Tax Examining Technician(Appe als Tax Examiner) 12-Month Roster

Tax Examining Technician (Appeals Tax Examiner) 12-Month Roster

Overview

Accepting applications

Open & closing dates

01/10/2024 to 10/10/2024

Salary

$39,576 - $79,331 per year

Pay scale & grade

GS 5 - 7

Locations

118 vacancies

Remote job 

No

Telework eligible 

Yes—as determined by the agency policy.

Travel Required 

Occasional travel - You may be expected to travel for this position.

Relocation expenses reimbursed 

No

Appointment type

Permanent -

Work schedule

Full-time -

Service

Competitive

Promotion potential

7

Job family (Series)

0592 Tax Examining 

Supervisory status

No

Security clearance

Not Required

Drug test

No

Position sensitivity and risk 

Moderate Risk (MR)

Trust determination process 

Suitability/Fitness

Duties

WHAT IS THE APPEALS DIVISION? 
A description of the business units can be found at: https://www.jobs.irs.gov/about/who/business-divisions
If additional vacancies are needed, they can be filled in any of the PODs listed.
118 vacancies to be filled in to be filled in the Independent Office of Appeals, C&OS, APS (Exam), APS (Coll), and APS (Special Programs).
64 vacancies to be in C&OS APS (Exam)
8 Vacancies for Area 1 TM 1 Chicago, IL (IL0236) 230 S. Dearborn St (John C. Kluczynski FB)
8 Vacancies Area 1 TM 2 Ogden, UT (UT0035) 324 25th St. (JAMES V. HANSEN FB)
8 vacancies Area 1 TM 3 Ogden, UT (UT0035) 324 25th St. (JAMES V. HANSEN FB)
8 vacancies Area 1 TM 4 Ogden, UT (UT0035) 324 25th St. (JAMES V. HANSEN FB)
4 vacancies Area 1 TM 5 Farmers Branch, TX (TX0302) 4050 Alpha Rd (Farmers Branch)
2 vacancies Area 1 TM 6 Memphis, TN (TN0005) 5333 Getwell Rd. (ECC - MEMPHIS)
2 vacancies Area 2 TM 1 Fresno, CA (CA7803) 700 P St (Santa Fe)
2 vacancies Area 2 TM 2 Laguna Niguel, CA (CA0521) 24000 Avila Rd (Laguna Niguel)
3 vacancies - Area 2 TM 3 San Francisco, CA (CA8207) 100 First St. (100 First Street); or Denver, CO
(CO1656) 600 17th St (DOMINION PLAZA)
5 vacancies Area 2 TM 4 Holtsville, NY (NY7184) 5000 Corporate Dr (5000 Corp. Dr.)
5 vacancies Area 2 TM 5 Florence, KY (KY3016) 7125 Industrial Rd (CSC New Files)
9 vacancies - Area 2 TM 6 Boston, MA (MA0153) 10 Causeway (THOMAS P. O'NEILL JR. FOB); or New York, NY (NY0350) 290 Bwy-Foley Sq 290 (Broadway); or Westbury, NY (NY6412) 1600 Stewart Ave (WESTBURY)
32 vacancies to be in C&OS APS (COLL) 
4 vacancies Area 1 TM 1 Memphis, TN (TN0005) 5333 Getwell Rd. (ECC - MEMPHIS)
5 vacancies Area 1 TM 2 St Louis, MO (MO0106) 1222 Spruce (R.A.Y. BLDG.)
1 vacancy Area 1 TM 3 Fresno, CA (CA7803) 700 P St (Santa Fe)
9 vacancies Area 1 TM 4 Detroit, MI (MI0800) 985 Michigan Ave (DETROIT FB)
1 vacancy Area 2 TM 1 Holtsville, NY (NY7184) 5000 Corporate Dr (5000 Corp. Dr.)
4 vacancies Area 2 TM 2 Philadelphia, PA (PA0277) 600 Arch St (GREEN FOB)
1 vacancy Area 2 TM 3 Los Angeles, CA (CA0150) 300 N. Los Angeles St (Fed Bldg 300 N LA)
3 vacancies Area 2 TM 4 Atlanta, GA (GA0087) 401 W Peachtree St. (Peachtree Summit FB)
4 vacancies Area 2 TM 5 Jacksonville, FL (FL0067) 400 West Bay St (CHAS. E. BENNETT FB)
22 vacancies to be in C&OS APS (Spec. Prog.) 
3 vacancies Area 1 TM 1 Holtsville, NY (NY7184) 5000 Corporate Dr (5000 Corp. Dr.)
3 vacancies Area 1 TM 3 Fresno, CA (CA7803) 700 P St (Santa Fe)
2 vacancies Area 1 TM 4 Fresno, CA (CA7803) 700 P St (Santa Fe)
14 vacancies - Area 1 TM 5 Ogden, UT (UT0035) 324 25th St. (JAMES V. HANSEN FB); or Fresno, CA (CA7803) 700 P St (Santa Fe); or Holtsville, NY (NY7184) 5000 Corporate Dr (5000 Corp. Dr.)

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.

• Analyzes data consistent with the applicable tax laws and regulations to resolve and process all types of difficult and complex issues/problems for Appeals and Counsel Cases. Determines restricted interest rates, limitations, periods covered, allowances, over assessments, and potential over assessments. Calculates restricted interest for cases where taxes, penalties, and interest are due which result from application of one or more sections of law. Cases involve computations of tax, penalty and interest, multi-year restricted interest, and adjustments to previous assessments.
• Applies the relevant sections of the Internal Revenue Code and Regulations to determine adjustments and assess the impact and conditions such as net operating loss, carry backs/carryovers, unused or related investment tax credits and accumulated earnings tax. Determines and computes the proper assessable and allowable interest considering the affected tax periods and varying interest rates. Computes allowable interest and the abatements of interest and penalties due to overpayments and/or over assessments.
• Reviews case file upon receipt including tax returns, agreement forms/decision Tax Court Petitions, documents, work papers, reports, and adjustment documents to assure that all prescribed documents are present, complete and consistent with case file information. Ensures that all necessary documents are properly signed and executed. Takes expeditious corrective action to process adjustments to the taxpayer's account including less complex quick assessments, potential statute cases, non-master file cases, advance payments, credit transfers, manual refunds, and termination and jeopardy assessments. Analysis often requires the examiner to verify complicated conditions such as those affecting taxpayer's account history and credit availability, AIMS status, and to retrace various tax computations (deficiencies and/or over assessments) and adjustments to previous tax, penalty, and interest.

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

SPECIALIZED EXPERIENCE FOR GS-05: You must have 1 year of specialized experience at a level of difficulty and responsibility equivalent to the GS-04 level in the Federal service. Experience includes performing a variety of basic tasks involving reviewing and processing documents and utilizing automated systems to correct and adjust accounts.
OR EDUCATION: 
You may substitute education for specialized experience as follows: 4 years of education above high school level in any field of study from an accredited business, secretarial or technical school, junior college, college or university.

SPECIALIZED EXPERIENCE: 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 performing multiple processing tasks involving researching tax information to extract relevant facts and/or missing/unclear accounting information. Experience in analyzing and resolving problems, utilizing automated systems to correct and adjust accounts, computing basic interest and managing an inventory.

SPECIALIZED EXPERIENCE: GS-07: You must have 1 year of specialized experience at a level of difficulty and responsibility equivalent to the GS-GS-06 level in the Federal service. Specialized experience for this position includes: Experience performing multiple processing tasks involving researching and interpreting tax and account information to address a variety of issues, past transactions, and extracting relevant facts and/or missing/unclear accounting information. Experience in analyzing and resolving problems, utilizing automated systems to correct and adjust accounts, computing basic and/or complex interest, applying regulations, procedures, established guidelines and controlling/managing an inventory. Experience working and communicating with a team which may include coaching, reviewing work or sharing best practices.

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-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.

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

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: Monday through Friday 8am-4:30pm
• Alternative work schedule, staggered work hours or telework may be available.
• Relocation expenses - NO
• File a Confidential Financial Disclosure Report within 30 days of appointment and annually from then on.
• Obtain and use a Government-issued charge card for business-related travel.
• 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.
• Telework Eligible Positions: Telework eligible positions do not guarantee telework. Employees must meet and sustain IRS telework eligibility requirements (e.g., reporting at least twice a pay period to your assigned Post of Duty (POD)) and supervisor's approval to participate in the IRS Telework Program. Employees must also be within a 200-mile radius of their official assigned post-of-duty (POD) while in a telework status. As a reminder - If you are selected for a position, you are responsible for reporting to your designated POD (location) on the negotiated start date or as directed by management.
• 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): 1/24/24, 4/10/24, 7/10/24, and 10/10/24. 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) January 15, 2025.