compliance representative, franchise tax board - Sacramento

Job Posting: · Compliance Representative · Franchise Tax Board · JC-507299 · Compliance Representative · COMPLIANCE REPRESENTATIVE, FRANCHISE TAX BOARD · $4, $6,924.00 per Month · New to State candidates will be hired into the minimum salary of the classification or minimum of al ...

Job description

Job Posting:
Compliance Representative

Franchise Tax Board

JC-507299

Compliance Representative

COMPLIANCE REPRESENTATIVE, FRANCHISE TAX BOARD

$4, $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: 3/2/2026


Application Methods:
Electronic (Using your CalCareer Account)

By Mail

Drop-off

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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.

Do you like to problem solve and participate in collaborating on solutions for challenging circumstances? Do you want to make a meaningful impact to your community? If so, then the Franchise Tax Board (FTB) has the perfect opportunity for you

The Accounts Receivable Management (ARM) Division manages delinquent Personal Income Tax (PIT) and Bank and Corporation (BC) Income Tax debts.

Our collection approach is founded on the principle of gaining taxpayer compliance by using the least intrusive action.

Our collection strategy is to encourage taxpayers to resolve their debts as quickly as possible through the best method suited for their situation to help them achieve long term compliance.

In addition to income tax liabilities, we collect non-tax related debts owed to state and local governments when they are referred to our department.

The ARM Division provides excellent customer service to the public as we help resolve their tax related issues. We are looking for a self-motivated individual who is responsible and accountable for results. FTB Compliance Representatives (CR) will enjoy a collaborative work environment of mentorship, continuing education, and opportunities for upward mobility.

In Your Compliance Representative Role, You Will:
Resolve delinquent personal or business income tax accounts, Non-Tax Debt (NTD) accounts, and respond to telephone calls, Live Chats, and correspondence from debtors
Use in-depth account and system analysis
Validate accounts for accurate balance and demographics
Explain assessments, initiate account adjustments, respond to requests for lien payoff demands, and evaluate financial statements to determine ability to pay or Installment Agreement eligibility
Educate taxpayers to prevent future delinquency and non-compliance
Assist in the training and development of staff, act as a technical advisor, and review work performed by the team for quality, accuracy, and consistency

In your Compliance Representative role, you will also:
Utilize skip-tracing tools and skillful negotiation techniques to obtain timely resolutions, initiate involuntary collection activities, and/or field actions to collect payment in full and/or obtain compliance
Maintain an inventory of collection accounts, locating and contacting debtors, Business Entities (BE), and third parties via telephone or in the field to secure payment in full, gather assets, and other collection information
Review and analyze legal documents, which can include extensive account analysis, assimilating data from multiple sources, developing comprehensive and accurate analysis, making sound determinations, and conveying those determinations to staff, Attorneys, Auditors, taxpayers, and their representatives
Effectively plan, organize, and manage information. This will require working with our Legal, Audit, Collection Advisory Team (CAT), and management with adherence to critical time frames

Consideration will be given to the applicant's program preference and every effort will be made to match those requests. However, candidates may be placed into positions based ultimately on operational and business needs of the ARM Division.

Please Note:
Anticipated start date for these positions will be July 1, 2026.

Positions Are Currently Available In The Following Bureaus:
Business Entity Collection Bureau

Special Programs Bureau

Statewide Collection Bureau

Additional Positions May Become Available In The Following Bureaus:

Field and Complex Account Collection Bureau

Additional positions may become available (RPA , RPA , RPA , and RPA

Position(s) may be located in any of the following office locations:

Sacramento (central office)

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 not eligible for visa sponsorship.

Applicants must be authorized to work in the US without the need for a visa sponsorship or a training plan, now or in the future.

This position is eligible for limited remote working within California based on departmental guidelines and operational need.

Once training is complete, FTB has a minimum in-office requirement of two days per week for all positions including those that are eligible for telework.

This is subject to change.

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

Position Details


Job Code #:
JC-507299


Position #(s):

XXX

Working Title:
Compliance Representative


Classification:
COMPLIANCE REPRESENTATIVE, FRANCHISE TAX BOARD

$4, $5,078.00 A

$4, $5,496.00 B

$5, $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

Our mission is to help taxpayers file timely and accurate tax returns and pay the correct amount to fund services important to Californians.

Franchise Tax Board (FTB) fosters an environment of equity and inclusion for all, and we welcome everyone to be part of our diverse workforce.

Department Website:
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

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 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

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: 3/2/2026

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.

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 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

Classification and Hiring Unit


Attn:
FTB ARM Hiring Team

P.O. Box 550

Sacramento, CA

Address for Drop-Off Application Packages

You may drop off your application and any applicable or required documents at:

Franchise Tax Board

Classification and Hiring Unit


Attn:
FTB ARM Hiring Team

9646 Butterfield Way

Sacramento, CA 95827

Drop off at Welcome Center in Main Lobby (may be non-operational on weekends and holidays)

08:00 AM - 05:00 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 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:
This job requires extensive flexibility and good organizational skills due to changing priorities.

Describe a situation where you had multiple assignments due with competing deadlines and your supervisor asked you to assist on another workload that had higher priority.

What was the issue?
What steps did you take to determine the highest priority?
What was the outcome of the situation?

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:

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".

We Encourage You To Apply Regardless Of Whether You Meet 100% Of The Skills Below.

Please Highlight Your Knowledge, Skills, And Experience Related To These Desirable Qualifications In Your Application Package:

Excellent verbal and written communication skills
Knowledge of Personal Income Tax (PIT) and/or Business Entity (BE) laws, policies and procedures
Knowledge of Franchise Tax Board (FTB) systems such as Case Management (CM), Taxpayer Folder (TPF), Taxpayer Information System (TI), Business Entity Tax System (BETS), Enterprise Tax System (ETS), Department of Motor Vehicles (DMV), Integrated Nonfiler Compliance (INC), Board of Equalization (BOE), Secretary of State (SOS), Lexis Nexis, or another related system
Ability to exercise good judgment and tact
Ability to shift priorities and workloads to meet program goals
Proficiency in Microsoft Office (Microsoft Teams, Word, Excel, PowerPoint, and Outlook)
Ability to exercise patience and use creativity
Strong work ethic and problem-solving skills
Excellent interpersonal and customer service skills
Strong organizational skills and ability to successfully manage multiple tasks
Collection experience
Ability to support Franchise Tax Board's (FTB) Mission and Values objectives
Ability to safeguard highly sensitive and confidential information
Knowledge and application of Security & Disclosure policies

Join our team and make a difference in the financial well-being of California. Apply today About us |

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

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:

Human Resources Contact:
Classification & Hiring


Hiring Unit Contact:
FTB ARM Hiring Team

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


California Relay Service:
TTY), 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

To apply for the Compliance Representative position(s) as a list candidate, you must first take the online Compliance Representative exam.

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.