Settlement Officer
Job Description And DutiesThe 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/1/2113Serves as a co-owner on many cases and provides consultation to attorneys, staff and management in the Settlement Bureau involving advanced accounting-related issues relating to the most complex multistate settlement cases. This includes, but is not limited to, calculating and/or confirming complex amounts in controversy, computing tax valuation of various issues, determining the cash flow impact and advising on complex audit-related matters. This typically involves preparing clear and detailed schedules and memos relating to taxpayers with complex accounts over multiple tax years. This position provides assistance with all aspects of calculations related to the assigned case, from case assignment through closeout.Additional positions may become available (RPA 2526-02096).Please complete this optional survey letting us know how you heard about this position by clicking here .You will find additional information about the job in the Duty Statement .Position DetailsJob Code #:JC-517086Position #(s):564-410-4366-XXXWorking Title: Settlement Officer Classification:PROGRAM SPECIALIST III, FRANCHISE TAX BOARD$9,751.00 - $11,625.00New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.# of Positions:MultipleWork Location:Sacramento CountyTelework:HybridJob Type:Permanent, Full TimeDesirable QualificationsIn 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:All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to clearly demonstrate how you meet the Minimum Qualifications and Alternate Range Placement for the position on your State Application (STD Form 678). The application should also clearly demonstrate the candidate’s ability to meet the Desirable Qualifications identified in this job advertisement. The Classification Specification is located on this Job Announcement Posting under "Minimum Requirements”. Ability to prepare complex, clear and accurate excel schedules and memos detailing tax, penalties and interest Experience calculating the tax effect of multiple complex multistate issues Experience reviewing account transcripts of corporation interest computations Ability to identify, explain and resolve complex taxpayer account issues Ability to meet time-sensitive deadlines and balance multiple highly complex assignments Strong interpersonal, problem solving analytical, planning and collaboration skills Outstanding customer service skills Ability to establish and maintain effective working relationships with others Ability to present complex ideas and information effectively both orally and in writing Experience evaluating complex arguments and positions relating to complex multi-state taxpayers or personal income tax and pass-through entity taxpayers Solution oriented and/or negotiation experience Knowledge of taxpayer accounts (Professional Audit Support system (PASS), Business Entities Tax Systems (BETS), Taxpayer Information (Tl), Taxpayer Folder (TPF), Automated Interest Program (ADINT), Secretary of State (SOS) Proficiency in MS Office (Word, Excel, Outlook) Contact InformationThe 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.govHuman Resources Contact:Classification & Hiring Unit(916) 845-3608Hiring Unit Contact:Ciro Immordino(916) 845-4066ciro.immordino@ftb.ca.govPlease 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) 845-2860California 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: 5/21/2026