Compliance Representative (Lead)

Job Description and Duties The salary ranges listed in this Job Control may not reflect reductions in pay in accordance with the 2025 Personal Leave Program. Please follow the link for more information regarding the 2025 Personal Leave program. http://hrmanual.calhr.ca.gov/Home/ManualItem/1/2113 Under the close supervision of the Administrator I, in the Withholding Services and Compliance Section (WSCS), the Compliance Representative primarily functions as a team lead for paraprofessional staff. The incumbent provides assistance to taxpayers, withholding agents and tax professionals to ensure compliance with California tax laws. The Compliance Representative provides a high degree of professional and technical assistance and training to team members. Knowledge of and experience in Personal Income Tax (PIT) and Business Entities (BE) tax laws and processes is required. The incumbent explains pertinent legal provisions, regulations, and related administrative practices and their application to specific cases to both internal and external customers. Additional positions may become available (eRPA 2627-00174). 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 requires 4 or more days in the office per week. It is designated office-centeredand may be eligible for some remote work based on departmental guidelines and operationalneed. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the US without the need for a visa sponsorship, now or in the future. 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 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. 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: All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to clearly demonstrate how you meet the Minimum Qualifications and Alternate Range Placement for the position on your State Application (STD Form 678). The application should also clearly demonstrate the candidate’s ability to meet the Desirable Qualifications identified in this job advertisement. The Classification Specification is located on this Job Announcement Posting under "Minimum Requirements”.

• Knowledge and experience in non-wage withholding and the Withhold at Source System (WASS)
• Knowledge of Taxpayer Information System (TI), Business Entities Tax System (BETS), Taxpayer Folder (TPF), Case Management (CM), Accounts Receivable Collection System (ARCS)
• Experience in California Personal Income Tax (PIT) and Business Entity (BE) income taxes
• Knowledge and application of Security & Disclosure policies
• Experience working in a fast paced call center
• Proficient in Microsoft (MS) Office (Word, Excel, Power Point and Outlook)
• Strong communication skills
• Strong work ethic
• Strong organizational skills and ability to handle multiple tasks
• Ability to plan, prioritize, and organize work and a willingness to shift priorities to meet program goals and deadlines
• Ability to prepare clear, well-written and well-organized documents and reports
• Ability to maintain cooperative working relationships with others
• Display integrity, initiative, dependability, tact, good judgment, and courtesy
• Ability to safeguard highly sensitive and confidential information
• Ability to take the initiative to resolve challenges by researching and using available references and resources

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, freeparking, and carpool/vanpool opportunities 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, ifsubmitting a paper application package (these numbers will auto-populate in the jobtitle line of the STD. 678 if submitting an electronic application through your CalCareerAccount)
• 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 position(s) as a list candidate, you must first take the online Compliance Representative examination.