276.00 C 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: Sacramento County Telework: In Office Job Type: Permanent, Full Time

Desirable Qualifications

In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate: All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to clearly demonstrate how you meet the Minimum Qualifications and Alternate Range Placement for the position on your State Application (STD Form 678). The application should also clearly demonstrate the candidate’s ability to meet the Desirable Qualifications identified in this job advertisement. The Classification Specification is located on this Job Announcement Posting under "Minimum Requirements".

• Knowledge of the Appeal process Knowledge of Integrated Nonfiler Compliance (INC),Taxpayer Folder(TPF), Case Management (CM) and Secure Web Internet File Transfer (SWIFT)
• Knowledge of Franchise Tax Board (FTB) Notice of Proposed (NPA) Claims Post Notice process
• Ability to analyze Tax Information (TI) & Business Entity Tax System (BETS) and perform necessary transactions
• Ability to compute Tax Interest and Penalties on revised tax liabilities
• Ability to analyze data and situations, draw sound conclusions, and take appropriate action
• Familiarity with FTB's policies, procedures, statutory and regulatory requirements generally and specifically related to the appeal process, such as jurisdictional issues
• Strong Inventory Management skills
• Strong organizational skills including the ability to multi-task, attention to detail and accuracy, and adjusting to changing priorities in an area with quick turnaround and time constraints
• Ability to work independently and cooperatively with others
• Proficiency in Microsoft Office (Word, Excel, Outlook, etc.) and Adobe Acrobat
• Enthusiastic and self-motivated
• Excellent judgment and decision making skills
• Excellent interpersonal skills
• Effective written and oral communication skills
• Excellent customer service skills to resolve customer issues effectively and efficiently

Contact Information

Human Resources Contact: Classification & Hiring Unit [phone] Hiring Unit Contact: Jamie Szeto [phone] [e-mail] Department Website: http://www.ftb.ca.gov EEO Contact: Reasonable Accommodation Unit [phone] [e-mail] 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. 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. Final Filing Date: 10/4/2026