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Salary: $5,573.00 - $7,326.00
Posted: 02/10/2014

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 incumbent is responsible for the final technical and policy review of all tax forms. This includes the most technical law analysis of unusually complex and sensitive issues to make policy recommendations to Filing Division management. You will work with a team of tax forms leads and analysts on complex state and federal tax legislation, ballot initiatives, regulations, BOE opinions and court decisions to determine impacts on tax forms and how to interpret and explain these impacts in terms that are clear and understandable. Additional responsibilities include providing input to management regarding the quality and timeliness of tax forms staff work products, working with internal and external stakeholders to ensure that FTB tax forms and instructions meet their needs, and preparing departmental issue papers and legislative changes proposals as needed.


  • Broad knowledge of the department's programs.
  • Audit or related experience working with a variety of complex issues.
  • Knowledge of the legislative process.
  • Familiarity and experience working with tax forms, schedules, and publications.
  • Ability to analyze and interpret highly technical information and present pertinent aspects in terms that are clear and understandable.
  • Ability to prioritize assignments considering impacts to the section, division, and department.
  • Ability to effectively communicate in writing and verbally with all levels of internal and external staff.
  • Strong organizational skills and ability to meet deadlines.
  • Familiarity with Internet resources and content.
  • Experience leading or participating on departmental teams.
  • Experience as a lead.

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. Candidates who have completed the most recent Program Specialist II exam are encouraged to apply. 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 applicants must submit a supplemental application. Your response must be no more than one type-written page in length, using 12-point font, 1 inch margins and include your first and last name in the upper right-hand corner of each page. Respond to the following supplemental statement:

  • Describe a situation where you were given an assignment to analyze highly technical and complex information on a topic that was unfamiliar to you.

    • What was the situation?
    • What did you do?
    • What was the outcome?
    • Were you satisfied with the result and 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: Holly Browning at M/S F-284. 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 #1314-3305

Additional Information:

Working Title Position Number
Policy Lead 564 - 723 - 4365 - 001
Location County
Tax Forms Development & Distribution Section 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
Holly Browning
(916) 845-6882

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.