Principal Compliance Representative - Lead

This is a re-advertisement. If you have previously applied to this JC, you do not need to reapply.
Under the general direction of an Administrator I, the incumbent is responsible for providing independent technical expertise for resolving the most complex and sensitive personal income tax and business entity tax collection accounts to a group of collection staff. The incumbent will work within the framework established by state and federal law and related legal interpretations administered by the Franchise Tax Board and consistently apply the policies and procedures established for our collection program. The incumbent will provide support for the Top 500 program and participate in projects designed to provide guidance and increased technical expertise for collection staff. The incumbent may also be a critical Complex Accounts Resolution Team (CART) representative for the implementation of Enterprise Data to Revenue (EDR). The incumbent is cross trained to handle internal and external contacts, for instance, inbound/outbound calls, chats, and/or correspondence.
Position(s) is located in the following office location:

• Sacramento (central office)

Additional positions may become available (RPA 2324-02709).
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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.
Minimum Requirements You will find the Minimum Requirements in the Class Specification.

• PRINCIPAL COMPLIANCE REPRESENTATIVE, FRANCHISE TAX BOARD

Additional Documents

• Job Application Package Checklist
• Duty Statement

Position Details Job Code #:
JC-415784
Position #(s):
564-621-8622-XXX
Working Title:
Principal Compliance Representative - Lead
Classification:
PRINCIPAL COMPLIANCE REPRESENTATIVE, FRANCHISE TAX BOARD $6,556.00 - $8,205.00
# 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) 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: 3/25/2024
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 - M. Learn
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 - M. Learn
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 - REQUIRED: If you are basing your eligibility on educational requirements, you MUST provide a legible copy of your transcripts as proof of meeting the education requirement as listed in the Classification Specification (please see the Class Specification located under "Minimum Requirements" on the left-hand side of this job posting). Applicants with foreign transcripts must provide a foreign transcript evaluation that indicates the number of units to which the foreign course work is equivalent. Transcripts and evaluations may be official or unofficial; please redact birthdates and social security numbers. If you are not basing your eligibility on an educational requirement, you may instead use the bypass option (when applying, select Choose/Upload for the required document and then select Bypass File).
• 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 a Principal Compliance Representative lead, you will be expected to lead a diverse team of highly skilled collectors.
  Please tell us of a situation where you had to lead a team to accomplish a specific goal. In your example, please describe the situation and provide the following:
  
  • What was the goal?
  • Who was involved?
  • What steps did you take to achieve the goal?
  • If there were obstacles, what were they and how did you address them?
  • What was the outcome?

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:

• Experience and knowledge in advanced personal income tax and business entity tax collection methods
• Vast knowledge of Franchise Tax Board's policies and programs
• Excellent technical, analytical, and interpersonal skills
• Ability to exercise tact and good judgment
• Excellent verbal and written communication skills
• Strong organizational skills
• Ability to work independently and with teams
• Ability to adjust to changing priorities to maintain operational goals
• Ability to identify tax gap issues and facilitate advanced enforcement action efforts
• Excellent leadership and staff development skills
• Ability to engage staff and provide guidance to improve work processes and effectiveness
• Ability to speak confidently in front of a group or class
• Excellent customer service skills: ability to resolve customer issues with tact and diplomacy

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:
Mark Learn
(916) 845-6769
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 Principal Compliance Representative exam are encouraged to apply.
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 ...