WHAT DOES AN INTERNAL REVENUE AGENT (EMPLOYEE PLANS) DO? An Internal Revenue Agent (Employee Plans) makes independent determinations on the qualification status and performs independent examinations of employee plans.
WHAT IS THE TAX EXEMPT AND GOVERNMENT ENTITIES (TE/GE) DIVISION: The Tax Exempt and Government Entities (TE/GE) Division serves three distinct groups of customers. Employee Plans (EP) examines the returns of qualified pension benefit plans to determine if they're in compliance. Exempt Organizations (EO) determines if not-for-profit organizations meet their tax-exempt status requirements. Government Entities (GE) ensures these organizations meet their tax withholding and employment tax payment requirements.
10 positions are located in the Tax Exempt and Government Entities (TE/GE) Division; Employee Plans; Examinations; 2 vac for Gulf Coast Area, Group 7649, 1100 Commerce St. Dallas, TX 75242 (TX0284) or 401 W Peachtree St. Atlanta, GA 30308 (GA0087); 2 vac for Northeast Area, Group 7609, 15 New Sudbury St. Boston, MA 02203 (MA0131); 2 vac for Mid-Atlantic Area, Group 7627, 31 Hopkins Plaza Baltimore, MD 21201 (MD0055) or 999 N Capitol St. NE Washington, DC 20003 (DC0221); 2 vac for Pacific Coast Area, Group 7685, 9350 Flair Dr. El Monte, CA 91731(CAD002); 2 vac for Great Lakes Area, Group 7644, 230 S Dearborn St. Chicago, IL 60604 (IL0236).
Summary
WHAT DOES AN INTERNAL REVENUE AGENT (EMPLOYEE PLANS) DO? An Internal Revenue Agent (Employee Plans) makes independent determinations on the qualification status and performs independent examinations of employee plans.
WHAT IS THE TAX EXEMPT AND GOVERNMENT ENTITIES (TE/GE) DIVISION: The Tax Exempt and Government Entities (TE/GE) Division serves three distinct groups of customers. Employee Plans (EP) examines the returns of qualified pension benefit plans to determine if they're in compliance. Exempt Organizations (EO) determines if not-for-profit organizations meet their tax-exempt status requirements. Government Entities (GE) ensures these organizations meet their tax withholding and employment tax payment requirements.
10 positions are located in the Tax Exempt and Government Entities (TE/GE) Division; Employee Plans; Examinations; 2 vac for Gulf Coast Area, Group 7649, 1100 Commerce St. Dallas, TX 75242 (TX0284) or 401 W Peachtree St. Atlanta, GA 30308 (GA0087); 2 vac for Northeast Area, Group 7609, 15 New Sudbury St. Boston, MA 02203 (MA0131); 2 vac for Mid-Atlantic Area, Group 7627, 31 Hopkins Plaza Baltimore, MD 21201 (MD0055) or 999 N Capitol St. NE Washington, DC 20003 (DC0221); 2 vac for Pacific Coast Area, Group 7685, 9350 Flair Dr. El Monte, CA 91731(CAD002); 2 vac for Great Lakes Area, Group 7644, 230 S Dearborn St. Chicago, IL 60604 (IL0236).
As an Internal Revenue Agent (Employee Plans) you will:
Analyze applications and issues determination letters on a variety of defined contribution plans and certain defined benefit plans under applicable Internal Revenue Code provisions.
Apply technical tests to determine if applicable statutory and other requirements are met; audit returns filed in conjunction with above plans; review operating mechanics, consider probable effects of contributions and benefits, and ensure that plans are benefiting employees in general and do not discriminate in favor of highly compensated employees.
Examines and interprets the provisions of plans and documents accompanying applications to determine their qualified and exempt status.
Inspect employer's return for defined contribution plans and certain defined benefits plans to substantiate deductions.
Examine accounting practices and bookkeeping systems of pension and profit sharing plans. Provide accurate technical expertise to serve internal and external customers with professional and helpful service.
Determine customer's responsibilities for return filing, secure delinquent returns and performs discrepancy adjustments.
Apply knowledge of the pension and profit-sharing area of tax law, precedents, rulings and court decisions in order to substantiate deductions for contributions made under deferred compensation.
Proposes revocation of trust's exempt status when related plan has ceased to qualify. Recommend re-establishment of exempt status when plan has fulfilled the appropriate compliance requirements.
Confers with customers to determine whether the plan satisfies all the requirements for qualifications. When applicable contacts third parties to obtain or verify information.
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
IRS Employee on Career or Career Conditional Appointment.
Please refer to "Conditions of Employment."
Click "Print Preview" to review the entire announcement before applying.
.
Qualifications
You must meet the following requirements by the closing date of this announcement.
BASIC REQUIREMENTS: (All grade levels) You must have a Bachelor's or higher degree in accounting from an accredited college or university that included at least 30 semester hours (45 quarter hours) in accounting or 24 semester hours in accounting and an additional 6 semester hours in related subjects such as business law, economics, statistical/quantitative methods, computerized accounting or financial systems, financial management or finance. OR A combination of experience and education at an accredited college or university equivalent to a four year degree that included courses equivalent to a major in accounting, i.e. at least 30 semester hours in accounting or 24 semester hours in accounting and 6 semester hours in related subjects as described above. OR A Certificate as a Certified Public Accountant (CPA) obtained through written examination in a State, territory or the District of Columbia. OR Are currently serving as an Internal Revenue Agent GS-0512 and have been in this position for at least one year or was previously an Internal Revenue Agent GS-0512 and held the position for at least one year.
In addition to the above qualifications, you must possess the following professional accounting knowledges: Principles of Accounting, Intermediate Accounting, Cost Accounting, Advanced Accounting, and Auditing. For more information on the required accounting knowledges please refer to http://www.jobs.irs.gov/student/internal-revenue-agentbr.html
GS-07 LEVEL:In addition to the basic requirement, you must have 1 year of specialized experience at a level of difficulty and responsibility equivalent to the GS-5 grade level in the Federal service. Specialized experience for this position is experience that demonstrates skill in applying the principles, concepts and methodology of professional accounting and related fields and skill in communicating and dealing effectively with others.
Qualifying experience may have been in accounting, auditing, tax, financial, legal, or other work that required the knowledge and skill defined above; OR
One year of graduate level education in accounting, or a related field such as business, finance, law, economics, management, statistical/quantitative methods or computer science. OR
Superior Academic Achievement may be met by having a Bachelor's degree, with one of the following: A GPA of 3.0 or higher on a 4.0 scale for all completed undergraduate courses or those completed in the last two years of study, or a GPA of 3.5 or higher on a 4.0 scale for all courses in your major field of study or those courses in your major completed in the last two years of study, or rank in the upper one third of your class in the college, university, or major subdivision, or membership in a national honor society recognized by the Association of College Honor Societies.
GS-9 LEVEL: In addition to the basic requirement, You must have 1 year of specialized experience at a level of difficulty and responsibility equivalent to the GS-07 grade level in the Federal service. Specialized experience for this position is experience that demonstrates skill in applying the principles, concepts and methodology of professional accounting and related fields and skill in communicating and dealing effectively with others.
Qualifying experience may have been in accounting, auditing, tax, financial, legal, or other work that required the knowledge and skill defined above; OR
A Master's or 2 full academic years of progressively higher level graduate education leading to a degree in accounting; or a related field of study such as business, finance, law, economics, management, statistical/quantitative methods, computer science or another related field.
GS-11 LEVEL:In addition to the basic requirement, You must have1 year of specialized experience at a level of difficulty and responsibility equivalent to the GS-09 grade level in the Federal service. Specialized experience for this position is experience that demonstrates skill in applying professional accounting principles, concepts and methodology to the examination of accounting books, records and systems; interacting effectively in a wide range of situations with a broad range of individuals.
Qualifying experience would include the interpreting and applying tax law for individuals and business and/or exempt organizations; in business and trade practices to analyze business operations and financial conditions; OR
Three years of progressively higher level graduate education leading to a Ph.D. degree or Ph.D. equivalent doctoral degree in accounting or a related field such as, business, finance, law, economics, management, statistical/quantitative methods, or computer science. Graduate level education is education above the bachelor's degree level.
For Grades 7 through 11:You may qualify by a combination of experience and education. Options for qualifying based on a combination will be identified in the online questions. -The experience may have been gained in either the public or private sector or VolunteerService. 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 next lower grade level of the grade you are applying to for 52 weeks (time-in-grade requirement).
Additional information
POSITION DESCRIPTIONS: 90861 (GS-07); 90860 (GS-09); 90859 (GS-11)
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. - 4:30 p.m.
The employment of any candidate, 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.
File a Confidential Financial Disclosure Report within 30 days of selection and annually from then on.
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. Opens in a new windowLearn more about federal benefits.
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 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: 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.
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. Opens in a new windowLearn more about federal benefits.
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.
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.
PERFORMANCE APPRAISAL/AWARDSSubmit 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 DOCUMENTATIONIf 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:
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.
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 http://jobs.irs.gov/seasonal/reasonable-accommodation.html We will provide reasonable accommodation to applicants with disabilities on a case-by-case basis. Please contact Latrina Bowen at 901-707-3101, 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.
INTERNAL REVENUE SERVICE
5333 Getwell Rd Stop 9417
Employment Center South
Section II
Memphis, Tennessee 38118
United States
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.
The Federal hiring process is set up to be fair and transparent. Please read the following guidance.
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.
PERFORMANCE APPRAISAL/AWARDSSubmit 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 DOCUMENTATIONIf 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:
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.
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 http://jobs.irs.gov/seasonal/reasonable-accommodation.html We will provide reasonable accommodation to applicants with disabilities on a case-by-case basis. Please contact Latrina Bowen at 901-707-3101, 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.
INTERNAL REVENUE SERVICE
5333 Getwell Rd Stop 9417
Employment Center South
Section II
Memphis, Tennessee 38118
United States
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 and transparent
The Federal hiring process is set up to be fair and transparent. Please read the following guidance.
