Tax Technician I

Job Description and Duties

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

This is a re-advertisement of JC-510737. If you previously applied under JC-510737 you would need to re-apply under this new Job Control, JC-531767 in order to be considered.

The California Department of Tax and Fee Administration (CDTFA) is searching for talented individuals to join our team as a Tax Technician I. The Tax Technician I position is an entry-level position that gains the experience and skills that are sought after for many internal and external promotional opportunities. To learn more about us, please see the CDTFA Gateway to New Opportunities video. )

With the direction and supervision of a Business Taxes Administrator, the successful candidate will be trained to provide technical assistance in a contact center environment. The Tax Technician I learns and performs the less difficult and complex technical tasks, such as:

• Responding to inquiries regarding business tax laws and regulations, CDTFA policies and procedures, and general business information received from CDTFA's toll-free number.
• Providing taxpayer assistance with registration, tax returns, tax payments, and guidance to available CDTFA resources.
• Accessing and reviewing confidential taxpayer information.
• Performing account maintenance duties, reviewing and processing various CDTFA forms and/or taxpayer correspondence, and contacting taxpayers by phone in order to obtain the most current contact information.
• Utilizing an effective approach in handling difficult situations over the phone.
• Performing other job-related duties as required.

This limited term position may be extended up to twenty-four (24) months if workload is extended or become permanent if workload becomes permanent.

The incumbent is eligible to receive additional compensation each month for public contact over the telephone per Pay Differential #186.

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.
• Standard office environment (for example, artificial lighting, controlled temperature, etc.).
• 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.
• One-on-one customer guidance via telephone communication.
• This position may be eligible for partial telework.

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.
• Late phone coverage may be required.
• Mandatory overtime may be required.
• Working hours for this position could be as early as 7:30 a.m., and as late as 5:30 p.m.
• Punctual, reliable, consistent attendance.

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:

• Individuals bilingual in Spanish are strongly encouraged to apply and may be eligible for Pay Differential #014.

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:

• Nearby (third-party) parking.
• Convenient to public transportation.
• Located near major freeway access.
• Pay Differential 186 – Additional compensation each month for public contact through the taxpayer counter.

Working for the State offers 

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 one pages in length, double-spaced.

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

1. Providing optimal customer service is critical to our unit. Please describe a time when you provided excellent customer service.

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.