Business Taxes Specialist II (Business Taxes Specialist II, Board Of Equalization)

Job Description and Duties All applicants will be considered, however SROA/Surplus candidates will be given priority. Are you interested in making life better for Californians? Are you looking for a career and not just a job? Do you want to create a meaningful impact in your community? If you answered yes to any of these questions, then the California Department of Tax and Fee Administration (CDTFA) has a career opportunity waiting for you! California not only needs you, it wants you as part of the growing workforce. New employees, new ideas, and new creative perspectives are needed in all areas at the CDTFA. We value staff and are dedicated to employee career development. Our agency supports the development of staff by offering training to flourish in their position and programs to promote and explore upward mobility. To learn more about us, please see CDTFA Gateway to New Opportunities videoThe California Department of Tax and Fee Administration (CDTFA) is looking for a well-organized and self-motivated individual to fill a Business Taxes Specialist II position within the Refunds Section. The Refunds Section is specialized in initializing, examining, processing, and issuing tax refunds resulting from claims for refunds received from taxpayers, over-payments, or notice of refunds resulting from a tax audit. Additionally, the section is involved with appeals conferences providing summary analysis or opinions on a wide variety of tax matters. The Business Taxes Specialist II (BTS II) serves as the technical resource and operational expert for the Refunds Section (RS). Additional duties include performing or reviewing the most complex assignments, attending meetings with or for the STA III, and working on special projects. The incumbent in this position will be responsible for becoming familiar with: • California Revenue and Taxation Code. • California Tax Regulations. • CDTFA Tax Annotations. • CDTFA Audit and Compliance Manuals. • CDTFA Systems. • Departmental policies and procedures. Additionally, the BTS II analyzes, evaluates, and monitors RS processes using existing and customized data sources, and provides reports, operational data, and recommendations to management and RS supervisors. You will find additional information about the job in the Duty Statement. Under Government Code 14200, this position may be eligible for partial telework for eligible candidates residing in California. All telework/hybrid schedules require staff to report to the office a minimum number of days per week. Schedules are subject to change. Currently, per the California Budget Act of 2025, all California Department of Tax and Fee Administration salaries are subject to the provisions of the State of California’s Personal Leave Program. This recruitment has been posted for more vacancies than currently exist as it may be used to fill additional identical vacancies which occur within 180 days of the closing date of this bulletin. You will find additional information about the job in the Duty Statement. Special Requirements • This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.; for more information about E-Verify, please go to www.dhs.gov/e-verify • Position requires employee to be fingerprinted and successfully pass a background investigation. • Travel may be required up to five percent (5%) of the time. Eligibility for Promotional Exams In addition to meeting the Minimum Qualifications for the Business Taxes Specialist II, competition is limited to individuals who meet at least one of the following promotional examination criteria: • Have a permanent civil service appointment with CDTFA, or • Are current or former employees of the legislature for 2 or more years as defined in Government Code 18990, or • Are current or former non-elected exempt employees of the executive branch for 2 or more consecutive years as defined in Govt. Code 18992, or • Are persons retired from the United States military honorably discharged from active duty with a service disability or honorably discharged from active duty as defined in Government Code 18991. Applicants must provide a copy of discharge papers (DD 214) for verification purposes at the time of application. Under certain circumstances other employees may be allowed to compete under provisions of Rules 234, 235 and 235.2. California Code of Regulations Rules 233, 234, 235.2 and 237 contain provisions regarding civil service status and eligibility for promotional examinations. If you are unsure of your eligibility for promotional examinations, please contact Exams@cdtfa.ca.gov. 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: • Experience working in a position related to taxation. • Experience communicating with the public verbally and in writing. • Proficient with using Microsoft Office applications such as Word, Excel, and Outlook. • Excellent organization skills.