The Wage & Investment Division (W&I) serves about 122 million taxpayers who file upwards of 94 million returns each year. W&I provides high-quality taxpayer assistance, and enable taxpayers to transact and communicate electronically to file their returns and make payments.
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WHAT DOES A TAX ANALYST DO? A Tax analyst serves as an analyst which plans, coordinates, and conducts analytical studies, and projects. In this role, you will be responsible for performing technical and analytical staff work. You will be required to oversee programs which include strategic compliance program planning, business systems planning, customer account services, taxpayer education and communications, and administrative support. Quality Management -Monitoring completion of daily sample using Excel files. Reviewing the NQRS database daily work input to ensure coding consistency. Respond to rebuttals from the field and maintain rebuttal documentation. Works with management, IRM Authors and Policy analyst for clarification on the IRM. Perform non-evaluative reviews of team. Provide technical support for team members. Conduct technical group meetings. Analyze the database to find trends in coding and to improve consistency. Planning and Scheduling- The ability to plan and schedule workflow and make periodic adjustments based on volume and staffing availability and skill level.
As a Tax Analyst you will:
- Complete the filtering process and the reconciliation report on a daily basis to identify and address errors or inconsistencies with the DCIs. Request and ensure DCI edits are completed within the 2-day consistency period. Respond to first level rebuttal submissions. Complete the quarterly CQRS rebuttal analysis for multiple SPRGs. Instruct and provide OJI to new and detailed CQRS reviewers. Elevate issues and identify trends. Lead team meeting discussions on multiple SPRGs. Complete the weekly sample pull and weekly closeout report as required/appropriate for the assigned SPRGs.
- Develop and interpret guidance on program planning, execution, and evaluation for the compliance, accounts management and/or taxpayer education and communication functions.
- Study problems facing operating unit functions or those of particular concern within the organization assigned.
- Analyze assigned program areas to discern trends in program delivery and consolidate report data to measure the effectiveness in meeting baselines or the degree to which program plans and achievements support strategic initiatives.
- Provide technical guidance on issues, proposals, and activities impacting program operations, and ensure operating units are in alignment with regulatory and administrative provisions and requirements.
- Review proposals to alter or modify concepts, processes, or functions for compatibility with program goals and objectives, as well as evaluate new requirements, policies, and modifications for impact on program operations, systems, and resources.
- Coordinate site visits to conduct briefings, studies, implement program initiatives, review program effectiveness, and identify additional system or revision in work processes required.
- Prepare reports concerning identified issues, explaining program differences and recommending improvements and corrective action for program operations, where differing or competing viewpoints may occur.
- Present findings, conclusions, and recommendations as a result of program studies, projects, or reviews conducted and disseminate revised procedures and changes in program operations.
- Quality Management -Monitoring completion of daily sample using Excel files.
- Review the NQRS database daily work input to ensure coding consistency.
- Respond to rebuttals from the field and maintain rebuttal documentation. Works with management, IRM Authors and Policy analyst for clarification on the IRM.
- Perform non-evaluative reviews of team.
- Provide technical support for team members.
- Conduct technical group meetings.
- Analyze the database to find trends in coding and to improve consistency.
- Plan and schedule workflow and make periodic adjustments based on volume and staffing availability and skill level.
If you are selected at a lower grade level, you will have the opportunity to learn to perform all these duties, and will receive training to help you grow in this position.
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
Occasional travel - 1-5 Nights per month
Job family (Series)
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/ELIGIBILITY REQUIREMENTS: You must meet the following requirements by the closing date of this announcement.
GS-12 Level: You must have one year of specialized experience equivalent to the GS-11 grade level in the Federal service. Your experience must demonstrate the following: Experience with IRS functions, programs, policies, regulations, procedures, and operations to evaluate program plans and determine impact of changes on program goals; Experience using cross-functional programs and their interrelationship with assigned program to conduct reviews, studies/projects and coordinate systems and resource utilization of program operations; Experience in recognizing significant tax issues and enforcement changes that impact assigned programs in order to recommend changes in implementing regulations; experience using principles of management planning, program and process analysis, management reporting procedures and available system capabilities to resolve operating problems, and providing statistical data or other management information reports; Experience in oral and written communications to conduct briefings, prepare reports, document findings and, disseminate procedural and regulatory information; Experience adjusting Individual Master File (IMF) Accounts based on taxpayer requests, which includes verification of all IDRS transactions. Experience with Basic Tax Law, IMF Accounts, Identity Theft, Tax Reform, Affordable Care Act, and IRS procedures. Experience using CIS. Experience evaluating responses to written taxpayer inquiries, and internal requests from scanned images of the taxpayer's forms and correspondence. Experience on Account Paper Adjustments. Experience on Identity Theft Paper which includes Return Preparer Misconduct – AM, IDT Paper Specialty, IDT Fraudulent Return, IDT IPSU, and IDT Paper – AM. Experience using the Embedded Quality Review System/National Quality Review System, writing non-evaluative/evaluative reviews from taxpayer contacts, and composing EXCEL document reports. Experience in oral and written communications to conduct briefings, prepare reports, document findings and, disseminate procedural and regulatory information.
-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.
In addition to the above requirements, you must meet the following, if applicable:
You must have been at the GS- 11 level for 52 weeks (time-in-grade requirement).
Position is located in Wage & Investment Customer Acct Services (CAS) Joint Operations Center Centralized Quality Review Sys Review Section 4.
1 vacancy to be filled at any one of the locations below:
1114 Commerce Street, Dallas, TX
1000 Liberty Avenue, Pittsburgh, PA
2970 Market Street, Philadelphia, PA
POSITION DESCRIPTIONS: GS-12 PD 95096
A PM/C SharePoint site is available for IRS Employees at : https://organization.ds.irsnet.gov/sites/HCOETS/PMC/SPDLibrary/SitePages/Home.aspx
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.
- Must meet IRS telework eligibility requirements.
- Tour of Duty: Monday - Friday 8:00 a.m. - 4:30 p.m.
- Temporary Position NTE 1 year, may be extended up to 5 years, may be made permanent.
- Obtain and use a Government-issued charge card for business-related travel.
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
Drug test required
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.) Please view Cover Letters Tips.
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.
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.
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.
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.
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 us firstname.lastname@example.org 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 “Finish” 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.
Agency contact information
IRS Jobs Online Helpdesk
AddressINTERNAL REVENUE SERVICE
3651 S. IH 35
MS: 1520 AUSC
Austin, Texas 78741
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. IRS hires talented and dedicated individuals from many backgrounds, including accounting, business, finance, law enforcement and information technology. You will be challenged and supported on a daily basis. Whether you are just starting out or looking for a new opportunity, consider an IRS career.
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 to a job, the work environment, or the way things are usually done that enables an individual with a disability to apply for a job, perform job duties or receive equal access to job benefits.
Under the Rehabilitation Act of 1973, federal agencies must provide reasonable accommodations when:
- 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.
You can request a reasonable accommodation at any time during the application or hiring process or while on the job. Requests are considered on a case-by-case basis.
Legal and regulatory guidance
This job originated on www.usajobs.gov. For the full announcement and to apply, visit www.usajobs.gov/GetJob/ViewDetails/604307400. Only resumes submitted according to the instructions on the job announcement listed at www.usajobs.gov will be considered.