Tax Examining Technician 12 MONTH REGISTER (AMENDED)

Company:  U.S. Department of the Treasury
Location: Holtsville
Closing Date: 02/11/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description

Summary

****VACANCY ANNOUNCEMENT AMENDED TO ADD ADDITIONAL CUTOFF DATE. SEE ADDTIONAL INFORMATION BELOW****
Click on "Learn more about this agency" button below to view Eligibilities being considered and other IMPORTANT information.
WHERE CAN I FIND OUT MORE ABOUT OTHER IRS CAREERS? Visit us on the web at

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))
  • Undergo a review of prior performance/conduct and an income tax verification. Refer to "Get Your Tax Record" at () 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 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 . Federal law requires verification of the identity and employment eligibility of all new hires in the U.S. These 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 and 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, To learn more, please visit our page at:
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-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 .
****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 NVHow 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 , you must receive a rating of category CAT C to be rated as "well qualified" to receive special selection priority. Required Documents

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

  1. 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. ( are optional.) Please view
    It is also recommended that your resume not include personal information such as age, gender, religion, race, disability, etc.
  2. Online Application - Questionnaire
  3. Education - See Education Section above
  4. Registration/License (if applicable) - active, current registration/license
  5. 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 , 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 for additional information on veterans' preference.
  6. Career Transition Assistance Plan (CTAP) (if applicable) - You MUST submit the required documentation as outlined at: 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.
  7. Interagency Career Transition Assistance Plan (ICTAP) (if applicable) - If you are a displaced or surplus Federal employee, click for eligibility and a detailed list of required documents.
  8. 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). PDN-9b64dd99-46ab-4bbe-aa90-eefbb9f9e30d
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