Tax Technician III - Support - Field (SCOP)

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

This position is located in the San Jose office.

Under the general direction of the Business Taxes Administrator I, the Tax Technician (TT) III will provide a variety of technical support tasks for the most difficult and complex technical duties. This includes but is not limited to registration, account maintenance, initial taxpayer contact on selected delinquencies, compiling & evaluating registration data, data cross referencing, and corresponding with taxpayers. The incumbent also reviews and examines data and generates basic reports for managers and compliance outreach representatives under the Statewide Compliance & Outreach Program (SCOP).

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 .

Working Conditions

• Position is located in a high-rise building.
• Standard office environment.
• Requires being in a stationary position, consistent with office work, for extended periods of time.
• Daily use of a personal computer, office equipment, and/or telephone.
• Must be able to move/transport materials weighing up to twenty (20) pounds, with or without reasonable accommodation.

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
• Position requires employee to be fingerprinted and successfully pass a background investigation.
• Position may require overnight travel for to up five consecutive nights to meet training requirements.

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:

• Effective Communication Skills: Ability to communicate clearly, professionally, and effective across various channels (in person, by phone, and in writing) with both internal team members and taxpayers.
• Excellent Writing Skills: Proficient in composing well-structured, concise, and accurate documentation, emails, reports, and written correspondences.
• Analytical Thinking: Demonstrate ability to assess complex situations, interpret data, identify patterns or trends, and develop logical, data-informed solutions.
• Workload Management: Ability to prioritize task, meet deadlines, and handle multiple assignments simultaneously while maintaining accuracy and attention to detail.

Benefits

CDTFA appreciates and proudly celebrates diversity with an emphasis of an inclusive atmosphere in all levels of the organization. CDTFA is a participant in The Government Alliance on Race and Equity (GARE) Capitol Cohort to advance racial equality and advance opportunities for all in California. Employees of different races, ethnicities, genders, ages, religions, disabilities, gender orientations and personal experiences are welcomed to contribute to the success of CDTFA.

The CDTFA was presented with the Large State Employer of the Year Award for 2018 from The Association of California State Employees with Disabilities (ACSED); showcasing CDTFA’s support of employment, promotion, and fair treatment of persons with disabilities.

CDTFA values its staff and is 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.

In addition, you can look forward to:

• Free gym access on-site and free parking; parking garage with EV charging available.
• Located near Kaiser Medical Offices, various eateries, SJC airport and freeways.
• CPA Competency Bonus – Total of $3,600 ($4,800 for excluded employees) paid incrementally over time. Must pass CPA exam, meet Bargaining Unit 1 requirements, and be appointed to a permanent full-time position.
• Collaborative and innovative work environment; empowering training program; job-required travel reimbursement available, upon approval.

Working for the State offers

For more information about the outstanding benefits offered to State Employees

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

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 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 optional. It may be included, but is not required.