California Franchise Tax Board ยท 2 days ago
Tax Technician (Permanent Intermittent)
The California Franchise Tax Board is seeking a Tax Technician to support the California Tax Education Council. This role involves managing day-to-day operations, ensuring tax preparer compliance, and interfacing with tax professionals to provide necessary education and enforcement activities.
GovernmentNon ProfitTax Preparation
Responsibilities
Administer the education and enforcement activities related to the provisions of the California Business and Professions Code
Interface regularly with tax professionals and members of CTEC either in person or by phone or email
Maintain and enhance cooperation and communication with CTEC
Ensure tax preparer compliance with CTEC
Identify unregistered tax preparers
Educate on tax preparer requirements
Provide necessary follow up actions
Assist with the MyFTB tax professional verification process
Verifying tax professionals, their credentials and relationships created with their online account
Some in-state travel is required
Qualification
Required
Strong organizational and writing skills
Open to learning new processes
Ability to work with tax professionals
High degree of professionalism
Ability to interface regularly with tax professionals and members of CTEC either in person or by phone or email
Independently maintain and enhance cooperation and communication with CTEC
Work together to ensure tax preparer compliance with CTEC
Identify unregistered tax preparers
Educate on tax preparer requirements
Provide necessary follow up actions
Assist with the MyFTB tax professional verification process
Verify tax professionals, their credentials and relationships created with their online account
Some in-state travel is required
Knowledge of Personal Income Tax (PIT) laws, policies, and procedures
Knowledge of Franchise Tax Board (FTB) systems and applications such as: Integrated Non filer Compliance (INC), Taxpayer Information (TI), Taxpayer Folder (TPF), Case Management (CM), Accounts Receivable Collection System (ARCS), Lexis-Nexis, Department of Motor Vehicles (DMV), and other systems
Proficient in Microsoft Office (Outlook, Word, and Excel, pivot tables)
Experience working in a contact center or business area with an Automatic Call Distribution (ACD) line
Strong organizational, time management, flexible, decision-making and research skills
Strong interpersonal skills, with the ability to work well with others and obtain their cooperation
Strong analytical skills, including the ability to analyze information and draw sound, well documented conclusions
Ability to present ideas and information effectively both orally and in writing
Ability to manage multiple assignments and shift priorities and resources to meet desired deadlines
Ability to work independently and in a team environment while demonstrating initiative, integrity, ownership, and accountability
Ability to follow directions, adhere to procedures, and effectively use resources
Excellent written and verbal communication skills
Travel may be required January-June throughout California
Company
California Franchise Tax Board
The Franchise Tax Board is responsible for administering two of California's major tax programs: personal income tax and corporation tax.