What are the responsibilities and job description for the BUSINESS TAXES REPRESENTATIVE position at CA Department of Tax and Fee Administration?
All applicants will be considered, however SROA/Surplus candidates will be given priority.
Are you interested in making life better for Californians? Are you looking for a career and not just a job? Do you want to create a meaningful impact in your community? If you answered yes to any of these questions, then the California Department of Tax and Fee Administration (CDTFA) has a career opportunity waiting for you! California not only needs you, it wants you as part of the growing workforce. New employees, new ideas, and new creative perspectives are needed in all areas at the CDTFA. We value staff and are dedicated to employee career development. Our agency supports the development of staff by offering training to flourish in their position and programs to promote and explore upward mobility. To learn more about us, please see CDTFA Gateway to New Opportunities video
The California Department of Tax and Fee Administration (CDTFA) is seeking ambitious and driven individuals to join us. We offer fulfilling careers and provide a reliable income, stable benefits, work-life balance, paid holidays, and advancement opportunities. CDTFA offers a Career Center that provides assistance with resumes, mock interviews, interview tips and tricks, and other job opportunities within CDTFA and other state agencies. Telework is also available up to fifty percent (50%) of the time for this position.
The Consumer Use Tax Section’s work processes are production oriented so you will immediately recognize the results of your hard work. The position will challenge your organizational, analytical, and communication skills.
- Performing in-depth research on difficult and complex use tax cases.
- Reviewing and analyzing source information and exemption documents.
- Dealing with taxpayers and public officials under conditions requiring tact and good judgement.
- Conducting telephone and in person interviews with taxpayers.
- Preparing correspondence for taxpayer to request additional information.
- Entering clear and detailed comments related to actions taken.
- Providing advisory services to internal and external customers.
- Reviewing and analyzing source information and exemption documents.
- Requesting billings when tax is due.
- Reviewing responses to non-final billings.
- Preparing cases for the Petition Section, when warranted.
- Recommending cancellations, adjustments, and refunds when applicable.
Here is the link to the Business Taxes Representative examination bulletin.
This is a re-advertisement of JC-443755. If you previously applied under JC-443755 you would need to re-apply under this new Job Control, JC-474050 in order to be considered.
This recruitment has been posted for more vacancies than currently exist as it may be used to fill additional identical vacancies which occur within 180 days of the closing date of this bulletin.
Under Government Code 14200, this position may be eligible for partial telework for eligible candidates residing in California.
You will find additional information about the job in the Duty Statement.
Working Conditions
- Standard office environment.
- Requires being in a stationary position, consistent with office work, for extended periods of time.
- Daily use of a personal computer, office equipment, and/or telephone.
- Depending on your work location, you may be working in a high-rise building.
- Telework is partially available.
Minimum Requirements
You will find the Minimum Requirements in the Class Specification.- BUSINESS TAXES REPRESENTATIVE
Additional Documents
- Job Application Package Checklist
- Duty Statement
Position Details
Department Information
Department Website: http://www.cdtfa.ca.gov
Special Requirements
- This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.; for more information about E-Verify, please go to www.dhs.gov/e-verify
- Position requires employee to be fingerprinted and successfully pass a background investigation.
- Travel may be required up to ten percent (10%) of the time.
Application Instructions
Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application.
Final Filing Date: 4/30/2025Who May Apply
Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s).
How To Apply
Address for Mailing Application Packages
You may submit your application and any applicable or required documents to:
Address for Drop-Off Application Packages
You may drop off your application and any applicable or required documents at:
Required Application Package Documents
The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job:
- Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at www.CalCareers.ca.gov. All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position.
- Resume is optional. It may be included, but is not required.
- School Transcripts
- Other - A completed Supplemental Questionnaire (SQ) must be submitted with your STD. 678 in order to be considered for this position. Please see the Supplemental Questionnaire Requirement section of this job posting for additional information.
Desirable Qualifications
- Competent in computer programs such as Excel, Outlook, and Word.
- Ability to be a self-starter.
- Ability to stay objective/positive under pressure.
- Analytical skills, including the ability to draw sound conclusions, and take effective action.
- Good organizational and time management skills and flexibility in response to changing workloads and priorities.
Benefits
Working for the State offers great opportunities, generous benefits, and career development. In addition, you can look forward to:
- Nearby (third-party) parking.
- Convenient to public transportation.
- Located near major freeway access.
For more information about the outstanding benefits offered to State Employees https://www.calhr.ca.gov/employees/Pages/salary-and-benefits.aspx
Benefit information can be found on the CalHR website and the CalPERS website.
Contact Information
The Hiring Unit Contact is available to answer questions regarding the position or application process.
Department Website: http://www.cdtfa.ca.gov
Hiring Unit Contact:
Patricia Kole
(916) 309-0491
Patricia.Kole@cdtfa.ca.gov
Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office.
EEO Contact:EEO Contact
(916) 309-8400
EqualEmployment.Opportunity@cdtfa.ca.gov
California Relay Service: 1-800-735-2929 (TTY), 1-800-735-2922 (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device.
Supplemental Questionnaire Requirement
A Supplemental Questionnaire (SQ) is required for this recruitment. Applications that do not include an SQ or include an SQ that does not directly answer all the questions below, will be rejected. Resumes and Statement of Qualifications do not take the place of an SQ.
Additionally, your SQ must include:
- Your first name, last name, and Job Control number at the top of each page.
- The SQ must be no more than two pages in length, single-spaced.
- Your answers must identify which question you are responding to.
1. Please describe your knowledge, training and experience that qualifies you for this position. Provide specific examples of your knowledge, training, and experience.
2. Please describe your workload management skills – the ability to plan and organize assignments to create timely, accurate work products; and work efficiently, remain focused, and handle interruptions effectively, as well as when and where you gained this competency.
You must provide specific information in your response(s) which demonstrates how your knowledge, skills, and training meet the needs of this position.
Additional Instructions for Applicants
A completed state application (STD. 678) and any documents list under “Required Application Documents” must be submitted with your application package. Applicants who are relying on additional documentation (e.g. transcripts, copy of degrees, certifications, licenses, etc.) in order to prove that they meet the minimum qualifications listed in the Classification Specification (located on the right under “Additional Documentation) must submit those documents with their application package. Failure to submit these documents may result in your application being disqualified. Applications must include a description of the duties performed for each position held; reference to a resume in place of a description of the duties performed will not be accepted.
Here is the link to the Business Taxes Representative examination bulletin.
If applying electronically, please note that CalCareers no longer allows applicants to withdraw their applications. If you need assistance to withdraw your application, please contact the Certification Section at certific@cdtfa.ca.gov
For all other questions regarding your CalCareer account, please contact CalHR’s CalCareers Unit at (866) 844-8671 or CalCareer@calhr.ca.gov.
Equal Opportunity Employer
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.
It is an objective of the State of California to achieve a drug-free work place. 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.
