Analytical and Training & Procedures Manager

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.

Under the general direction of the Administrator II in the Information Validation Section (IVS), and as a member of the Section's leadership team, the incumbent will work with the IVS Management team, Bureau-wide staff, and EDR Project staff, including the Solution Provider, in directing the activities of the IVS Training and Analysis teams in managing all training activities and analytical needs related to the ongoing operation and improvement of the Return Analysis (RA) processing system. Working with staff throughout the Enterprise, duties include:

1. Directly oversee a team of analysts by providing guidance and direction to facilitate work-flow and ensure optimum section efficiency and effectiveness.

2. Indirectly oversee the IVS training team through a Tax Program Supervisor. Working with section management and members of the team to ensure staff receive the appropriate amount and type of training.

3. Coordinate the sections for non IVS training needs; develop long-range training strategies and plans which support the section's goals and hiring plans; select, train, coach, and mentor subordinate staff; evaluate performance and provide career counseling and development; foster a work environment that promotes open communication and teamwork, and prepare annual and probationary reports.

4. Oversee the preparation of various issue papers, project plans, project reports and other written reports as necessary; assist in the analysis, development and administration of the Section's operational, resource and budgetary plans; participate in the areas of recruitment, interviewing, hiring, training, staff development, and workload management; assist in identifying resources and hiring needs, and act as the Assistant Section Manager when needed.

5. In partnership with the IVS Management team, represent the Section and Bureau on various enterprise-wide teams including team related to Return Analysis, provide input regarding business requirements, participate in design and testing sessions; and work with leadership team on the development of a communication and change management training plan, as needed, for the Section.

Additional positions may become available (RPA 2526-01470).

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Working Conditions

Visa Sponsorship

This position is not eligible for visa sponsorship. Applicants must be authorized to work in the US without the need for a visa sponsorship or a training plan, now or in the future .

This position requires 3 or more days in the office per week. It is designated office-centered and may be eligible for some remote working within California based on departmental guidelines and operational need.

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 .

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”.

• Ability to develop and implement strategic, tactical, and operational plans, and lead the organization through change to achieve program goals
• Knowledge of and experience with Personal Income Tax programs, processes, and systems, including the Franchise Tax Board’s enterprise systems and the Return Analysis processing environment
• Knowledge of and experience with Enterprise Data to Revenue projects, business requirements development, and system-related initiatives
• Strong ability to plan, organize, prioritize, and manage multiple complex, sensitive workloads in a fast-paced environment with shifting priorities
• Demonstrated analytical and problem-solving skills, including the ability to evaluate issues, develop solutions, and implement effective improvements
• Strong leadership and management skills, including the ability to build trust and credibility with staff, peers, and management, and to create a positive, collaborative, and high-performing work environment
• Effective interpersonal, organizational, program management, and change management skills, including the ability to foster teamwork, cooperation, and innovation
• Excellent oral and written communication skills, including the ability to present technical information clearly and effectively to medium and large audiences
• Ability to identify, evaluate, and implement business process improvements, including the use of technology solutions to improve efficiency and effectiveness
• Ability to analyze new tax laws, regulations, and policy changes, and assess their operational impact on the Filing Division and the department
• Ability to recognize when priorities or resources must be shifted to address changing goals, workloads, or operational needs
• Experience reviewing, monitoring, and evaluating the work of others to ensure accuracy, consistency, and compliance with procedures, directives, and policies
• Knowledge of project management principles, techniques, and methodologies
• Demonstrated experience working across diverse programs, activities, or organizational areas, providing a broad understanding of departmental and enterprise-wide operations
• Involvement in a diversity of activities, program areas, and/or positions that have provided you with a greater understanding and appreciation for the broader perspective of the department/enterprise
• Demonstrated performance encouraging positive relationships, creating high job satisfaction, encourag ing success, showing understanding, and being trusting and supportive

Benefits

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

In addition, Franchise Tax Board offers the following:

• Convenient transportation and commuting options include : Light Rail stop, bicycle lockers, free parking, and carpool/vanpool opportunities

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.

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 required and must be included.
• Other -

  A cover letter is required and must be included.

• 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 gather information from others in order to make a recommendation to higher management on a course of action.

  • What was the situation?
  • Who did you collaborate with and why?
  • What was the outcome?
  • What were the challenges?