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Salary: $4,833.00 - $6,050.00
Posted: 09/17/2013

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.

Offer in Compromise (OIC), Special Programs Bureau: Under the general supervision of an Administrator I, you will act as a lead person to the OIC contact center. You will train and develop staff as well as review their work. You will respond to calls, questions and inquiries about the OIC program from PIT and BE taxpayers in complex cases or when a call is escalated. The lead will analyze OIC cases worked by staff to verify their financial situation and their potential for future earnings, verify income and expenses, business ability and current medical conditions to determine whether an OIC is an appropriate resolution to the outstanding liability. The lead will guide staff to determine the most optimum resolution for the account. The lead reviews responses to written and verbal communications from taxpayers and their representatives and ensures that all communication is clear, concise and professional. The lead will prepare monthly reports, track unit inventory, and assign cases with an eye toward increasing efficiency. The lead is responsible for ensuring the quality and accuracy of the work performed by the team and working to ensure that the team’s performance is consistent with the department’s Mission and Values.


  • Extensive PIT, BE and LLC partnership collections experience
  • Knowledge of Personal Income Tax (PIT) and Business Entities (BE) laws, policies and procedures
  • Knowledge of FTB and other systems, such as TI, BETS, ARCS, INC, DMV, and Lexis Nexis
  • Proficiency in managing multiple workloads
  • Ability to change perspectives/perceptions while working through complex case analysis
  • Manual process collection experience
  • Ability to work independently and in a team environment
  • Strong communication and interpersonal skills
  • Excellent leadership with the ability to work collaboratively with management, peers and subordinates
  • Flexibility; desire and ability to train and develop staff

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 two pages, using 12-point Times New Roman font, 1-inch standard margins and include your first and last name in the upper right-hand corner. Respond to the following two questions:

  • As a Principal Compliance Representative Lead, the incumbent will be responsible for making decisions which impacts their work and/or the work of others. Describe a situation in which you made a decision that impacted your work and/or the work of others. What were the alternatives that you considered and what did you decide? Who was affected by your decision? What was the outcome of your decision?

  • Tell us about an experience where you had to make an important and timely decision. What was the decision? How did you go about making it? What factors did you consider? Who did the decision impact? What was the outcome/result of your decision? Were you satisfied with the result, why or why not?

*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: Jon Lunardini at M/S A-453. 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 #1314-0750

Additional Information:

Working Title Position Number
Principal Compliance Representative 564 - 622 - 8622 - 001
Location County
Accounts Receivable Management (ARM) Division 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
Jon Lunardini
(916) 845-7526

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.