Tax Examining Technician (12 MONTH REGISTER)

Company:  Internal Revenue Service
Location: Santa Ana
Closing Date: 03/11/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description

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:
Small Business/Self Employed (SB/SE) Field Examination
The following are the duties of this position at the full working level.

  • 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.

This position has career progression. If you are selected at a grade level lower than the full working level, you may be non-competitively promoted as your career progresses. For example, you may be hired as a GS-05, but if the position has career progression to GS-11, then you may move from a GS-05 to a GS-11 in as little as three years.
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))

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 .
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 (Section 3, Explanation of Terms) or for Foreign Education Credentialing instructions.
Though many locations may be listed, you will be limited to a maximum of 6 location choices. 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 locations will be considered for filling 24 vacancies at this time:
One (1) position to be filled in any of the following locations for:
DES MOINES, IA (IA0112); WEST DES MOINES, IA (IA1527); CEDAR RAPIDS, IA (IA1550); CHICAGO, IL (IL0236); DOWNERS GROVE, IL (IL2337); SPRINGFIELD, IL (IL2454); FAIRVIEW HEIGHTS, IL (IL2528); ORLAND PARK, IL (IL2549); SCHILLER PARK, IL (IL2558); MATTESON, IL (IL2563); OVERLAND PARK, KS (KS1603); WICHITA, KS (KS1615); DETROIT, MI (MI0800); FARMINGTON HILLS, MI (MI2097); PONTIAC, MI (MI2181); GRAND RAPIDS, MI (MI2210); ANN ARBOR, MI (MI2218); FLINT, MI (MI3022); ST. PAUL, MN (MN1600); BLOOMINGTON, MN (MN1675); ST. LOUIS, MO (MO0106); CHESTERFIELD, MO (MO1833); KANSAS CITY, MO (MO1937); SPRINGFIELD, MO (MO1993); LEES SUMMIT, MO (MO2008); FARGO, ND (ND0046); OMAHA, NE (NE0051); RAPID CITY, SD (SD0035); SIOUX FALLS, SD (SD1317); WAUKESHA, WI (WI1696); MILWAUKEE, WI (WI1720); MADISON, WI (WI1784)
Two (2) positions to be filled in any of the following locations for:
JACKSONVILLE, FL (FL0067); TAMPA, FL (FL2402); PORT SAINT LUCIE, FL (FL2174); Orlando, FL (FL3132); OCALA, FL (FL2668); GAINESVILLE, FL (FL2214); TALLAHASSEE, FL (FL1407); ST PETERSBURG, FL (FL1005); LAKELAND, FL (FL3143); MELBOURNE, FL (FL1361); DAYTONA BEACH, FL (FL1382); WEST PALM BEACH, FL (FL1328); Plantation, FL (FL2437); MIAMI, FL (FL0061); PENSACOLA, FL (FL3279); PANAMA CITY, FL (FL3007); MACON, GA (GA2410); ATLANTA, GA (GA0087); ALBANY, GA (GA2618); COLUMBUS, GA (GA2478); DECATUR, GA (GA2493); ATLANTA, GA (GA2004); GAINESVILLE, GA (GA2307); SMYRNA, GA (GA2713); SAVANNAH, GA (GA2480); RALEIGH, NC (NC1151); FAYETTEVILLE, NC (NC2443); GREENVILLE, NC (NC2310); WILMINGTON, NC (NC2410); CHARLOTTE, NC (NC2598); HICKORY, NC (NC1167); GREENVILLE, SC (SC2095); NORTH CHARLESTON, SC (SC1149); MYRTLE BEACH, SC (SC2089); COLUMBIA, SC (SC0068)
One (1) position to be filled in any of the following locations for:
NEW YORK, NY (NY0350); BOSTON, MA (MA0131)
One (1) position to be filled in any of the following locations for:
CINCINNATI, OH (OH0189)
Two (2) position to be filled in any of the following locations for:
BALTIMORE, MD (MD0055)
One (1) position to be filled in any of the following locations for:
RICHMOND, VA (VA0088); BALTIMORE, MD (MD0055)
One (1) position to be filled in any of the following locations for:
Plantation, FL (FL2437); RICHMOND, VA (VA0088)
One (1) position to be filled in any of the following locations for:
LOS ANGELES, CA (CA0150); SAN BERNARDINO, CA (CA8050)
Eleven (11) positions to be filled in any of the following locations for:
ATLANTA, GA (GA0087); ATLANTA, GA (GA2004); NASHVILLE, TN (TN0052); RICHMOND, VA (VA0088); SEATTLE, WA (WA0101); PITTSBURGH, PA (PA0233); PHILADELPHIA, PA (PA0277); GREENSBORO, NC (NC2668); OAKLAND, CA (CA0281); SACRAMENTO, CA (CA6139); DENVER, CO (CO1811); BETHPAGE, NY (NY7501)
Two (2) positions to be filled in any of the following locations for:
OKLAHOMA CITY, OK (OK1356); DALLAS, TX (TX0284); FARMERS BRANCH, TX (TX0302); AUSTIN, TX (TX0227)
One (1) position to be filled in any of the following locations for:
SAN JOSE, CA (CA6116); OAKLAND, CA (CA0281)

Additional information
  • Subject to a 1-year probationary period (unless already completed). Note: Current Federal employees may be required to serve a new probationary period (5 CFR 315.802(b)).
  • 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 - Friday, Day Shift with start and stop times between 6:00a.m. and 6:00p.m.
  • 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.
  • 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.
  • The employment of any candidate selected for this position, including a current employee or a new hire, selected for this position may be conditional upon classification and/or audit of federal tax returns. This audit may include up to 2 years of returns.
  • Relocation expenses - NO
  • 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.
  • *See Education for full list of locations and number of vacancies*

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 date(s) to be considered: Cutoff date(s): 11/08/2024. 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) 11/10/2025.
For more information regarding Union Representation click

  • 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 07/29/2025 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 07/29/2025.
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 07/29/2025.


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: .

Are you unsure how to write your federal resume? We are here to help. The Treasury Recruitment Service regularly offers Writing Your Federal Resume training sessions, and other career-related information sessions, to assist you in your career search journey. To register for a session, to go to our Career Information Sessions webpage.

Agency contact information
IRS Philadelphia External
Email
Address
SBSE EXAM - Examination Deputy Operations
1111 Constitution Ave NW
Washington, DC 20224
US
Next steps

Treasury believes in a working environment that supports inclusion; to review reasonable accommodation policies and procedures please visit . 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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