What are the responsibilities and job description for the COMPLIANCE REPRESENTATIVE, FRANCHISE TAX BOARD position at Franchise Tax Board?
Under the close supervision of an Administrator I, the incumbent performs as a lead person on a collection team striving to continually improve quality, accountability, and customer satisfaction by providing support to the Personal Income Tax (PIT) Billing, Compliance and Collection Bureau, PIT Collection Contact Center. The incumbent assists in training and development of staff at the Tax Technician level and provides technical assistance. The incumbent performs compliance activities related to collections, reviews work performed by the team for quality and accuracy, and statistical reporting. The incumbent is also responsible for having an understanding of the Revenue and Taxation Code, administrative regulations, and policies and procedures to ensure departmental compliance with tax laws to maximize collection of revenue and provide customer service to internal and external customers. Finally, the incumbent participates as a team member with peers and others to identify, research, and resolve work-related issues, consistent with the Department’s Mission and Values.
Incumbent must be available to work shifts ranging from 7:00 am. to 5:30 pm. (Hours may vary based on operational or business needs).
Additional positions may become available (RPAs 2425-01463, 2425-01430).
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You will find additional information about the job in the Duty Statement.
Working Conditions
Minimum Requirements
You will find the Minimum Requirements in the Class Specification.- COMPLIANCE REPRESENTATIVE, FRANCHISE TAX BOARD
Additional Documents
- Job Application Package Checklist
- Duty Statement
Position Details
Department Information
Our mission is to help taxpayers file timely and accurate tax returns, and pay the correct amount to fund services important to Californians.
FTB fosters an environment of equity and inclusion for all and we welcome everyone to be part of our diverse workforce.
Department Website: http://www.ftb.ca.gov
Special Requirements
- The position(s) require(s) a Background Investigation be cleared prior to being hired.
This business uses E-Verify in its hiring practices to achieve a lawful workforce. E-Verify is a web-based system that allows enrolled employers to confirm the eligibility of their employees to work in the United States. For more information about E-Verify, please go to www.dhs.gov/e-verify.
CALIFORNIA CODE OF REGULATION, SECTION 172: All candidates for, appointees to, and employees in the state civil service shall possess the general qualifications of integrity, honesty, sobriety, dependability, industry, thoroughness, accuracy, good judgment, initiative, resourcefulness, courtesy, ability to work cooperatively with others, willingness and ability to assume the responsibilities and to conform to the conditions of work characteristic of the employment, and a state of health, consistent with the ability to perform the assigned duties of the class. Where the position requires the driving of an automobile, the employee must have a valid state driver's license, a good driving record and is expected to drive the car safely. The foregoing general qualifications shall be deemed to be a part of the personal characteristics of the minimum qualifications of each class specification and need not be specifically set forth therein.
**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.
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: 1/6/2025Who 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 required and must be included. Supplemental Application - In order to be considered for this position, interested candidates must submit a supplemental application. Your response must be no more than one type-written page in length, using 12-point font, 1-inch standard margins and include your first and last name in the upper right-hand corner of the page. Respond to the following supplemental statement(s):
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In the role of a Compliance Representative Lead within the PIT Billing Compliance and Collection Bureau, you will be recognized as a subject matter expert. Please provide a detail example that illustrates your ability to evaluate complex collection accounts, identify critical issues, and make a sound decision.- What was the issue?
- What factors were considered?
- What steps did you take?
- What was the outcome?
Desirable Qualifications
- Knowledge of Personal Income Tax (PIT) and/or Business Entity (BE) laws, policies and procedures.
- Knowledge of Franchise Tax Board (FTB) systems and applications such as: Enterprise Tax System (ETS), Taxpayer Information (TI),Business Entities Tax System (BETS), Accounts Receivable Collection System (ARCS), Department of Motor Vehicles (DMV), Integrated Nonfiler Compliance (INC), Board of Equalization (BOE), Secretary of State (SOS), Lexis Nexis, Taxpayer Folder, Case Management (CM), or other related systems.
- Ability to analyze information, utilize good judgment, and take effective actions.
- Strong problem-solving and negotiating skills.
- Ability to effectively communicate and explain complex issues.
- Ability to manage multiple assignments and meet deadlines.
- Proficiency in MS Office (Word, Excel, PowerPoint OneNote and Outlook).
- Experience working a contact center.
- Proactive collection inventory management and collection experience.
- Experience providing training, coaching, and development of others.
- Ability to shift priorities and workloads in an effort to meet program goals.
- Strong communication skills.
- Ability to speak confidently with all levels of staff.
- Ability to work independently and in a team environment while demonstrating initiative, integrity, ownership, and accountability.
- Strong work ethic.
- Excellent interpersonal and customer service skills.
- Support of FTB’s Mission and Values objectives.
- Experience on a project at either the level of supervisor, project lead or trainer.
Benefits
Contact Information
The Human Resources Contact is available to answer questions regarding the position or application process.
Department Website: http://www.ftb.ca.gov
Human Resources Contact:
Classification & Hiring Unit
(916) 845-3608
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 Office
(916) 845-2860
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.
Additional Application Instructions
A complete application package must be received in the Classification & Hiring Unit or postmarked by the final filing date and must include:
- Completed employment information on the STD. 678, including the “From” and “To” dates, “Hours Per Week,” and “Duties Performed" fields for all jobs listed in the “Employment History” fields (resumes do not take the place of these fields on the STD. 678)
- All of the required documents listed in the “Required Application Package Documents” section
- The position number and job control number in the job title line of the STD. 678, if submitting a paper application package (these numbers will auto-populate in the job title line of the STD. 678 if submitting an electronic application through your CalCareer Account)
A signature, if submitting a paper application package
Candidates who do not follow all of the listed application instructions may be eliminated from the selection process. All submitted information will be screened and the most qualified candidates will be invited to an interview.
Electronic applications submitted through your CalCareer Account are highly recommended. If you are unable to apply electronically through your CalCareer account, please mail a completed and signed STD. 678 and application package to the mailing address provided above in the “Application Instructions” section.
Do not include full Social Security Number, method of eligibility, and LEAP information in your application package.
Examination Information
To apply for the Compliance Representative, Franchise Tax Board as a list candidate, you must first take the online Compliance Representative, Franchise Tax Board Exam.
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.
