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Business Taxes Specialist III
Business Taxes Specialist IIIState of California • West Sacramento, CA, United States
Business Taxes Specialist III

Business Taxes Specialist III

State of California • West Sacramento, CA, United States
2 days ago
Job type
  • Full-time
  • Permanent
Job description

It is important to read this advertisement in its entirety. You are required to submit a Statement of Qualifications (SOQ) for this position. The SOQ instructions and required statements are at the bottom of this posting. Applications received without an SOQ or with an SOQ that does not comply with the instructions will be disqualified.

Under the general direction of an Assistant Chief Counsel of the Foundations Division, the Business Taxes Specialist III (BTS III) will research and draft materials for complex and / or sensitive appeals heard before the Office of Tax Appeals (OTA). The Foundations Division is responsible for supporting the agency's Hearings Division. The BTS III of the Foundations Division develops the appeal record, researches the law, and drafts opinions and memorandums for use by OTA's Hearings Division. The BTS III prepares the Foundations Division's position with respect to assigned matters before OTA.

In order to be eligible for the Business Taxes Specialist III, BOE, candidates must meet the minimum qualifications for the Business Taxes Specialist III, BOE and must have transfer eligibility, reinstatement rights, SROA, and / or Surplus eligibility (attach letter if applicable) or reinstatement rights.

Click on the below link to view the Minimum Qualifications for the Business Taxes Specialist III, Board of Equalization :

Looking for a State Job? - Review the 3 Steps To A State Job webpage and be sure to complete the exam / assessment and state application before applying for this position.

You will find additional information about the job in the Duty Statement .

Minimum Requirements You will find the Minimum Requirements in the Class Specification.

  • BUSINESS TAXES SPECIALIST III, BOARD OF EQUALIZATION

Additional Documents

  • Job Application Package Checklist
  • Duty Statement
  • Position Details Job Code # :

    JC-495518

    Position #(s) : 292-501-4378-001

    Working Title :

    Business Taxes Specialist III

    Classification :

    BUSINESS TAXES SPECIALIST III, BOARD OF EQUALIZATION $9,751.00 - $11,625.00 Salary rate will be non-negotiable for selected candidates new to state service.

    New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.

    # of Positions : Work Location :

    Los Angeles County

    Telework : Hybrid

    Job Type : Permanent, Full Time

    Facility : App Drop Off

    Work Shift :

    8 : 00 AM - 5 : 00 PM

    Work Week : Monday - Friday

    Department Information

    BUILD A DEPARTMENT...BUILD YOUR FUTURE!! Do you want to make a difference in the lives of Californians while achieving your career goals? Do you like a challenge? Do you set standards for yourself and enjoy working in a fast-paced, evolving organization with great potential for personal development? The Office of Tax Appeals is looking for a person like you who will help build a team and influence the organization's culture for years to come.

    Come join our team, apply today!

    Special Requirements This bulletin is a re-advertisement of JC-479457. If you previously applied to JC-479457, please do not submit a new application.

    Applications will be screened on the following dates : 10 / 27 / 2025, 11 / 06 / 2025, 11 / 17 / 2025, 11 / 27 / 2025

    This vacancy is with the Office of Tax Appeals, 12900 Park Plaza Drive, Suite 300 Cerritos, CA 90703.

  • Include JC-495518 in the "Examination or Job Title" section of the State application (STD.678) when submitting a hard copy application.
  • Resume is required and must be included with your application.
  • Statement of Qualifications (SOQ) is required. This SOQ serves as a narrative discussion to illustrate how the candidate's education, training, experience, and skills have prepared you for this position. The SOQ serves as documentation of each candidate's ability to present a written response to the following questions, both clearly and concisely. The written response should be typed and no more than two (2) pages in length, double spaced, and Arial 12-point font. Please answer the SOQs below :
  • 1) Please explain your knowledge of the California Revenue and Taxation Code. Describe your process for researching this area of law and outline the steps you take to ensure your written legal opinions are legally correct and well-supported.

    2) What do you enjoy reading and why?

    Applicants who do not include a Statement of Qualifications will not be considered for the interview process. Cover letters and resumes do not take the place of SOQs.

    Electronic submittal of applications and attachments through Calcareers.ca.gov is preferred. Emailed or faxed applications will not be accepted.

    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.

    This position is designated under the Conflict-of-Interest Code and is responsible for making or participating in the making of government decisions that may potentially have a material effect on personal financial interests. The appointee is required to complete Form 700 within 30 days of appointment. Failure to comply with the Conflict-of-Interest Code requirements may void the appointment.

    Additional hires may be made from this job bulletin if positions become available.

    Application Instructions

    Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application.

    Final Filing Date : Until Filled

    Who May Apply

    Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and / or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply.

    Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s).

    How To Apply

    Complete Application Packages (including your Examination / Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at www.CalCareers.ca.gov. When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below :

    Address for Mailing Application Packages

    You may submit your application and any applicable or required documents to :

    Office of Tax Appeals

    Postal

    Attn : Bailey Jorgeson JC-495518

    P.O. Box 989880

    West Sacramento , CA 95798-9880

    Address for Drop-Off Application Packages

    You may drop off your application and any applicable or required documents at :

    Office of Tax Appeals

    App Drop Off

    Bailey Jorgeson JC-495518

    400 R Street

    Suite 360

    Sacramento , CA 95814

    08 : 00 AM - 05 : 00 PM

    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 www.CalCareers.ca.gov. 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 required and must be included.
  • Statement of Qualifications - Statement of Qualifications (SOQ) is required. This SOQ serves as a narrative discussion to illustrate how the candidate's education, training, experience, and skills have prepared you for this position. The SOQ serves as documentation of each candidate's ability to present a written response to the following questions, both clearly and concisely. The written response should be typed and no more than two (2) pages in length, double spaced, and Arial 12-point font. Please answer the SOQs below :
  • 1) Please explain your knowledge of the California Revenue and Taxation Code. Describe your process for researching this area of law and outline the steps you take to ensure your written legal opinions are legally correct and well-supported.

    2) What do you enjoy reading and why?

    Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting.

    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 :

  • Sales and Use Tax field auditing experience.
  • University level degree in accounting, English, or a related area.
  • Experience as a field auditor for the Board of Equalization or California Department of Tax and Fee Administration (CDTFA).
  • Experience as an audit supervisor or technical advisor reviewing audits and / or preparing go-backs for audit reports.
  • Familiarity with the CDTFA audit process and reading audit reports.
  • Strong writing and proofreading skills.
  • Must maintain regular and acceptable attendance at such a level as is determined at OTA's sole discretion.
  • Use of good judgment in prioritizing work.
  • Work cooperatively with others.
  • Demonstrate tact and a high degree of good independent judgment.
  • Excellent organizational skills.
  • Positive attitude, open-mindedness, and flexibility.
  • Benefits

    For information regarding available employee benefits, please visit the California State Civil Service Employee Benefits Summary page on the California Department of Human Resources' website at : California Employee Benefits Summary .

    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.

    Human Resources Contact :

    Human Resources Department

    (916) 620-2857

    ota_hr@ota.ca.gov

    Hiring Unit Contact :

    Andrew Kwee

    (916) 292-1158

    andrew.kwee@ota.ca.gov

    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 : Rubena Khan

    (916) 282-1434

    rubena.khan@ota.ca.gov

    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.

    Additional Application Information

  • Please do not include personal information on your application, resume or Statement of Qualifications (social security number, date of birth, marital status, etc.)
  • In the "Employment History" section of the application you must list your current employment history by providing the "to" and "from" dates with month, day and year, the hours per week that worked, which should be a whole number and not a range and the total time worked (years / months).
  • Applicants must complete the duties performed section on the application. Applications with "see resume" shall not be considered. Applications received without all information completed will be considered incomplete and will not be screened for the interview process.
  • A completed Employment Application (STD. 678) and any other relevant documents (i.e., unofficial transcripts, copy of degree, resume, etc.) should be submitted electronically via your CalCareers account.
  • Clearly indicate the basis of your eligibility (certification list, transfer, reinstatement, State Restriction of Appointments (SROA) and / Surplus eligibility) in the "Explanations" section located on the first page of your STD. 678.
  • Remove and do not submit the "Equal Employment Opportunity" questionnaire (page 5) with your completed STD. 678. This page is for examination use only.
  • The incumbent is required to complete Form 700 within 30 days of appointment. Failure to comply with the Conflict-of-Interest Code requirements may void the appointment.
  • Completed applications and all required documents must be received or postmarked by the Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application.
  • Business Taxes Specialist III Exam Information

    Candidates must meet the minimum qualifications for the Business Taxes Specialist III classification and have certification (reachable) list eligibility, transfer eligibility, reinstatement rights, SROA, and / or Surplus eligibility (attach letter if applicable) or reinstatement rights.

    Candidates who have list eligibility (or are in the process of obtaining list eligibility) may also apply. To obtain list eligibility, please review the following list bulletin : Business Taxes Specialist III

    Candidates must meet the Minimum Qualifications stated in this Classification Specification(s).

    Equal Opportunity Employer

    The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.

    It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.

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