Link to Dept Website

Salary: $5,573.00 - $7,326.00
Posted: 10/22/2013

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.

The Data Resources and Services unit has an opportunity for a Lead Data Specialist (Lead) possessing strong organizational skills, the ability to manage several assignments simultaneously, and the ability to work on highly confidential and time sensitive requests. Under the general direction of the manager of the Disclosure and Data Resources Section, the Lead directs the Contract Management Team and is the primary contact for the department for data exchange contracts. The Lead is also responsible for the reporting requirements and Memorandums of Understanding (MOUs) with the Internal Revenue Service. Additionally, the Lead acts as the subject matter expert on the audit process and may review audit case data to make determinations regarding the disclosure of audit data. The Lead works with the section managers and senior specialists to develop new safeguard audit techniques and plans for use in various programs. The Lead also provides technical guidance and leadership to section and department staff on the most complex tax administration laws, prepares written reports; and makes recommendations to senior management relating to the use of confidential data in the department’s tax systems.


  • Knowledge of the California Revenue and Taxation Code
  • Awareness of confidentiality and privacy requirements
  • Knowledge of Audit processes and procedures
  • Ability to adapt to changing priorities and meet tight deadlines
  • Ability to take the initiative and exercise tact and good judgement
  • Ability to analyze information and draw sounds conclusions
  • Ability to prepare clear, complete, and concise reports
  • Customer service focus, self motivated, enthusiastic, and a good sense of humor
  • Project experience or knowledge

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 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 statement:

  • The staff of the Data Resources and Services (DRS) unit understand the importance of keeping an enterprise wide perspective since the data exchanges and IRS communications we facilitate have a direct impact on many of the business and technical areas within FTB. Often, we work in a fast paced environment where the priorities change and we must determine the most effective form of communication. As a lead, we would rely on your judgement and tact to determine the proper communcation method, who should be included, the message that needs to be conveyed and determine a response time. There are many assignments that require creative or innovative thinking. Provide a specific example of what you have done to encourage innovation in order to accomplish the strategic goals and objectives of your organization.

    • What was the situation?
    • What did you do?
    • What was the outcome?

  • Please include the following information as it relates to your response:
    • Employer(s) name
    • Your position/title(s)
    • How long you held the position(s)
    • A supervisor’s name(s) who can verify the information

*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: Tiffany Dewees at M/S A-181. 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 #1314-1269

Additional Information:

Working Title Position Number
Lead Data Specialist 564 - 142 - 4365 - 001
Location County
Data Resources and Services Unit SACRAMENTO
Timebase Tenure
Full Time Limited Term   month(s)
Final Filing Date: Department Link:
Contact Unit/Address Contact Name/Phone
Exam Unit
P.O. Box 550
Sacramento, CA 95812-0550
Tiffany Dewees
(916) 845-5346

Special Requirements:
Background Check Required

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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.