Tax Examining Technician (Appeals Tax Examiner) 12-Month Roster
Fresno, CA  / Laguna Niguel, CA  / Long Beach, CA  / Los Angeles, CA  / San Bernardino, CA  / San Francisco, CA  / San Jose, CA  / Denver, CO  / East Hartford, CT  / Jacksonville, FL  / Atlanta, GA  / Chicago, IL  / Florence, KY  / New Orleans, LA  / Boston, MA  / Detroit, MI  / St. Paul, MN  / St. Louis, MO  / Holtsville, NY  / New York, NY  / Westbury, NY  / Greensboro, NC  / Cleveland, OH  / Philadelphia, PA  / Memphis, TN  / Austin, TX  / Farmers Branch, TX  / Houston, TX  / Ogden, UT  / Richmond, VA ...View All
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Posted 30 days ago
Job Description
Duties

WHAT IS THE APPEALS DIVISION?
A description of the business units can be found at:
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))
  • Must successfully complete a background investigation, including a FBI criminal history record check (fingerprint check).
Qualifications
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 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 .
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: 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.
  • 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. .

    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

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

  1. Online Application - Questionnaire
  2. Education - See Education Section above
  3. Registration/License (if applicable) - active, current registration/license
  4. 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 10/10/2024 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 10/10/2024.

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 10/10/2024.
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. For information on what each Application Status means, visit: .
Agency contact information (ERC) Employee Resource Center
Email

Website

Address

Appeals - Case and Operations Support
1111 Constitution Ave NW
Washington, DC 20224
US
Next steps

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

 

Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Work Hours (i.e. shift)
Full-time -
Salary and Benefits
$39,576 - $79,331 per year
Required Education
High School or Equivalent
Required Experience
1 to 5 years
Security Clearance Note
Not Required
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