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Vacancy Details

Grade: 05

To be eligible for this position at this grade level, you must meet the requirements below.

A. One year or twelve (12) months of specialized experience equivalent to the next lower grade level (GS-04) in the Federal government. Specialized experience is experience that is related to the work of this position and has provided you with the competencies required for successful job performance. Examples of qualifying specialized experience may include: Technical advisor, OJT coach, classroom instructor, or reviewer. The work includes activities such as researching and initiating actions on tax issues and all required information for correction of accounts and records; Interpreting taxpayer information; Verifying and adjusting taxpayer accounts; Securing payment of delinquent taxes; and determining financial, and uncollectible information. OR

B. A Bachelor's degree or four (4) years of education above high school in any field of study from an accredited college or university. OR

C. A combination of education and experience equivalent to that described above.

1 Which of the following is true about your education and/or experience? Answer to this question is required
  • I have at least one (1) year of specialized experience
  • I have a Bachelor’s degree or four (4) years of progressive education above high school.
  • I have a combination or education and specialized experience equivalent to one (1) year of specialized experience, as defined above, using the Experience Calculator
  • I do not have the required experience and/or education.
2 (C) What is your experience assisting team member within your work group? Answer to this question is required
  • Assist and provide feedback on the development of training materials and/or job aids
  • Assist and provide technical/procedural guidance to a team members in the completion of their tasks.
  • Lead a team ensuring that team members meet project goals, deadlines.
  • None of the above.
3 (C) Which of the following describes your assistance in contributing to the workplace environment? Answer to this question is required
  • Assist with methods to improve efficiency to share with workgroup or team.
  • Assist with the development of procedures that were adopted as Best Practices.
  • Serve as On-the-Job (OJI) instructor and/or Subject Matter Expert (SME).
  • Assist and/or volunteer for additional work-related activities (e.g., Combined Federal Campaign (CFC), Employee Programs, etc.)
  • None of the above.
4 (K) Which of the following IDRS command codes do you use to analyze, research and interpret taxpayer issues? Answer to this question is required
  • TXMOD
  • ENMOD
  • INOLES
  • IMFOL or BMFOL
  • AMDIS
  • None of the above
5 (K) Which of the following tools do you utilize and/or research to perform your work duties? Answer to this question is required
  • Tax Publications (e.g., Pub 17, 590)
  • Document 6209
  • Servicewide Electronic Research Program (SERP)
  • Correspondex
  • Internal Revenue Manual (IRM)
  • None of the above
6 (K) Which of the following tools and/or systems do you utilize to research and perform your work duties? Answer to this question is required
  • Account Management System (AMS)
  • Integrated Automation Technologies (IAT)
  • Remittance Transaction Research (RTR)
  • Employee User Portal (EUP)
  • Integrated Management System (IMS)
  • Statistics of Income Exempt Organizations (SEIN)
  • Examination Returns Control System (ERCS)
  • Badge Batch Tracking System (BBTS)
  • Reporting Compliance Case Management System (RCCMS)
  • None of the above
7 (A) Which of the following best describes your highest level of written communication experience on the job? Answer to this question is required
  • Written communication to both internal and external customers
  • Written communication to external taxpayer and/or representative
  • Written communication to internal IRS customers
  • None of the above
8 (A) Which of the following resources do you utilize to provide to a customer the information needed to resolve an issue? Answer to this question is required
  • Publications, IRMs, tax laws, tax forms
  • Account Information (e.g., IDRS, AMS, transcripts)
  • Reports (e.g., under-reporter, examination reports)
  • Internet/Intranet websites and/or direct links
  • Information obtained from manager or lead
  • None of the above
9 (A) Which of the following verbal communication methods do you use to provide customer service? Answer to this question is required
  • Communication with team members to resolve an account issue
  • Communication with internal customers to collect information
  • Provided guidance to a team member
  • None of the above
10 (Q) Which of the following disclosure procedures do you use to safeguard taxpayer information? Answer to this question is required
  • Verifying taxpayer identity
  • Researching Centralized Authorization Files (CAF)
  • Clean-Desk Policy
  • Encryption Email Policy (e.g., secured email)
  • None of the above
11 (Q) Which of the following do you use to verify the accuracy of your work? Answer to this question is required
  • Review and/or edit data within IRS systems
  • Comparing accuracy of taxpayer information against data in IRS systems
  • Review procedures and/or regulations in Internal Revenue Manuals, publications, or Internal Revenue Codes (IRC)
  • None of the above
12 (Q) Which of the following statute limitation issues do you you identify, review and/or address? Answer to this question is required
  • Assessment Statute Expiration Date (ASED)
  • Collection Statute Expiration Date (CSED)
  • Refund Statute Expiration Date (RSED)
  • None of the above
13 (E) Which of the following do you use to manage workload inventory? Answer to this question is required
  • Establishing timeframe and adherence to inventory/workgroup program priorities
  • Utilizing Overage Inventory/Case List
  • None of the above

Grade: 06

To be eligible for this position at this grade level, you must meet the requirements below.
One year or twelve (12) months of specialized experience equivalent to the next lower grade level (GS-05) in the Federal government. Specialized experience is experience that is related to the work of this position and has provided you with the competencies required for successful job performance. Examples of qualifying specialized experience may have been gained in positions where used an automated system to adjust tax, penalty, and interest; Recognized indications of tax fraud and abuse; Resolved problems including, but not limited to, referral and cases previously closed, bankruptcy, innocent spouse, employee cases, unpostables, restricted interest, and manual refunds; Performed phone duties; Proposed adjustments to income, deductions, payments and/or taxes and determined acceptability of the taxpayers’ explanation.
1 Which of the following is true about your specialized experience? Answer to this question is required
  • I have at least one (1) year of specialized experience.
  • I have less than one (1) year of specialized experience.
TIME-IN-GRADE REQUIREMENTS: Under merit promotion procedures, Federal applicants must have served 52 weeks at the next lower grade to satisfy time-in-grade restrictions contained in 5 CFR 300, Subpart F. Time is credited based on calendar time served in a grade, regardless of the number of days or hours worked. If you currently hold or have previously held a position at the same (or equivalent) or higher grade/level in the Federal government as of this announcement, you will meet the TIME IN GRADE REQUIREMENTS.
2 Please select the response that best describes your time in grade. Answer to this question is required
  • I have served one year at the next lower grade of the position for which I am applying.
  • I currently occupy a position at or above the grade of the position for which I am applying.
  • I have previously occupied a position at or above the grade of the position for which I am applying.
  • I have less than one year in grade at the next lower level of the position for which I am applying.
3 (C) What is your experience assisting team member within your work group? Answer to this question is required
  • Assist and provide feedback on the development of training materials and/or job aids
  • Assist and provide technical/procedural guidance to a team members in the completion of their tasks.
  • Lead a team ensuring that team members meet project goals, deadlines.
  • None of the above.
4 (C) Which of the following describes your contribution to the workplace environment? Answer to this question is required
  • Develop methods to improve efficiency to share with workgroup or team .
  • Assist with the development of procedures that were adopted as Best Practices
  • Serve as On-the-Job (OJI) instructor and/or Subject Matter Expert (SME)
  • Lead a team and/or workgroup within my program area or Business Unit
  • Recommend Internal Revenue Manual (IRM) updates and/or changes
  • None of the above.
5 (K) Which of the following IDRS command codes do you use to analyze, research and interpret taxpayer issues? Answer to this question is required
  • TXMOD
  • ENMOD
  • INOLES
  • IMFOL or BMFOL
  • AMDIS
  • None of the above
6 (K) Which of the following tools and/or systems do you utilize to research and perform your work duties? Answer to this question is required
  • Account Management System (AMS)
  • Integrated Automation Technologies (IAT)
  • Remittance Transaction Research (RTR)
  • Employee User Portal (EUP)
  • Integrated Management System (IMS)
  • Statistics of Income Exempt Organizations (SEIN)
  • Examination Returns Control System (ERCS)
  • International Tax Law Assistant (ITLA)
  • Control D
  • Report Generation System (RGS)
  • None of the above
7 (K) Which of the following tools do you utilize and/or research to perform your work duties? Answer to this question is required
  • Tax Publications (e.g., Pub 17, 590)
  • Document 6209
  • Servicewide Electronic Research Program (SERP)
  • Correspondex
  • None of the above
8 (K) Which of the following do you use to analyze and interpret Integrated Data Retrieval System (IDRS) to resolve taxpayer issues? Answer to this question is required
  • Adjustments
  • Freeze codes
  • Transaction codes
  • Entity changes
  • Notice history
  • Open Controls
  • None of the above
9 (A) Which of the following resources do you utilize to provide to a customer the information needed to resolve an issue? Answer to this question is required
  • Publications, IRMs, tax laws, tax forms
  • Account Information (e.g., IDRS, AMS, transcripts)
  • Reports (e.g., under-reporter, examination reports)
  • Internet/Intranet websites and/or direct links
  • Information obtained from manager or lead
  • None of the above
10 (A) Which of the following written communication do you have experience with? Answer to this question is required
  • Compose technical correspondence to customers (internal/external) and/or form letters (e.g., Correspondex letters, Expert system and/or open paragraphs)
  • Documentation of taxpayer case history
  • Training Materials
  • SERP Feedback
  • Technical Documents (e.g., procedural guides and/or local job aids)
  • None of the above
11 (A) Which of the following verbal communication methods do you use to provide customer service? Answer to this question is required
  • Communication with taxpayer/representative to identify and resolve account issues
  • Utilize the Telephone Transfer Guide to direct taxpayer to the appropriate business unit.
  • Communicate Internal Revenue Manual (IRM) procedures updates and/or changes to internal customers
  • Providing on-the-job instruction (OJI) to a team member
  • None of the above
12 (Q) Which of the following disclosure procedures do you use to safeguard taxpayer information? Answer to this question is required
  • Verifying taxpayer identity
  • Researching Centralized Authorization Files (CAF)
  • Clean-Desk Policy
  • Encryption Email Policy (e.g., secured email)
  • None of the above
13 (Q) Which of the following do you use to verify the accuracy of your work? Answer to this question is required
  • Review and/or edit data within IRS systems
  • Comparing accuracy of taxpayer information against data in IRS systems
  • Review procedures and/or regulations in Internal Revenue Manuals, publications, or Internal Revenue Codes (IRC)
  • Utilize Outlook and/or the internet for IRM/SERP alerts
  • None of the above
14 (Q) Which of the following statute limitation issues do you you identify, review and/or address? Answer to this question is required
  • Assessment Statute Expiration Date (ASED)
  • Collection Statute Expiration Date (CSED)
  • Refund Statute Expiration Date (RSED)
  • None of the above
15 (E) Which of the following do you use to manage workload inventory? Answer to this question is required
  • Establishing timeframe and adherence to inventory/workgroup program priorities
  • Over age list based established timeframes
  • Monitoring and/or assisting with the workgroup's inventory
  • Average Handle Time (AHT) (telephones)
  • Utilize Information Management System (IMS)
  • Accounts Management System (AMS) Listing report
  • None of the above

Grade: 07

To be eligible for this position at this grade level, you must meet the requirements below.
One year or twelve (12) months of specialized experience equivalent to the next lower grade level (GS-06) in the Federal government. Specialized experience is experience that is related to the work of this position and has provided you with the competencies required for successful job performance. Examples of qualifying specialized experience may have been gained in positions where used business tax law, the IRM, the IRC, IRS collection techniques and enforcement actions, tax forms, notices, bills, and other documents to advise the taxpayer of options for meeting tax obligations; Investigative/probing techniques to solicit relevant information; Function within on-line processing systems, automated system (AUR) and how it operates; Communicating AUR specialized information orally or in writing with internal and external customers inventory management procedures and the ability to provide clear and concise replies to taxpayers or their representatives.
1 Which of the following is true about your specialized experience? Answer to this question is required
  • I have at least one (1) year of specialized experience.
  • I have less than one (1) year of specialized experience.
TIME-IN-GRADE REQUIREMENTS: Under merit promotion procedures, Federal applicants must have served 52 weeks at the next lower grade to satisfy time-in-grade restrictions contained in 5 CFR 300, Subpart F. Time is credited based on calendar time served in a grade, regardless of the number of days or hours worked. If you currently hold or have previously held a position at the same (or equivalent) or higher grade/level in the Federal government as of this announcement, you will meet the TIME IN GRADE REQUIREMENTS.
2 Please select the response that best describes your time in grade. Answer to this question is required
  • I have served one year at the next lower grade of the position for which I am applying.
  • I currently occupy a position at or above the grade of the position for which I am applying.
  • I have previously occupied a position at or above the grade of the position for which I am applying.
  • I have less than one year in grade at the next lower level of the position for which I am applying.
3 (C) What is your experience assisting team member within your work group? Answer to this question is required
  • Development of training materials and/or job aids
  • Assist and provide technical/procedural guidance to a team members in the completion of their tasks.
  • Lead a team ensuring that team members meet project goals, deadlines.
  • Perform periodic reviews on team members work .
  • Classroom Instructor (e.g., Continue Professional Education (CPE), new hires)
  • None of the above.
4 (C) Which of the following describes your contribution to the workplace environment? Answer to this question is required
  • Develop methods to improve efficiency to share with workgroup or team .
  • Assist with the development of procedures that were adopted as Best Practices
  • Serve as On-the-Job (OJI) instructor and/or Subject Matter Expert (SME)
  • Lead a team and/or workgroup within my program area or Business Unit
  • Recommend Internal Revenue Manual (IRM) updates and/or changes
  • None of the above.
5 (K) Which of the following tools and/or systems do you utilize to research and perform your work duties? Answer to this question is required
  • Account Management System (AMS)
  • Integrated Automation Technologies (IAT)
  • Remittance Transaction Research (RTR)
  • Employee User Portal (EUP)
  • Integrated Management System (IMS)
  • Statistics of Income Exempt Organizations (SEIN)
  • Examination Returns Control System (ERCS)
  • International Tax Law Assistant (ITLA)
  • Control D
  • Report Generation System (RGS)
  • None of the above
6 (K) Which of the following tools do you utilize and/or research to perform your work duties? Answer to this question is required
  • Tax Publications (e.g., Pub 17, 590)
  • Document 6209
  • Servicewide Electronic Research Program (SERP)
  • Correspondex
  • None of the above
7 (K) Which of the following do you use to analyze and interpret Integrated Data Retrieval System (IDRS) to resolve taxpayer issues? Answer to this question is required
  • Adjustments
  • Freeze codes
  • Transaction codes
  • Entity changes
  • Notice history
  • Open Controls
  • None of the above
8 (K) Which of the following experience do you have initiating actions to taxpayer accounts? Answer to this question is required
  • Credit transfers
  • Abatements/Assessments
  • Issuing Manual Refunds
  • Input STAUPs
  • None of the above
9 (A) Which of the following resources do you utilize to provide to a customer the information needed to resolve an issue? Answer to this question is required
  • Publications, IRMs, tax laws, tax forms
  • Account Information (e.g., IDRS, AMS, transcripts)
  • Reports (e.g., under-reporter, examination reports)
  • Internet/Intranet websites and/or direct links
  • Information obtained from manager or lead
  • None of the above
10 (A) Which of the following written communication do you have experience with? Answer to this question is required
  • Compose technical correspondence to customers (internal/external) and/or form letters (e.g., Correspondex letters, Expert system and/or open paragraphs)
  • Documentation of taxpayer case history
  • Training Materials
  • SERP Feedback
  • Technical Documents (e.g., procedural guides and/or local job aids)
  • None of the above
11 (A) Which of the following verbal communication methods do you use to provide customer service? Answer to this question is required
  • Communication with taxpayer/representative to identify and resolve account issues
  • Utilize the Telephone Transfer Guide to direct taxpayer to the appropriate business unit.
  • Communicate Internal Revenue Manual (IRM) procedures updates and/or changes to internal customers
  • Providing on-the-job instruction (OJI) to a team member
  • None of the above
12 (Q) Which of the following disclosure procedures do you use to safeguard taxpayer information? Answer to this question is required
  • Verifying taxpayer identity
  • Researching Centralized Authorization Files (CAF)
  • Clean-Desk Policy
  • Encryption Email Policy (e.g., secured email)
  • None of the above
13 (Q) Which of the following do you use to verify the accuracy of your work? Answer to this question is required
  • Review and/or edit data within IRS systems
  • Comparing accuracy of taxpayer information against data in IRS systems
  • Review procedures and/or regulations in Internal Revenue Manuals, publications, or Internal Revenue Codes (IRC)
  • Utilize Outlook and/or the internet for IRM/SERP alerts
  • None of the above
14 (Q) Which of the following statute limitation issues do you you identify, review and/or address? Answer to this question is required
  • Assessment Statute Expiration Date (ASED)
  • Collection Statute Expiration Date (CSED)
  • Refund Statute Expiration Date (RSED)
  • None of the above
15 (E) Which of the following do you use to manage workload inventory? Answer to this question is required
  • Establishing timeframe and adherence to inventory/workgroup program priorities
  • Over age list based established timeframes
  • Monitoring and/or assisting with the workgroup's inventory
  • Average Handle Time (AHT) (telephones)
  • Utilize Information Management System (IMS)
  • Accounts Management System (AMS) Listing report
  • None of the above

Grade: All Grades

Thank you for your interest in applying for this position.
Your responses to the following questions supplement the information provided in your resume.
1 Please provide your current pay plan, series, and grade. For example: GS-303-03, IR-512-01, etc. Maximum length of 250 characters. Answer to this question is required
2 What is your current position title? Maximum length of 250 characters. Answer to this question is required
3 Please select the priority program for which you are eligible for consideration. Answer to this question is required
  • IRS Reassignment Preference Program (RPP)
  • IRS Career Transition Assistance Plan (CTAP)
  • Treasury Career Transition Assistance Plan (CTAP) within the commuting area
  • Other IRS Preference Program
  • I am not eligible for any priority program
The type of awards and number of award points will be credited in accordance with Article 13 Section 5. The award information you provide may be verified.
You may obtain a list of your most recent awards at https://persinfo.web.irs.gov/indexawd.htm.
4 How many monetary performance related awards , such as performance awards, (including time off in lieu of monetary), or quality step increases have you received in the three years preceding the closing date of this announcement?
Answer to this question is required
  • 1
    4.1 Please list the name of the award and the date(MMDDYYYY) of the award. (For example: Performance Award, 02/02/2006). Maximum length of 250 characters.
  • 2
    4.1 Please list the names of the awards and the date(MMDDYYYY) of each award. (For example: Performance Award, 02/02/2006). Maximum length of 250 characters.
  • 3 or more
    4.1 Please list the names of the awards and the date(MMDDYYYY) of each award. (For example: Performance Award, 02/02/2006). Maximum length of 250 characters.
  • None
In addition to the online application and resume, you must submit a current annual Performance Appraisal. 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 identified.
5 Did you receive a fully successful, equivalent, or higher rating on your most recent performance appraisal? Answer to this question is required
  • Yes
  • No
  • I do not have a recent performance appraisal. You have indicated that you do not have a current performance appraisal. You should be advised that your annual performance appraisal and relevant awards make up sixty percent of your overall rating in this process. Under Article 12, Section 4, there are a number of options available to you. You should contact your immediate manager to determine which option is most appropriate to your current situation and position.
6 Please indicate the option that best describes your most recent performance appraisal. Answer to this question is required
  • Annual Rating/Annual Performance Appraisal
  • Revalidated Annual Rating/Annual Performance Appraisal
  • Departure Rating/Annual Performance Appraisal
  • Merit Promotion Appraisal
  • Not Ratable or do not have a performance appraisal Based on the information provided, you should be advised that your annual performance appraisal and relevant awards make up sixty percent of your overall rating in this process. Under Article 12, Section 4, there are a number of options available to you. You should contact your immediate manager to determine which option is most appropriate to your current situation and position.
7 Please enter the date of your most recent performance appraisal in the format MM/DD/YYYY. Answer to this question is required
Non-IRS Treasury CTAP employees: In the following question select the response that most accurately reflects your most recent performance rating.
8 Please select the rating that you achieved on your most recent performance appraisal. Answer to this question is required
  • Outstanding
  • Exceeds Fully Successful
  • Fully Successful
  • Minimally Successful
  • Unacceptable
  • Not Ratable or do not have a performance appraisal.
9 To qualify for this position and receive full credit for your relevant experience you must list the month/year and number of hours worked for experience listed on your resume. Your resume must support your responses to the questions. Do you understand that failure to provide sufficient evidence in your resume may result in a "not qualified determination? Answer to this question is required
  • Yes
  • No