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.

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

Skills

• 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

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