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Salary: $5,079.00 - $6,127.00
Posted: 04/22/2013

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.

Under the direction of the Administrator II, Personnel Management Unit, the incumbent serves as the unit’s subject-matter expert regarding the department’s progressive disciplinary and medical programs. The incumbent is also the leadperson to the unit’s less-experienced analysts, training, mentoring and conducting peer review of actions to provide constructive feedback and guidance. Independently performs the most complex and/or sensitive assignments within the department’s Human Resources Bureau involving progressive discipline or medical issues; serves as project lead for various bureau-wide HR projects having enterprise-wide impact. Develops, conducts and implements the mandated progressive discipline and performance appraisal training for Supervisors and Managers; conducts Skelly Hearing Officer training for department hearing officers; key liaison with FTB management and Legal staff on sensitive disciplinary issues. Serves as the department’s medical expert relative to ADA, FEHA, FMLA, fitness for duty evaluations and disability retirement matters that may involve sensitive personnel issues, and is the key FTB liaison with external entities on such matters. If you are interested in joining the FTB Team – we encourage you to apply! The department also provides onsite childcare services and free parking.


  • Prior leadperson experience in a similar setting
  • Ability to make sound recommendations, decisions and come up with alternatives when feasible
  • Experience in writing a variety of disciplinary actions including variations of complexity
  • Creativity and willingness to work in a dynamic and fast-paced environment
  • Ability to handle multiple issues at any given time, as well as deal with often-changing and sometimes heavy workloads

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) may 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.

Interested applicants must submit ALL of the following documents:

In order to be considered for this position, interested candidates must submit a supplemental application. Your response must be no more than two type-written pages in length, using 12-point Arial font, 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 questions:

  • Describe your knowledge of/involvement with the performance management and progressive discipline process.
  • Describe one of your accomplishments which you feel has required the greatest amount of effort with regard to planning/organization. Include how you achieved this accomplishment, and how you assessed its effectiveness.
  • For each question, include the following:
    • Employer(s) name
    • Your position/title(s)
    • How long you held the position(s)
    • A supervisor’s name who can verify the information

*A completed application includes the position title, position number and contact person’s name in the job title line. Candidates who do not submit all of the required documents (incomplete application 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: Afton Ybarra at M/S A-164. Candidates not currently employed by the Franchise Tax Board must send their application package to the address shown below.

RPA #1213-0457

Additional Information:

Working Title Position Number
Lead Analyst & Project Specialist – Discipline & Medical 564 - 186 - 4800 - 002
Location County
Personnel Management Unit SACRAMENTO
Timebase Tenure
Full Time Permanent   month(s)
Final Filing Date: Department Link:
Contact Unit/Address Contact Name/Phone
Exam Unit
P.O. Box 550
Sacramento, CA 95812-0550
Afton Ybarra
(916) 845-7796

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.