Job Posting: Tax Technician III - Escrow

CA Department of Tax and Fee Administration

JC-537697
-
Tax Technician III - Escrow
TAX TECHNICIAN III, BOARD OF EQUALIZATION

$4,246.00 - $5,319.00 per Month
New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.

Final Filing Date: 11/18/2026

Job Description and Duties

All applicants will be considered, however SROA/Surplus candidates will be given priority.


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 CDTFA Gateway to New Opportunities video


Position is located in Santa Ana, CA.


Under the general direction of the Business Taxes Administrator (BTA) I, the Tax Technician (TT) III serves as an experienced resource and performs the full range of escrow duties. The incumbent is responsible for ensuring the field office escrow accounts and clearances are handled in a timely manner. This includes, but is not limited to, processing escrow clearance requests, evaluating available data, obtaining additional data, advising taxpayers and other professionals, and preparing demands, withholds, and/or releases. In some cases, workload may be based on job assignment or other duties. Travel may be required up to five percent (5%) of the time for training purposes.


This position is designated to receive additional compensation each month per Pay Differential 186, which will require the team members to perform taxpayer counter services at least fifty percent (50%) of the time. This includes assisting taxpayers with registration, escrow services, cashier services, account maintenance, and filing returns over the phone, online, or in person, and assisting taxpayers on calls received through the Customer Service Center/800 Number, Collection Split Line.


Candidate must be able to perform the following essential job functions with or without reasonable accommodation.


How did you hear about this opportunity? Tell us in this brief survey.


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.


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.


This is the link to the exam bulletin for the TAX TECHNICIAN III
 

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

Working Conditions

  • Position may be located in a high-rise building.
  • Standard office environment (for example, artificial lighting, controlled temperature, etc.).
  • 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.

Minimum Requirements

You will find the Minimum Requirements in the Class Specification.

Additional Documents

Position Details

Job Code #:
JC-537697
Position #(s):
291-553-1975-006
Working Title:
Tax Technician III - Escrow
Classification:
TAX TECHNICIAN III, BOARD OF EQUALIZATION
$4,246.00 - $5,319.00
New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.
# of Positions:
Multiple
Work Location:
Orange County
Telework:
In Office
Job Type:
Permanent, Full Time

Department Information

California not only needs you; it wants you as part of the growing workforce. The California Department of Tax and Fee Administration (CDTFA) makes life better for Californians by fairly and efficiently collecting the revenue that supports our essential public services, with CDTFA administered programs accounting for about twenty-three percent of all state revenue. Tax programs administered by the CDTFA are concentrated in two general areas – sales and use tax, and special taxes and fees. New employees, new ideas, and new creative perspectives are needed in all areas at CDTFA. CDTFA offers employees reliable income, stable benefits, work-life balance, paid holidays, advancement opportunities, and the personal fulfillment of knowing that your work is personally impacting the lives of others.


To take a look at CDTFA as a destination employer please click the link (https://www.youtube.com/watch?v=D3a7w_igqDU

Department Website: http://www.cdtfa.ca.gov

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 www.dhs.gov/e-verify
  • Position requires employee to be fingerprinted and successfully pass a background investigation.
  • Position may require overnight travel for up to five consecutive nights to meet training requirements.

Application Instructions

Completed applications and all required documents must be received or postmarked by the Final 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.

Final Filing Date: 11/18/2026

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. Individuals who are eligible for a Training and Development assignment may also be considered for this position(s).

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:

CA Department of Tax and Fee Administration
Talent Acquisition Section
Attn: Certification Section JC-537697
651 Bannon Street, Suite 100 MIC: 00
Sacramento, CA 95811

Address for Drop-Off Application Packages

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

CA Department of Tax and Fee Administration
Human Resources Bureau (App Drop Off)
Northwest Tower 1st Floor Lobby Drop Box (JC-537697)
651 Bannon Street
Sacramento, CA 95811
Monday – Friday (excluding holidays)
08:00 AM - 04:00 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 optional. It may be included, but is not required.
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.

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:

  • Free parking.
  • Located near multiple eateries and major freeway access.
  • Pay Differential 186 – Additional compensation each month for public contact through the taxpayer counter.


    Working for the State offers     great opportunities, generous benefits, and career development

     

    For more information about the outstanding benefits offered to State Employees https://www.calhr.ca.gov/employees/Pages/salary-and-benefits.aspx


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

    Contact Information

    The Hiring Unit Contact is available to answer questions regarding the position or application process.

    Department Website: http://www.cdtfa.ca.gov
    Hiring Unit Contact:
    Crystal Majeau
    (949) 224-8908
    Crystal.Majeau@cdtfa.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:
    EEO Contact
    (916) 309-8400
    EqualEmployment.Opportunity@cdtfa.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 Information

    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.


    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 certific@cdtfa.ca.gov.


    For all other questions regarding your CalCareer account, please contact CalHR’s CalCareers Unit at (866) 844-8671 or CalCareer@calhr.ca.gov    .

    For information on the recruitment process, please email     Recruitment@cdtfa.ca.gov

    This is the link to the exam bulletin for the TAX TECHNICIAN III

    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.

    Application Methods:
    Electronic (Using your CalCareer Account)
    By Mail
    Drop-off
    Print Job