State of California
Tax Technician, Permanent Intermittent Bilingual (Spanish)
State of California, Sacramento, California, United States, 95828
Only bilingual (fluent in Spanish) positions exist for this recruitment. Bilingual candidates must indicate their fluency on the front of the standard state application (STD 678) and resume.
If you enjoy working in a team environment where you can apply your customer service, critical thinking, and technical skills to help Franchise Tax Board fund critical statewide services like education and environment protection, then we have the perfect job opportunity for you!
The Filing Division provides citizens resources and services to enable the accurate filing of personal and business income tax returns and payments. We accomplish this by education and outreach, creating tax forms, and offering both self-service options and contact center services and processing. We also ensure taxpayer compliance through return and payment validation, noticing, and enforcement activities.
Tax Technicians in the Filing Division are a part of teams that:Help people file their tax returns and pay their taxes accurately and timely.Promote self-compliance through education and collaboration.Communicate with customers or their representatives through phone, chat, 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 CA 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.Please Note: Anticipated start date for these positions will be April 2025.
Positions are currently available in the following Bureaus:
Taxpayer Services Center Section (TSCS)Correspondence, Analysis, Support, and Education Section (CASES)
Additional positions may become available (Various RPAs).
Appointment may become full-time.
Please complete this optional survey letting us know how you heard about this position by clicking here.
You will find additional information about the job in the Duty Statement .
Working Conditions
This p osition is eligible for remote-working within California based on departmental guidelines and operational need. Once in-person training is complete, FTB has a minimum in-office requirement of two days per week for all positions including those that are eligible for telework.
Minimum Requirements
You will find the Minimum Requirements in the Class Specification.
TAX TECHNICIAN, FRANCHISE TAX BOARDAdditional Documents
Job Application Package ChecklistDuty Statement
Position Details
Job Code #:JC-455213
Position #(s):564-828-7505-XXX
Working Title:Tax Technician, Permanent Intermittent Bilingual (Spanish)
Classification:TAX TECHNICIAN, FRANCHISE TAX BOARD $3,454.00 - $4,327.00 A$3,900.00 - $4,885.00 B
# of Positions:Multiple
Work Location:Sacramento County
Telework:Hybrid
Job Type:Permanent Intermittent - 1500 Hours
Department InformationOur mission is to help taxpayers file timely and accurate tax returns and pay the correct amount to fund services important to Californians.
FTB fosters an environment of equity and inclusion for all, and we welcome everyone to be part of our diverse workforce.
Department Website: http://www.ftb.ca.gov
Special Requirements
The position(s) require(s) fluency in the Spanish language. If the State of California does not have a current record documenting your fluency in this language, you will be required to successfully pass an approved language fluency test prior to being hired.The position(s) require(s) a Background Investigation be cleared prior to being hired.
This business uses E-Verify in its hiring practices to achieve a lawful workforce. E-Verify is a web-based system that allows enrolled employers to confirm the eligibility of their employees to work in the United States. For more information about E-Verify, please go to www.dhs.gov/e-verify .
CALIFORNIA CODE OF REGULATIONS, TITLE 2, SECTION 172: All candidates for, appointees to, and employees in the state civil service shall possess the general qualifications of integrity, honesty, sobriety, dependability, industry, thoroughness, accuracy, good judgment, initiative, resourcefulness, courtesy, ability to work cooperatively with others, willingness and ability to assume the responsibilities and to conform to the conditions of work characteristic of the employment, and a state of health, consistent with the ability to perform the assigned duties of the class. Where the position requires the driving of an automobile, the employee must have a valid state driver's license, a good driving record and is expected to drive the car safely. The foregoing general qualifications shall be deemed to be a part of the personal characteristics of the minimum qualifications of each class specification and need not be specifically set forth therein.
**IMPORTANT NOTICE** As required by the department's rules of conduct, all employees of the Franchise Tax Board (FTB) must be in compliance with the California Revenue and Taxation Code. During the background investigation portion of the hiring process, FTB will review return information to verify California state income tax compliance. Any failure to comply with the California Revenue and Taxation Code may prevent you from being hired at FTB. You must verify your filing status by calling 1-800-852-5711 to resolve any potential tax compliance issues, prior to submitting your application and seeking employment with FTB. All applicants not currently employed with the Franchise Tax Board will be subject to a pre-employment background investigation. The investigation will consist of completion of a pre-employment questionnaire, fingerprinting, and an inquiry to the Department of Justice to disclose criminal records. We comply with the Americans with Disabilities Act. Persons with hearing or speech impairments, call TTY/TDD (800) 735-2929.
Application InstructionsCompleted 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: 11/18/2024Who May ApplyIndividuals 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.
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 ApplyComplete 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:
Franchise Tax BoardFranchise Tax BoardAttn: Classification & Hiring Unit - Olivia Bartholomew / FDHTP.O. Box 550
Sacramento , CA 95812-0550
Address for Drop-Off Application Packages
You may drop off your application and any applicable or required documents at:
Franchise Tax BoardFranchise Tax BoardClassification & Hiring Unit - O. Bartholomew / FDHT9646 Butterfield Way
Sacramento , CA 95827Drop off at Welcome Center in Main Lobby (may be non-operational on weekends and holidays)07:00 AM - 06:00 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 required and must be included.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.
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".
Excellent technical, analytical, organization, and time management skillsEffective written and oral communication skillsAbility to articulate responses clearly and with concisenessExcellent interpersonal, judgment, and decision-making skillsAbility to shift priorities and/or workloads in order to achieve program goalsExcellent customer service skills and the ability to resolve customer issues effectively and efficientlyStrong work ethic and enthusiasmAbility to work independently and on teamsKnowledge of tax laws, policies, and proceduresKnowledge of accounting and case management software and/or systemsAbility to use on-line research resourcesAbility to demonstrate strong initiative and self-motivationProficiency in Microsoft Office (Word, Excel, Outlook, etc.)Experience and success working in a fast paced environmentAbility to deal with difficult or irate customersExperience with debt collectionExperience working in a contact centerAbility to accept and utilize constructive feedbackBilingual - Fluent in Spanish
Benefits
Benefit information can be found on the CalHR website and the CalPERS website.
In addition, Franchise Tax Board offers the following:
Convenient transportation and commuting options include : Light Rail stop, bicycle lockers, free parking, and carpool/vanpool opportunities
Contact InformationThe Human Resources Contact is available to answer questions regarding the application process. The Hiring Unit Contact is available to answer questions regarding the position.Department Website: http://www.ftb.ca.govHuman Resources Contact:Classification & Hiring(916) 845-3608
Hiring Unit Contact:Olivia Bartholomew(916) 845-6343
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.EEO Contact:EEO Office(916) 845-2860
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.
ADDITIONAL APPLICATION INSTRUCTIONS
A complete application package must be received in the Classification & Hiring Unit or postmarked by the final filing date and must include:
Completed employment information on the STD. 678, including the "From" and "To" dates, "Hours Per Week," and "Duties Performed" fields for all jobs listed in the "Employment History" fields (resumes do not take the place of these fields on the STD. 678)All of the required documents listed in the "Required Application Package Documents" sectionThe position number and job control number in the job title line of the STD. 678, if submitting a paper application package (these numbers will auto-populate in the job title line of the STD. 678 if submitting an electronic application through your CalCareer Account)A signature, if submitting a paper application packageCandidates who do not follow all of the listed application instructions may be eliminated from the selection process. All submitted information will be screened and the most qualified candidates will be invited to an interview.
Electronic applications submitted through your CalCareer Account are highly recommended. If you are unable to apply electronically through your CalCareer account, please mail a completed and signed STD. 678 and application package to the mailing address provided above in the "Application Instructions" section.
Do not include full Social Security Number, method of eligibility, and LEAP information in your application package.
EXAMINATION INFORMATION
To apply for the Tax Technician position(s) as a list candidate, you must first take the online Tax Technician exam .
Equal Opportunity EmployerThe 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.
If you enjoy working in a team environment where you can apply your customer service, critical thinking, and technical skills to help Franchise Tax Board fund critical statewide services like education and environment protection, then we have the perfect job opportunity for you!
The Filing Division provides citizens resources and services to enable the accurate filing of personal and business income tax returns and payments. We accomplish this by education and outreach, creating tax forms, and offering both self-service options and contact center services and processing. We also ensure taxpayer compliance through return and payment validation, noticing, and enforcement activities.
Tax Technicians in the Filing Division are a part of teams that:Help people file their tax returns and pay their taxes accurately and timely.Promote self-compliance through education and collaboration.Communicate with customers or their representatives through phone, chat, 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 CA 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.Please Note: Anticipated start date for these positions will be April 2025.
Positions are currently available in the following Bureaus:
Taxpayer Services Center Section (TSCS)Correspondence, Analysis, Support, and Education Section (CASES)
Additional positions may become available (Various RPAs).
Appointment may become full-time.
Please complete this optional survey letting us know how you heard about this position by clicking here.
You will find additional information about the job in the Duty Statement .
Working Conditions
This p osition is eligible for remote-working within California based on departmental guidelines and operational need. Once in-person training is complete, FTB has a minimum in-office requirement of two days per week for all positions including those that are eligible for telework.
Minimum Requirements
You will find the Minimum Requirements in the Class Specification.
TAX TECHNICIAN, FRANCHISE TAX BOARDAdditional Documents
Job Application Package ChecklistDuty Statement
Position Details
Job Code #:JC-455213
Position #(s):564-828-7505-XXX
Working Title:Tax Technician, Permanent Intermittent Bilingual (Spanish)
Classification:TAX TECHNICIAN, FRANCHISE TAX BOARD $3,454.00 - $4,327.00 A$3,900.00 - $4,885.00 B
# of Positions:Multiple
Work Location:Sacramento County
Telework:Hybrid
Job Type:Permanent Intermittent - 1500 Hours
Department InformationOur mission is to help taxpayers file timely and accurate tax returns and pay the correct amount to fund services important to Californians.
FTB fosters an environment of equity and inclusion for all, and we welcome everyone to be part of our diverse workforce.
Department Website: http://www.ftb.ca.gov
Special Requirements
The position(s) require(s) fluency in the Spanish language. If the State of California does not have a current record documenting your fluency in this language, you will be required to successfully pass an approved language fluency test prior to being hired.The position(s) require(s) a Background Investigation be cleared prior to being hired.
This business uses E-Verify in its hiring practices to achieve a lawful workforce. E-Verify is a web-based system that allows enrolled employers to confirm the eligibility of their employees to work in the United States. For more information about E-Verify, please go to www.dhs.gov/e-verify .
CALIFORNIA CODE OF REGULATIONS, TITLE 2, SECTION 172: All candidates for, appointees to, and employees in the state civil service shall possess the general qualifications of integrity, honesty, sobriety, dependability, industry, thoroughness, accuracy, good judgment, initiative, resourcefulness, courtesy, ability to work cooperatively with others, willingness and ability to assume the responsibilities and to conform to the conditions of work characteristic of the employment, and a state of health, consistent with the ability to perform the assigned duties of the class. Where the position requires the driving of an automobile, the employee must have a valid state driver's license, a good driving record and is expected to drive the car safely. The foregoing general qualifications shall be deemed to be a part of the personal characteristics of the minimum qualifications of each class specification and need not be specifically set forth therein.
**IMPORTANT NOTICE** As required by the department's rules of conduct, all employees of the Franchise Tax Board (FTB) must be in compliance with the California Revenue and Taxation Code. During the background investigation portion of the hiring process, FTB will review return information to verify California state income tax compliance. Any failure to comply with the California Revenue and Taxation Code may prevent you from being hired at FTB. You must verify your filing status by calling 1-800-852-5711 to resolve any potential tax compliance issues, prior to submitting your application and seeking employment with FTB. All applicants not currently employed with the Franchise Tax Board will be subject to a pre-employment background investigation. The investigation will consist of completion of a pre-employment questionnaire, fingerprinting, and an inquiry to the Department of Justice to disclose criminal records. We comply with the Americans with Disabilities Act. Persons with hearing or speech impairments, call TTY/TDD (800) 735-2929.
Application InstructionsCompleted 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: 11/18/2024Who May ApplyIndividuals 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.
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 ApplyComplete 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:
Franchise Tax BoardFranchise Tax BoardAttn: Classification & Hiring Unit - Olivia Bartholomew / FDHTP.O. Box 550
Sacramento , CA 95812-0550
Address for Drop-Off Application Packages
You may drop off your application and any applicable or required documents at:
Franchise Tax BoardFranchise Tax BoardClassification & Hiring Unit - O. Bartholomew / FDHT9646 Butterfield Way
Sacramento , CA 95827Drop off at Welcome Center in Main Lobby (may be non-operational on weekends and holidays)07:00 AM - 06:00 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 required and must be included.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.
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".
Excellent technical, analytical, organization, and time management skillsEffective written and oral communication skillsAbility to articulate responses clearly and with concisenessExcellent interpersonal, judgment, and decision-making skillsAbility to shift priorities and/or workloads in order to achieve program goalsExcellent customer service skills and the ability to resolve customer issues effectively and efficientlyStrong work ethic and enthusiasmAbility to work independently and on teamsKnowledge of tax laws, policies, and proceduresKnowledge of accounting and case management software and/or systemsAbility to use on-line research resourcesAbility to demonstrate strong initiative and self-motivationProficiency in Microsoft Office (Word, Excel, Outlook, etc.)Experience and success working in a fast paced environmentAbility to deal with difficult or irate customersExperience with debt collectionExperience working in a contact centerAbility to accept and utilize constructive feedbackBilingual - Fluent in Spanish
Benefits
Benefit information can be found on the CalHR website and the CalPERS website.
In addition, Franchise Tax Board offers the following:
Convenient transportation and commuting options include : Light Rail stop, bicycle lockers, free parking, and carpool/vanpool opportunities
Contact InformationThe Human Resources Contact is available to answer questions regarding the application process. The Hiring Unit Contact is available to answer questions regarding the position.Department Website: http://www.ftb.ca.govHuman Resources Contact:Classification & Hiring(916) 845-3608
Hiring Unit Contact:Olivia Bartholomew(916) 845-6343
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.EEO Contact:EEO Office(916) 845-2860
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.
ADDITIONAL APPLICATION INSTRUCTIONS
A complete application package must be received in the Classification & Hiring Unit or postmarked by the final filing date and must include:
Completed employment information on the STD. 678, including the "From" and "To" dates, "Hours Per Week," and "Duties Performed" fields for all jobs listed in the "Employment History" fields (resumes do not take the place of these fields on the STD. 678)All of the required documents listed in the "Required Application Package Documents" sectionThe position number and job control number in the job title line of the STD. 678, if submitting a paper application package (these numbers will auto-populate in the job title line of the STD. 678 if submitting an electronic application through your CalCareer Account)A signature, if submitting a paper application packageCandidates who do not follow all of the listed application instructions may be eliminated from the selection process. All submitted information will be screened and the most qualified candidates will be invited to an interview.
Electronic applications submitted through your CalCareer Account are highly recommended. If you are unable to apply electronically through your CalCareer account, please mail a completed and signed STD. 678 and application package to the mailing address provided above in the "Application Instructions" section.
Do not include full Social Security Number, method of eligibility, and LEAP information in your application package.
EXAMINATION INFORMATION
To apply for the Tax Technician position(s) as a list candidate, you must first take the online Tax Technician exam .
Equal Opportunity EmployerThe 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.