Tax Technician, Franchise Tax Board (7505) - CalHR

Tax Technician, Franchise Tax Board

California State Personnel Board Specification

  • Schematic Code: JI98
  • Class Code: 7505
  • Established: 03/28/1989
  • Revised: 04/18/2000
  • Title Changed: --


Under general supervision, to perform paraprofessional tasks of tax and nontax law, regulation, and policy enforcement at the Franchise Tax Board; and to do other related work.

Typical Tasks

Collection Program: For assigned collections, analyze less complex collection accounts to determine what action is appropriate and the type of action warranted; initiate action to secure and evaluate financial statements; recommend payment arrangement plans; issue assessments for missing years; initiate adjustments and abatements of existing liabilities; initiate collection actions such as orders to withhold, filing of liens, suspension of corporations, or referrals for field action; contact taxpayers to collect delinquent tax and/or enforce filing requirements; determine when accounts are uncollectible and recommend discharge. For unassigned or contract collections, perform all of the following: communicate with taxpayers to resolve collection problems; handle liability disputes; explain the basis for the liabilities; initiate action to secure and evaluate financial statements, and recommend payment arrangement plans; issue assessments for missing years; recommend discharge from accountability; and follow up to assure final resolution. For special procedures, prepare, adjust, amend, or withdraw bankruptcy or probate claims and respond to verbal and written correspondence regarding objections to and rejection of bankruptcy claims. For Call Center or Public Counter functions in Collection, Audit, and Filing Programs: communicate with taxpayers via incoming phone calls or directly in person to advise and explain various provisions of laws and regulations administered by the Department; explain, advise, and assist in the preparation of individual and corporate tax returns and property tax assistance claims; resolve collection notice problems; handle liability disputes; initiate transactions to correct account errors and modify or release accounts; explain the basis for the liabilities; identify, analyze, and release liens; analyze financial statements and recommend payment arrangement plans; issue assessments for missing years; and recommend discharge from accountability.


Audit Program: Perform desk audits of the less complex Personal Income Tax returns where either a report is received from the Internal Revenue Service or the audit consists of less complex issues; prepare appropriate adjustment notices based on audit findings; communicate by telephone and correspondence with taxpayers or their representatives to resolve issues developed by the audit; take appropriate action on timely or untimely protests of Notices of Proposed Assessment; and provide technical assistance to other technicians and to clerical support staff.


Program Support: Perform equivalent paraprofessional, staff, or administrative specialties in support of the Department's programs. This includes completion of less complex research, analysis, modification, and implementation of various legislative proposals, operational changes, forms, and quality maintenance procedures and systems used to support and maintain the Department's Audit and Compliance Programs.

Minimum Qualifications

Either I


Experience: One year of experience in the California state service performing duties at a level of responsibility equivalent to that of a Tax Program Assistant, Range C.



Education: Sixty semester or ninety quarter units of college which must include at least two courses in basic accounting or at least one course each in basic accounting and business or commercial law (persons who will complete the course work requirements during the current quarter or semester will be admitted to the examination, but they must produce evidence of successful completion of the curriculum and the prescribed courses before they may be considered eligible for appointment).



Experience: Three years of increasingly responsible experience in a financial, commercial, or governmental establishment, at least one year of which shall include one or a combination of activities involving the (1) marketing, distribution, and sale of merchandise; (2) approval of loans; (3) collection on delinquent accounts; or (4) contact of client-customer services which involves the explanation of policies, regulations, or procedures for a public agency or private institution such as a bank, insurance company, credit bureau, or title company.

Knowledge and Abilities

Knowledge of: Provisions of the rules, regulations, organization, and procedures of the Franchise Tax Board; knowledge in one or more program areas and applicable tax or nontax laws; one or more of the functions, applications, or processes administered and performed by the Franchise Tax Board; business and financial practices; current office methods, technologies, and equipment; and mathematics, spelling, grammar, punctuation, and modern English usage.


Ability to: Interpret, apply, and/or explain provisions of governmental, tax or nontax rules, regulations, and departmental procedures and policies; learn rapidly; follow directions; communicate effectively and tactfully with other staff and with the public in person or over the telephone, including situations involving difficult, disagreeable, and adversarial contacts; analyze and interpret written and numerical data accurately and adopt an effective course of action; evaluate situations quickly and accurately, and take effective action; learn to utilize personal computer systems and software applications in the performance of work; accurately and quickly enter data into a computerized database; recognize questions or situations outside the employee's area of responsibility or knowledge and refer these to appropriate sources; write effectively.

Special Personal Characteristics

Demonstrated capacity for assertiveness, firmness, and discretion in communications with the public, while maintaining an image of courtesy, efficiency, and effectiveness.

Updated 6/3/2012