Tax Examining Technician 12 MONTH REGISTER (AMENDED) - Military Veterans

Duties

WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SB/SE)DIVISION?
A description of the business units can be found at: https://www.jobs.irs.gov/about/who/business-divisions

Vacancies will be filled in the following specialty areas:
SB/SE DEPUTY COMMISSIONER EXAM, FIELD EXAMINATION

The following are the duties of this position at the full working level. If this vacancy includes more than one grade and you are selected at a lower grade level, you will have the opportunity to learn to perform these duties and receive training to help you grow in this position.

Technical Services Support Technician

• Protects confidentiality of taxpayer information within the confines of disclosure laws, rules, and regulations.
• Assigns, updates, and closes cases on Examination Returns Control System (ERCS), Audit Information Management System (AIMS) and Report Generation System (RGS) as necessary. Establishes controls on ERCS for collateral records and returns requisitioned in Technical Services. Prepares Form 10904 (deletion of ERCS/AIMS record) as required.
• Requests and reviews Integrated Data Retrieval System (IDRS)/AIMS printouts and transcripts, as necessary, to aid in processing cases. Makes preliminary determinations regarding the type of case and the appropriate actions to be taken.
• Completes procedural and limited technical review of certain Examination cases involving simple tax issues. Decides whether conclusions reached by the examiner are in compliance with statutory provisions, procedural and policy requirements.
• Reviews and completes procedural review of non-docketed Appeals cases (i.e. statutes, protests) and takes appropriate case closing actions.

Planning and Special Programs Technician

• Maintains files for various programs and initiatives within the Planning and Special Programs section in the Area office. Takes appropriate action to ensure the status of all file information is current and accurate. Updates AIMS and/or ERCS database information as necessary. Takes necessary actions to verify and protect the statute of limitations. Makes determinations concerning the type of case received, and the correct action for routing or assignment of each case. Updates case controls to accurately reflect the routing/assignment of each case. Checks in and updates all incoming work to the group. Identifies those cases which meet TAS criteria and ensures expeditious handling and / or resolution.
• Verifies all information on inventory validation lists (IVL). Takes appropriate action to identify and correct all problems associated with the IVL. Elevates unusually difficult or complex problems to a senior Coordinator or the Supervisor for resolution.
• Screens and processes a variety of tax returns or information items within the work unit. Duties may include screening claims to ensure adherence to internal guidelines for referral or assignment to the field compliance function. May survey or process the claim after final review by a coordinator if no further action is warranted. Reviews and screens a wide variety of information reports and taxpayer requests for Offer-in-Compromise, Innocent Spouse relief, Taxpayer Advocate referrals, and Audit Reconsiderations. Based upon the facts of each case, uses guidelines developed by the Coordinator and/or Supervisor, and rules and regulations to make a preliminary determination on how to process the item. Uses a variety of internal and external research systems to gather necessary information to make determinations on how to proceed with cases. Systems may include, but are not limited to, ChoicePoint, AIMS, ERCS, CBRS, and any other available and authorized system. May also input RGS data, as necessary.

Requirements

Conditions of Employment

• Must be a U.S. Citizen or National and provide proof of U.S. Citizenship. (Birth certificate showing birth in the U.S; Unexpired U.S. Passport; Certificate of Citizenship or Naturalization; or Report of Birth Abroad of a U.S. Citizen (Form FS-240))
• Undergo a review of prior performance/conduct and an income tax verification. Refer to "Get Your Tax Record" at http://www.irs.gov/ ( https://www.irs.gov/individuals/get-transcript ) to check the status of your account, balance owed, payment history, make a payment, or review answers to tax questions. If you are not in compliance, you will be determined unsuitable for employment with IRS.
• Must successfully complete a background investigation, including a FBI criminal history record check (fingerprint check).
• Complete a Declaration for Federal Employment to determine your suitability for Federal employment, at the time requested by the agency.
• Go through a Personal Identity Verification (PIV) process that requires two forms of identification from the Form I-9 . Federal law requires verification of the identity and employment eligibility of all new hires in the U.S. These documents must be unexpired original or certified copies.
  
• The Fair Chance to Compete for Jobs Act prohibits the Department of Treasury and its bureaus from requesting an applicant's criminal history record before that individual receives a conditional offer of employment. In accordance with 5 U.S. Code § 9202(c) and 5 C.F.R § 920.201 certain positions are exempt from the provisions of the Fair Chance to Compete Act. Applicants who believe they have been subjected to a violation of the Fair Chance to Compete for Jobs Act, may submit a written complaint to the Department of Treasury by email at, FairChanceAct@treasury.gov. To learn more, please visit our page at: Treasury.gov/fairchanceact.

Qualifications

Federal experience is not required. The experience may have been gained in the public sector, private sector or Volunteer Service. One year of experience refers to full-time work; part-timework is considered on a prorated basis. To ensure full credit for your work experience, please indicate dates of employment by month/year, and indicate number of hours worked per week, on your resume.

You must meet the following requirements by the closing date of this announcement:

SPECIALIZED EXPERIENCE/EDUCATION FOR GS-05: You must have 1 year of specialized experience at a level of difficulty and responsibility equivalent to the GS-04 grade level in the Federal service. Specialized experience for this position includes experience that is in or related to this position and provided you with the particular knowledge, skills and abilities to perform successfully the duties of this position. Examples of qualifying experience include experience performing a variety of miscellaneous tasks involving researching and processing financial documents, reviewing information, and determining corrective action on accounts, researching for missing/unclear accounting information, and reviewing financial documents submitted for completeness.

OR
You may substitute education for specialized experience as follows: four (4) years of education above high school in any field of study from an accredited college or university.

OR
You may qualify by a combination of experience and education. Options for qualifying based on a combination will be identified in the online questions.

SPECIALIZED EXPERIENCE FOR GS-06: You must have 1 year of specialized experience at a level of difficulty and responsibility equivalent to the GS-05 grade level in the Federal service. Specialized experience for this position includes experience that is related to the work of this position and has provided you with the competencies required for successful job performance. Examples of qualifying experience include interactions with the public analyzing tax or accounting issues. Experience must have included analyzing and resolving problems, adjusting accounts, and providing information on financial issues.

SPECIALIZED EXPERIENCE FOR GS-07: You must have 1 year of specialized experience at a level of difficulty and responsibility equivalent to the GS-06 grade level in the Federal service. Specialized experience for this position includes experience that is related to the work of this position and has provided you with the competencies required for successful job performance. Examples of qualifying experience may have been gained in positions in a bookkeeping or accounting position, or interactions with the public analyzing tax or accounting problems and resolving high-conflict differences through use of established guidelines, or in an interaction with customers in person, in writing or by telephone in a variety of situations that require solicitation of information to identify concerns and offer solutions. Your position may have included interpreting account information to address a variety of issues, guidelines, and past transactions.

For more information on qualifications please refer to OPM's Qualifications Standards .

*LOCATIONS CONTINUED FROM ADDITIONAL INFORMATION SECTION

Three (3) position to be filled in any of the following locations for:
Western - Technical Services (PD98361):
(OK1356) Oklahoma City OK,
(TX0298) Houston TX,
(TX0284) Dallas TX,
(TX0302) Farmers ranch TX,
(TX2653) Ft. Worth TX,
(AZ7748) Phoenix AZ,
(AZ7887) Glendale AZ,
(AZ6886) Mesa AZ,
(CA0521) Laguna Nigel CA,
(CA6116) San Jose CA,
(CA0281) Oakland CA

Three (3) position to be filled in any of the following locations for:
Midwest - Technical Services (PD98361):
(IL0236) Chicago IL,
(FL0067) Jacksonville FL,
(WI1720) Milwaukee WI

Two (2) position to be filled in any of the following locations for:
Southwest - PSP (PD95562):
(CA0150) Los Angeles CA,
(CA0521) Laguna Nigel CA,
(AZ7748) Phoenix AZ

One (1) position to be filled in any of the following locations for:
Western - PSP (PD95562):
(NV7516) Las Vegas NV

Education

For positions with an education requirement, or if you are qualifying for this position by substituting education or training for experience, submit a copy of your transcripts or equivalent. An official transcript will be required if you are selected.

A college or university degree generally must be from an accredited (or pre-accredited) college or university recognized by the U.S. Department of Education. For a list of schools which meet these criteria, please refer to Department of Education Accreditation page .

FOREIGN EDUCATION: Education completed in foreign colleges or universities may be used to meet the requirements. You must show proof the education credentials have been deemed to be at least equivalent to that gained in conventional U.S. education program. It is your responsibility to provide such evidence when applying. Click here for Foreign Education Credentialing instructions.

Additional information

• Subject to a 1-year probationary period (unless already completed).
• Have your salary sent to a financial institution of your choice by Direct Deposit/Electronic Funds Transfer.
• If you are a male applicant born after December 31, 1959, certify that you have registered with the Selective Service System or are exempt from having to do so.
• We may select from this announcement or any other source to fill one or more vacancies. Additional jobs may be filled.
• The salary range indicated in this announcement reflects the minimum locality pay up to maximum locality pay for all duty locations listed. The range will be adjusted for selected duty location. General Schedule locality pay tables may be found under Salaries & Wages .
• This is a bargaining unit position.
• Tour of Duty: Day Shift between 6:00am - 6:00pm
• Alternative work schedule, staggered work hours or telework may be available.
• In the event that a building is closed due to rent management, new hires may be placed in a local commuting location.
• Relocation expenses - No
• A recruitment incentive may be offered.
• If this position is designated as hard to fill and you were referred by an IRS employee, the employee may be eligible to receive a bonus for referring you under The Employee Referral Bonus Program (ERBP) , recruiting strategy.

Please consider each location carefully when applying. If you are selected for a position at one of your location selections, that location will become your official post of duty.

The following vacancies are available:

Three (3) position to be filled in any of the following locations for:
South Atlantic - Technical Services (PD98361):
(CA0150) Los Angeles CA,
(CA8050) San Bernardino CA,
(MD0055) Baltimore MD,
(VA0088) Richmond VA,
(FL2437) Plantation FL,
(GA0087), Atlanta-Summit GA,
(GA2493) Decatur GA,
(GA2004) Atlanta-Tulane GA,
(UT0036) Ogden UT,
(FL3132) Orlando FL,
(FL3007) Panama City FL,
(FL3279) Pensacola
(FLTN0052) Nashville TN,
(WA0101) Seattle WA,
(PA0277) Philadelphia PA,
(NC2668) Greensboro NC,
(CA0281) Oakland CA,
(CO1811) Denver CO,
(NY7501) Bethpage NY

Two (2) position to be filled in any of the following locations for:
Central - Technical Services (PD98361):
(MA0131) Boston MA,
(OH0189) Cincinnati OH

LOCATIONS CONTINUED UNDER QUALIFICATIONS SECTION*

If the position(s) are no longer needed prior to the closing date, this announcement may be closed early.
This is an open continuous announcement which will be used to fill vacancies in the locations listed as they become available for the next 12 months contingent upon funding and space requirements. Applicants must apply and/or update their applications by 11:59 pm ET at the close of the following cutoff dates to be considered: Cutoff date(s): 2/26/2024; 8/19/2024. This announcement may be amended to include additional cut-off dates within the 12-month period if needed, not later than 5 days prior to the additional cut-off date(s). Eligible applicants in the highest category who apply by the initial cut-off date will be considered first. If additional vacancies exist, applicants who applied after the initial cutoff date who place in the highest category will be considered next. Selections from this announcement may be made no later than (NLT) 2/26/2025.

Read more

• Benefits
  
  A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits .
  
  Review our benefits
  
  Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.
  
  
  

How You Will Be Evaluated

You will be evaluated for this job based on how well you meet the qualifications above.

Your application includes your resume, responses to the online questions, and required supporting documents. Please be sure that your resume includes detailed information to support your qualifications for this position; failure to provide sufficient evidence in your resume may result in a "not qualified" determination.

Rating: You will be assessed on the following competencies (knowledge, skills, abilities, and other characteristics):

• Conscientiousness


• Customer Service


• Flexibility


• Interpersonal Skills


• Listening


• Reading


• Teamwork

Category rating will be used to rank and select eligible candidates. If qualified, you will be assigned to one of two quality level categories, CAT A/B, CAT C depending on your responses to the online questions, regarding your experience, education, and training related to this position. Your rating may be lowered if your responses to the online questions are not supported by the education and/or experience described in your application.

Referral: If you are among the top qualified candidates, your application may be referred to a selecting official for consideration. Candidates, if required to participate in a selection interview (telephonic and/or in person at the discretion of the Selecting Official in accordance with hiring practices), will be interviewed in quality group order. We will not reimburse costs related to the interview such as travel to and from the interview site.

Veterans' preference is applied after applicants are assessed. Qualified preference eligibles who have a compensable service-connected disability of 10 percent or more (CPS, CP) are placed at the top of the highest category on the referral list (except for scientific or professional positions at the GS-9 level or higher). Remaining preference eligibles are placed above non-preference eligibles within their assigned category.

If you are a displaced or surplus Federal employee (eligible for the Career Transition Assistance Plan (CTAP)/Interagency Career Transition Assistance Plan (ICTAP) , you must receive a rating of category CAT C to be rated as "well qualified" to receive special selection priority.

• Benefits
  
  A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits .
  
  Review our benefits
  
  Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.
  
  
  
• Required Documents
  
  As a new or existing federal employee, you and your family may have access to a range of benefits. Your benefits depend on the type of position you have - whether you're a permanent, part-time, temporary or an intermittent employee. You may be eligible for the following benefits, however, check with your agency to make sure you're eligible under their policies.
  
  The following documents are required and must be provided with your application. All application materials, including transcripts, must be in English.
  


• 
  Resume - Your resume MUST contain dates of employment (i.e., month/year to month/year or present). To ensure you receive full credit for relevant experience, include the hours worked per week. We recommend that your resume not exceed 5 pages. If including Federal service experience, you MUST provide the pay plan, series, and grade, i.e., GS-0301-09. If the pay plan, series, and grade are not provided, it may result in an ineligible determination.
  Your resume must NOT include photographs, classified or government sensitive information, social security number (SSN), encrypted/digitally signed documents, or other inappropriate material or content. If your resume contains prohibited information as listed above, your application will be determined ineligible, and you will not receive consideration for this position. ( Cover letters are optional.) Please view Resume Tips.
  It is also recommended that your resume not include personal information such as age, gender, religion, race, disability, etc.
• 
  Online Application - Questionnaire
• 
  Education - See Education Section above
  
• 
  Registration/License (if applicable) - active, current registration/license
• 
  Veterans' Preference (if applicable) - You MUST submit a copy of your DD-214 (Member 4 copy), or other official documentation from a branch of the Armed Forces or the Department of Veterans Affairs showing dates of service and type of discharge. If you are serving under active duty, provide certification from the Armed Forces that you will be discharged or released within 120 days from the date of certification. The certification must indicate your dates of service, rank and that you will be separated under honorable conditions.
  10-point preference eligible - Submit an Application for 10-point Veteran Preference, SF-15 , along with the required documentation listed on the back of the SF-15. Veterans Affairs/Armed Forces certification must include the percentage of the service-connected disability or disabilities (including the "combined" percentage if you have more than one disability). Refer to FedsHireVets for additional information on veterans' preference.
• 
  Career Transition Assistance Plan (CTAP) (if applicable) - You MUST submit the required documentation as outlined at: Career Transition Assistance Plan (CTAP). If you are an IRS CTAP eligible, you can apply for jobs within and outside the commuting area. If you are a Treasury CTAP eligible can apply for jobs within the commuting area.
• 
  Interagency Career Transition Assistance Plan (ICTAP) (if applicable) - If you are a displaced or surplus Federal employee, click Interchange Career Transition Assistance Plan (ICTAP) for eligibility and a detailed list of required documents.
• 
  High School Diploma (or equivalent) - If you are 16 or 17 years of age, you MUST submit documentation of graduation from high school (or equivalent); OR completion of a formal vocational training program; OR statement from school authorities agreeing with your decision to pursue employment rather than continuing your education.
Please note that if you do not provide all required information, as specified in this announcement, your application will be determined incomplete, and you will not be considered for this position (or may not receive the special consideration for which you may be eligible).