Correspondence Examination Technician *12 Months Roster*
Company: The Department of the Treasury
Posted on: January 12, 2020
WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED (SBSE) DIVISION? The Small
Business/Self-Employed (SB/SE) Division provides examinations and
taxpayer education services for about 7 million small businesses
and upwards of 33 million self-employed and supplemental income
taxpayers.See Other Information for Locations.
WHAT DOES AN EXAMINATION FINANCIAL TECHNICIAN DO? As an Examination
Financial Technician you will examine income tax returns covering a
wide variety of tax liability issues through correspondence and
telephone contact with the taxpayer. The work covers a wide range
of programs involving current and prior year tax rules,
regulations, and procedures. Cases worked are primarily Individual
Master File (IMF), however, due to the wide range of programs and
issues involved you may also work Business Master File (BMF) issues
As a Examination Financial Technician you will:
- Perform case analysis on pre-classified returns and unresolved
responses; classify returns with high correspondence examination
potential or complex issues.
- Examine programs and tax law changes; research using IDRS and
AIMS generated material; inform recurring procedural problems and
suggests new methods.
- Contact taxpayers to obtain information, explain liability, and
encourage compliance; protect confidentiality of taxpayer
information within the confines of disclosure laws, rules, and
- Reconstruct transactions and identify prior processing errors
to determine whether to assess or waive tax liability; compute
gross income and make appropriate adjustments.
- Process cases that may involve restricted interest and multiple
year adjustments; recognize indications of suspect tax return
preparers, tax protesters and indications of fraud.
- Initiate handling notices to provide instructions for the full
range of corrections to taxpayer accounts; provide telephone
assistance to the public in answering technical questions on
- Recognize correspondence that meets congressional or PRP
criteria, and ensure expedited handling.
- Protect government's interest regarding imminent statute
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
Occasional travel - 01-05 TRAVEL NIGHTS PER MONTH
Conditions of Employment
- Please refer to "Other Information."
- Click "Print Preview" to review the entire announcement before
- Must be a U.S. Citizen or National
- IRS Employees with Career or Career Conditional
You must meet the following requirements by the closing date of
GS-05 LEVEL: You must have one year of specialized experience at a
level of difficulty and responsibility equivalent to the GS-04
grade level in the Federal service. Specialized experience for this
position includes: knowledge of Internal Revenue Code policies,
procedures and/or programs directly related to the position being
You may substitute education for specialized experience as follows:
A Bachelor's degree or four (4) years of education above high
school in any field of study from an accredited college or
For Grades 04 through 05: You may qualify by a combination of
experience and education. Options for qualifying based on a
combination will be identified in the online questions.
GS-06 LEVEL: You must have one 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: knowledge of the Internal Revenue Code, IRS
policies, tax rules, regulations, and procedures. Ability to
interpret and comprehend contents of case files, filing
requirements and offsets used to claim credits and deductions;
Working knowledge of AIMS, IDRS, business, fiduciary, and estate
tax. Knowledge of Privacy Act, disclosure regulations, and Power of
Attorney. Knowledge of other agency procedures related to tax
processing (SSA, Federal Reserve Bank, Disbursing Office, State
Employment Offices, and other private financial institutions).
Skill in providing clear and concise replies to taxpayers and in
exercising tact and diplomacy in telephone contacts.
GS-07 LEVEL: You must have one year of specialized experience at a
level of difficulty and responsibility equivalent to the GS-06
grade level in the Federal service. Specialized experience for this
position includes: demonstrate knowledge of tax rules, regulations,
and procedures as well as the penalty and interest rate
computations. This includes cases involving restricted interest,
minimum and alternative minimum tax, income averaging, and tax
preference items. In-depth knowledge of a broad range of filing
requirements and offsets. Working knowledge of AIMS, IDRS, service
center processing procedures, master file transaction codes,
procedures for effecting account corrections and adjustments.
Knowledge of business, fiduciary, and estate tax. Thorough
knowledge of procedures and criteria relating to statute protection
and expiration including Restricted Waivers of Consent and
controlling of the statute. Ability to provide clear and concise
replies to taxpayers and diplomacy in telephone contacts.
- The experience may have been gained in the public sector, private
sector or . 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/year, and indicate number of hours
worked per week, on your resume.
In addition to the above requirements, you must meet the following,
You must have been at the next lower grade level of the grade you
are applying to for 52 weeks (time-in-grade requirement).
Seventy- five (75) positions may be filled in Small Business/
Self-Employed (SBSE) Examination Operations, Campus Examination/AUR
located as follows:
20 - Vacancies at 300 Madison Ave, Covington, KY (KY3005)
Cincinnati Campus Exam (Monday-Friday 4:30 p.m. - 1:00 a.am.)
20 - Vacancies at 1040 Waverly Avenue, Holtsville, NY (NY0376)
Brookhaven Campus Exam (Monday-Friday 4:30 p.m. - 1:00 a.am.)
20 - Vacancies at 105 23rd Street, Ogden, UT (UT1434) Ogden Campus
Exam (Monday-Friday 4:30 p.m. - 1:00 a.am.)
15 - Vacancies at 2970 Market Street, Philadelphia, PA (PA0809)
Memphis/Philadelphia Campus Exam (Monday-Friday 4:00 p.m. - 12:30
POSITION DESCRIPTIONS: GS 05- 94149, GS 06- 94150, GS 07- 91435
A PM/C SharePoint site is available for IRS Employees at:
CONDITIONS OF EMPLOYMENT:
- 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
- Must meet IRS telework eligibility requirements
- Tour of Duty: Monday - Friday, Swing Shift may be adjusted to
fit business needs
- 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
- Obtain and use a Government-issued charge card for
How You Will Be Evaluated
You will be evaluated for this job based on how well you meet the
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"
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
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/will
not reimburse costs related to the interview such as travel to and
from the interview site.
To preview questions please .
Background checks and security clearance
Drug test required
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
All applicants are required to submit a resume either by creating
one in USAJOBS or uploading one of their own choosing. ( are
optional). 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
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
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
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 .
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
If you are relying on your education to meet qualification
Education must be accredited by an accrediting institution
recognized by the U.S. Department of Education in order for it to
be credited towards qualifications. Therefore, provide only the
attendance and/or degrees from schools accredited by accrediting
institutions recognized by the U.S. Department of Education.
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.Overview
Open & closing dates
10/28/2019 to 08/31/2020
Pay scale & grade
GS 05 - 07
$33,949 to $62,889 per year
Fair & Transparent
The Federal hiring process is setup to be fair and transparent.
Please read the following guidance.
Equal Employment Opportunity Policy
The United States Government does not discriminate in employment on
the basis of race, color, religion, sex (including pregnancy and
gender identity), national origin, political affiliation, sexual
orientation, marital status, disability, genetic information, age,
membership in an employee organization, retaliation, parental
status, military service, or other non-merit factor.
Reasonable Accommodation Policy
Federal agencies must provide reasonable accommodation to
applicants with disabilities where appropriate. Applicants
requiring reasonable accommodation for any part of the application
process should follow the instructions in the job opportunity
announcement. For any part of the remaining hiring process,
applicants should contact the hiring agency directly.
Determinations on requests for reasonable accommodation will be
made on a case-by-case basis.
A reasonable accommodation is any change to a job, the work
environment, or the way things are usually done that enables an
individual with a disability to apply for a job, perform job duties
or receive equal access to job benefits.
Under the Rehabilitation Act of 1973, federal agencies must provide
reasonable accommodations when:
- An applicant with a disability needs an accommodation to have
an equal opportunity to apply for a job.
- An employee with a disability needs an accommodation to perform
the essential job duties or to gain access to the workplace.
- An employee with a disability needs an accommodation to receive
equal access to benefits, such as details, training, and
You can request a reasonable accommodation at any time during the
application or hiring process or while on the job. Requests are
considered on a case-by-case basis.
Learn more about or
Legal and regulatory guidance
- Financial suitability
- Social security number request
- Privacy Act
- Signature and false statements
- Selective Service
- New employee probationary period
Keywords: The Department of the Treasury, Covington , Correspondence Examination Technician *12 Months Roster*, Professions , Covington, Kentucky
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