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FRANCHISE TAX BOARD

Title:  COMPLIANCE REPRESENTATIVE, FRANCHISE TAX BOARD
Salary: $3,106.00 - $4,670.00
Posted: 01/23/2013

Job Description:
**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.

JOB DESCRIPTION :
We have the following opportunities to join the ARM Division’s teams:

Personal Income Tax (PIT) Account Resolution and Recovery Team (ARRT), Statewide Collection Bureau:
Under the close supervision of an Administrator I, the Compliance Representative (CR) responds to telephone calls and correspondence from debtors with discharged accounts. The CR utilizes in-depth account and system analysis, validates the account for correctness of balance and demographics, explains assessments, initiates account adjustments, responds to requests for lien payoff demands and evaluates financial statements to recommend installment agreements. Additionally, the CR processes accounts and initiates collection activities using both reactive and proactive means to collect payment in full and/or encourage compliance. The CR processes account work lists as well as other collection related activities.

Personal Income Tax (PIT) Manual Process (MP), Statewide Collection Bureau:
Under the close supervision of an Administrator I, the Compliance Representative (CR) resolves personal income tax accounts by responding to and initiating contacts with debtors and their representatives. The CR maintains an inventory of collection cases and utilizes available resources to obtain contact and asset information to secure payment in full. The CR applies their analyzing skills to determine the appropriate decision is made with each action and collection case. The CR reviews cases for account correctness, explains assessments and or filing requirements, gathers information and initiates legal actions.

Personal Income Tax (PIT) Private Debt Collection (PDC,) Statewide Collection Bureau:
Under the general supervision of an Administrator I, the Compliance Representative (CR) responds to taxpayer and/or vendor telephone calls and/or correspondence on contract collection accounts. The Bilingual Compliance Representative (CR) responds to taxpayer and/or vendor telephone calls and/or correspondence on contract collection accounts in Spanish and English. The CR also participates as a team member in the group and in the issue resolution process with peers and others to identify and resolve work related issues.

Personal Income Tax (PIT) Luxury Vehicle Discovery Team (LVDT), Special Programs Bureau:
Under the close direction of the Administrator I, the Compliance Representative (CR) will be responsible for performing a variety of tasks relating to the collection of Personal Income Tax (PIT) accounts. This pilot will utilize information received from DMV, and existing resources, to resolve outstanding collection accounts. The collector will have the opportunity to utilize skip-tracing methods to locate assets for possible involuntary collection actions. The CR may be responsible for identifying and assessing tax for those cases where returns were not filed yet a filing requirement exists. The CR will be responsible for both inbound and outbound phone calls relating to notices initiated by the Discovery Team. Additionally, the CR will be asked to provide input on the effectiveness of strategies using the DMV luxury vehicle information.

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES :

DESIRABLE EXPERIENCE/QUALIFICATIONS :
  • Knowledge of Personal Income Tax (PIT) laws, policies and procedures
  • Knowledge of FTB systems such as TI, ARCS, DMV and INC
  • Ability to exercise good judgment and tact
  • Ability to shift priorities and workloads in an effort to meet program goals
  • Proficiency in MS Office (Word, Excel, PowerPoint and Outlook)
  • Exercises patience and uses creativity
  • Strong work ethic
  • Excellent interpersonal skills
  • Strong organizational skills and ability to handle multiple tasks
  • Experience in collections
  • Support FTB’s Mission and Values objectives
  • Bilingual: Fluent in Spanish

WHO MAY APPLY :
Current state employees with status in the above classification or lateral transfers from an equivalent class, former state employees who can reinstate into this class or persons who are reachable on a current employment list for this classification. A training and development assignment (T & D) will also be considered. All appointments are subject to SROA/Surplus hiring provisions. Surplus candidates must submit an application packet as outlined in this bulletin with a copy of their surplus status letter in order to be considered.

HOW TO APPLY :
Interested applicants must submit a package containing ALL of the following items:

  • Completed Standard State Application (STD 678)
  • Resume
  • Legible copies of all transcripts that qualify you for the interview
  • List of your last three supervisors with their phone numbers
  • Supplemental Application

SUPPLEMENTAL APPLICATION :
In order to be considered for this position, interested candidates must submit a supplemental application. Your response must be one page, using 12-point font, (either Arial or Times New Roman) 1-inch standard margins and include your first and last name in the upper right-hand corner of each page. Respond to the following supplemental statement:

  • Provide a specific example of how you have worked with peers and others to identify and resolve work related issues.
    • What was the situation?
    • What did you do?
    • What was the outcome?

APPLICATIONS MUST INCLUDE THE POSITION NUMBER AND CONTACT PERSON’S NAME IN ORDER TO BE CONSIDERED FOR THIS POSITION. Candidates who submit incomplete packages will be eliminated from the selection process. All submitted information will be screened and the most qualified candidates will be invited to an interview. FTB EMPLOYEES MUST HAND DELIVER OR ROUTE TO: Renee Meuser or Katie Donahue at M/S A-243. Interviews for this position may be conducted jointly with other program areas. Candidates not currently employed by the Franchise Tax Board must send their application package to the address shown below. Multiple positions exist for this vacancy.

RPA #'s 1213-0064 to 1213-0081, and 1213-0087

Additional Information:

Working Title Position Number
Collector 564 - 642 - 8619 - 001
Location County
Accounts Receivable Management Division SACRAMENTO
Timebase Tenure
Full Time Permanent   month(s)
Final Filing Date: Department Link:
02/04/2013 http://www.ftb.ca.gov
Contact Unit/Address Contact Name/Phone
Exam Unit
P.O. Box 550
Sacramento, CA 95812-0550
Katie Donahue / Leah Rodriguez
(916)845-5793 / (916)845-4826


Special Requirements:
Background Check Required

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Notice: If you are not a current or former State employee, you must first take an examination to obtain list eligibility. This does not apply to Student Assistant vacancies. Learn all about it.

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.