What are the responsibilities and job description for the Tax Auditor (San Jose Office) position at Franchise Tax Board State of California (Bay Area)?
Applications must be submitted on or before 03/31/2025.
The Hybrid Position(s) may be located in Oakland, California or San Jose, California - and require at least two days of presence in the office per week.
Please contact a recruiter at FTBBayAreaRecruiter@ftb.ca.gov with any questions.
The State of California Franchise Tax Board (FTB) is looking for enthusiastic and self-motivated professionals to join our caring workforce. We are looking for individuals with strong communication and analytical skills to join our team. The FTB Tax Auditor position provides you with potential to learn and grow in your personal development and career all while making an impact to the State of California. You will have the opportunity to advance your auditing skills by working with Fortune 500 companies, high wealth individuals with pass-through entities, and a variety of representatives (CPA's, EA's, Tax Attorneys, etc.). You will be working with an inclusive and diverse workforce individually or in a team environment, that has a good sense of values and community belonging. The position includes travel. All FTB employees receive a comprehensive compensation package, including medical, dental, vision, a defined pension plan, and optional retirement savings plan. FTB offers teleworking and flexible work hours to encourage work-life balance. We also offer CPA certification using general qualifying experience in accordance with the California State Board of Accountancy rules and regulations.
Under the close supervision of an Audit Supervisor, the Tax Auditor is responsible for learning all the phases of tax audit work by conducting audits of taxpayers to determine the correct amount of tax in accordance with the Federal & California Tax Laws, audit standards, Audit Regulations, Taxpayer Bill of Rights, resource considerations, policies, and procedures. Tax Auditors will plan and organize multiple audits, work directly with taxpayers or their representatives to obtain and analyze relevant facts, and make appropriate determinations that are fair and impartial. The Tax Auditor will then communicate their findings through written reports or organized meetings. Tax Auditors will be provided with instructions on the laws administered by the department, as well as the basic policies, programs, and procedures of the Franchise Tax Board.
As a Tax Auditor, your duties include:
- Conduct audits of taxpayer's books and records using a variety of FTB resources and computer systems.
- Plan, organize, and manage your audit inventory to ensure the audits are completed within the specified time frames.
- Gather information and documents and prepare audit reports.
- Analyze facts and make appropriate audit determinations based on research and application of the tax law and other applicable authority.
- Confer with taxpayers and/or their legal representatives to request and discuss pertinent information by mail, telephone, or in person.
- Communicate audit findings to the taxpayer and/or their legal representative, both in writing and verbally.
This Tax Auditor classification is the first step in a series of professional classifications. Salary increases and advancement can be earned through the State of California's defined merit increase and promotional processes. After Tax Auditor, future career options available may include Associate Tax Auditor, Program Specialist Series, Investigations Specialist Series, and Administrator Series.
To apply for this position, please visit www.calcareers.ca.gov to
- Create a personal profile
- Search for and take the Tax Auditor - Franchise Tax Board exam when posted
- Submit an official job application to job code # 466547 no later than 03/31/2025
- Link: https://calcareers.ca.gov/CalHrPublic/Jobs/JobPosting.aspx?JobControlId=466547
Job Type: Full-time
Pay: $4,558.00 - $7,410.00 per month
Benefits:
- 401(k)
- 457(b)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid sick time
- Paid time off
- Retirement plan
- Vision insurance
- Work from home
Schedule:
- 8 hour shift
- Monday to Friday
People with a criminal record are encouraged to apply
Work Location: Hybrid remote in San Jose, CA 95134
Salary : $4,558 - $7,410
