Tax Compliance Specialist

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 video

Working for the California state government allows an opportunity to be of service to your fellow Californians. Working with the California Department of Tax & Fee Administration (CDTFA) means doing that PLUS helping businesses and taxpayers across our state in ways you may not have imagined. You will be fully trained while receiving all the tools you need to perform your job well. You will also be given the opportunity of career advancement along the way. At the CDTFA, we believe in lifting each other up and supporting our team members to be their very best. We offer mentoring and training to all team members with the hopes you find your path to excellence.

The Business Taxes Compliance Specialist will be trained to perform tasks, such as:

• Serving as the lead person and expert resource responsible for providing technical advice to team members.

• Performing the more complex activities.

• Developing policies and procedures related to compliance or administrative issues.

• Training other team members in various areas.

• Coordinating special projects for the division.

• Performing other job-related duties as required.

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 is a re-advertisement of JC-495385. If you previously applied under JC-495385 you would need to re-apply under this new Job Control, JC-505739 in order to be considered.

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

• 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.
• Depending on your work location, you may be working in a high-rise building.
• Telework is partially available.

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.

• 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 Compliance Specialist, 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 [email protected] .

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 computer programs, such as MS Office (Word, Excel, PowerPoint, Teams, Outlook).

• Ability to prioritize workload and meet deadlines.

• Ability to be a self-starter.

• Experience and/or ability to interpret laws, rules, regulations, policies, and procedures.

• Excellent interpersonal skills.

• Excellent customer service skills.

• Williness to be part of a team and promote a positive work environment.

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.

Working for the State offers great opportunities, generous benefits, and career development. In addition, you can look forward to:

• Nearby (third-party) parking.
• Convenient to public transportation.
• Located near major freeway access.

For more information about the outstanding benefits offered to State Employees

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

Supplemental Questionnaire Requirement

Applicants must include a Supplemental Questionnaire (SQ) for this recruitment. Applications without an SQ or include an SQ that does not directly answer all the items below will not be considered. Resumes do not take the place of the SQ.

SQ Requirements:

• Name on SQ.
• Job Control number on SQ.
• SQ must be no more than two pages in length.

Respond directly to the following SQ question(s):

1. Describe your education, knowledge, and experience handling complex collection cases, relating to the application of applicable Sales & Use Tax Law and/or Special Taxes and Fee Law that qualifies you for the Business Taxes Compliance Specialist position.

2. Please describe a specific task or special project you completed that benefited your unit or organization. What was the background and results of your actions?

3. Describe your experience working complex collection cases focused on the Sales Tax program and/or Special Tax and Fee programs. Be sure to include the steps taken, methods used, and outcome.

You must provide specific information in your response(s) which demonstrate how your knowledge, skills, and training meet the needs of this position.

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.
• Other - A completed Supplemental Questionnaire (SQ) must be submitted with your STD. 678 in order to be considered for this position. Please see the Supplemental Questionnaire Requirement section of this job posting for additional information.