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Internal Revenue Agent (Employee Plans Agent)

Department of the Treasury
Internal Revenue Service
Tax Exempt and Government Entities

Summary

WHAT IS THE TAX EXEMPT & GOVERNMENT ENTITIES DIVISION? A description of the business units can be found at: https://www.jobs.irs.gov/about/who/business-divisions

  • Position(s) are to be filled in following area(s):
    • TEGE - Employee Plans - Employee Plans, Examinations | Pacific Coast, Gulf Coast, Great Lakes, Mid-Atlantic, and Northeast Area

Overview

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Accepting applications
Location
7 vacancies in the following locations:
Work site options
Telework eligible
Yes—Telework eligible positions do not guarantee telework.
Remote job
No
Relocation expenses reimbursed
No
Salary
$40,736 - $77,306 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 5 - 7
Promotion potential
12 - This position has career progression. If selected at a lower grade level you may be promoted without further competition to the full working level as your career progresses.
Pay scale and grade determines the salary of the job.
Work schedule
Full-time - Day shift - Monday - Friday: 8:00AM to 4:30PM
Travel Required
50% or less - You may be expected to travel for this position: six to ten travel nights per month.
Appointment type
Permanent
Occupations and job series
Supervisory status
No
Federal service type
This job is in the Competitive Service
Represented by a union
No
Drug test
No
Security clearance
Not Required
Position sensitivity and risk
High Risk (HR)
Jobs require a background check and some require a security clearance. The type depends on the job.
Background check type
Financial disclosure required
No
Some jobs require financial disclosure to identify conflicts of interests.
Announcement number
27-13099693A-TEN-0512-5T7
Control number
890617200

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.

  • Analyzes determination letter applications with accompanying information and applies technical tests to verify that a pension, profit sharing, and stock bonus plans' governing document satisfies Internal Revenue Code and other regulatory provisions.
  • Performs on-site audits of returns filed in connection with the above plans. Reviews operating mechanics, observes practices and procedures such as payroll and internal control systems, operational compliance with the governing plan document and IRC, regulatory and other IRS guidance, etc.
  • Considers probable effects of contributions and benefits and ensures that participating employees are receiving their proper benefit without discriminating in favor of highly compensated employees and that the sponsor's contributions are in compliance with the plandocument, the Internal Revenue Code and applicable regulations.
  • Discrimination analysis includes coverage and elective deferral testing and correction methods required if the plan is non-compliant with its document or statutory and regulatory provisions.

STANDARD POSITION DESCRIPTIONS (SPD): PD23460 and PD23459
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.
  • Government Credit Card - Obtain and use a Government-issued charge card for business-related travel.
  • Tax Audit -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.
The use of a camera application may/will be required to participate in the interview process.

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.

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

BASIC REQUIREMENTS All GRADES (ALSO MEETS GRADE 5 QUALIFICATIONS): A Certificate as a Certified Public Accountant (CPA) or a bachelor's or higher degree in accounting that included at least 30 semester 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 education and experience equivalent to 4 years that 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, in combination with appropriate experience or additional education.

Specialized Experience GS-07: In addition to the basic requirements, you must have 1 year of Specialized Experience at a level of difficulty and responsibility equivalent to the GS-05 grade level in the Federal service. Specialized experience for this position includes: Experience in or related to accounting or auditing that provided the specific knowledge, skills and abilities needed to successfully perform the duties of the position. Qualifying experience may have been in accounting, auditing, tax, financial, legal, or other work that required the knowledge and skill described above to sufficiently demonstrate: 1) knowledge of and skill in applying the principles, concepts and methodology of professional accounting and related fields and 2) skill in communicating and dealing effectively with others.

Examples of qualifying experience may include the following: (This list is not all inclusive)
  • Experience working in an accounting, auditing, or legal environment where I advised others on tax liability, conducted an analysis of their financial condition and related operations, provided tax law or accounting assistance, or made determinations on liability for Federal taxes.
  • Experience advising clients on financial plans, tax and investment strategies, securities, insurance, pension plans, and real estate, which included assessing assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
  • Experience in commercial or investment banking conducting evaluating and analyzing complex financial statements, cash flows, revenue streams, revenue projections, inventory analysis, accounts receivable aging and analysis, assets, debt coverage ratios, industry peer ratios, corporate structure and ownership, tax to financial statement reconciliations, financial transactions (customer and account activity) including Wire Transactions, Credit Card Transactions/Payments, Checks, Cash, Non-cash Monetary Instruments, Remote Deposit Capture, and Trade Based Money Laundering, and preparing written reports of questionable activity.
  • Experience in an accounting environment that involved importing and reviewing payroll, running reports, conducting reconciliations, making adjustments and reclassifications, preparing accounting reports for annual audits, and preparing quarterly tax filings.
  • Experience in a position that involved researching records, investigative techniques, bookkeeping and/or staff accounting.
  • Experience as a small business owner that included establishing budgets, managing financial assets, using automated accounting or manual bookkeeping systems, filing necessary employment and/or tax forms, and reconciling financial transactions or accounts associated with the business.
  • Budgeting or financial management experience that required formulating, managing, and executing budgets, analyzing financial reports, disbursing funds, and reconciling accounts in or on behalf of a business.
  • Experience processing and handling financial transactions analyzing credit data and financial statements on individuals, or in collecting information necessary to complete a financial application for loan processing, insurance claims, credit application, or other process requiring an individual's financials.
  • Experience in an administrative, technical, para-professional, or supervisory position that included supporting accounting, auditing, tax administration, financial management, or related program operations through responsibilities such as maintaining financial records, analyzing data, preparing reports, reconciling accounts, or interpreting policies and procedures.

OR
Candidates must complete one (1) full year of graduate level education in a field of study such as accounting, business law, economics, statistical/quantitative methods, computerized accounting or financial systems, financial management, or finance.

OR
Superior Academic Achievement may be met by having a Bachelor's degree, with one of the following: A GPA of 2.95 or higher on a 4.0 scale for all completed undergraduate courses or those completed in the last 2 years of study, or a GPA of 3.45 or higher on a 4.0 scale for all courses in the major field of study or those courses in the major completed in the last 2 years of study, or rank in the upper one third of the class in the college, university, or major subdivision, or membership in a national honor society recognized by the Association of College Honor Societies. In order to be creditable under this provision, superior academic achievement must have been gained in a curriculum that is qualifying for the position to be filled.

OR
An equivalent amount of combined education and experience as described in paragraphs above.


AND

You must also meet the following requirement(s):

  • 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

  • Consider each location carefully when applying. If you are selected for a location, that location will become your official post of duty.
  • Additional jobs may be filled from this announcement or any other source to fill these vacancies.
  • Alternative work schedule, staggered work hours may be available.
  • The use of a camera application may/will be required to participate in the interview process.
  • 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):

  • Attention to Detail
  • Integrity/Honesty
  • Interpersonal Skills
  • Reading Comprehension


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, Best Qualified (BQ), Highly Qualified (HQ), and Qualified (Q). 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 - 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 (HQ) 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 employees across the country and around the world. Come Join the Department of the Treasury and Invest in Tomorrow.

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
TEGE - Employee Plans
1111 Constitution Ave NW
Washington, DC 20224
US

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