What are the responsibilities and job description for the PROGRAM SPECIALIST III, FRANCHISE TAX BOARD position at Franchise Tax Board?
Under the general direction of the Taxpayers' Rights Advocate, the incumbent reviews taxpayers' accounts when Taxpayer Advocate assistance has been requested. The review ranges from the simplest individual and business entity accounts to the most complex business entity filings. Review results can have department-wide, statewide, or nationwide impact for the Franchise Tax Board (FTB). Therefore, incumbent must have a high level of technical expertise in state and federal tax laws, legislation, as well as FTB knowledge of general business practices, processing functions, collections, and audit policies and functions.
The incumbent connects the Taxpayers' Rights Advocate with local, state, and national tax practitioner organizations, as well as california's small business communities. Incumbent develops the education and outreach for the tax professional community, updates written materials for distribution, and research, analyzes, and responds to complex issues brought up during speaking engagements. This role also requires a great deal of sensitivity and confidentiality, ability to speak and write effectively, and capability to always act in an appropriate and professional manner to promote a positive image to maintain FTB's integrity and credibility.
Additional positions may become available (eRPA 2425-00169).
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You will find additional information about the job in the Duty Statement.
Working Conditions
- This position is eligible for remote-working within California based on departmental guidelines and operational need. FTB has a minimum in-office requirement of two days per week for all positions including those that are eligible for telework.
- Travel Required
Minimum Requirements
You will find the Minimum Requirements in the Class Specification.- PROGRAM SPECIALIST III, 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 REGULATIONS, TITLE 2, 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: 2/6/2025Who 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.
- Other -
A cover letter 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):
The Taxpayer Rights’ Advocate Technical Advisor is required to analyze complex issues for both personal income tax (PIT) and business entity (BE) taxpayers with little to no guidance. Provide an example of when you had to conduct research, summarize data, and present complex information in a manner that could be easily understood.
a. What steps did you take to prepare?
b. What tools and resources did you use?
c. How did you present your findings and what was the outcome?
Desirable Qualifications
- Ability to work independently to make decisions and meet deadlines
- Knowledge of California Personal Income tax, Business Entity tax laws, and regulations to understand filing requirements, compliance issues, and California conformity to federal provisions
- Skill to locate and research relevant, useful information from a variety of sources to determine the application to policies, procedures, projects, or cases
- Knowledge of various research sources including the types of material they contain, their locations, and their relative strengths and weaknesses to effectively complete assignments
- Ability to analyze pertinent laws to determine the impact on departmental forms, publications, policies, procedures, and compliance
- Knowledge of departmental organization and procedures to effectively complete assignments requiring coordination across division lines
- Ability to weight the relative advantages and disadvantages of potential alternatives and their ramifications and apply knowledge and judgment to determine the proper course of action
- Identify policy areas with the potential for intense public scrutiny and make recommendations for reducing adverse impacts, enhancing taxpayer compliance, or improving customer service
- Ability to communicate sensitive and complex issues in writing for others to understand the impacts to policy, procedures, projects, or cases
- Skill to edit written material prepared by others to improve the accuracy, clarity, and effectiveness of documents sent out to the public
- Ability to interact and communicate well with coworkers, taxpayers, and representatives to maintain a professional working relationship
- Ability to be flexible and adapt to changing priorities to manage and maintain projects or cases to meet deadlines
- Prepare and/or present training or educational materials for staff and others to increase understanding and improve technical skills
- Plan, organize and manage multiple assignments, workloads, and/or projects so that work is completed efficiently and timely
- Work experience using FTB systems (Taxpayer Folder, Case Management) or other comparable external collection systems
- Experience as a lead or project manager
- Experience performing public speaking, presentations or training to large audiences
Benefits
In addition, Franchise Tax Board offers the following:
- Convenient transportation and commuting options include: Light Rail stop, bicycle lockers, free parking, and carpool/vanpool opportunities
Contact Information
The Human Resources Contact is available to answer questions regarding the application process. The Hiring Unit Contact is available to answer questions regarding the position.
Department Website: http://www.ftb.ca.gov
Human Resources Contact:
Classification & Hiring Unit
(916) 845-3608
Hiring Unit Contact:
Angela Jones
(916) 845-5796
angela.jones@ftb.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 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
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.
