Tax Examining Technician 12 MONTH REGISTER (AMENDED)

Duties

WHAT IS THE SMALL BUSINESS / SELF EMPLOYED (SB / SE) DIVISION?

A description of the business units can be found at :

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))

Must successfully complete a background investigation, including a FBI criminal history record check (fingerprint check).

Qualifications

Federal experience is not required. The experience may have been gained in the public sector, private sector or One year of experience refers to full-time work;

part-time work 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.

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.

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.

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 .

Locations :

Three (3) positions 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) positions 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) positions 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 .

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 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.
• We may select from this announcement or any other source to fill one or more vacancies. Additional jobs may be filled.
• 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.

Required Documents :

The following documents are required and must be provided with your application. All application materials, including transcripts, must be in English.

• Online Application - Questionnaire
• Education - See Education Section above
• Registration / License (if applicable) - active, current registration / license
• 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).

How to Apply :

The following instructions outline our application process. You must complete this application process and submit any required documents by 11 : 59 p.

m. Eastern Time (ET) on 11 / 26 / 2024 and / or cut-off dates in this announcement. We are available to assist you during business hours (normally 8 : 00 a.

m. - 4 : 00 p.m. ET, Monday - Friday). If applying online poses a hardship, please contact us by noon ET on 11 / 26 / 2024.

To preview the Application Questionnaire, please click the following link :

• To begin the application process, click the "Apply Online" button.
• You will be re-directed to USA STAFFING to complete your application process; answer the online questions and submit all required documents.

To submit supporting documents, import documents from USAJOBS to the appropriate document types. If the document you need was not imported from USAJOBS, you may upload it directly into this application.

To protect your privacy, we suggest you first remove your SSN).

To complete , you must click the "Submit Application" button prior to 11 : 59 PM (ET) on 11 / 26 / 2024.

To update your application, including supporting documentation, at any time during the announcement open period, return to your USAJOBS account.

There you will find a record of your application, the application status, and an option to Update Application. This option will no longer be available once the announcement has closed.

To verify the status of your application both during and after the announcement open period, log into your USAJOBS account.

All of your applications will appear on the Welcome page. The application record in your USAJOBS account provides an Additional Application Information page that provides information regarding the documentation you submitted and any correspondence we have sent related to this application.

The Application Status will appear along with the date your application was last updated.

Agency contact information :

IRS Philadelphia External

Email : Address :

Address :

SBSE EXAM - Examination Deputy Operations

Do not pass up this chance, apply quickly if your experience and skills match what is in the following description.

1111 Constitution Ave NW

Washington, DC 20224

Next steps :

Treasury believes in a working environment that supports inclusion; please view our reasonable accommodation policies and procedures.

We provide reasonable accommodation to applicants with disabilities on a case-by-case basis; contact us if you require this for any part of the application and hiring process.

Once your application package and online questionnaire is received you will receive an acknowledgement email. You are responsible for checking status updates and notifications in USAJOBS.

Hard copy notifications will not be sent to you. You may check the status of your application for this position at any time by logging onto the USAJOBS "My Account" tab and clicking on "Application Status.

For a more detailed update of your application status, you may click on "more information." Please notify us if your contact information changes after the closing date of the announcement.

If your email mailbox is full or blocked (SPAM) you may not receive important communication that could affect your consideration for this position.

Fair & Transparent :

The Federal hiring process is set up to be fair and transparent. Please read the following guidance.

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