Business Taxes Specialist

Job Description and Duties

All applicants will be considered, however SROA/Surplus candidates will be given priority.

This is a re-advertisement of JC-516160. If you previously applied under JC-516160 you would need to re-apply under this new Job Control, JC-526152 in order to be considered.

This position is located in the Bakersfield office.

Under the general direction of the Business Taxes Administrator (BTA) I, the Business Taxes Specialist (BTS) I acts as a lead, independently conducts reviews, provides technical guidance, and manages the most complex, difficult, and sensitive tax compliance work. The BTS I reviews cases, can assign tasks, and approves assignments. The BTS I develops, revises, or maintains training course materials. The BTS I prepares replies to issues of tax law and compliance function policies and procedures, and serves on special project committees. This position exercises a high degree of independence and responsibility in these activities. Travel may be required for up to ten percent (10%) of the time, including overnight.

The hiring unit has established the following cut-off dates for this job control:

August 07, 2026

August 21, 2026

September 04, 2026

Applications will be reviewed according to the date of submission. If your application is submitted after the most recent cut-off date, it will be applied to the next review period.

This job control will close after the final internal cut-off period listed above, or once a candidate has been selected.

How did you hear about this opportunity? 

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 may be located in a high-rise building.
• Partial telework may be available.
• Standard office environment (for example, artificial lighting, controlled temperature, among others).
• 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, files, equipment weighing up to thirty (30) pounds, with or without reasonable accommodation.
• Must be flexible and willing to adjust to changing work schedules, if required, for operational needs.

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 is required ten percent (10%) of the time.
• Position may require overnight travel for up to five consecutive nights to meet training requirements.

Eligibility for Promotional Exams

In addition to meeting the Minimum Qualifications for the BUSINESS TAXES SPECIALIST I, 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 View email address on us.fitly.work .

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 collection processes, account resolution strategies, and departmental systems sufficient to independently analyze and resolve difficult cases.
• Ability to provide technical guidance, mentor staff, support on boarding/training efforts, and serve as a resource to peers and management.
• Ability to communicate clearly, professionally, and respectfully with staff, management, taxpayers, external stakeholders, able to collaborate and maintain positive working relationships. Excellent communication.
• Ability to prioritize workload, make time decisions, exercise discretion, and adapt to changing operational needs with minimal supervision.
• Ability to manage multiple responsibilities, adjust to shifting priorities, participate in special projects, and support team needs across functions such as training, workload review, and process improvement.
• Reliability, ownership of assignments, receptiveness to feedback, and professional approach when collaborating with peers and management.

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 parking.
• Located near Ninety-nine (99) freeway access.

For more information about the outstanding benefits offered to State Employees

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

Supplemental Questionnaire (SQ)

Applicants are required to submit a Supplemental Questionnaire (SQ) for this recruitment. Applications that do not include an SQ or include an SQ that does not directly address each of the items below will not be considered. Resumes will not be accepted in lieu of the Supplemental Questionnaire.

Additionally, your SQ must include:

• Require name on SQ.
• Require Job Control Number on SQ.
• The SQ must be no more than two pages in length, single-spaced.

Please respond directly to the following SQ question(s):

1. Describe a difficult account or collection case you handled that required you to independently analyze complex information and apply departmental systems or policies. What steps did you take to resolve the issue, and how did you ensure your approach was accurate and effective?
2. Describe a time when you demonstrated reliability and ownership of an assignment, especially when collaborating with peers or management. How did you handle feedback during the process, and what was the final outcome of your efforts?

Statement of Qualifications (SOQ)

Applicants are required to submit a Statement of Qualifications (SOQ) for this recruitment. The SOQ is a narrative discussion prepared by the applicant describing how the applicant’s skills, knowledge, abilities, education, training, and experience qualify them for the position. The SOQ also serves as documentation of each candidate’s ability to present information clearly and concisely in writing. The California Department of Tax and Fee Administration will not consider applicants who do not include an SOQ with their application. Resumes will not be accepted in lieu of an SOQ.

Additionally, your SOQ must include:

• Require name on SOQ.
• Require Job Control Number on SOQ.
• The SOQ must be no more than two pages in length, single-spaced.

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