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    Duties

    Summary

    Anticipated start date is 6/09/2019 with future start dates to be decided at a later date.

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    Responsibilities

    WHAT IS THE TAX EXEMPT AND GOVERNMENT ENTITIES  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.

    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.

    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; and 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.
    • Examine and interpret 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 

    Travel Required

    Occasional travel - 1 to 5 nights per month

    Supervisory status

    No

    Promotion Potential

    12

  • Job family (Series)

    0512 Internal Revenue Agent

This job originated on www.usajobs.gov. For the full announcement and to apply, visit www.usajobs.gov/GetJob/ViewDetails/520057000. Only resumes submitted according to the instructions on the job announcement listed at www.usajobs.gov will be considered.