Final Filing Date: 9/10/2024.

Examination/Employment Application (STD 678) must be received or postmarked by the filing date indicated above. Applications postmarked, personally delivered or received via interoffice mail after the filing date will not be accepted.

Mobile barcodes or equivalent mobile print technology are not acceptable proof of the date the application and any other required documents or materials were mailed/filed.  Applications not sent through the U.S. Postal Service, parcel delivery or courier service (i.e., hand carried to the Human Resource Services Division) must be RECEIVED BY 4:30 P.M. ON THE FINAL FILING DATE.  Use of EDD metered mail, interoffice mail (e.g., red or gold bag), and faxed applications are prohibited

This is a DEPARTMENTAL PROMOTIONAL EXAMINATION for the Employment Development Department (EDD).

The information below will help you determine which classification(s) is(are) appropriate for you. Applicants must meet the Minimum Qualifications as stated on this bulletin to compete in this examination.

Promotional Examination(s):

• PRINCIPAL COMPLIANCE REPRESENTATIVE, FRANCHISE TAX BOARD - Promotional

In addition to meeting the Minimum Qualifications, competition is limited to individuals who meet at least one of the following filing criteria:

• 1. Have a permanent civil service appointment with a promotional testing department (see Testing Departments), or
• 2. Are current or former employees of the legislature for 2 or more years as defined in Government Code 18990, or
• 3. 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
• 4. 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.

Submit an Examination/Employment Application (STD 678) to apply for this examination.

Electronic applications can be submitted through your account at www.CalCareers.ca.gov.

You may apply by mail to:

• PCR,FTB
  Employment Development Department
  HRSD MIC 54
  P.O. Box 826880
  Sacramento, CA 94820-0001
  

Indicate the Examination Code and Classification(s) on your Examination/Employment Application (STD 678).

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

• Employment Development Department
  Human Resource Services Division, MIC 54
  751 N Street 6th Floor Solar Bld
  Sacramento, CA 94280-0001
  8:00 AM - 5:00 PM
  Atten: PCR, FTB Exam

Indicate the Examination Code and Classification(s) on your Examination/Employment Application (STD 678). All applicants must provide proof of identification. Accepted forms of identification are: 1) a photo identification card or 2) two forms of signed identification.

Applications must also contain the following information: "to" and "from" dates (month/day/year) of employment, time base, civil service class title(s), and range, if applicable. In addition, college course information must include: title, semester or quarter credits, name of institution, completion dates, and degree (if applicable). Applications received without this information may be rejected. Applications must include each class title for which the applicant wishes to participate. Applicants will be considered only for the examination(s) specified on their application.

The following items must be submitted with your Examination/Employment Application form. Failure to submit these items may result in rejection of your application.

• Transcript (Official or Unofficial)

If you require assistance or alternative testing arrangements due to a disability, indicate on your application that you need reasonable accommodation. You will be contacted by a representative of the testing department to make the necessary arrangements. If you have not been contacted by the time you receive notification of testing, please contact the testing department listed in the Contact section of this bulletin.

If you are unable to submit your application or complete the test due to a disability, please contact the testing department listed in the Contact section of this bulletin.

The final filing date is, September 10, 2024.

All applicants must meet the education and/or experience requirements as stated on this exam bulletin to be accepted to the examination.

Unless otherwise stated in the Minimum Qualifications, qualifying experience may be combined on a proportionate basis if the requirements stated below include more than one pattern and are distinguished as "Either" 1, "or" 2, "or" 3, etc. For example, applicants possessing qualifying experience amounting to 50% of the required time of Pattern 1 and additional experience amounting to 50% of the required time of Pattern 2 may be accepted to an examination as meeting 100% of the overall experience requirement.

Either I

One year of experience in the California state service performing the duties of a Senior Compliance Representative or Supervising Compliance Representative, Franchise Tax Board.

Or II

Experience: Four years of professional experience interpreting and administering laws related to tax law compliance or debt collection work, at least one year of which shall have involved performance of the most difficult assignments. (Experience in California state service applied toward this pattern must include one year at a level equivalent to Senior Compliance Representative or Supervising Compliance Representative, Franchise Tax Board.)

and

Education: Equivalent to graduation from college, which must include at least one course each in basic accounting or Federal or State taxation and business or commercial law; and one course in either economics, business administration, or public administration. Additional experience may be substituted for the required general education on the basis of one year of experience being equal to 30 semester or 45 quarter units. No substitution is permitted for the specific course work required. (Registration as a senior in a recognized institution will admit applicants to the examination, but they must produce evidence of graduation or its equivalent before they can be considered eligible for appointment.) (Applicants must indicate the following regarding the required courses: title, number of units, name of institution, and completion date.)

PROOF OF EDUCATION

Applicants qualifying under ANY pattern of the Minimum Qualifications requiring Education must submit evidence/proof of completion of the education requirement with their Examination Application. The proof provided must be copies of college transcripts or a diploma. You may email an electronic copy of proof of education to EDDExaminations@edd.ca.gov. Please list the examination title in the subject line or mail to the address listed on this bulletin. Transcripts may also be submitted electronically through CalCareers. 

NOTE: If submitting proof of education via U.S. mail, please clearly mark your transcripts with your name and the exam for which you are applying.

FOREIGN DEGREES

Applicants with foreign degrees must provide an official foreign transcript evaluation that indicates that his/her foreign course work is equivalent to a degree from an accredited U.S. college or university. EDD accepts foreign transcript evaluations that are completed by one of the agencies approved by the California Commission on Teacher Credentialing. Agencies accredited by the Commission for Foreign Transcription Evaluation may be found on the Commission’s website: www.ctc.ca.gov.

This examination consists of the following component(s):

A final score of 70% must be attained to be placed on the eligible list.

It is anticipated that candidates who meet the minimum qualifications for this examination will be sent an email the week of September 23, 2024, to the email address provided on their application. The email will contain the instructions and the link to complete the online Training and Experience (T&E) examination.

PLEASE NOTE: Candidates have 7 days to complete the T&E from the date emailed. The T&E will not be accessible after 5:00pm on the 7th day.

It is the candidate’s responsibility to contact the Human Resource Services Division at EDDExaminations@edd.ca.gov if they have not received an email with the T&E link by September 26, 2024. Please monitor your email account's SPAM, Junk, Bulk, etc. folder(s) as the examination email may be filtered depending on your specific account settings.

COMPETITORS WHO DO NOT COMPLETE THE TRAINING & EXPERIENCE EXAM OR DO NOT SUBMIT IT BY THE DUE DATE WILL BE DISQUALIFIED FROM THE EXAMINATION PROCESS.

In addition to evaluating the applicant's relative knowledge, skill and ability as demonstrated by quality and breadth of education/experience, emphasis in each test component will be on measuring competitively, relative to job demands, each applicant's:

Knowledge of: In addition to the required knowledge of the Senior Compliance Representative, Franchise Tax Board, provisions of California's Personal Income Tax and Bank and Corporation Tax Laws, Federal and State Commercial Laws, Federal Income Tax Laws, and related legal opinions and court decisions; compliance and enforcement techniques and procedures; general principles of automated data processing as related to enforcement automated systems; and methods used in attempting to evade provisions of the law.

Ability to: In addition to the required abilities of the Senior Compliance Representative, Franchise Tax Board, apply compliance procedures and/or the provisions of the relevant law, legal opinions and court decisions, and departmental policies; establish and maintain cooperative working relations with those contacted during the course of work; analyze situations accurately and adopt an effective course of action; reason logically and creatively in unique situations; and communicate effectively.

A Departmental Promotional eligible list for the PRINCIPAL COMPLIANCE REPRESENTATIVE, FRANCHISE TAX BOARD Classification will be established for:

• Employment Development Department

The names of successful competitors will be merged onto the eligible list(s) in order of final score regardless of test date. Eligibility expires 24 months after it is established. Applicants must then retake the examination to reestablish eligibility.

Veterans' Preference is not granted for promotional examinations.

Career Credits are not granted for examination(s) administered on an Open basis or a Promotional basis.

• Employment Development Department

Questions regarding this examination should be directed to:

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.

Examination and/or Employment Application (STD 678) forms are available at the California Department of Human Resources, local offices of the Employment Development Department, and through your CalCareer Account (www.CalCareers.ca.gov).

If you meet the requirements stated on this examination bulletin, you may take this examination, which is competitive. Possession of the entrance requirements does not assure a place on the eligible list. Your performance in the examination described in this bulletin will be rated against a predetermined job-related rating, and all applicants who pass will be ranked according to their scores.

Employment Development Department reserves the right to revise the examination plan to better meet the needs of the service, if the circumstances under which this examination was planned change. Such revision will be in accordance with civil service laws and rules and all applicants will be notified.

General Qualifications: Applicants must possess essential personal qualifications including integrity, initiative, dependability, good judgment, the ability to work cooperatively with others, and a state of health consistent with the ability to perform the assigned duties of the class. A medical examination may be required. In open examinations, investigation may be made of employment records and personal history and fingerprinting may be required.

Eligible Lists: Eligible lists established by competitive examination, regardless of date, must be used in the following order: 1) sub-divisional promotional, 2) departmental promotional, 3) multi-departmental promotional, 4) service-wide promotional, 5) departmental open, 6) open. When there are two lists of the same kind, the older must be used first. Eligible lists will expire in one to four years unless otherwise stated on the bulletin.

High School Equivalence: Equivalence to completion of the 12th grade may be demonstrated in any one of the following ways: 1) passing the General Education Development (GED) Test; 2) completion of 12 semester units of college-level work; 3) certification from the State Department of Education, a local school board, or high school authorities that the competitor is considered to have education equivalent to graduation from high school; or 4) for clerical and accounting classes, substitution of business college work in place of high school on a year-for-year basis.

Accepted applicants must provide proof of identification at each in-person test session. Acceptable identification consists of a photo identification card or two forms of signed identification.