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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 (12) twelve months of specialized experience equivalent to the next lower grade (GS-4) in the Federal Government. To be qualifying, your experience should be sufficient to demonstrate a basic knowledge of the procedures, policies (rules and regulations), and tax forms; Basic knowledge of IDRS, master file and non-master file processing and adjustment codes, and account transaction codes to retrieve information from various databases, and the ability to review technical information updates in order to maintain current knowledge of basic tax law and internal processing procedures.

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) Which of the following describes your experience as a team player? Answer to this question is required
  • Building and maintaining relationships with coworkers
  • Building and maintaining relationships with taxpayers
  • Building and maintaining relationships with other offices within TAS
  • Building and maintaining relationships with other business units within IRS
  • Building and maintaining relationships with customers outside of IRS
  • None of the above
3 (C) Which of the following experiences do you have? Answer to this question is required
  • On-the-job instructor (OJI)
  • Certified instructor
  • Assisted an instructor in delivering a work-related formal classroom training or workshop
  • Presented technical material at a workgroup meeting
  • Provided feedback and recommended improvements to existing training materials
  • None of the above
4 (K) Which of the following describes your experience researching the Integrated Data Retrieval System (IDRS)? Answer to this question is required
  • Reading TXMOD screens
  • Verifying taxpayer entity information using INOLES/ENMOD
  • Verifying third party information using CFINK
  • Using CFOL (e.g., BMFOL, IMFOL) to verify a transaction
  • None of the above
5 (K) Which of the following best describes your experience identifying taxpayer inquiries as meeting TAS criteria? Answer to this question is required
  • I have no training or experience performing this task.
  • I have had training, but have not performed this task on the job.
  • I have experience performing this task on the job under supervision.
  • I have experience independently performing this task on the job.
6 (A) Which of the following describes your experience verbally communicating with taxpayers? Answer to this question is required
  • Identifying issues/problems to direct the taxpayer to the appropriate function for resolution
  • Identifying and resolving issues/problems at the time of contact
  • Educating the taxpayer on IRS procedures
  • None of the above
7 (A) Which of the following describes your writing experience? Answer to this question is required
  • Completing system generated or form letters
  • Composing letters for management review and signature
  • Composing letters to taxpayers
  • Composing inter-office memos to update coworkers on policies and procedures
  • None of the above
8 (A) Which of the following describes your experience with taxpayers? Answer to this question is required
  • I have dealt with taxpayers face-to-face or over the phone.
  • I have dealt with distressed taxpayers face-to-face or over the phone.
  • None of the above
9 (Q) Which of the following tools have you used to research taxpayer issues? Answer to this question is required
  • IDRS
  • IRM or IRC
  • SERP
  • AMS
  • Tax Law (e.g., publications, IRS.gov)
  • TAS website
  • None of the above
10 (Q) Which of the following actions have you performed on the job? Answer to this question is required
  • Validated and updated information in IRS systems as part of my assigned job responsibilities
  • Added or updated power of attorney (POA) information in AMS
  • Added or updated entity information (e.g., address, phone number changes) in IDRS
  • Entered new cases in TAMIS or AMS
  • Placed controls on taxpayers’ accounts in IDRS
  • None of the above
11 (Q) Which of the following types of taxpayer inquiries have you researched on Internal Data Retrieval System (IDRS)? Answer to this question is required
  • Accounts {Business Master File (BMF), Individual Master file (IMF)]
  • Campus (AUR, CAWR/FUTA, ITIN)
  • Exam
  • Collection
  • None of the above
12 (E) Which of the following best describes your experience prioritizing your workload? Answer to this question is required
  • My supervisor sets priorities for my workload.
  • My supervisor and I work together to set priorities for my workload.
  • I independently set priorities for my workload.
  • I independently set priorities for my workload and I assist others in setting priorities for their workload.
  • None of the above
13 (E) Which of the following best describes how you manage your workload? Answer to this question is required
  • I complete one work task at a time.
  • I manage multiple tasks with set, sequential deadlines.
  • I manage multiple tasks with competing or changing deadlines.
  • 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. To be qualifying your experience should demonstrate knowledge of the Internal Revenue Code and Manual, Taxpayer Advocate issuances in order to identify the most basic difficulties, suggest simple corrective actions and make basic identification of Taxpayer Advocate case criteria; Basic knowledge of IRS policies, procedures and tax forms to assist customers in the resolution of account inquiries; Basic knowledge of IDRS, ICP, TAMIS, master file and non-master file processing, adjustment procedures, account transaction codes to effectively retrieve information from various databases; Knowledge of reviewing technical information updates to keep current of basic tax law and procedures. You should also have basic knowledge of interviewing techniques to determine the nature of assistance needed and to obtain information that may be of a sensitive nature.
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) Which of the following describes your experience as a team player? Answer to this question is required
  • Building and maintaining relationships with coworkers
  • Building and maintaining relationships with taxpayers
  • Building and maintaining relationships with other offices within TAS
  • Building and maintaining relationships with other business units within IRS
  • Building and maintaining relationships with customers outside of IRS
  • None of the above
4 (C) Which of the following experiences do you have? Answer to this question is required
  • On-the-job instructor (OJI)
  • Certified instructor
  • Presented technical material at a workgroup meeting
  • Instructed technical training
  • Conducted classroom training
  • Conducted a workshop
  • Created training material independently or with others
  • None of the above
5 (K) Which of the following describes your experience researching the Integrated Data Retrieval System (IDRS)? Answer to this question is required
  • Verifying third party contact information using RTVUE
  • Using CFOL (e.g., BMFOL, IMFOL) to verify compliance
  • Using TRDBV to check status of taxpayers’ returns
  • Using ERINV to check why taxpayers’ returns were rejected
  • Using UPTIN to check the status of taxpayers’ returns/payments
  • Using FFINQ to check the status of taxpayers’ refunds or returns
  • None of the above
6 (K) Which of the following best describes your experience identifying taxpayer inquiries as meeting TAS criteria? Answer to this question is required
  • I have no training or experience performing this task.
  • I have had training, but have not performed this task on the job.
  • I have experience performing this task on the job under supervision.
  • I have experience independently performing this task on the job.
  • I have experience independently performing this task on the job and have trained others.
7 (A) Which of the following describes your experience verbally communicating with taxpayers? Answer to this question is required
  • Identifying and resolving issues/problems at the time of contact
  • Educating the taxpayer on IRS procedures
  • Educating the taxpayer on Tax Law
  • None of the above
8 (A) Which of the following describes your writing experience? Answer to this question is required
  • Composing letters for management review and signature
  • Composing letters to taxpayers (e.g., non-criteria)
  • Composing an IRS newsletter article
  • None of the above
9 (A) Which of the following describes your experience with taxpayers? Answer to this question is required
  • I have dealt with taxpayers face-to-face or over the phone.
  • I have dealt with distressed taxpayers face-to-face or over the phone.
  • I have assisted or guided others in dealing with distressed taxpayers.
  • None of the above
10 (Q) Which of the following tools have you used to research taxpayer issues? Answer to this question is required
  • IDRS
  • IRM or IRC
  • SERP
  • AMS
  • Tax Law (e.g., publications, IRS.gov)
  • TAS website
  • None of the above
11 (Q) Which of the following actions have you performed on the job? Answer to this question is required
  • Validated and updated information in IRS systems as part of my assigned job responsibilities
  • Added or updated power of attorney (POA) information in AMS
  • Added or updated entity information (e.g., address, phone number changes) in IDRS
  • Entered new cases in TAMIS or AMS
  • Placed controls on taxpayers’ accounts in IDRS
  • None of the above
12 (Q) Which of the following types of taxpayer inquiries have you researched on Internal Data Retrieval System (IDRS)? Answer to this question is required
  • Exam
  • Collection
  • AUR
  • TEGE
  • Bankruptcy
  • Appeals
  • CAWR/FUTA
  • International/ITIN
  • None of the above
13 (E) Which of the following best describes your experience prioritizing your workload? Answer to this question is required
  • My supervisor sets priorities for my workload.
  • My supervisor and I work together to set priorities for my workload.
  • I independently set priorities for my workload.
  • I independently set priorities for my workload and I assist others in setting priorities for their workload.
  • None of the above
14 (E) Which of the following best describes how you manage your workload? Answer to this question is required
  • I complete one work task at a time.
  • I manage multiple tasks with set, sequential deadlines.
  • I manage multiple tasks with competing or changing deadlines.
  • None of the above
15 (E) Which of the following best describes your experience? Answer to this question is required
  • I do not have experience taking on new/additional tasks or work roles while managing my workload.
  • I take on new/additional tasks or work roles when assigned by a supervisor or senior employee while managing my typical workload.
  • I volunteer for new/additional tasks or work roles while managing my typical workload.

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. To be qualifying your experience should demonstrate knowledge of the Internal Revenue Code and Manual, Taxpayer Advocate issuances in order to identify causes of difficulties, suggest corrective actions to taxpayers and identify Tax Advocate case criteria; Knowledge of IRS policies, procedures, tax forms, and notices to assist customers in the resolution of account inquiries; Knowledge of tax processing procedures of private and public entities (e.g., Social Security Administration, Federal Reserve Bank, Disbursing Office, private financial institutions and State Tax Offices); Knowledge of Taxpayer Advocate transfer and referral guidelines to direct inappropriate transfers to the correct office; Knowledge of IDRS, ICP, TAMIS, master file and non-master file processing and adjustment procedures, and account transaction codes in order to analyze the taxpayer's routine problem; In addition, you should have knowledge of basic conflict management principles and interviewing techniques to determine the nature of assistance and to obtain information that may be of a sensitive nature; Knowledge and skill in, oral and written communication skills to successfully ascertain the issues of tax related inquiries, which require the use of listening and probing, and using tact and diplomacy.
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) Which of the following describes your experience as a team player? Answer to this question is required
  • Building and maintaining relationships with coworkers
  • Building and maintaining relationships with taxpayers
  • Building and maintaining relationships with other offices within TAS
  • Building and maintaining relationships with other business units within IRS
  • Building and maintaining relationships with customers outside of IRS
  • None of the above
4 (C) Which of the following experiences do you have? Answer to this question is required
  • On-the-job instructor (OJI)
  • Certified instructor
  • Presented technical material at a workgroup meeting
  • Instructed formal technical training
  • Conducted formal classroom training
  • Conducted a workshop
  • Created training material independently or with others
  • None of the above
5 (K) Which of the following describes your experience researching the Integrated Data Retrieval System (IDRS)? Answer to this question is required
  • Verifying third party contact information using RTVUE
  • Using CFOL (e.g., BMFOL, IMFOL) to verify compliance
  • Using TRDBV to check status of taxpayers’ returns
  • Using ERINV to check why taxpayers’ returns were rejected
  • Using UPTIN to check the status of taxpayers’ returns/payments
  • Using FFINQ to check the status of taxpayers’ refunds or returns
  • None of the above
6 (K) Which of the following best describes your experience identifying taxpayer inquiries as meeting TAS criteria? Answer to this question is required
  • I have no training or experience performing this task.
  • I have had training, but have not performed this task on the job.
  • I have experience performing this task on the job under supervision.
  • I have independent experience performing this task on the job.
  • I have independent experience performing this task on the job and have trained others.
  • I have independent experience performing this task on the job, am considered a technical/subject matter expert, and have trained others.
7 (A) Which of the following describes your experience verbally communicating with taxpayers? Answer to this question is required
  • Identifying and resolving issues/problems at the time of contact
  • Educating the taxpayer on IRS procedures
  • Educating the taxpayer on Tax Law
  • None of the above
8 (A) Which of the following describes your writing experience? Answer to this question is required
  • Composing letters for management review and signature
  • Composing letters to taxpayers (e.g., non-criteria)
  • Composing an IRS newsletter article
  • None of the above
9 (A) Which of the following describes your experience with taxpayers? Answer to this question is required
  • I have dealt with taxpayers face-to-face or over the phone.
  • I have dealt with distressed taxpayers face-to-face or over the phone.
  • I have assisted or guided others in dealing with distressed taxpayers.
  • None of the above
10 (Q) Which of the following tools have you used to research taxpayer issues? Answer to this question is required
  • CIS
  • RGS
  • RTR
  • EUP
  • TAMIS
  • None of the above
11 (Q) Have you placed controls and holds (STAUP) on taxpayers' accounts in IDRS? Answer to this question is required
  • Yes
  • No
12 (Q) Which of the following types of taxpayer inquiries have you researched on Internal Data Retrieval System (IDRS)? Answer to this question is required
  • Exam
  • Collection
  • AUR
  • TEGE
  • Bankruptcy
  • Appeals
  • CAWR/FUTA
  • International/ITIN
  • None of the above
13 (E) Which of the following best describes your experience prioritizing your workload? Answer to this question is required
  • I independently set priorities for my workload.
  • I independently set priorities for my workload and I assist others in setting priorities for their workload.
  • I independently set priorities for my workload and I set priorities for others’ workloads as part of my responsibilities at work.
  • None of the above
14 (E) Which of the following best describes how you manage your workload? Answer to this question is required
  • I manage multiple tasks with set, sequential deadlines.
  • I manage multiple tasks with competing or changing deadlines.
  • None of the above
15 (E) Which of the following best describes your experience? Answer to this question is required
  • I do not have experience taking on new/additional tasks or work roles while managing my workload.
  • I take on new/additional tasks or work roles when assigned by a supervisor or senior employee while managing my typical workload.
  • I volunteer for new/additional tasks or work roles while managing my typical workload.

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
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.
3 Are you eligible for consideration under the Career Transition Assistance Plan (CTAP) or Reassignment Preference Program (RPP)? Answer to this question is required
  • Yes
    3.1 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.
4 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
    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
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