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FRANCHISE TAX BOARD

Title:  COMPLIANCE REPRESENTATIVE, FRANCHISE TAX BOARD
Salary: $3,106.00 - $4,670.00
Posted: 04/24/2013

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 :
Under the general supervision of an Administrator I, the Compliance Representative (CR) resolves delinquent personal or business income tax accounts; non-tax debt accounts, respond to telephone calls and correspondence from debtors and utilize in-depth account and system analysis; validate accounts for accurate balance and demographics, explain assessments, initiate account adjustments, respond to requests for lien payoff demands and evaluate financial statements to determine ability to pay or installment agreement eligibility. Maintain an inventory of collection accounts, proactively work collection accounts by locating and contacting debtors, business entities, and third parties via telephone or in the field to secure payment in full. Activities include gathering assets and other collection information, utilizing skip-tracing tools and skillful negotiation to obtain timely resolutions, Initiate involuntary collection activities and/or field actions to collect payment in full and/or obtain compliance, Educate taxpayers to prevent future delinquencies and non-compliance. Assist the public in person with collection, non-collection PIT, BE cases, and non-tax cases. Act in a lead capacity for a group of Tax Technicians, assist in the training and development of staff, team lead and technical advisor, review work performed by team for quality and accuracy.

Positions are currently available in the following Bureaus:
  • Business Entities Collection
  • Statewide Collection
  • Field and Complex Account Collection
  • PIT Billing, Compliance and Collection

Additional positions may be available in the following Bureau(s):
  • Division Support
  • Special Programs

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES :

DESIRABLE EXPERIENCE/QUALIFICATIONS :
  • Knowledge of Personal Income Tax (PIT) and/or Business Entity (BE) laws, policies and procedures
  • Knowledge of FTB systems such as TI, BETS, ARCS, DMV, INC, BOE, SOS, DVR, COD, and Lexis Nexis
  • 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
  • Excellent customer service 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. To apply for this job opportunity as a list candidate, you must first take the online Compliance Representative Exam. 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.

HOW TO APPLY :
Interested applicants must submit ALL of the following documents:

SUPPLEMENTAL APPLICATION :
To be considered for this position, candidates must submit a supplemental application. Your response must be no more than one typed-written page in length, using 12-point Arial font, 1-inch standard margins and include your first and last name in the upper right-hand corner. Respond to the following supplemental statement:

  • Provide a specific example of how you have exemplified good communication skills with peers and others to resolve work-related issues.
    • What was the situation?
    • What did you do?
    • What was the outcome?

*A completed application includes the position title, position number and contact person’s name in the job title line, and must be signed. 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: Tania Hess/Leah Rodriguez at M/S A-243. Candidates not currently employed by the Franchise Tax Board must send their application package to the address shown below. Multiple positions may exist for this vacancy.

RPA #1213-0416 through 0422

Additional Information:

Working Title Position Number
Compliance Representative 564 - 620 - 8619 - 002
Location County
Accounts Receivable Management Division, Various SACRAMENTO
Timebase Tenure
Full Time Permanent   month(s)
Final Filing Date: Department Link:
05/06/2013 http://www.ftb.ca.gov
Contact Unit/Address Contact Name/Phone
Exam Unit
P.O. Box 550
Sacramento, CA 95812-0550
Tania Hess / Leah Rodriguez
(916)845-7895 / (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.