Tax Representative

Job Posting: Tax Representative State Seal Logo CA Department of Tax and Fee Administration JC-514675 - Tax Representative BUSINESS TAXES REPRESENTATIVE $4,470.00 - $6,924.00 per Month New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable. Final Filing Date: 4/27/2026 Application Methods: Electronic (Using your CalCareer Account) By Mail Drop-off Job Description and Duties Sacramento Tower Bridge All applicants will be considered, however SROA/Surplus candidates will be given priority. Are you interested in making life better for Californians? Are you looking for a career and not just a job? Do you want to create a meaningful impact in your community? If you answered yes to any of these questions, then the California Department of Tax and Fee Administration (CDTFA) has a career opportunity waiting for you! California not only needs you, it wants you as part of the growing workforce. New employees, new ideas, and new creative perspectives are needed in all areas at the CDTFA. We value staff and are dedicated to employee career development. Our agency supports the development of staff by offering training to flourish in their position and programs to promote and explore upward mobility. To learn more about us, please see CDTFA Gateway to New Opportunities video The California Department of Tax and Fee Administration (CDTFA) is seeking ambitious and driven individuals to join us. We offer fulfilling careers and provide a reliable income, stable benefits, work-life balance, paid holidays, and advancement opportunities. CDTFA offers a Career Center that provides assistance with resumes, mock interviews, interview tips and tricks, and other job opportunities within CDTFA and other state agencies. We are committed to growing the capabilities of our team members with our excellent hands-on training, classroom training, and our mentoring program. We build a community where you can work with diverse individuals to explore ways of being creative and innovative to make processes more efficient. The Return Analysis Section (RAS) work processes are production oriented so you will immediately recognize the results of your hard work. The position will challenge your organizational, communication, and customer service skills. The Business Taxes Representative (BTR) will learn all facets of the analysis activities within the RAS, including all processes involving: • Analyzing tax returns. • Reviewing taxpayer correspondence and corresponding with taxpayers and team members through verbal and written communication. • Establishing liabilities for additional tax, interest, and penalties. • Performing return and payment maintenance. • Processing relief from penalty cases. • Answering customer service calls. • Issuing refunds. Your analytical skills will be put to the test and strengthened as you are tasked with interpreting and applying various tax laws, regulations, and annotations to ensure compliance from taxpayers. Additional benefits of working in the RAS include: • Access to trainers and leads daily to ensure that your transition to our agency/department goes smoothly. • Many opportunities to take part in projects that help with upward mobility. • Flexible time off requests. In addition, if you have a 4-year college degree you may start at the C pay range. Here is the link to the Business Taxes Representative examination bulletin. Under Government Code 14200, this position may be eligible for partial telework for eligible candidates residing in California. All telework/hybrid schedules require staff to report to the office a minimum number of days per week. Schedules are subject to change. Currently, per the California Budget Act of 2025, all California Department of Tax and Fee Administration salaries are subject to the provisions of the State of California’s Personal Leave Program. This is a re-advertisement of JC-506238. If you previously applied under JC-506238 you would need to re-apply under this new Job Control, JC-514675 in order to be considered. This recruitment has been posted for more vacancies than currently exist as it may be used to fill additional identical vacancies which occur within 180 days of the closing date of this bulletin. You will find additional information about the job in the Duty Statement. Working Conditions Standard office environment. Requires being in a stationary position, consistent with office work, for extended periods of time. Daily use of a personal computer, office equipment, and/or telephone. Depending on your work location, you may be working in a high-rise building. Telework is partially available. Minimum Requirements You will find the Minimum Requirements in the Class Specification. BUSINESS TAXES REPRESENTATIVE Additional Documents Job Application Package Checklist Duty Statement Position Details Job Code #: JC-514675 Position #(s): 291-481-8690-007 291-481-8690-012 Working Title: Tax Representative Classification: BUSINESS TAXES REPRESENTATIVE $4,470.00 - $5,078.00 A $4,610.00 - $5,496.00 B $5,528.00 - $6,924.00 C New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable. # of Positions: Multiple Work Location: Sacramento County Telework: Hybrid Job Type: Permanent, Full Time Department Information California not only needs you; it wants you as part of the growing workforce. The California Department of Tax and Fee Administration (CDTFA) makes life better for Californians by fairly and efficiently collecting the revenue that supports our essential public services, with CDTFA administered programs accounting for about twenty-three (23%) percent of all state revenue. Tax programs administered by the CDTFA are concentrated in two general areas – sales and use tax, and special taxes and fees. New employees, new ideas, and new creative perspectives are needed in all areas at CDTFA. CDTFA offers employees reliable income, stable benefits, work-life balance, paid holidays, advancement opportunities, and the personal fulfillment of knowing that your work is personally impacting the lives of others. To take a look at CDTFA as a destination employer please click the link (https://www.youtube.com/watch?v=D3a7w_igqDU) Department Website: http://www.cdtfa.ca.gov Department Logo Special Requirements This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.; for more information about E-Verify, please go to www.dhs.gov/e-verify Position requires employee to be fingerprinted and successfully pass a background investigation. Must work until 5:00 p.m. Travel may be required up to ten percent (10%) of the time. Education: For classifications where the Minimum Qualifications (MQs) are based on meeting education requirements only: If education is required to meet the MQs please attach a copy of all of your transcripts that show the completion of the required education. Applicants who completed their education outside the United States (with foreign degrees/transcripts) must obtain and submit verification of United States course/degree equivalency by the time of appointment. Foreign education credential evaluation services can be found at https://www.naces.org. 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: 4/27/2026 Who May Apply Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP 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: CA Department of Tax and Fee Administration Talent Acquisition Section Attn: Certification Section - JC-514675 651 Bannon Street, Suite 100 MIC: 00 Sacramento, CA 95811 Address for Drop-Off Application Packages You may drop off your application and any applicable or required documents at: CA Department of Tax and Fee Administration Human Resources Bureau (App Drop Off) Northwest Tower 1st Floor Lobby Drop Box (JC-514675) 651 Bannon Street Sacramento, CA 95811 Monday - Friday (Excluding Holidays) 08:00 AM - 04:00 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 optional. It may be included, but is not required. School Transcripts Other - A completed Supplemental Questionnaire (SQ) must be submitted with your STD. 678 in order to be considered for this position. Please see the Supplemental Questionnaire Requirement section of this job posting for additional information. 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: Ability to prioritize workload and meet deadlines. Excellent communication and active listening skills, including the ability to communicate effectively in writing and verbally with all levels of CDTFA team members. Ability to work independently and in a team environment. Outstanding customer service skills including using proper telephone etiquette, prompt follow up methods, courtesy, and discretion. Ability to stay objective/positive under pressure. Benefits CDTFA appreciates and proudly celebrates diversity with an emphasis of an inclusive atmosphere in all levels of the organization. CDTFA is a participant in The Government Alliance on Race and Equity (GARE) Capitol Cohort to advance racial equality and advance opportunities for all in California. Employees of different races, ethnicities, genders, ages, religions, disabilities, gender orientations and personal experiences are welcomed to contribute to the success of CDTFA. The CDTFA was presented with the Large State Employer of the Year Award for 2018 from The Association of California State Employees with Disabilities (ACSED); showcasing CDTFA’s support of employment, promotion, and fair treatment of persons with disabilities. CDTFA values its staff and is dedicated to employee career development. Our agency supports the development of staff by offering training to flourish in their position and programs to promote and explore upward mobility. Working for the State offers great opportunities, generous benefits, and career development. In addition, you can look forward to: Nearby (third-party) parking. Convenient to public transportation. Located near downtown, multiple eateries, major freeway access. For more information about the outstanding benefits offered to State Employees https://www.calhr.ca.gov/employees/Pages/salary-and-benefits.aspx Benefit information can be found on the CalHR website and the CalPERS website. Contact Information The Hiring Unit Contact is available to answer questions regarding the position or application process. Department Website: http://www.cdtfa.ca.gov Hiring Unit Contact: Diana Warner (916) 309-0548 diana.warner@cdtfa.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 Contact (916) 309-8400 EqualEmployment.Opportunity@cdtfa.ca.gov 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. Supplemental Questionnaire Requirement Applicants must include a Supplemental Questionnaire (SQ) for this recruitment. Applications without an SQ or include an SQ that does not directly answer all the items below will not be considered. Resumes do not take the place of the SQ. SQ Requirements: Name on SQ. Job Control number on SQ. SQ must be no more than two pages in length, single-spaced. Respond directly to the following SQ question(s): 1.In the Return Analysis Section, we use instruction guides to help staff work through specific items. Sometimes those guides don’t cover the scenario at hand, and you have to think outside the box to come to a resolution. Give an example of a time you had to think outside the box/outside the scope of the guides to come up with a resolution. What was the outcome and what steps did you take to come up with your resolution? 2.Describe a situation in which you dealt with an upset customer or client. What specific actions did you take to defuse the situation with the customer or client? What was the end result? You must provide specific information in your response(s) which demonstrates how your knowledge, skills, and training meet the needs of this position. Additional Instructions for Applicants Using the online application system as specified in the announcement is the preferred method of applying for civil service job opportunities; however, applicants may instead apply by way of U.S. mail, parcel delivery or courier service, or in person, as set forth in this announcement. Paper applications must include a signature. Dates printed on envelopes by mobile barcodes or equivalent mobile print technology are not acceptable proof of the date the application and any other required documents or materials were filed. A completed state application (STD. 678) and any documents list under “Required Application Documents” must be submitted with your application package. Applicants who are relying on additional documentation (e.g. transcripts, copy of degrees, certifications, licenses, etc.) in order to prove that they meet the minimum qualifications listed in the Classification Specification (located on the right under “Additional Documentation) must submit those documents with their application package. Failure to submit these documents may result in your application being disqualified. Applications must include a description of the duties performed for each position held; reference to a resume in place of a description of the duties performed will not be accepted. Applicants must state their basis of eligibility (List Eligibility, Lateral Transfer, Reinstatement, T&D, or Surplus/SROA), and the Job Control (JC) number and/or position number in the “Examination(s) or Job Title(s), For Which You Are Applying” section on the STD. 678. Surplus/SROA candidates should submit a copy of their letter with their application. Please remove any confidential information (i.e. social security number, date of birth, etc.) as well as any information regarding your LEAP eligibility and/or exam scores from your documents prior to submission. Here is the link to the Business Taxes Representative examination bulletin. If applying electronically, please note that CalCareers no longer allows applicants to withdraw their applications. If you need assistance to withdraw your application, please contact the Certification Section at certific@cdtfa.ca.gov For all other questions regarding your CalCareer account, please contact CalHR’s CalCareers Unit at (866) 844-8671 or CalCareer@calhr.ca.gov. For more information on the recruitment process please email Recruitment@cdtfa.ca.gov 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.