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Vacancy Details

Grade: 07

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

One (1) year of specialized experience at a level of difficulty and responsibility equivalent to the GS-5 grade level in the Federal service. Specialized experience for this position includes: Experience advising and assisting others in order to explain issues related to meeting Federal tax obligations including: experience applying knowledge of business practices, policies, procedures, basic accounting principles, and Federal tax laws and regulations; Experience interviewing individuals and reviewing tax and bookkeeping records and returns, and analyzing systems using fact-finding techniques. OR One year of graduate education in a related field of study

Superior Academic Achievement. Superior Academic Achievement may be met by having a Bachelors degree, with one of the following: A GPA of 3.0 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 3.5 or higher on a 4.0 scale for all courses in your major field of study or those courses in your major completed in the last 2 years of study, or rank in the upper one third of your class in the college, university, or major subdivision, or membership in a national honor society recognized by the Association of College Honor Societies.
OR
You may qualify by a combination of experience and education.
1 Which of the following is true about your education and/or experience? Answer to this question is required
  • I have one year of specialized experience as described above.
  • I have at least one full year of graduate level education with a major in a related field of study.
  • I meet the definition of Superior Academic Achievement as described above.
  • I have at least one year of combined graduate education and experience.
  • I have none of the above.
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) Which of the following describe your contribution to the workplace? Answer to this question is required
  • Developed procedures adopted as best practices
  • Led a group of peers or co-workers on a special project or assignment
  • Participated on a team that was cross-functional or a project that had national scope
  • Conducted or presented at a group meeting
  • None of the above.
4 (K) Select the following items that apply to your technical expertise and interpretation of tax laws and procedures. Answer to this question is required
  • I discussed alternative resolutions with taxpayers or representatives and recommended the best solution which advocates for the taxpayer
  • I researched and analyzed information from various computer applications, internal documents or other information to make determinations for resolution of a tax account issue.
  • I identified and solved a problem with a procedure, product, or service that benefited the organization and/or promoted taxpayer compliance
  • None of the above
5 (K) Choose the description below that best describes your work experience Answer to this question is required
  • I have experience working in a highly structured position, requiring me to take specific actions, each of which is clearly outlined by the IRM or other guidance
  • I have experience in a moderately structured position requiring me to make determinations and then take actions as outlined by the IRM or other guidance based on my determinations.
  • I have experience working independently, requiring me to gather facts, discuss options, and I have at least some discretion to choose the best option based upon general IRM or other guidance
  • None of the above
6 (A) Which of the following documents do you have experience writing? Answer to this question is required
  • Correspondence to internal or external customers which is not a form letter or based on a template
  • Correspondence for the signature of upper management
  • Detailed case histories documenting analysis conducted, communications with the customer and steps taken to resolve a problem
  • None of the above
7 (A) Which of the following experiences have you had that demonstrate your oral communication skills? Answer to this question is required
  • Classroom instructor or performed the duties of an on-the-job trainer/instructor (OJI) and provided feedback
  • Delivered a presentation on a tax related issue or topic
  • Communicated by telephone with internal or external customer
  • Communicated by telephone with internal or external customers to address tax issues
  • Resolved problems for taxpayers who were difficult, hostile, or distressed via telephone
  • None of the above
8 (Q) Which of the following describes your highest level of experience with research? Answer to this question is required
  • I have experience conducting research in IDRS
  • I have experience conducting research in IDRS and other research systems (such as RGS, ACS, ICS, AUR, PACER< ALS, AOIC)
  • I have experience conducting research in IDRS and have utilized this information to explain a tax issue to an internal/external customer
  • I have experience conducting research in IDRS and other research systems (such as RGS, ACS, ICS, AUR, PACER< ALS, AOIC) and have utilized this information to explain a tax issue to an internal/external customer
  • I have experience conducting interviews with taxpayers, research in IDRS and other research systems (such as RGS, ACS, ICS, AUR, PACER< ALS, AOIC) and have utilized this information to explain a tax issue and formulate a recommended course of action to resolve the tax issue
  • I have experience conducting interviews with taxpayers, research in IDRS, other research systems (such as RGS, ACS, ICS, AUR, PACER< ALS, AOIC), and the IRM and have utilized this information to explain a tax issue and formulate a recommended course of action to resolve the tax issue
  • I have experience conducting interviews with taxpayers, research in IDRS, other research systems (such as RGS, ACS, ICS, AUR, PACER< ALS, AOIC), the IRC, the IRM, and CABIC and have utilized this information to explain a tax issue and formulate a recommended course of action to resolve the tax issue
  • None of the above
9 (E) Have you identified a systemic problem and made a recommendation to management/HQ to resolve it? Answer to this question is required
  • Yes
  • No
10 (E) Which of the following best describes your experience related to managing your workload? Answer to this question is required
  • I was assigned one task at a time, completing each before moving on to the next. Each task completed within established time frames
  • I was assigned work and used established guidelines with little or no deviation to determine my priorities. I was responsible for each item of work to be completed within established time frames
  • I was assigned work and used my discretion to determine priorities and establish completion dates and deliverables based on the needs of my customers
  • None of the above

Grade: 09

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

Master's or equivalent degree or 2 full academic years of progressively higher level graduate education leading to a degree in a related field of study from an accredited college or university. OR LL. B or J.D., if related, OR 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 includes Experience that is typically in or related to the work of this position and provided you with the particular knowledge, skills and abilities to perform successfully the duties of this position:

Specialized experience for this position is experience applying basic accounting principles, examination techniques and collection processes to assist taxpayers in resolving tax issues. Communicating with taxpayers and representatives to determine the nature of assistance needed, obtaining information and determining its relevance to resolve tax issues/problems, advising and assisting taxpayers in meeting federal tax obligations, managing an inventory and meeting deadlines.
OR
You may qualify by a combination of experience and education.
1 Which of the following is true about your education and/or experience? Answer to this question is required
  • I have a Master's or equivalent degree or 2 full academic years of progressively higher level graduate education leading to a degree in a related field of study.
  • I have a related LL.B or J.D.
  • I have at least one year of specialized experience.
  • I have at least one year of combined graduate education and experience.
  • I have none of the above.
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) Which of the following describe your contribution to the workplace? Answer to this question is required
  • Developed procedures adopted as best practices
  • Led a group of peers or co-workers on a special project or assignment
  • Participated on a team that was cross-functional or a project that had national scope
  • Conducted or presented at a group meeting
  • None of the above.
4 (K) Select the following items that apply to your technical expertise and interpretation of tax laws and procedures. Answer to this question is required
  • I discussed alternative resolutions with taxpayers or representatives and recommended the best solution which advocates for the taxpayer
  • I researched and analyzed information from various computer applications, internal documents or other information to make determinations for resolution of a tax account issue.
  • I identified and solved a problem with a procedure, product, or service that benefited the organization and/or promoted taxpayer compliance
  • None of the above
5 (K) Choose the description below that best describes your work experience Answer to this question is required
  • I have experience working in a highly structured position, requiring me to take specific actions, each of which is clearly outlined by the IRM or other guidance
  • I have experience in a moderately structured position requiring me to make determinations and then take actions as outlined by the IRM or other guidance based on my determinations.
  • I have experience working independently, requiring me to gather facts, discuss options, and I have at least some discretion to choose the best option based upon general IRM or other guidance
  • None of the above
6 (A) Which of the following documents do you have experience writing? Answer to this question is required
  • Correspondence to internal or external customers which is not a form letter or based on a template
  • Correspondence for the signature of upper management
  • Detailed case histories documenting analysis conducted, communications with the customer and steps taken to resolve a problem
  • None of the above
7 (A) Which of the following experiences have you had that demonstrate your oral communication skills? Answer to this question is required
  • Classroom instructor or performed the duties of an on-the-job trainer/instructor (OJI) and provided feedback
  • Delivered a presentation on a tax related issue or topic
  • Communicated by telephone with internal or external customer
  • Communicated by telephone with internal or external customers to address tax issues
  • Resolved problems for taxpayers who were difficult, hostile, or distressed via telephone
  • None of the above
8 (Q) Which of the following describes your highest level of experience with research? Answer to this question is required
  • I have experience conducting research in IDRS
  • I have experience conducting research in IDRS and other research systems (such as RGS, ACS, ICS, AUR, PACER< ALS, AOIC)
  • I have experience conducting research in IDRS and have utilized this information to explain a tax issue to an internal/external customer
  • I have experience conducting research in IDRS and other research systems (such as RGS, ACS, ICS, AUR, PACER< ALS, AOIC) and have utilized this information to explain a tax issue to an internal/external customer
  • I have experience conducting interviews with taxpayers, research in IDRS and other research systems (such as RGS, ACS, ICS, AUR, PACER< ALS, AOIC) and have utilized this information to explain a tax issue and formulate a recommended course of action to resolve the tax issue
  • I have experience conducting interviews with taxpayers, research in IDRS, other research systems (such as RGS, ACS, ICS, AUR, PACER< ALS, AOIC), and the IRM and have utilized this information to explain a tax issue and formulate a recommended course of action to resolve the tax issue
  • I have experience conducting interviews with taxpayers, research in IDRS, other research systems (such as RGS, ACS, ICS, AUR, PACER< ALS, AOIC), the IRC, the IRM, and CABIC and have utilized this information to explain a tax issue and formulate a recommended course of action to resolve the tax issue
  • None of the above
9 (E) Have you identified a systemic problem and made a recommendation to management/HQ to resolve it? Answer to this question is required
  • Yes
  • No
10 (E) Which of the following best describes your experience related to managing your workload? Answer to this question is required
  • I was assigned one task at a time, completing each before moving on to the next. Each task completed within established time frames
  • I was assigned work and used established guidelines with little or no deviation to determine my priorities. I was responsible for each item of work to be completed within established time frames
  • I was assigned work and used my discretion to determine priorities and establish completion dates and deliverables based on the needs of my customers
  • None of the above

Grade: 11

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

You must have 1 year of specialized experience equivalent to the GS-9 level in the Federal Government. Specialized experience for this position includes applying accounting, examination, returns processing, collection and/or Taxpayer Advocate Service techniques; and of general and geographic business practices sufficient to independently process the complete range of cases; Experience advocating for taxpayers with significant hardship as defined by IRC 7811 and/or Internal Revenue manuals, including but not limited to an immediate threat of adverse IRS action; a delay of more than 30 days in resolving taxpayer account problems; the incurring by the taxpayer of significant costs (including fees for professional representation) if relief is not granted; irreparable injury to, or a long-term adverse impact on the taxpayer if relief is not granted; or suffering injury because of an action or inaction by the IRS; Qualifying specialized experience also includes resolving taxpayer issues through negotiating, influencing or persuading other Business Operating Divisions (BODs) (for example, through the issuance or resolution of an Operational Assistance Order (OAR)) on a full range of individual and business tax returns; Experience with tax administration problems potentially having a negative impact on a significant number of taxpayers, including identifying potential systemic issues and taking appropriate action; Experience composing written communications to taxpayers and their representatives in order to expedite resolution of tax account issues and to educate regarding tax obligations, responsibilities, rights and options, including adverse consequences of decisions; Experience applying technical tax law based on the Internal Revenue Code and Regulations, making hardship determinations, conferring with subject matter experts or Counsel in developing a strategy for advocating and resolving a taxpayer's issue; and experience preparing and executing case action plans to advocate for case resolution for taxpayers, representatives or Congressional offices; Experience managing an inventory of cases and timely completing required actions including but not limited to, case development, issue determination, conducting interviews with taxpayers and/or their representatives, documenting case histories with appropriate narratives in support of case decisions, preparing referrals to other IRS functions, including Appeals and Counsel.

OR you may substitute education for specialized experience as follows: Ph.D. or equivalent doctoral degree, OR 3 full academic years of progressively higher level graduate education leading to a doctoral degree or equivalent in a related field of study from an accredited college or university, OR LL.M., if related.

OR
You may qualify by a combination of experience and education.
1 Which of the following is true about your education and/or experience? Answer to this question is required
  • I have a PH.D or equivalent degree or 3 full academic years of progressively higher level graduate education leading to a degree in a related field.
  • I have at least one year of specialized experience.
  • I have a combination of graduate education and experience.
  • I have a related LL.M.
  • I have none of the above.
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) Which of the following describe your contribution to the workplace? Answer to this question is required
  • Led a group of peers or co-workers on a special project or assignment
  • Participated on a team that was cross-functional or a project that had national scope
  • Conducted or presented at a group meeting
  • None of the above.
4 (C) Please select from the list below any achievements you have accomplished Answer to this question is required
  • Designed and developed materials to help others in my workgroup; training aids and/or course materials
  • Provided technical or procedural assistance to others in my workgroup beyond the scope of my regular job duties
  • Negotiated with other Business Operating Divisions on a tax matter
  • Presented at an internal or external outreach, such as Small Business Tax Workshops, TAS awareness, EITC Workshops
  • Served as an Official on-the-job trainer/instructor (OJI)
  • Completed CITC Training and served as a Classroom instructor
  • None of the above
5 (K) Select the following items that apply to your technical expertise and interpretation of tax laws and procedures. Answer to this question is required
  • I discussed alternative resolutions with taxpayers or representatives and recommended the best solution which advocates for the taxpayer
  • I researched and analyzed information from various computer applications, internal documents or other information to make determinations for resolution of a tax account issue.
  • I identified and solved a problem with a procedure, product, or service that benefited the organization and/or promoted taxpayer compliance
  • None of the above
6 (K) Choose the description below that best describes your work experience Answer to this question is required
  • I have experience working in a highly structured position, requiring me to take specific actions, each of which is clearly outlined by the IRM or other guidance
  • I have experience in a moderately structured position requiring me to make determinations and then take actions as outlined by the IRM or other guidance based on my determinations.
  • I have experience working independently, requiring me to gather facts, discuss options, and I have at least some discretion to choose the best option based upon general IRM or other guidance
  • None of the above
7 (A) Which of the following documents do you have experience writing? Answer to this question is required
  • Correspondence to internal or external customers which is not a form letter or based on a template
  • Correspondence for the signature of upper management
  • Document case histories documenting analysis conducted, communications with the customer and steps taken to resolve a problem
  • None of the above
8 (A) Which of the following experiences have you had that demonstrate your oral communication skills? Answer to this question is required
  • Delivered a presentation as a technical Subject Matter Expert (SME) to internal or external audience on a tax related issue or topic
  • Communicated by telephone with internal or external customers to resolve tax issues
  • Resolved problems for taxpayers who were difficult, hostile, or distressed via telephone
  • None of the above
9 (Q) Which of the following describes your highest level of experience with research? Answer to this question is required
  • I have experience conducting research in IDRS
  • I have experience conducting research in IDRS and other research systems (such as RGS, ACS, ICS, AUR, PACER< ALS, AOIC)
  • I have experience conducting research in IDRS and have utilized this information to explain a tax issue to an internal/external customer
  • I have experience conducting research in IDRS and other research systems (such as RGS, ACS, ICS, AUR, PACER< ALS, AOIC) and have utilized this information to explain a tax issue to an internal/external customer
  • I have experience conducting interviews with taxpayers, research in IDRS and other research systems (such as RGS, ACS, ICS, AUR, PACER< ALS, AOIC) and have utilized this information to explain a tax issue and formulate a recommended course of action to resolve the tax issue
  • I have experience conducting interviews with taxpayers, research in IDRS, other research systems (such as RGS, ACS, ICS, AUR, PACER< ALS, AOIC), and the IRM and have utilized this information to explain a tax issue and formulate a recommended course of action to resolve the tax issue
  • I have experience conducting interviews with taxpayers, research in IDRS, other research systems (such as RGS, ACS, ICS, AUR, PACER< ALS, AOIC), the IRC, the IRM, and CABIC and have utilized this information to explain a tax issue and formulate a recommended course of action to resolve the tax issue
  • None of the above
10 (Q) Do you have experience preparing or responding to Operational Assistance Requests within the guidelines of the TAS/Operating Divisions Service Level Agreements? Answer to this question is required
  • Yes
  • No
11 (E) Have you identified a systemic problem and made a recommendation to management/HQ to resolve it? Answer to this question is required
  • Yes
  • No
12 (E) Which of the following best describes your experience related to managing your workload? Answer to this question is required
  • I was assigned one task at a time, completing each before moving on to the next. Each task completed within established time frames
  • I was assigned work and used established guidelines with little or no deviation to determine my priorities. I was responsible for each item of work to be completed within established time frames
  • I was assigned work and used my discretion to determine priorities and establish completion dates and deliverables based on the needs of my customers. I used inventory reports and other tools to ensure I met requirements governing contacts with customer and progress towards resolving problems
  • I was assigned work and used my discretion to determine priorities and establish completion dates and deliverables based on the needs of my customers. I used inventory reports and other tools to ensure I met IRM 13 requirements governing contacts with customer and progress towards resolving problems
  • 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.
Non-IRS Treasury CTAP employees: In the following question select the response that most accurately reflects your most recent performance rating.
7 Please enter the date of your most recent performance appraisal in the format MM/DD/YYYY. Answer to this question is required
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