Compliance Representative - Bilingual Spanish
California Franchise Tax Board, Sacramento, California, United States, 95828
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: http://hrmanual.calhr.ca.gov/Home/ManualItem/1/2113
Only bilingual (fluent in Spanish) positions exist for this recruitment. Bilingual candidates must indicate their fluency on the front of the standard state application (STD 678) and resume.
Do you like to problem solve and participate in collaborating on solutions for challenging circumstances? Do you want to make a meaningful impact to your community? If so, then the Franchise Tax Board (FTB) has the perfect opportunity for you!
The Accounts Receivable Management (ARM) Division manages delinquent Personal Income Tax (PIT) and Bank and Corporation (BC) Income Tax debts. Our collection approach is founded on the principle of gaining taxpayer compliance by using the least intrusive action. Our collection strategy is to encourage taxpayers to resolve their debts as quickly as possible through the best method suited for their situation to help them achieve long‑term compliance. In addition to income tax liabilities, we collect non‑tax related debts owed to state and local governments when they are referred to our department.
The ARM Division provides excellent customer service to the public as we help resolve their tax‑related issues. We are looking for a self‑motivated individual who is responsible and accountable for results. FTB Compliance Representatives (CR) will enjoy a collaborative work environment of mentorship, continuing education, and opportunities for upward mobility.
Compliance Representative Responsibilities
Resolve delinquent personal or business income tax accounts, Non‑Tax Debt (NTD) accounts, and respond to telephone calls, Live Chats, and correspondence from debtors.
Use in‑depth account and system analysis.
Validate accounts for accurate balance and demographics.
Explain assessments, initiate account adjustments, respond to requests for lien payoff demands, and evaluate financial statements to determine ability to pay or Installment Agreement eligibility.
Educate taxpayers to prevent future delinquency and non‑compliance.
Assist in the training and development of staff, act as a technical advisor, and review work performed by the team for quality, accuracy, and consistency.
Additional Responsibilities
Utilize skip‑tracing tools and skillful negotiation techniques to obtain timely resolutions, initiate involuntary collection activities, and/or field actions to collect payment in full and/or obtain compliance.
Maintain an inventory of collection accounts, locating and contacting debtors, Business Entities (BE), and third parties via telephone or in the field to secure payment in full, gather assets, and other collection information.
Review and analyze legal documents, which can include extensive account analysis, assimilating data from multiple sources, developing comprehensive and accurate analysis, making sound determinations, and conveying those determinations to staff, attorneys, auditors, taxpayers, and their representatives.
Effectively plan, organize, and manage information. This will require working with our Legal, Audit, Collection Advisory Team (CAT), and management with adherence to critical time frames.
Consideration will be given to the applicant’s program preference and every effort will be made to match those requests. However, candidates may be placed into positions based ultimately on operational and business needs of the ARM Division.
Please Note:
Anticipated start date for these positions will be July 1, 2026.
Positions Available In The Following Bureaus
Business Entity Collection Bureau
Statewide Collection Bureau
Special Programs Bureau (additional positions may become available)
Other positions may become available (RPA 2526‑01569, RPA 2526‑01570, and RPA 2526‑01579)
Position(s) may be located in any of the following office locations:
Sacramento (central)
You will find additional information about the job in the Duty Statement.
Position Details
Job Code #:
JC-507687
Position #(s):
564-624-8619-XXX
Working Title:
Compliance Representative - Bilingual Spanish
Classification:
COMPLIANCE REPRESENTATIVE, FRANCHISE TAX BOARD
Salary Ranges: \$4,470.00 - \$5,078.00 A \$4,610.00 - \$5,496.00 B \$5,528.00 - \$6,924.00 C
# of Positions:
Multiple
Work Location:
Sacramento County
Telework:
Hybrid
Job Type:
Permanent, Full Time
Desirable Qualifications:
Excellent verbal and written communication skills
Knowledge of Personal Income Tax (PIT) and/or Business Entity (BE) laws, policies, and procedures
Knowledge of Franchise Tax Board (FTB) systems such as Case Management (CM), Taxpayer Folder (TPF), Taxpayer Information System (TI), Business Entity Tax System (BETS), Enterprise Tax System (ETS), Department of Motor Vehicles (DMV), Integrated Nonfiler Compliance (INC), Board of Equalization (BOE), Secretary of State (SOS), Lexis Nexis, or another related system
Ability to exercise good judgment and tact
Ability to shift priorities and workloads to meet program goals
Proficiency in Microsoft Office (Microsoft Teams, Word, Excel, PowerPoint, and Outlook)
Ability to exercise patience and use creativity
Strong work ethic and problem‑solving skills
Excellent interpersonal and customer service skills
Strong organizational skills and ability to successfully manage multiple tasks
Collection experience
Ability to support FTB’s Mission and Values objectives
Ability to safeguard highly sensitive and confidential information
Knowledge and application of Security & Disclosure policies
Bilingual - Fluent in Spanish
Join our team and make a difference in the financial well‑being of California. Apply today! About us | FTB.ca.gov
Contact Information The Human Resources Contact is available to answer questions regarding the application process. The Hiring Unit Contact is available to answer questions regarding the position.
Department Website: http://www.ftb.ca.gov
Human Resources Contact: Classification & Hiring (916) 845-3608
Hiring Unit Contact: FTB ARM Hiring Team (916) 845-5119
Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office.
EEO Contact: EEO Office (916) 845-2860
California Relay Service: 1-800-735-2929 (TTY), 1-800-735-2922 (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device.
Final Filing Date:
3/2/2026
#J-18808-Ljbffr
Only bilingual (fluent in Spanish) positions exist for this recruitment. Bilingual candidates must indicate their fluency on the front of the standard state application (STD 678) and resume.
Do you like to problem solve and participate in collaborating on solutions for challenging circumstances? Do you want to make a meaningful impact to your community? If so, then the Franchise Tax Board (FTB) has the perfect opportunity for you!
The Accounts Receivable Management (ARM) Division manages delinquent Personal Income Tax (PIT) and Bank and Corporation (BC) Income Tax debts. Our collection approach is founded on the principle of gaining taxpayer compliance by using the least intrusive action. Our collection strategy is to encourage taxpayers to resolve their debts as quickly as possible through the best method suited for their situation to help them achieve long‑term compliance. In addition to income tax liabilities, we collect non‑tax related debts owed to state and local governments when they are referred to our department.
The ARM Division provides excellent customer service to the public as we help resolve their tax‑related issues. We are looking for a self‑motivated individual who is responsible and accountable for results. FTB Compliance Representatives (CR) will enjoy a collaborative work environment of mentorship, continuing education, and opportunities for upward mobility.
Compliance Representative Responsibilities
Resolve delinquent personal or business income tax accounts, Non‑Tax Debt (NTD) accounts, and respond to telephone calls, Live Chats, and correspondence from debtors.
Use in‑depth account and system analysis.
Validate accounts for accurate balance and demographics.
Explain assessments, initiate account adjustments, respond to requests for lien payoff demands, and evaluate financial statements to determine ability to pay or Installment Agreement eligibility.
Educate taxpayers to prevent future delinquency and non‑compliance.
Assist in the training and development of staff, act as a technical advisor, and review work performed by the team for quality, accuracy, and consistency.
Additional Responsibilities
Utilize skip‑tracing tools and skillful negotiation techniques to obtain timely resolutions, initiate involuntary collection activities, and/or field actions to collect payment in full and/or obtain compliance.
Maintain an inventory of collection accounts, locating and contacting debtors, Business Entities (BE), and third parties via telephone or in the field to secure payment in full, gather assets, and other collection information.
Review and analyze legal documents, which can include extensive account analysis, assimilating data from multiple sources, developing comprehensive and accurate analysis, making sound determinations, and conveying those determinations to staff, attorneys, auditors, taxpayers, and their representatives.
Effectively plan, organize, and manage information. This will require working with our Legal, Audit, Collection Advisory Team (CAT), and management with adherence to critical time frames.
Consideration will be given to the applicant’s program preference and every effort will be made to match those requests. However, candidates may be placed into positions based ultimately on operational and business needs of the ARM Division.
Please Note:
Anticipated start date for these positions will be July 1, 2026.
Positions Available In The Following Bureaus
Business Entity Collection Bureau
Statewide Collection Bureau
Special Programs Bureau (additional positions may become available)
Other positions may become available (RPA 2526‑01569, RPA 2526‑01570, and RPA 2526‑01579)
Position(s) may be located in any of the following office locations:
Sacramento (central)
You will find additional information about the job in the Duty Statement.
Position Details
Job Code #:
JC-507687
Position #(s):
564-624-8619-XXX
Working Title:
Compliance Representative - Bilingual Spanish
Classification:
COMPLIANCE REPRESENTATIVE, FRANCHISE TAX BOARD
Salary Ranges: \$4,470.00 - \$5,078.00 A \$4,610.00 - \$5,496.00 B \$5,528.00 - \$6,924.00 C
# of Positions:
Multiple
Work Location:
Sacramento County
Telework:
Hybrid
Job Type:
Permanent, Full Time
Desirable Qualifications:
Excellent verbal and written communication skills
Knowledge of Personal Income Tax (PIT) and/or Business Entity (BE) laws, policies, and procedures
Knowledge of Franchise Tax Board (FTB) systems such as Case Management (CM), Taxpayer Folder (TPF), Taxpayer Information System (TI), Business Entity Tax System (BETS), Enterprise Tax System (ETS), Department of Motor Vehicles (DMV), Integrated Nonfiler Compliance (INC), Board of Equalization (BOE), Secretary of State (SOS), Lexis Nexis, or another related system
Ability to exercise good judgment and tact
Ability to shift priorities and workloads to meet program goals
Proficiency in Microsoft Office (Microsoft Teams, Word, Excel, PowerPoint, and Outlook)
Ability to exercise patience and use creativity
Strong work ethic and problem‑solving skills
Excellent interpersonal and customer service skills
Strong organizational skills and ability to successfully manage multiple tasks
Collection experience
Ability to support FTB’s Mission and Values objectives
Ability to safeguard highly sensitive and confidential information
Knowledge and application of Security & Disclosure policies
Bilingual - Fluent in Spanish
Join our team and make a difference in the financial well‑being of California. Apply today! About us | FTB.ca.gov
Contact Information The Human Resources Contact is available to answer questions regarding the application process. The Hiring Unit Contact is available to answer questions regarding the position.
Department Website: http://www.ftb.ca.gov
Human Resources Contact: Classification & Hiring (916) 845-3608
Hiring Unit Contact: FTB ARM Hiring Team (916) 845-5119
Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office.
EEO Contact: EEO Office (916) 845-2860
California Relay Service: 1-800-735-2929 (TTY), 1-800-735-2922 (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device.
Final Filing Date:
3/2/2026
#J-18808-Ljbffr