Audit Business Support Technical Program Support Reviewer

Audit Business Support (ABS) is searching for a talented individual to join our team. Under the direction of the Administrator I and the Team Leads, the incumbent performs various analytical tasks in support of the Audit and Legal Divisions. The incumbent will perform complex account adjustments and review audit closing processes completed by Tax Program Technicians and Staff Services Analaysts for accuracy, consistency, and compliance. Workloads the incumbent is responsible for processing and reviewing, such as but not limited to: workloads related to interest, timely filing, payments in non-billable status, notice processing, and Taxpayer Information (TI) & Business Entities Tax System (BETS) transactions, over $100K, mixed files, and Notice of Proposed Assessment (NPAs). Incumbent will work with systems such as Case Management, Taxpayer Folder, Taxpayer Information, Business Entities Tax System and Professional Audit Support System (PASS) to analyze accounts for completeness and accuracy. The Associate Operations Specialist is responsible for providing feedback, mentorship, guidance, and training on audit cases and workloads. The Associate Operations Specialist is an ABS subject matter expert, who will provide technical assistance to internal and external stakeholders and provide technical expertise for the success of EDR.
Position may be extended to up to 24 months or become permanent.
Additional positions may become available (RPA 2324-03063 ).
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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. Franchise Tax Board has a minimum in-office requirement of two days per week for all positions including those that are eligible for telework.
Minimum Requirements You will find the Minimum Requirements in the Class Specification.

• ASSOCIATE OPERATIONS SPECIALIST, FRANCHISE TAX BOARD

Additional Documents

• Job Application Package Checklist
• Duty Statement

Position Details Job Code #:
JC-423639
Position #(s):
564-389-5334-XXX
Working Title:
Audit Business Support Technical Program Support Reviewer
Classification:
ASSOCIATE OPERATIONS SPECIALIST, FRANCHISE TAX BOARD $5,684.00 - $7,114.00 A
# of Positions:
Multiple
Work Location:
Sacramento County
Telework:
Hybrid
Job Type:
12 Month Limited Term - Full Time
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: 4/4/2024
Who May Apply
Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Individuals who are eligible for a Training and Development assignment may also be considered for this position(s).
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
Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at www.CalCareers.ca.gov. When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below:
Address for Mailing Application Packages
You may submit your application and any applicable or required documents to:
Franchise Tax Board
Attn: Classification & Hiring Unit - S. DePalma
P.O. Box 550
Sacramento , CA 95812-0550
Address for Drop-Off Application Packages
You may drop off your application and any applicable or required documents at:
Franchise Tax Board
Classification & Hiring Unit - S. DePalma
9646 Butterfield Way
Sacramento , CA 95827
Drop off at Welcome Center in Main Lobby (may be non-operational on weekends and holidays)
07:00 AM - 06:00 PM
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):
  As an Associate Operations Specialist (AOS) in Audit Business Support (ABS), you will be responsible for training, mentoring and providing technical expertise. Please describe your skills and experience that will contribute to your success in the position.

Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting.
Desirable Qualifications In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate:

• Strong working knowledge of Federal and State tax laws, regulations, policies, and procedures
• Strong working knowledge of Professional Audit Support System (PASS), Case Management (CM), Taxpayer Folder (TPF), Return Analysis (RA), and Manual of Audit Procedures (MAP)
• Strong working knowledge of Taxpayer Information (TI) (with the ability to do transactions)
• Strong working knowledge of creating Personal Income Tax (PIT) Interest Computations
• Strong working knowledge of Business Entities Taxpayer System (BETS) (with the ability to do transactions)
• Strong working knowledge of creating Business Entities (BE) Interest Computations, MDS and Interest Netting
• Experience with Microsoft products such as Excel, Word, Power Point, Etc.
• Experience conducting review and providing effective feedback
• Experience working with external stakeholders
• Excellent written and verbal communication skills
• Excellent technical, analytical and interpersonal skills
• Excellent organizational and time management skills
• Ability to develop and maintain organizational policies and procedures
• Ability to work in a team environment while keeping an Enterprise perspective and demonstrating initiative, ownership, accountability, and independence
• Ability to plan, prioritize, organize and direct work of multiple workloads
• Ability to work independently and be self-motivated
• Ability to be an effective lead and take initiative to help others
• Ability to effectively train staff in person and virtually in both a group setting and 1:1
• Ability to effectively faciliate meetings
• Ability to maintain a positive attitude
• Ability to cooperate/collaborate effectively with others

Benefits Benefit information can be found on the CalHR website and the CalPERS website.
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
• On site conveniences include: A variety of dining options

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 and Hiring
(916) 845-3608
Hiring Unit Contact:
Stefanie DePalma
(916) 845-7657
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
Candidates who have taken the most recent Associate Operations Specialist exam are enc...