Exam Bulletin - Tax Compliance Representative

Employment Development Department

Exam Code: EX-5601

Examination Plans Included:

  • TAX COMPLIANCE REPRESENTATIVE - Open

Final Filing Date: Applications are accepted on a continuous basis.

Classification Details

TAX COMPLIANCE REPRESENTATIVE: $4,470.00 - $5,078.00 (A) per Month
TAX COMPLIANCE REPRESENTATIVE: $4,610.00 - $5,496.00 (B) per Month
TAX COMPLIANCE REPRESENTATIVE: $5,528.00 - $6,924.00 (C) per Month

View the TAX COMPLIANCE REPRESENTATIVE classification specification.

Application Instructions

This is not a timed exam. If you request a Reasonable Accommodation your account will be locked and you will not be able to proceed with the exam until the request is processed.

Applications are accepted on a continuous basis.

Who Should Apply:

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.

Open and Open, Non-Promotional Examination(s):

  • TAX COMPLIANCE REPRESENTATIVE - Open

For all Classifications, once you have participated in any of the following examinations, you may not recompete for 9 months:

Exam Code(s):

    5601

For TAX COMPLIANCE REPRESENTATIVE, once you have participated in any of the following examinations, you may not recompete for 9 months:

Exam Code(s):

  • EX-05601

How To Apply:

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.

Special Testing Arrangements:

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.

Minimum Qualifications

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.

00108695 - TAX COMPLIANCE REPRESENTATIVE

Experience applicable to one of the following patterns may be combined on a proportional basis with experience applicable to other patterns to meet the total experience requirement.

Either 1

One year of experience in the California state service performing tax compliance or Medi-Cal overpayment recovery duties at a level no less than that of a Program Technician II.

Or 2

Six months of experience in the California state service performing Medi-Cal overpayment recovery duties at a level no less than that of a Management Services Technician, Range B.

Or 3

Experience: One year of experience in one or a combination of the following:
  1. Management activities as the owner or manager of a business involving marketing, distribution, or sale of merchandise requiring broad public or customer contact; or
  2. Activities as a credit manager, loan officer, or field collector involving approval of loans or credit or the collection of delinquent accounts; or
  3. Tax compliance experience in a governmental agency;
and

Education: Equivalent to completion of 60 semester units or 90 quarter units of coursework from one or more accredited postsecondary institution(s), including at least one course each in basic accounting and business or commercial law.

Applicants who have completed at least 30 semester units or 45 quarter units from one or more accredited postsecondary institutions may be admitted to the examination but must provide evidence of completion of the full 60 semester units or 90 quarter units before appointment.

Job applications must indicate the title, number of units, institution, and completion date of the required courses. Additional experience may be substituted for the required general education on a year-for-year basis. No substitution is permitted for the specific required coursework.

Or 4

Equivalent to graduation from an accredited postsecondary institution, or equivalent to completion of 120 semester units or 180 quarter units of accredited coursework from one or more accredited postsecondary institutions, including at least one course each in basic accounting; business or commercial law; and one course in either economics, business administration, or public administration.

Applicants who have completed at least 90 semester units or 135 quarter units from one or more accredited postsecondary institutions, may be admitted to the examination but must provide evidence of graduation or completion of 120 semester units or 180 quarter units before appointment.

Job applications must indicate the title, number of units, institution, and completion date of the required courses.

Position Description

00108695 - TAX COMPLIANCE REPRESENTATIVE

This is the recruiting and first journeyperson level. Under close supervision, incumbents learn the fundamentals of tax and Medi-Cal compliance, registration, and administration of applicable laws, rules, and regulations; assist in collecting delinquent taxes, benefit overpayments, fees, returns, or Medi-Cal overpayments; and receive training in compliance and collection procedures. As proficiency increases, incumbents independently perform the full range of compliance and collection activities, including registration, revocation, criminal investigation, and representation of the department in small claims court.

For information regarding position location(s), please refer to the Eligible List Information section.

Examination Information

This examination consists of the following component(s):

Component OrderComponent TypeComponent DuePercentage of Final Score
1Online ExamContinuous100%

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

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:
  1. Methods and problems of organization, administration, and management 
  2. Commercial law, business practices, and financial recordkeeping
  3. Provisions of applicable State and Federal tax laws 
  4. Rules of evidence and court procedures 
  5. Interviewing techniques 
  6. Methods used by violators to evade tax liability 
  7. Investigative techniques and sources of information used in locating persons 
  8. Methods used and remedies available for the collection of taxes 
  9. The functions of Federal, State, and local tax, regulatory, and law enforcement agencies
Ability to:
  1. Communicate effectively 
  2. Learn and operate automated systems and equipment
  3. Interpret and apply provisions of laws, rules, and regulations
  4. Analyze situations accurately and take effective action
  5. Interact with citizens and public officials with tact and sound judgment 
  6. Conduct investigations and detect or verify suspected violations 
  7. Work cooperatively with other enforcement agencies
All employees shall have general qualifications as described by California Code of Regulations, title 2, section 172.

Eligible List Information

A Departmental Open eligible list for the TAX COMPLIANCE REPRESENTATIVE 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 12 months after it is established. Applicants must then retake the examination to reestablish eligibility.

Resulting Eligibility List(s) will be used to fill vacancies throughout the State of California.

Veterans' Preference will be granted for this examination. Veterans' Preference is an assistance program for veterans, veteran widows and widowers, and spouses of 100% disabled veterans who seek employment with the state. Veterans' Preference is also extended to currently serving military members nearing their retirement or separation date.

You are not eligible for Veteran's Preference if you are:

  • A veteran who has been dishonorably discharged or released.
  • A veteran, widow or widower of a veteran, or spouse of a 100 percent disabled veteran who currently has permanent civil service status. (Permanent civil service status is the status of an employee who is lawfully retained in his/her position after completion of the applicable probationary period. This does not include limited term).

Veterans' Preference is codified in Government Code Sections 18973 – 18979.

Veteran status is verified by the California Department of Human Resources (CalHR). Directions to apply for Veterans' Preference are on the Veterans' Preference Application (Std. Form 1093), which is available at www.CalCareers.ca.gov, and the Department of Veterans Affairs.

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

Tax Compliance Representative Training and Experience Evaluation Preview

Instructions

Using the rating scale(s) provided, you will rate your experience applying specific job-related knowledge and abilities.

Respond to each of the following statements by indicating how the statement applies to you. You are required to respond to every statement by marking one option from the scale(s) provided.

In responding to each statement, you may refer to your FORMAL EDUCATION, FORMAL TRAINING COURSES, and/or WORK EXPERIENCE whether paid or volunteer.
  1. Knowledge of research and data gathering techniques to compile information for assignments.  
  2. Ability to interpret and apply statutes, regulations, and/or compliance using good judgment and personal knowledge as required.  
  3. Ability to interact with stakeholders and public officials with tact and sound judgment.  
  4. Ability to perform basic analytical reconciliation of numerical data from different sources to verify the integrity of data.  
  5. Ability to conduct research using various written, electronic, and/or verbal communication sources/materials to compile and analyze information and data.  
  6. Ability to identify relevant data/resources needed to perform work tasks, assignments, and address complex issues.  
  7. Ability to analyze and interpret data obtained through the use of formal data gathering.  
  8. Ability to analyze and interpret complex information including handbooks, laws, standards, procedures, and/or policies.  
  9. Ability to reconcile discrepancies in data and information to ensure accuracy.  
  10. Ability to analyze situations accurately and take appropriate action.  
  11. Ability to utilize analytical and critical thinking skills to effectively perform work tasks.  
  12. Ability to communicate information clearly and concisely, verbally and/or in writing, to audiences with varying levels of understanding. 
  13. Ability to tactfully resolve conflicts and/or issues to reach a resolution.  
  14. Ability to prepare concise written summaries of informational materials.  
  15. Ability to work effectively to complete assignments within established timeframes.  
  16. Ability to be flexible in adapting to changes in priorities and assignments which may impact established timelines.

Testing Departments

  • Employment Development Department

Contact Information

Technical questions regarding this examination should be directed to:

California Department of Human Resources
CalCareer Service Center
1810 16th Street
Sacramento, CA 95811
Phone: (866) 844-8671
CalCareer@calhr.ca.gov

Administrative questions regarding this examination should be directed to:

Employment Development Department
Human Resource Services Division, MIC 54
P.O. Box 826880
Sacramento, CA 94280-0001
Phone: (916) 654-6869

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.

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.

Drug Free Statement

It is an objective of the State of California to achieve a drug-free State 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.

General Information

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.
Application Methods:
Electronic (Your CalCareer Account)