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Vacancy Details

Grade: 05

To be eligible for this position at this grade level, you must meet the requirements below.
You must have three years of general experience one year of which was at a level of difficulty and responsibility equivalent to the GS-4 in the Federal Service. General experience for this positions includes:
Experience providing general knowledge of business practices. Such experience may have been gained in government, business or industry, investigative work, banking, law, accounting, or other work appropriate to the position to be filled.
OR
A full four-year course of study in any field leading to a bachelor's degree, at an accredited college or university.
OR
A certificate as a Certified Public Accountant (CPA) obtained through written examination in a State, territory or the District of Columbia
OR
A combination of experience and education at an accredited college or university equivalent to 4 years. You may combine the college credits you completed with any qualifying experience you have to total the equivalent of a four-year college education.
Use the Experience Calculator and compute your experience, education, or to compute an equivalent amount of combined experience and education. Use these results to select your response to the following question.
1 Which of the following is true about your education and/or experience. Answer to this question is required
  • I completed a four year course of study leading to a Bachelor's or higher degree in any subject from an accredited college or university.
  • I have a certificate as a Certified Public Accountant (CPA) obtained through written examination or membership in a bar in a State, territory or the District of Columbia.
  • I have three (3) years of general experience, one (1) year of which was equivalent to the next lower level (GS-04) in the Federal government as described above.
  • I have a combination of education and experience as described above.
  • None of the above.
2 (C) In the past, which of the following ways have you contributed to your work environment? Answer to this question is required
  • Developed a job aid
  • Completed an assignment as an informal Instructor (OJI/Lead/Coach).
  • Maintained work area in a clean and professional manner.
  • Have been a Combined Federal Campaign (CFC) key worker.
  • Coordinated work related events.
  • Worked on a work related team.
  • None of the above.
3 (K) Which of the following research tools have you used? Answer to this question is required
  • Internet search engines (Google, Yahoo, etc)
  • Internal Reference Manual (IRM)
  • Procedures manuals
  • Service Wide Electronic Research Program (SERP)
  • Integrated Data Retrieval System (IDRS)
  • None of the above
4 (K) Which of the following best describes your experience analyzing and reviewing copies of tax returns, financial statements, tax records, etc., to correctly apply the tax laws and identify issues? Answer to this question is required
  • Inform the taxpayers in writing of which documents he or she needs to provide
  • Inform the taxpayers verbally of which documents he or she needs to provide
  • Review taxpayer documents or records to determine the completeness of the tax records, but I have not analyzed the records for application of the tax law.
  • Review and analyze taxpayer documents or records to reconcile differences applying the tax law to resolve issues
  • None of the above
5 (A) Which of the following statements describes your experience in verbal and/or written communication? Answer to this question is required
  • Take information over the phone/mail and routed it appropriately.
  • Communicate work related information with coworkers and/or manager through emails.
  • Take information over the phone and set up financial agreements.
  • Use a software system to generate a tax report (e.g., RGS).
  • Answer tax related questions over the phone.
  • Receive tax related documents, answered tax questions and/or collected payment information face-to-face.
  • Meet with people face-to-face asking questions to make determinations in preparing tax returns.
  • None of the above.
6 (A) Of the following, which statement best describes your level of experience persuading difficult people to cooperate? Answer to this question is required
  • Received training in dealing with difficult people, but have not had an opportunity to apply it
  • Diffused a situation with a difficult person in the workplace
  • Diffused a situation with a difficult person in the workplace and was able to achieve resolution.
  • None of the above
7 (Q) Which of the following types of cases have you worked to completion? Answer to this question is required
  • Correspondence examination cases
  • Face-to-face examination cases
  • Fraud referrals
  • Preparer project cases
  • Earned income tax credit (EITC )cases
  • Taxpayer advocate cases
  • Automated Under-reported cases
  • Substitute for Return (SFR) cases
  • Help taxpayer prepare tax return
  • None of the above
8 (E) Which of the following best describes your experience managing and adapting your time and workload? Answer to this question is required
  • Complete individual work assignments as they are assigned to me.
  • Plan and schedule my workload in an electronic calendar (i.e., Outlook).
  • Plan, schedule and prioritize multiple assignments
  • Plan, schedule, and prioritize my work and other multiple assignments in an electronic calendar (i.e., Outlook).
  • None of the above.

Grade: 07

To be eligible for this position at this grade level, you must meet the requirements below.
You must have one 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 using substantive knowledge of business practices, basic accounting principles, and Federal tax laws and regulations; and that required the ability to audit tax records, analyze systems and bookkeeping, use fact-finding techniques, and develop interpersonal skills.
OR
Superior Academic Achievement may be met by having a Bachelor's 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 two 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 two 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
One year of graduate education in a related field of study such as: business administration, finance, accounting, auditing, taxation, law or other related fields;
OR
At least 1 year of combined graduate education and experience as defined in paragraphs above.
Use the Experience Calculator and compute your experience, education, or to compute an equivalent amount of combined experience and education. Use these results to select your response to the following question.
1 Which of the following is true about your education and/or experience? Answer to this question is required
  • I have at least one full year of specialized experience as described above.
  • I have at least one full year of graduate level education at an accredited college or university with a major in a qualifying field of study as described above.
  • I meet the Superior Academic Achievement (SAA) requirements as described above.
  • I have a combination of experience and graduate level education equivalent to that described above.
  • 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) In the past, which of the following ways have you contributed to your work environment? Answer to this question is required
  • Made a presentation to the workgroup.
  • Presented at a work related CPE (Continuing Professional Education).
  • Served as an informal coach/instructor for a co-worker.
  • Completed assignment as an on-the-job instructor.
  • Served as a permanent lead.
  • Served as an acting lead.
  • Compiled work related information to complete reports.
  • Led a work related committee (e.g., HIRE, AIM, Employee Appreciation).
  • Led a work related team or group.
  • None of the above.
4 (K) Which of the following research tools have you used? Answer to this question is required
  • Internet Search engines (Google, Yahoo, etc)
  • Accurint
  • Lexis/Nexis, West Law
  • Internal Reference Manual (IRM)
  • Service Wide Electronic Research Program (SERP)
  • None of the above
5 (K) Which of the following best describes your experience analyzing and reviewing copies of tax returns, financial statements, tax records, etc., to correctly apply the tax laws and identify issues? Answer to this question is required
  • Review taxpayer documents or tax records to reconcile differences applying the tax law to resolve issues
  • Analyze taxpayer documents or tax records to reconcile differences applying the tax law to resolve issues .
  • Review and analyzed taxpayer documents or tax records to reconcile differences applying the tax law to resolve issues
  • None of the above
6 (A) Of the following, which statement best describes your level of experience persuading difficult people to cooperate? Answer to this question is required
  • Received training in dealing with difficult people, but have not had an opportunity to apply it
  • Diffused a situation with a difficult person in the workplace
  • Diffused a situation with a difficult person in the workplace and was able to achieve resolution.
  • None of the above
7 (A) Which of the following statements describes your experience in verbal and/or written communication? Answer to this question is required
  • Take information over the phone and set up financial agreements
  • Answer tax related questions over the phone.
  • Receive tax related documents, answered tax questions and/or collected payment information face-to-face
  • Met with people face-to-face asking questions to make determinations in preparing tax returns
  • Presented information and answered questions for large groups of people (seminars, outreach, etc.)
  • Composed and/or generated letters to taxpayers
  • Write and/or verbally explained tax related determinations to the taxpayers
  • Use a software system to generate a tax report. (e.g., RGS).
  • None of the above.
8 (Q) Which of the following types of cases have you worked to completion? Answer to this question is required
  • Correspondence examination cases
  • Face-to-face examination cases
  • Assisting with docketed Appeals cases
  • Fraud referrals
  • Preparer project cases
  • Assisting with Criminal Investigation cases
  • Earned income tax credit (EITC ) cases
  • Taxpayer advocate cases
  • Automated Under-reported cases
  • Audit reconsiderations cases
  • Related returns pickup
  • None of the above
9 (E) Which of the following best describes your experience managing and adapting your time and workload? Answer to this question is required
  • Complete individual work assignments as they are assigned to me.
  • Plan and schedule my workload in an electronic calendar (i.e., Outlook).
  • Plan, schedule and prioritize multiple assignments
  • Plan, schedule, and prioritize my work and other multiple assignments in an electronic calendar (i.e., Outlook).
  • None of the above.

Grade: 09

To be eligible for this position at this grade level, you must meet the requirements below.
You must have 1 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 demonstrated a substantive knowledge of business practices, basic accounting principles, and Federal tax laws and bookkeeping, use fact-finding techniques, and develop interpersonal skills. Qualifying experience should demonstrate knowledge of the Internal Revenue Code, regulations and administrative procedures related to the full range of personal, business, and other tax-related issues.
Examples of qualifying experience include: Auditing various types of tax returns to determine tax liability of individual tax payers, businesses, or corporations; Interpreting and applying pertinent parts of the Internal Revenue Code and related regulations and procedures; Making determinations or audit on liability for Federal taxes; Program evaluation, internal audit or administrative management of the assessment and collection of Federal taxes; Investigating alleged criminal violations of Federal tax statutes and making recommendations for criminal prosecution and assertion of civil penalties; or collecting delinquent Federal taxes, including canvassing for unreported taxes due, and securing delinquent returns;
OR
A. Master's or equivalent degree or 2 full academic years of progressively higher level graduate education leading to a degree in accounting, auditing, taxation, business administration, law, or other related fields;
OR
LL.B. or J.D., if related.
OR
At least 1 year of combined graduate education and experience as defined in paragraphs above.
Use the Experience Calculator and compute your experience, education, or to compute an equivalent amount of combined experience and education. Use these results to select your response to the following question.
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 graduate degree or 2 full academic years of progressively higher level graduate education leading to a graduate degree with a major in accounting, auditing, taxation, business administration, law or other related fields.
  • I have a related LL.B. or J.D.
  • I have at least one (1) year of specialized experience as described above.
  • I have a combination of graduate education and experience as described above.
  • 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) In the past, which of the following ways have you contributed to your work environment? Answer to this question is required
  • Make tax related technical presentation(s) for the work group.
  • Make tax related technical presentation(s) at CPE's.
  • Been an On-the-Job Instructor (OJI).
  • Taught new hires and/or train-the- trainer.
  • Acted for the Supervisor.
  • Led a work related committee (e.g., HIRE, AIM, Employee appreciation).
  • None of the above.
4 (K) Which of the following research tools have you used? Answer to this question is required
  • Westlaw or Lexis-Nexis
  • Accurint
  • Internet Searches (e.g., County Records, State Dept. Records, Bureau of Labor Statistics, BIZSTATS)
  • Internal Reference Manual (IRM)
  • Integrated Data Retrieval System (IDRS)
  • None of the above
5 (K) Which of the following best describes your experience analyzing and reviewing copies of tax returns, financial statements, tax records, etc., to correctly apply the tax laws and identify issues? Answer to this question is required
  • Review taxpayer documents or tax records to reconcile differences applying the tax law to resolve complex problems with a broad range of issues.
  • Analyze taxpayer documents or tax records to reconcile differences applying the tax law to resolve complex problems with a broad range of issues.
  • Review and analyze taxpayer documents or tax records to reconcile differences applying the tax law to resolve complex problems with a broad range of issues.
  • None of the above
6 (A) Which of the following statements describes your experience in verbal and/or written communication? Answer to this question is required
  • Prepared and conducted presentations for my work group.
  • Prepared and conducted presentations for work groups outside my immediate group.
  • Written/updated course materials, Internal Reference Materials (IRM), etc.
  • Receive tax related documents, answered tax questions over the phone and applied the tax laws to make determinations.
  • Met with people face-to-face asked questions about tax related documents, answered tax questions and applied the tax laws to make determinations.
  • Presented tax related information and answered questions for large groups of people (seminars, outreach, etc.).
  • Taught others about specific tax issues and/or how to prepare taxes through the VITA program and/or other programs.
  • Use a software system to generate a tax report (e.g., RGS).
  • None of the above.
7 (A) Of the following, which statement best describes your level of experience persuading difficult people to cooperate? Answer to this question is required
  • Received training in dealing with difficult people, but have not had an opportunity to apply it
  • Diffused a situation with a difficult person in the workplace
  • Diffused a situation with a difficult person in the workplace and was able to achieve resolution.
  • None of the above
8 (Q) Which of the following types of cases have you worked to completion? Answer to this question is required
  • Correspondence examination cases
  • Face-to-face examination cases
  • Assisted with docketed Appeals cases
  • Fraud referrals
  • Preparer project cases
  • Assisted with Criminal Investigation cases
  • Earned income tax credit due diligence checks (EITC)
  • Innocent spouse
  • Taxpayer advocate cases
  • Employee audits
  • Electronic Return Originator (ERO) checks
  • Community Property Split
  • Audit 1040 a flow through loss
  • NRP (National Research Project) Cases
  • Related returns pickup
  • Audit Reconsiderations
  • None of the above
9 (E) Which of the following best describes your experience managing and adapting your time and workload? Answer to this question is required
  • Independently plan, schedule, and prioritize multiple assignments.
  • Independently plan, schedule, and prioritize my tax related inventory of cases and other multiple assignments in an electronic calendar (i.e., Outlook).
  • Covered a meeting for a co-worker who was unavailable.
  • Temporarily take over an assignment from a co-worker.
  • Permanently take over a co-worker’s or former employee's workload.
  • 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.
This is a bi-lingual position. Applicants will be required to demonstrate proficiency in English and Spanish. To be proficient you must be able to speak in English and Spanish. If you state that you are proficient in English and Spanish, you may be assessed at any time during the hiring process to determine if you possess the required level of proficiency. If you are unable to demonstrate the required level of proficiency, you will be rated ineligible and will not be considered for selection.
1 To be proficient, you must be able to speak in English and in Spanish. Please remember that you will be asked to demonstrate your bilingual proficiency through an assessment of your language skills. Only the relevant language skills will be assessed. The assessment may include an examination (e.g., test, structured interview, writing sample, etc.). Are you proficient in both languages? Answer to this question is required
  • Yes
    1.1 I am proficient in speaking English and Spanish.
    • Yes
    • No
  • No
Applicants at the GS-5/7/9 level must demonstrate their knowledge of Principles of Accounting. Candidates can demonstrate this knowledge either through successful completion of 6 semester/9 quarter hours of college level accounting work or successfully completing an IRS Online Basic Accounting Assessment. If selected for this position you will be required to submit sealed official transcripts prior to placement.
2 Have you successfully completed 6 semester hours/9 quarter hours of Principles of Accounting college level course work? Answer to this question is required
  • Yes A copy of your official or unofficial college transcripts must be uploaded with your resume or you will receive an invite to take the online accounting assessment. If you submit a copy of unofficial transcripts and you are selected for this position, you will be required to submit a copy of official transcripts prior to placement.
  • No
3 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
4 What is your current position title? Maximum length of 250 characters. Answer to this question is required
If you are eligible for consideration under the Career Transition Assistance Plan (CTAP) or Reassignment Preference Program (RPP), you must submit proof of eligibility by 11:59 PM ET on the closing date of this announcement. If you have any questions concerning your eligibility please refer back to the CTAP/RPP Documentation link in the vacancy announcement.
5 Are you eligible for consideration under the Career Transition Assistance Plan (CTAP) or Reassignment Preference Program (RPP)? Answer to this question is required
  • Yes
    5.1 Please select the priority program for which you are eligible for consideration.
    • Career Transition Assistance Plan (CTAP)
    • Reassignment Preference Program (RPP)
  • No
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.
6 How many monetary (or time off in lieu of monetary) awards, such as performance awards, special act awards, and quality step increases have you received in the three years preceding the closing date of this announcement? Answer to this question is required
  • 1
    6.1 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.
  • 2
    6.1 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
    6.1 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.
7 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.
8 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.
9 Please enter the date of your most recent performance appraisal in the format MM/DD/YYYY. Answer to this question is required
10 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.
11 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