TAX TECHNICIAN II

Job Description and Duties

Are you interested in making life better for Californians? Are you looking for a career and not just a job? Do you want to create a meaningful impact in your community? If you answered yes to any of these questions, then the California Department of Tax and Fee Administration (CDTFA) has a career opportunity waiting for you! California not only needs you, it wants you as part of the growing workforce. New employees, new ideas, and new creative perspectives are needed in all areas at the CDTFA. We value staff and are 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. To learn more about us, please see 

This is a re-advertisement of JC-523980. If you previously applied under JC-523980 you would need to re-apply under this new Job Control, JC-527651 in order to be considered.

This position is located in the Sacramento Headquarters office at May Lee State Office Complex. When traditional avenues are unable to resolve a taxpayer’s issue, concern, or problem, the Taxpayers’ Rights Advocate Office (TRA) is the place they contact. As a Tax technician II (TTII) in TRA, you thrive in a collaborative, adaptable, and welcoming environment, where your ability to listen and evaluate each taxpayer’s unique situation is essential to your success. As a small office, TRA offers a warm, flexible, relaxing atmosphere, that will support you as you learn and grow.

Working for the California state government allows an opportunity to be of service to your fellow Californians. Working with the California Department of Tax & Fee Administration (CDTFA) means doing that PLUS helping businesses and taxpayers in ways you may not have imagined. At the CDTFA, we are committed to lifting each other up and supporting our team members to be their very best, as we serve the public. We offer mentoring and training to all team members with the hopes you find your path to excellence.

Under the general supervision of the Business Taxes Administrator II, the TT II learns and independently performs clerical and technical duties. The incumbent fulfills a wide variety of routine advisory services to taxpayers and other governmental agencies by phone or in writing and is responsible for performing a variety of technical functions for the Taxpayers' Rights Advocate (TRA) Office. The TT II may be the taxpayers’ first point of contact with the TRA Office and must exercise tact, empathy, and good judgment. The TT II is responsible for working on technical assignments and assisting team members in communicating with taxpayers. On a routine basis, the TT II will assist team members with research on taxpayer accounts and will perform other related duties as necessary.

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.

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.

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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.
• 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.

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 employees to be fingerprinted and successfully pass a background investigation. 

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:

• Competent in computer programs such as Excel, Outlook, and Word.
• Exceptional Customer Service and Communication skills
• Ability to be an active listener.
• Ability to stay objective, positive and demonstrate empathy under pressure.
• Ability to work on multiple tasks simultaneously.
• Good organizational and time management skills and flexibility in response to changing workloads and priorities.

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 public transportation.
• Located near Downtown and major freeway access.
• The new sustainable May Lee State Office Complex is located in the Sacramento River District. It has a cafeteria, gym, and daycare center.

Working for the State offers 

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

Additional Instructions for Applicants

Using the online application system as specified in the announcement is the preferred method of applying for civil service job opportunities; however, applicants may instead apply by way of U.S. mail, parcel delivery or courier service, or in person, as set forth in this announcement.

Paper applications must include a signature. Dates printed on envelopes by mobile barcodes or equivalent mobile print technology are not acceptable proof of the date the application and any other required documents or materials were filed.

A completed state application (STD. 678) and any documents list under “Required Application Documents” must be submitted with your application package. Applicants who are relying on additional documentation (e.g. transcripts, copy of degrees, certifications, licenses, etc.) in order to prove that they meet the minimum qualifications listed in the Classification Specification (located on the right under “Additional Documentation) must submit those documents with their application package. Failure to submit these documents may result in your application being disqualified. Applications must include a description of the duties performed for each position held; reference to a resume in place of a description of the duties performed will not be accepted.

Applicants must state their basis of eligibility (List Eligibility, Lateral Transfer, Reinstatement, T&D, or Surplus/SROA), and the Job Control (JC) number and/or position number in the “Examination(s) or Job Title(s), For Which You Are Applying” section on the STD. 678. Surplus/SROA candidates should submit a copy of their letter with their application . Please remove any confidential information (i.e. social security number, date of birth, etc.) as well as any information regarding your LEAP eligibility and/or exam scores from your documents prior to submission. 

Here is the link to the Tax Technician II examination bulletin.

If applying electronically, please note that CalCareers no longer allows applicants to withdraw their applications. If you need assistance to withdraw your application, please contact the Certification Section at View email address on us.fitly.work

For all other questions regarding your CalCareer account, please contact CalHR’s CalCareers Unit at View phone number on us.fitly.work or View email address on us.fitly.work .

For more information on the recruitment process please email View email address on us.fitly.work .

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.