WHAT IS THE TAX EXEMPT & 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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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.
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 to 5 nights of travel per month.
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This job originated on www.usajobs.gov. For the full announcement and to apply, visit www.usajobs.gov/GetJob/ViewDetails/534508000. Only resumes submitted according to the instructions on the job announcement listed at www.usajobs.gov will be considered.