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 :
Job Description: The Federal State Special Audit Section’s (FSSAS) Revenue Agent Report (RAR) unit is looking for tax technicians that are up to the challenge of working in a forward focused, fast paced, production team environment. We have multiple opportunities available.
Under the direct supervsion of an Administrator I, and the technical direction of an Associate Tax Auditor Lead, you perform quality Paraprofessional desk audits based on Revenue Agent Reports (RARs) in a production environment. You are responsible for independently conducting Personal Income Tax audits to determine the correct amount of tax in accordance with the Federal & California tax laws, audit standards, resource considerations, policies, and procedures. Auditing includes analysis of PIT returns, IRS transcripts, various FTB systems, and RARs to determine appropriate action. You issue assessments, refunds, perform TI transactions, and communicate with taxpayers/representatives based on your audit findings. In addition, you prepare audit work papers to support your conclusions.
Additionally, the RAR workloads includes analysis of PIT Claims, and analysis of correspondence from taxpayers or their representatives . You resolve issues and protests filed in response to your audit determination. In this process, after analyzing correspondence, you generate and receive telephone calls to taxpayers and/or their representatives, draft written correspondence, and make proper adjustments as needed. You provide technical assistance to other areas when necessary.
REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES :
Ability to interpret, apply and/or explain provisions of PIT tax law, regulations, and departmental prodedures and policy.
Ability to communicate effectively and tactfully with other staff, taxpayers and/or representatives.
Ability to work independently and make independent decisions.
Knowledge of mathematics, spelling, grammar, and punctuation.
Ability to do extensive research and analysis using Internet, and California Income Tax Law Regulations.
Working knowledge of TI, PAWS, ECOM, ADCORR, INC, BETS and ARCS.
Familiarity with basic California and Federal Income Tax Returns and schedules.
Basic PC skills such as Outlook, Microsoft Word and Excel.
Ability to adjust to changing priorities.
Experience working with sensitive and confidential material.
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. 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: In order to be considered for this position, interested applicants must submit a supplemental application. Your response must be no more than two type-written pages 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 when you had to use tact and good judgment in communicating with the public.
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: Lucy Sivatjian at M/S F-310. 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 #1314-3674 & 1314-3675
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.
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Equal Opportunity to all regardless of race, color, creed, national origin, ancestry, sex, marital status, disability, religious or political affiliation, age, or sexual orientation.
It is the objective of the State of California to achieve a drug-free state workplace. Any applicant for State employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing civil service, and the special trust placed in public servants.