Job Description and Duties

Under the general direction of an Audit Supervisor, the Program Specialist I is responsible for conducting, reviewing, and/or leading very large, complex and sensitive audit cases within the Individual and Pass Through Entity Audit Bureau specifically focusing on cases and issues involving Partnerships/LLCs, S corporations, and Estates and Trusts. This requires the ability to independently gather facts, research and interpret tax laws, regulations, and court cases, and objectively come to a determination based on a detailed analysis of the case. The incumbent will conduct quality and sustainable audits and ensure that they are completed within the provisions of the California Income Tax laws and follow the policies and procedures outlined in our Manual of Audit Procedures (MAP). The incumbent will also work well with people, handle multiple assignments, and adapt to changing priorities.

Position(s) available within the Pass Through Entity (PTE) Program reporting to PTE supervisors and addressing PTE workloads.

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

• Sacramento (Central Office), Santa Ana, West Covina, Los Angeles, Van Nuys, Oakland and/or San Jose, California

Additional positions may become available (RPA 2324-03282 through 2324-03285).

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

Travel is required. This may include overnight and out-of-state travel.

This position is eligible for remote-working within California based on departmental guidelines and operational need. FTB has a minimum in-office requirement of two days per week for all positions including those that are eligible for telework

Minimum Requirements

You will find the Minimum Requirements in the Class Specification.

• PROGRAM SPECIALIST I, FRANCHISE TAX BOARD

Additional Documents

• Job Application Package Checklist

• Duty Statement

Position Details

Job Code #:

JC-428350

Position #(s):

564-353-4364-XXX

Working Title:

IPTE Program Specialist I

Classification:

PROGRAM SPECIALIST I, FRANCHISE TAX BOARD

$6,886.00 - $9,048.00 A

of Positions:

Multiple

Work Location:

United States

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.

FTB fosters an environment of equity and inclusion for all and we welcome everyone to be part of our diverse workforce.

Department Website: http://www.ftb.ca.gov

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 www.dhs.gov/e-verify.

CALIFORNIA CODE OF REGULATION, 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 1-800-852-5711 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 (800) 735-2929.

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: 5/8/2024

Who May Apply

Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list 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 www.CalCareers.ca.gov. 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

Attn: Classification & Hiring Unit

• Kimberly Hopper

P.O. Box 550

Sacramento, CA 95812-0550

Address for Drop-Off Application Packages

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

Franchise Tax Board

FTB - Classification & Hiring Unit

• Kimberly Hopper

9646 Butterfield Way

Sacramento, CA 95827

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

07:00 AM - 06:00 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 www.CalCareers.ca.gov. 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(s):

Describe a time when you had to complete a project or assignment in which there was very little direction.

a. What was the situation?

b. What steps did you take to complete the project?

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:

• Knowledge of California and federal tax laws, regulations, policies, and procedures

• Knowledge of tax laws related to Partnerships, LLCs, S Corporations, and Estates & Trusts

• Experience working with FTB systems such as Taxpayer Folder (TPF), Case Management (CM), Professional Audit Support System (PASS), Taxpayer Information (TI), and other Franchise Tax Board (FTB) information systems

• Knowledge of Franchise Tax Board (FTB) Audit policies, procedures, and practices

• Ability to research and apply legal precedent, court decisions, and rulings when working and reviewing cases

• Strong organizational, time management and planning skills to ensure program goals and objectives are met

• Ability to interpret and apply tax laws to the facts and circumstances of audit cases, including cases with complex ownership structures

• Excellent communication skills - oral and written

• Ability to organize large amounts of data to analyze complex factual scenarios and make objective determinations from the analysis

• Strong leadership skills and demonstrated initiative, including the the ability to lead team audits

• Ability to communicate determinations or project findings in a clear, concise, and well organized manner

• Ability to foster and encourage positive relationships and maintain cooperative working relationships with others at all levels

• Strong staff development skills and the ability to promote trust and credibility with staff and peers

• Ability to mentor others in a positive manner to promote quality and sustainability

• Possession of a valid Certified Public Accountant License and/or Enrolled Agent Certificate

• Ability to anticipate the impact of changes, demonstrate flexibility and willingness to embrace changes and successfully lead and implement complex changes

• Ability to effectively plan, organize, and manage multiple workloads, take initiative, respond to changing priorities and deadlines and make effective and timely business decisions

• Self-motivated with the ability to be open-minded, fair, objective and maintain a positive attitude

Benefits

Benefit information can be found on the CalHR website and the CalPERS website.

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: http://www.ftb.ca.gov

Human Resources Contact:

Classification & Hiring Unit

(916) 845-3608

Hiring Unit Contact:

Kimberly Hopper

(626) 339-6790

Kimberly.Hopper@ftb.ca.gov

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

(916) 845-2860

California Relay Service: 1-800-735-2929 (TTY), 1-800-735-2922 (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

Candidates who have taken the most recent Program Specialist I exam are encouraged to apply.

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.