Associate Tax Auditor (Associate Tax Auditor, Franchise Tax Board)

Job Description and Duties The salary ranges listed in this Job Control may not reflect reductions in pay in accordance with the 2025 Personal Leave Program. Please follow the link for more information regarding the 2025 Personal Leave program. http://hrmanual.calhr.ca.gov/Home/ManualItem/1/2113 Under the general supervision of Administrator I or II, the incumbent is responsible for independently conducting difficult and complex audits to determine the correct amount of tax in accordance with federal and California tax laws, Treasury Regulations, the Taxpayer Bill of Rights, resource considerations, and departmental policies and procedures. The incumbent is expected to perform these duties in alignment with the department's Mission and Statement of Principles of Tax Administration. The incumbent will conduct audits, communicate findings, and confer with taxpayers and/or legal representatives to discuss pertinent information virtually, in an office environment, or at the taxpayer’s or representative’s place of business. The incumbent will analyze facts and make appropriate audit determinations based on research and application of tax laws, Office of Tax Appeals and Tax Court decisions, Legal Memorandum and opinions, department policy, and other applicable authorities. Additionally, the incumbent will plan, organize, and manage inventory to ensure audits are completed in a timely manner. Prepare clear and accurate schedules and work papers to support audit conclusions and recommendations throughout the appeal process and communicate findings both in writing and verbally in a complete and understandable manner. When requested by management, the incumbent may also serve in a lead capacity for less experienced and/or new tax auditors, providing sound technical guidance, accurate audit direction, and effective written and oral feedback to promote their development regarding audit and compliance issues. Travel to conduct in-state and/or out-of-state field audits or travel to conduct/attend training may be required. Position(s) available within the Pass-Through Entity (PTE) Program reporting to PTE supervisors and addressing PTE workloads. Additional positions may become available (RPA 2627-00771, 00773, 00775, 00776, 00777, 00778). Please complete this optional survey letting us know how you heard about this position by clicking here. Position(s) may be located in any of the following office locations, contingent on office space availability and pending budget approval: • Sacramento (central office), Oakland, San Jose, Los Angeles, Santa Ana, Van Nuys, West Covina, and/or San Diego, California You will find additional information about the job in the Duty Statement. 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 REGULATIONS, TITLE 2, 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. 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: All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to clearly demonstrate how you meet the Minimum Qualifications and Alternate Range Placement for the position on your State Application (STD Form 678). The application should also clearly demonstrate the candidate’s ability to meet the Desirable Qualifications identified in this job advertisement. The Classification Specification is located on this Job Announcement Posting under "Minimum Requirements”. • Knowledge and experience with Pass Through Entity (PTE) tax law and audit procedures • Knowledge of Franchise Tax Board audit policies, procedures and practices • Ability to interpret and apply tax laws to the facts and circumstances of audit cases, including interpreting the effect of federal tax changes on California state income tax • Ability to locate and research relevant, useful information from a variety of sources to determine the application to policies, procedures, projects or cases • Excellent written communication skills with the ability to prepare clear and complete documents to support recommendations or conclusions • Excellent verbal communication skills with the ability to communicate sensitive and complex issues for others to understand the impacts to policy, procedures, projects or cases • Strong organization skills and ability to manage multiple assignments, workloads, and/or projects to ensure timely completion • Ability to adapt to changing priorities to manage and maintain projects or cases to meet deadlines • Strong interpersonal skills and the ability to work well both independently and in a team environment • Strong leadership skills and ability to demonstrate initiative • Willingness to develop others and share knowledge by promoting trust and credibility with staff and peers • Knowledge of Franchise Tax Board (FTB) information systems, such as Taxpayer Folder (TPF) and Case Management (CM), Taxpayer Information (TI), Business Entities Tax System (BETS), etc