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Form of workThe Filing Services Bureau is searching for talented individuals to join our team. Under the close supervision of the Administrator I of the Correspondence, Analysis, Support, and Education Section (CASES), the Compliance Representative performs as a lead in one of Filing Services Bureau Contact Centers. The incumbent provides technical assistance to a team up to 10 Quality Assurance Specialists (QAS). The Quality Assurance Program (QAP) Lead is responsible for ensuring the quality and accuracy of the work performed by the team. The incumbent serves as a subject matter expert in the development, delivery, and maintenance of technical training and staff development of newly hired and veteran specialists. The Compliance Representative is expected to have an understanding of the section's operational goals and maintain a thorough knowledge of Personal Income Tax (PIT) and Business Entities (BE) laws, and the department's policies and processing procedures. The incumbent must be proficient in FTB tax systems, including but not limited to: Taxpayer Folder (TPF), Case Management (CM), Personal Income Tax (PIT) and Business Entity (BE), Account Receivable Collection System (ARCS), Taxpayer Information (TI), Business Entity Tax System (BETS), and Integrated Non-Filer Compliance ( INC). The QAP lead participates as a team member with peers and others within the section to identify and resolve work-related issues. All duties are performed within the framework of the department's strategic business goals and mission and values. To be eligible for bilingual compensation, the incumbent must use bilingual skills at least 10% daily while performing the essential functions of the job.
Position is currently in Correspondence, Analysis, Support, and Education Section (CASES): Quality Assurance Team.
Additional positions may become available (RPA 2324-02586).
Please complete this optional survey letting us know how you heard about this position by clicking here .
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.
Minimum Requirements You will find the Minimum Requirements in the Class Specification.
- COMPLIANCE REPRESENTATIVE, FRANCHISE TAX BOARD
- Job Application Package Checklist
- Duty Statement
Position Details Job Code #:
JC-414884
Position #(s):
564-728-8619-XXX
Working Title:
Compliance Representative Lead Bilingual
Classification:
COMPLIANCE REPRESENTATIVE, FRANCHISE TAX BOARD $4,214.00 - $4,786.00 A
$4,346.00 - $5,181.00 B
$5,211.00 - $6,526.00 C
# of Positions:
Multiple
Work Location:
Sacramento County
Telework:
Hybrid
Job Type:
Permanent, 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) fluency in the Spanish language. If the State of California does not have a current record documenting your fluency in this language, you will be required to successfully pass an approved language fluency test prior to being hired.
- 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: 2/12/2024
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.
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 - Medhavi Karir/ FDHT
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
FTB - Classification & Hiring Unit - Medhavi Karir / FDHT
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.
- 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):
Discuss a time when you had to lead others in change.- What was the situation?
- What challenges did you overcome?
- What was the outcome?
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:
- Knowledge of and working experience in FTB systems, including Taxpayer Folder (TPF), Case Management (CM), TI, ARCS, BETS, INC, DMV, LexisNexis
- Working experience performing transactions in the following FTB PIT and BE systems: TI, BETS, ARCS, INC
- Knowledge of and experience in the Qfiniti system
- Proficiency in MS Office (Outlook, Word, Excel, PowerPoint)
- Excellent leadership and staff development skills
- Strong interpersonal and customer service skills
- Ability to effectively present ideas and information, both orally and in writing
- Ability to establish and maintain good working relationships with team members, customers and business partners
- Ability to promote and handle change, take initiative, and make sound decisions
- Ability to create and maintain a positive, productive and creative work environment
- Ability to adapt to changing priorities and manage time to complete concurrent assignments timely
- Ability to work collaboratively, with all levels of staff, in a team environment
- Self-motivated, enthusiastic, positive, open-minded, fair, and objective
- Demonstrated performance encouraging positive relationships, creating high job satisfaction, encouraging success, showing understanding and being trusting and supportive
- Ability to inspire, motivate, engage, develop, mentor, and build teams
- Experience in leading project teams and/or participating in a project
- Experience working in a contact center (telephone, correspondence, and/or chat)
- Ability to effectively present ideas and information both orally and in writing
- Knowledge of departmental systems
- Extensive Knowledge of Personal Income Tax and Business Entities laws, policies, and procedures
- Ability to recognize a problem and develop a proactive approach to resolve
- Contact center experience
- Ability to follow department's Mission and Values
- Bilingual Certified in Spanish
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 & Hiring Unit
(916) 845-3608
Hiring Unit Contact:
Medhavi Karir/ FDHT
(916) 845-3755
Medhavi.Karir@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
