Business Taxes Representative

Job Description

Job Description and Duties
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, regulation, 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 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 .

Minimum Requirements
You will find the Minimum Requirements in the Class Specification. BUSINESS TAXES REPRESENTATIVE

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. 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. Foreign education credential evaluation services can be found at https://www.naces.org .

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.