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Lead Financial Assistant

Department of the Treasury
Internal Revenue Service
Taxpayer Services - Return Integrity and Compliance Services (RICS)

Summary

  • This position is being filled in Taxpayer Services - Return Integrity and Compliance Services Refundable Credits Examination Operations (RCEO).
  • In the event that a building is closed due to rent management, new hires may be placed in a local commuting location.
  • Additional jobs may be filled from this announcement or any other source to fill these vacancies.
REVIEW THE ADDITIONAL INFORMATION BELOW FOR FURTHER DETAILS

Overview

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Accepting applications
Open & closing dates
04/20/2026 to 05/01/2026
Salary
$63,291 - $82,275 per year

The range reflects the minimum locality to maximum locality for locations listed in the announcement. Salary will be based on selected duty location.

Pay scale & grade
GS 8
Location
1 vacancy in the following location:
(MA0137) 310 Lowell Street
Andover, MA
Remote job
No
Telework eligible
No
Travel Required
Not required
Relocation expenses reimbursed
No
Appointment type
Permanent
Work schedule
Full-time - Tour of Duty: Monday - Friday, 40 hours per week, 8:00 - 4:30PM EST
Service
Competitive
Promotion potential
None
Supervisory status
No
Security clearance
Not Required
Drug test
No
Position sensitivity and risk
Non-sensitive (NS)/Low Risk
Trust determination process
Financial disclosure
No
Bargaining unit status
No
Announcement number
26-12940933K-TSN-0503-08
Control number
865950300

Duties

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The following are the duties of this position at the full working level. If this vacancy includes more than one grade and you are selected at a lower grade level, you will have the opportunity to learn to perform these duties and receive training to help you grow in this position.

  • Distributes, balances, monitors and reports on workload in accordance with established workflow or job specialization.
  • Assures equitable distribution among employees and timely accomplishment of assigned work load.
  • Amends or rejects work not meeting established standards and refers to supervisor any problems on meeting performance standards.
  • Maintains current knowledge of procedures, policies and directives; answers questions; and provides both classroom and OJT instruction to employees.
  • Resolves simple informal complaints, refers others to supervisor; reports on performance, progress and training needs of employees and on disciplinary problems.

STANDARD POSITION DESCRIPTIONS (SPD): PD92042
Visit the IRS SPD Library to access the position descriptions.

Requirements

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Conditions of employment

  • Probationary Period - A person who is required to go through a probationary period and then is transferred, promoted, demoted, or reassigned before he or she completes such period is required to complete the remainder of the probationary period in the new position.

ADDITIONAL REQUIREMENTS SHOWN IN QUALIFICATIONS SECTION

Qualifications

Federal experience is not required. Experience may have been gained in the public sector, private sector or through Volunteer Service. One year of experience refers to full-time work; part-timework is considered on a prorated basis. To ensure full credit for your work experience, please indicate dates of employment by month/day/year, and indicate number of hours worked per week, on your resume.

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

QUALIFICATION REQUIRMENTS: To qualify for this position, you must meet the qualification requirements outlined below:

GS-08 SPECIALIZED EXPERIENCE: You must have one year of specialized experience at a level of difficulty and responsibility equivalent to the GS-7 grade level in the Federal service. Specialized experience for this position must include:

  • Experience with laws, rules and regulations relevant to filing, items claimed, payment, penalties, interest, and/or other related items, performing computations, adjustments, reconstructions, and conducting research using the appropriate systems
  • Interpreting the contents of case files and researching appropriate systems to propose necessary actions/adjustments, initiating special handling notices to provide instructions for corrections to taxpayer accounts, and corresponding with taxpayers to obtain information, explain liability, and encourage compliance.
  • Applying relevant system transaction codes, procedures, actions, report information, etc., to process carryback/carryforward cases that may involve restricted interest and multiple year adjustments. Performing case analysis on pre-classified returns and unresolved responses such as those involving unagreed/complex IRP issues referred from other areas.
  • Utilizes terminology, quality assurance techniques, and reporting requirements to coordinate workflow while assessing the performance quality of employees to assign work appropriately and resolve related problems.
  • Applying administrative policies and procedures to provide support to the supervisor or to use when acting as supervisor, recommending and providing training needs to team members and reports complaints, performance and progress to supervisor.

AND

You must also meet the following requirements:

  • TIME AFTER COMPETITIVE APPOINTMENT (TACA): Current civilian employees must have completed at least 90 days of federal civilian service since their latest non-temporary appointment from a competitive referral certificate, known as time after competitive appointment. For this requirement, a competitive appointment is one where you applied to and were appointed from an announcement open to "All US Citizens".
  • TIME IN GRADE (TIG): For positions above the GS-05,applicants must meet applicable time-in-­grade requirements to be considered eligible. One year (52 weeks) at the next lower grade level is required to meet the time-in-grade requirements for the grade you are applying for. For positions at the GS-5, you cannot advance to the GS-05 if you have held a GS-02 in the past 52 weeks. There is no TIG restriction for GS-02, 03, or 04 positions.

For more information on qualifications please refer to OPM's Qualifications Standards.

Education

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.

FOREIGN EDUCATION: Education completed in foreign colleges or universities may be used to meet the requirements. You must show proof the education credentials have been deemed to be at least equivalent to that gained in conventional U.S. education program. It is your responsibility to provide such evidence when applying. Click here (Section 3, Explanation of Terms) or here for Foreign Education Credentialing instructions.

We recommend choosing an evaluator from a member organization of one of the following national associations of credential evaluation services: National Association of Credential Evaluation Services (NACES) or Association of International Credentials Evaluators (AICE).

Additional information

  • Alternative work schedule, staggered work hours may be available.
  • Salary: General Schedule (GS) Locality Pay tables may be found under Salaries & Wages.

Candidates should be committed to improving the efficiency of the Federal government, passionate about the ideals of our American republic, and committed to upholding the rule of law and the United States Constitution.

How you will be evaluated

You will be evaluated for this job based on how well you meet the qualifications above.

Your qualifications will be evaluated based on your application materials (e.g., resume, supporting documents), your responses on the application questionnaire, and your responses to all assessments required for this position. Applicants who disqualify themselves will not be evaluated further.

You will be assessed on the following competencies (knowledge, skills, abilities, and other characteristics):

  • Arithmetic/Mathematical Reasoning
  • Customer Service
  • Flexibility
  • Integrity/Honesty
  • Interpersonal Skills
  • Reasoning
  • Self-Management
  • Teamwork

Overstating your qualifications and/or experience in your application materials or application questionnaire may result in your removal from consideration. Cheating on an assessment may also result in your removal from consideration.

Rating: Your application will be evaluated in accordance with the Service's Merit Promotion Plan. A quality group rating will be used to rank and select eligible candidates. If qualified, you will be assigned to one of three quality level groups, Superior/Best Qualified, Highly Qualified and Qualified.

Referral: Eligible applicants rated in the highest quality group, may be referred to a selecting official for consideration. Candidates, if required to participate in a selection interview (telephonic and/or in person at the discretion of the Selecting Official in accordance with hiring practices), will be interviewed in quality group order. We will not reimburse costs related to the interview such as travel to and from the interview site.

Performance Appraisal and Awards: These will not be used in determining your overall rating. Any performance appraisal/evaluation and award documentation you provide will be forwarded to the selecting official. The selecting official will review this documentation and give it due weight consideration during the overall selection process. IRS employees may obtain their most recent awards listing at https://persinfo.web.irs.gov/.

If you are a displaced or surplus Federal employee (eligible for the Career Transition Assistance Plan (CTAP), you must receive a score of Highly Qualified orbetter to be rated as "well qualified" to receive special selection priority.

Internal Revenue Service

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.

The U.S. Department of the Treasury has a distinguished history dating back to the founding of our nation. As the steward of U.S. economic and financial systems, Treasury is a major and influential leader in today's global economy. We have over 100,000 employees across the country and around the world. Come Join the Department of the Treasury and Invest in Tomorrow.

WHAT IS THE TAXPAYER SERVICES DIVISION?
A description of the business units can be found at: https://www.jobs.irs.gov/about/who/business-divisions

WHERE CAN I FIND OUT MORE ABOUT OTHER IRS CAREERS? Visit us on the web at www.jobs.irs.gov

Agency contact information

(ERC) Employee Resource Center
Phone
866-743-5748
Website
https://irsgov.sharepoint.com/sites/EmployeeResources/SitePages/ERC-Help-Desk.aspx
Address
TS - RICS-Return Integrity and Compliance Services
1111 Constitution Ave NW
Washington, DC 20224
US

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