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    Duties

    Summary

    WHAT IS THETAX EXEMPT AND GOVERNMENT ENTITIES (TEGE) DIVISION? Tax Exempt & Government Entities Division serves Employee Plans which examines the returns of qualified pension benefit plans compliance. Exempt Organizations ensures not-for-profit organizations meet tax-exempt status requirements. And, Government Entities ensures organizations meet their tax withholding and employment tax payment requirements. 


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    Responsibilities

    WHAT DOES A TAX EXAMINING CLERK DO? As a Tax Examining Clerk you will be responsible for a wide range of technical support duties concerning the securing and/or processing of tax returns and other information. Your work will involve a variety of automated systems to conduct research, initiate documents for corrective actions, request and process tax returns, and prepare reports

    As a Tax Examining Clerk you will:

    • Examine and screen mail for documents of necessity to ensure closure of case. Ensure information on documents received from taxpayers are accurate, perform research and analysis that is adequate
    • Verify paper documents match information in inventory control system such as TRAC and or RCCMS. Receive hard copy documents and input into the inventory control system such as TRAC and or RCCMS
    • Elevate concerns/issues to management when documents are omitted. Prepare and send contact letter and request for missing information if needed.
    • Prepare cases to go to further review if needed information is not received from the taxpayer. Follow up with calls when requested information is not received
    • Conduct research using the appropriate systems such as TRAC, RCCMS, EDS, IDRS, and or SEIN. Verify information/forms sent in from taxpayers to ensure it is correct and then input information into the inventory control system.
    • Grant extensions of due dates for documents when necessary, review inventory control system for updates such as TRAC and or RCCMS. Ensure all closing information is input into the inventory control system.
    • Communicate and work with managers, lead, clerk and tax examiners within group. Communicate with authorized representatives from missing information.
    • Conduct and pull appropriate research using TRAC, RCCMS, EDS, IDRS and or SEIN. Use the appropriate systems such as IDRS, EDS, LEXIS NEXUS,  and or ACCURINT to look up taxpayer information.
    • Ensure the money amount is accurate and matches IDRS, SEIN and or LINUS. Follow procedures to ensure all necessary actions are taken before cases are closed out. Make sure research on IDRS is correct on returns and or sub modules
    • Read and interpret Tax Examiner Internal Revenue Manual. Once all information is received, forward case to appropriate individual/s
    • Present at CPE for managers and peers, and conduct informal training to peers. Participate in roundtable discussions and meetings. Write CPE training presentation or contribute to it
    • Participate in monthly group meetings and share information with groups, and discuss workflow. Share information with others on team to help minimize errors.
    • Use Skype, Outlook, Power Point, Accurint, IDRS, RCCMS, IRM, Lexus Nexus, Word, Excel, TRAC, EDS, TEDS
    • Independently manage workload unless manager has something else as a priority. Independently sort cases by priority files to manage workload and inventory.
    • Use Outlook to prioritize and manage workload (mark urgent items and tag pending items) Use inventory control system to manage open cases and track inventory. Use follow up folder to follow-up with others while managing workload
    • Write closing action in the inventory control system such as TRAC and or RCCMS. Monitor and control cases in their inventory.

    WHERE CAN I FIND OUT MORE ABOUT OTHER IRS CAREERS? If you want to find out more about IRS careers, visit us on the web at www.jobs.irs.gov

    Travel Required

    Occasional travel - 1 to 5 nights travel per month.

    Supervisory status

    No

    Promotion Potential

    05

  • Job family (Series)

    0592 Tax Examining

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    Requirements

    Conditions Of Employment

    • Refer to Other Information.
    • Click "Print Preview" to review the entire announcement before applying.
    • Must be a U.S. Citizen or National
    • IRS Employees with Career or Career Conditional Appointments

    .

    Qualifications

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

    GS-05 LEVEL: 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: demonstrating knowledge of tax rules, regulations, procedures collection techniques and enforcement actions to identify issues, make appropriate adjustments to accounts, and advise the taxpayer of options available for meeting tax obligations; knowledge of available on-line systems, research materials, technology, and tools.

    OR

    You may substitute education for specialized experience as follows: a Bachelor's degree or 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 education and experience. Options for qualifying based on a combination will be identified in the online questions. 

    - 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.

    Education

    Additional information

    POSITION DESCRIPTION: GS-05 92095
    A PM/C SharePoint site is available for IRS Employees at: https://organization.ds.irsnet.gov/sites/HCOETS/PMC/SPDLibrary/SitePages/Home.aspx.

    Four (4) positions may be filled in the Tax Exempt and Government Entities Division, Exempt Organizations, Rulings and Agreement Area, located at 550 Main Street, Cincinnati, OH 45202 (OH0189) as follows:

    • 1 vacancy in the Correspondence Unit, Group 7847
    • 1 vacancy in the Quality Assurance, Group 7825
    • 2 vacancies in the Adjustments Unit, Group 7848

      CONDITIONS OF EMPLOYMENT:
    • We may select from this announcement or any other source to fill one or more vacancies.
    • This is a bargaining unit position.
    • Alternative work schedule, staggered work hours or telework may be available.
    • Tour of Duty: Monday - Friday, 8:00 a.m. to 4:30 p.m.
    • Must meet IRS telework eligibility requirements.

    How You Will Be Evaluated

    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: Your application will be evaluated on the CJEs of the position to be filled per the National Agreement Article 13. Your application will also be rated and ranked among others, based on your responses to the online questions, regarding your experience, education, training, performance appraisals and awards relevant to the duties of this position. IRS employees may obtain most recent awards listing at https://persinfo.web.irs.gov/. 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. You may be required to participate in a selection interview (telephonic and/or in person at the discretion of the Selecting Official in accordance with hiring polices). We will not reimburse costs related to the interview such as travel to and from the interview site. If you are a displaced or surplus Treasury employee eligible for the Career Transition Assistance Plan (CTAP, you must receive a score of 80 or better to be rated as well qualified to receive special selection priority.


    To preview questions please click here.

    Background checks and security clearance

    Security clearance

    Not Required

    Drug test required

    No

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    Required Documents

    A complete application includes: 1. A resume, 2. Vacancy question responses and 3. Submission of any required documents. Please note that if you do not provide all required information, as specified in this announcement, you will not be considered for this position (or may not receive the special consideration for which you may be eligible).

    All applicants
    are required to submit a resume either by creating one in USAJOBS or uploading one of their own choosing. (Cover letters are optional). To receive full credit for relevant experience, please list the month/year and number of hours worked for experience listed on your resume. We suggest that you preview the online questions, as you may need to customize your resume to ensure that it supports your responses to these questions. Please view Resume Tips.

    Career Transition Assistance Plan (CTAP) DOCUMENTATION:
    If you are a displaced or surplus Treasury employee, click CTAP for eligibility and a detailed list of required documents. IRS CTAP eligibles can apply for jobs within and outside the commuting area.

    IRS Reassignment Preference Program (RPP):
    You must meet the requirements in your RPP notice. Submit a copy of your RPP Notice along with a copy of your most recent annual performance appraisal. Your performance appraisal must have a fully successful or higher overall rating.

    PERFORMANCE APPRAISAL/AWARDS: Submit a copy of your most recent completed performance appraisal.

    IRS employees:
    If a revalidated appraisal is used for merit promotion, the supervisor must prepare a narrative for each critical job element that does not have a narrative describing the performance in the appraisal period covered by the rating. Note: If you are a manager or management official, your most recent annual performance appraisal must be used for the overall rating identified.

    EDUCATION DOCUMENTATION: If you are qualifying for this position by substituting education or training for experience, submit a copy of your transcripts or equivalent. If the position has specific education requirements and you are currently (or have previously been) in the Federal job series to be filled, there is no need to submit a transcript or equivalent at this time.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. If you are qualifying based on foreign education, you must submit proof of creditability of education as evaluated by a credentialing agency. Refer to the OPM instructions.  

    If you are relying on your education to meet qualification requirements:

    Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education.

    Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.

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    Benefits

    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.

    As a current employee, you know the great benefits we offer. Should you have any questions about benefits, please contact the Employee Resource Center (ERC) at 1-866-743-5748, Option #1 for ERC.

    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.

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    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 the closing date of 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 the announcement's closing date.

    Treasury believes in a working environment that supports inclusion; please view our reasonable accommodation policies and procedures at https://jobs.irs.gov/seasonal/reasonable-accommodation.html. We will provide reasonable accommodation to applicants with disabilities on a case-by-case basis. Please contact Linda Maki at 513-975-6571 if you require this for any part of the application and hiring process.

    • To begin, either click the “Create a New Account” button and follow the prompts to register or if you previously registered, click the "Apply Online" button and follow the prompts.
    • You will be re-directed to Treasury’s CareerConnector system to complete your application process; answer the online questions, and submit all required documents. (To submit supporting documents, click one of the available options; Upload; Fax; or Reuse existing documents. To protect your privacy, we suggest you first remove your SSN). Also, go to “My Account” to view and update your information, as necessary.
    • To complete, you must click the “Submit Application” button located at the bottom of the “Application Review” page.
    • To verify your application is complete, log into your USAJOBS account, select the Application Status link and then select the more information link for this position. The Details page will display the status of your application, the documentation received.
    • To return to an incomplete application, log into your USAJOBS account and click Update Application in the vacancy announcement. You must re-select your resume and/or other documents from your USAJOBS account or your application will be incomplete.

      If you are experiencing system issues with your application, please contact the CareerConnector Help Desk at careerconnectorhelp@treasury.gov and/or the USAJOBS Help Desk.

    Agency contact information

    IRS JOBS ONLINE HELP DESK

    Phone

    866-743-5748, Option 1

    TDD

    000-000-0000

    Fax

    000-000-0000

    Email

    hco.internal.ci.section1@irs.gov

    Address

    INTERNAL REVENUE SERVICE
    Employment Center East, Section 3
    550 Main Street, Room 6710A
    Cincinnati, Ohio 45202
    United States
    Learn more about this agency

    WHY IS THE IRS A GREAT PLACE TO WORK? As an IRS employee, you will feel proud knowing you helped make America stronger while working at one of the world’s biggest financial institutions. You will be part of an organization that collects over $2 trillion in revenue and processes over 200 million tax returns annually. We are proud of how we apply the tax law with integrity and fairness to all. The IRS hires talented and dedicated individuals from many backgrounds, including accounting, business, finance, law enforcement and information technology. You will be challenged & supported on a daily basis. Whether you are just starting out or looking for a new opportunity, consider an IRS career.

    Next steps

    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. Also, note that if you provide an email address that is inaccurate or if your mailbox is full or blocked (e.g., spam-blocker), you may not receive important communication that could affect your consideration for this position.

Fair & Transparent

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

Equal Employment Opportunity Policy

The United States Government does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy And gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.

Reasonable Accommodation Policy

Federal agencies must provide reasonable accommodation to applicants with disabilities where appropriate. Applicants requiring reasonable accommodation for any part of the application process should follow the instructions in the job opportunity announcement. For any part of the remaining hiring process, applicants should contact the hiring agency directly. Determinations on requests for reasonable accommodation will be made on a case-by-case basis.

A reasonable accommodation is any change in the workplace or the way things are customarily done that provides an equal employment opportunity to an individual with a disability. Under the Rehabilitation Act of 1973 the Equal Employment Opportunity Commission (EEOC) must provide reasonable accommodations:

  • An applicant with a disability needs an accommodation to have an equal opportunity to apply for a job.
  • An employee with a disability needs an accommodation to perform the essential job duties or to gain access to the workplace.
  • An employee with a disability needs an accommodation to receive equal access to benefits, such as details, training, and office-sponsored events.

Legal and regulatory guidance

This job originated on www.usajobs.gov. For the full announcement and to apply, visit www.usajobs.gov/GetJob/ViewDetails/536641100. Only resumes submitted according to the instructions on the job announcement listed at www.usajobs.gov will be considered.