California Franchise Tax Board · 2 days ago
Compliance Representative
The California Franchise Tax Board is seeking a Compliance Representative to promote business entity tax filer compliance. The role involves perfecting cases for filing enforcement assessments and responding to correspondence and inquiries regarding state filing requirements for business entity non-filers.
GovernmentNon ProfitTax Preparation
Responsibilities
Promote business entity tax filer compliance in the Filing Enforcement (FE) Section
Perfects cases for filing enforcement assessments
Examine and respond accordingly to less complex correspondence through Case Management (CM) and Taxpayer Folder (TPF)
Directly respond to incoming telephone calls through the Automated Call Distribution (ACD) System providing information and guidance regarding state filing requirements for business entity non-filers
Process work lists by analyzing, reviewing, and perfecting accounts for business entity non filers to ensure that the correct income is associated to the correct account
Qualification
Required
Working knowledge of the Integrated Non-Compliance System (INC) Business Entity Tax System (BETS) Taxpayer Information System (TI) Taxpayer Folder (TPF) Case Management (CM), Centralized Revenue Opportunity System (CROS), and comparable tax accounting software and systems
Properly making account adjustments/ transactions in the INC, BETS, TI, TPF and CM, systems, and comparable tax accounting software and systems
Ability to interpret and accurately explain complex provisions of the California Revenue and Taxation Code, the Internal - Revenue Code, public service bulletins, and other operating procedures regarding personal income tax law, filing requirements, filing enforcement practices, collection activities, while maintaining taxpayer privacy and data confidentiality requirements
Proficient in Microsoft Office (Outlook, Word, Excel)
Experience working in a contact center (telephone, correspondence, and email)
Result driven with a positive attitude
Excellent verbal and written communication skills
Excellent customer service and interpersonal skills
Strong analytical and problem solving skills
Ability to effectively deal with the public and establish and maintain positive working relationships
Ability to work independently and in a team environment while demonstrating initiative, integrity, ownership, and accountability
Assist and responds to incoming telephone calls from a ACD phone line. Provides information and guidance regarding filing enforcement requirements for business entities. Explains the application of applicable Revenue and Taxation Codes to callers to ensure filing accuracy and compliance
Company
California Franchise Tax Board
The Franchise Tax Board is responsible for administering two of California's major tax programs: personal income tax and corporation tax.