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Tax Program Assistant (1474)

Tax Program Assistant

California State Personnel Board Specification

  • Schematic Code: CA57
  • Class Code: 1474
  • Established: 12/17/1985
  • Revised: --
  • Title Changed: --


Under supervision, to perform a variety of specialized clerical duties related to the administration of the Franchise Tax Board's tax program; and to do other related work.

Job Characteristics

Positions in the Tax Program Assistant class are distinguished from those in the more general classes of Office Assistants I and II (General) by (1) the degree of tax program knowledge required to successfully perform the duties of the class; and (2) the continual rotation of positions due to workload fluctuations.

Typical Tasks

In the Self-Assessment Division, provides technical clerical services in support of the Department's tax program by performance of any of the following: responds in writing or by telephone to the least complex taxpayer correspondence or telephone inquiries and explains provisions of the State tax laws, policies, procedures, and filing requirements; makes necessary adjustments to correct accounts through video or by preparing input documents; determines correctness and need for adjustment of notices, basis of tax assessments and adjustments, and billings issued for accounts; receives, sorts, numbers tax returns, records payments, and batches claims onto trucks; records inventory of tax returns, and sequences to obtain a proper daily mix, edits, codes, and verifies tax returns to conform with computer processing requirements; edits tax information for validity, generates transcripts for returns with errors, and updates accounts; verifies and corrects invalid returns coding error transcripts for reediting by computer; performs duties related to the storage and retrieval of tax returns and documents or extraction of solicited information from documents; and performs other related duties, as required. In the Compliance Division, provides technical clerical support to the professional staff by performance of any of the following: reviews incoming cases, accounts, taxpayer protests, returns, financial statements, and related correspondence and determines appropriate disposition; processes least complex cases and/or accounts within specified guidelines, researches and provides additional support documentation to professional staff for processing cases and/or accounts and distributes and monitors in accordance with workload monitoring system; reviews completed correspondence to taxpayers for procedural and clerical accuracy; accesses, interprets, codes, and updates tax program information on the computer system; reviews, adjusts and reconciles accounts and generates refunds, as necessary; computes interest; responds to routine taxpayer telephone inquiries and correspondence; interprets and corrects computer edit listings; maintains tax program records; requests taxpayer information from other agencies and/or private firms; conducts directory and property searches; screens and directs incoming calls; and performs other related duties, as required.

Minimum Qualifications

Either I


Three months of experience at the Franchise Tax Board performing clerical duties at a level of responsibility equivalent to that of a seasonal clerk.



Six months of general clerical experience.

Knowledge and Abilities

Knowledge of: Basic familiarity with State income tax return forms; modern office methods, supplies, and equipment.


Ability to: Apply State and Federal tax laws; follow departmental policies and procedures; work with others; perform clerical work, including ability to spell correctly; use proper English; makes arithmetical computations; follow oral and written directions; operate various office machines; evaluate situations accurately and take effective action; and read and write English at a level required for successful job performance.

Special Personal Characteristics

Aptitude and willingness to assume increasing responsibility and follow a prescribed routine; adaptability; dependability; and willingness to work day, swing, or night shifts, as required.

  Updated: 6/3/2012
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