Senior Compliance Representative - Lead

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 supervision of the Administrator I, the Business Entity (BE) Administrative Dissolution (AD) Team Lead, within the BE Collection Operations Section, the Senior Compliance Representative Lead serves as a technical advisor and lead to a team of Compliance Representatives, engaged in AD activities, BE tax and collection support, and compliance work of varying difficulty. This position is responsible for ensuring the quality and accuracy of the work performed by the team, and works to ensure the team’s performance supports the bureau and division’s business plans and departmental goals.

Specific duties include reviewing the team’s work to ensure the most effective and appropriate collection methods and tools are being utilized, that standards for account processing and account adjustments are being met, and that final resolutions are appropriate. Performs call monitoring and on-the-job training to develop and improve collection competencies of the team, identify areas of improvement, and recommend appropriate training to ensure the quality and accuracy of individuals on the team. Performs daily operational planning and workload prioritizing, as well as review within the Taxpayer Folder (TPF) and Case Management (CM) systems and performs production duties necessary to the collection of revenue while maintaining the level of service goals.

The incumbent will also evaluate collection tools, techniques, procedures, and workloads to identify opportunities for improvement and recommend viable solutions. The incumbent gathers production data, prepares/maintains technical and statistical data for weekly reports, and prepares group statistical reports to ensure the quality and accuracy of the work performed by the team.

Additional positions may become available (eRPA 2526-00043).

Position(s) may be located in any of the following office locations:

Sacramento (Central office)

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Working Conditions

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 is eligible for limited remote working within California based on departmental guidelines and operational need. FTB has a minimum in-office requirement of two days per week for all positions including those that are eligible for telework. This is subject to change.

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:

• Knowledge of Business Entitiy (BE) laws, Revenue and Taxation Code (R&TC), policies, and procedures
• Knowledge and experience in reviewing staff work on Taxpayer Folder (TPF), Case Management (CM), Business Entities Tax System (BETS), and Enterprise Tax Systems (ETS)
• BE collection experience
• Inventory management experience
• Communication skills (written and oral) for special projects or development of procedures
• Ability to work independently and as a member of a team
• Excellent interpersonal and problem solving skills
• Ability to manage multiple tasks and assignments
• Ability and desire to train and develop staff
• Working knowledge of and experience in the Qfiniti system
• Ability to demonstrate tact and good judgment
• Proficient in Microsoft Office (Outlook, Word, Excel, and PowerPoint)
• Excellent work ethic and positive attitude
• Experience presenting work related material to small and large audiences
• Experience working in a call center
• Working knowledge of CM Reports and Accounts Receivable Management Reporting (ARMR)

Benefits

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

  REQUIRED: If you are basing your eligibility on educational requirements, you MUST provide a legible copy of your transcripts as proof of meeting the education requirement as listed in the Classification Specification (please see the Class Specification located under “Minimum Requirements” on the left-hand side of this job posting). Applicants with foreign transcripts must provide a foreign transcript evaluation that indicates the number of units to which the foreign course work is equivalent. Transcripts and evaluations may be official or unofficial; please redact birthdates and social security numbers. If you are not basing your eligibility on an educational requirement, you may instead use the bypass option (when applying, select Choose/Upload for the required document and then select Bypass File).

• Supplemental Application - In order to be considered for this position, interested candidates must submit a supplemental application. Your response must be no more than 1 type-written page(s) in length, using 12-point font, 1-inch standard margins and include your first and last name in the upper right-hand corner of each page. Respond to the following supplemental statement:
  This position requires a high level of flexibility, patience, and time management skills. Please describe a time you have had to use these skills to accomplish a task.
  • What was the situation?
  • What did you do?
  • What was the outcome?