Tax Examining Technician

2 weeks ago


Houston, United States Professional Diversity Network Full time
U.S. Department of the Treasury Summary

Click on "Learn more about this agency" button below to view Eligibilities being considered and other IMPORTANT information.

WHERE CAN I FIND OUT MORE ABOUT OTHER IRS CAREERS? Visit us on the web at

This announcement has been amended to add an additional cutoff date and specify where vacancies will be filled.

Duties

WHAT IS THE SMALL BUSINESS SELF EMPLOYED (SB/SE) DIVISION?
A description of the business units can be found at:

Vacancies will be filled in the following specialty areas:
SB/SE DEPUTY COMMISSIONER EXAM, FILED EXAMINATION

The following are the duties of this position at the full working level. If this vacancy includes more than one grade and you are selected at a lower grade level, you will have the opportunity to learn to perform these duties and receive training to help you grow in this position.

  • This assistance work will be provided to the following groups: regular field and integrated. This position involves detailed paraprofessional support duties related to the examination of tax returns and/or the investigation of alleged tax fraud performed by Internal Revenue Agents. The technician is responsible for a segment or phase of the audit or investigation as assigned by the Supervisory Internal Revenue Agent, which will serve as an integral part in completing and closing the audit or assignment.
  • As instructed by the Revenue Agent, independently locates, searches, and documents specific information from records of individuals, corporations, banks, brokerage firms, etc. This information may be gathered from digital or paper accounting records, files, computer printouts, etc. Participates in determining which information is appropriate and at what point sufficient information has been gathered. Analyzes taxpayer records, third party records and financial data to identify trends and patterns. Identifies and reports discrepancies and inconsistencies to the agent. Documents the facts and/or evidence obtained to ensure that appropriate facts are available for the Revenue Agent to reach a sound conclusion.
  • Independently prepares, verifies, and assembles work papers, schedules and exhibits, and related documentation that reflect the presentation of facts and the analysis performed. These may include, but are not limited to, travel and entertainment, bad debt reserve, depreciation, source of income, tax credits, balancing bank statements, other expense schedules, chart of account, etc. Reconciles subsidiary accounts with general ledger control accounts for receivables, payables, work-in-progress, inventory and property accounts. Also assists in the preparation of examination reports including the computation of tax liability using Report Generation Software (RGS) or other software. In addition, prepares and assembles work papers and exhibits in the case file.
Requirements Conditions of Employment

  • Must be a U.S. Citizen or National and provide proof of U.S. Citizenship. (Birth certificate showing birth in the U.S; Unexpired U.S. Passport; Certificate of Citizenship or Naturalization; or Report of Birth Abroad of a U.S. Citizen (Form FS-240))
  • Undergo a review of prior performance/conduct and an income tax verification. Refer to "Get Your Tax Record" at () to check the status of your account, balance owed, payment history, make a payment, or review answers to tax questions. If you are not in compliance, you will be determined unsuitable for employment with IRS.
  • Must successfully complete a background investigation, including a FBI criminal history record check (fingerprint check).
  • Complete a to determine your suitability for Federal employment, at the time requested by the agency.
  • Go through a Personal Identity Verification (PIV) process that requires two forms of identification from the . Federal law requires verification of the identity and employment eligibility of all new hires in the U.S. These must be unexpired original or certified copies.
  • The Fair Chance to Compete for Jobs Act prohibits the Department of Treasury and its bureaus from requesting an applicant's criminal history record before that individual receives a conditional offer of employment. In accordance with and certain positions are exempt from the provisions of the Fair Chance to Compete Act. Applicants who believe they have been subjected to a violation of the Fair Chance to Compete for Jobs Act, may submit a written complaint to the Department of Treasury by email at, FairChanceAct@treasury.gov. To learn more, please visit our page at:
  • Obtain and use a Government-issued charge card for business-related travel.
  • Subject to a 1-year probationary period (unless already completed).
  • Have your salary sent to a financial institution of your choice by Direct Deposit/Electronic Funds Transfer.
  • If you are a male applicant born after December 31, 1959, certify that you have registered with the or are exempt from having to do so.
Qualifications Federal experience is not required. The experience may have been gained in the public sector, private sector or One year of experience refers to full-time work; part-timework is considered on a prorated basis. To ensure full credit for your work experience, please indicate dates of employment by month/year, and indicate number of hours worked per week, on your resume.

You must meet the following requirements by the closing date of this announcement:

SPECIALIZED EXPERIENCE: GS-06
You must have 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 using automated systems (i.e., Accurint, FinCen, and IDRS) to research a taxpayer and provide a written report of findings; Experience recognizing indications of tax fraud and abuse; Experience communicating with customers orally or in writing in a variety of situations to document and summarize information obtained from various third parties; Experience using spreadsheets to assist in interpreting data and preparing reports; Experience performing phone duties, and proposed adjustments to income, deductions, payments and/or taxes.

SPECIALIZED EXPERIENCE: GS-07
You must have one (1) year of specialized experience at a level of difficulty and responsibility equivalent to the GS-6 grade level in the Federal service. Specialized experience for this position includes: Experience using business tax law, the IRM, the IRC, IRS enforcement actions, tax forms, notices, bills, and other documents to assist/advise the revenue agent and/or group manager; Experience using automated systems (i.e., Accurint, FinCen, and IDRS) to conduct research and analysis of taxpayer information and provide a written report of findings; Experience using investigative/probing techniques to solicit relevant information; Experience using spreadsheets to assist in interpreting data and preparing reports; Experience communicating specialized information orally or in writing with internal and external customers and provide clear and concise replies to taxpayers or their representative.

For more information on qualifications please refer to .How You Will Be Evaluated

You will be evaluated for this job based on how well you meet the qualifications above.

Your application includes your resume, responses to the online questions, and required supporting documents. Please be sure that your resume includes detailed information to support your qualifications for this position; failure to provide sufficient evidence in your resume may result in a "not qualified" determination.

Rating: You will be assessed on the following competencies (knowledge, skills, abilities, and other characteristics):

  • Customer Service
  • Data Analysis
  • Oral Communication
  • Problem Solving
  • Writing


Category rating will be used to rank and select eligible candidates. If qualified, you will be assigned to one of two quality level categories, CAT A/B, CAT C depending on your responses to the online questions, regarding your experience, education, and training related to this position. Your rating may be lowered if your responses to the online questions are not supported by the education and/or experience described in your application.

Referral: If you are among the top qualified candidates, your application may be referred to a selecting official for consideration. Candidates, if required to participate in a selection interview (telephonic and/or in person at the discretion of the Selecting Official in accordance with hiring practices), will be interviewed in quality group order. We will not reimburse costs related to the interview such as travel to and from the interview site.

Veterans' preference is applied after applicants are assessed. Qualified preference eligibiles who have a compensable service-connected disability of 10 percent or more (CPS, CP) are placed at the top of the highest category on the referral list (except for scientific or professional positions at the GS-9 level or higher). Remaining preference eligibles are placed above non-preference eligibles within their assigned category.

If you are a displaced or surplus Federal employee (eligible for the , you must receive a rating of category CAT A/B to be rated as "well qualified" to receive special selection priority. Required Documents

The following documents are required and must be provided with your application. All application materials, including transcripts, must be in English.

  1. Resume - Your resume MUST contain dates of employment (i.e., month/year to month/year or present). To ensure you receive full credit for relevant experience, include the hours worked per week. We recommend that your resume not exceed 5 pages. If including Federal service experience, you MUST provide the pay plan, series, and grade, i.e., GS-0301-09. If the pay plan, series, and grade are not provided, it may result in an ineligible determination.
    Your resume must NOT include photographs, classified or government sensitive information, social security number (SSN), encrypted/digitally signed documents, or other inappropriate material or content. If your resume contains prohibited information as listed above, your application will be determined ineligible, and you will not receive consideration for this position. ( are optional.) Please view
    It is also recommended that your resume not include personal information such as age, gender, religion, race, disability, etc.
  2. Online Application - Questionnaire
  3. Education - See Education Section above
  4. Registration/License (if applicable) - active, current registration/license
  5. Veterans' Preference (if applicable) - You MUST submit a copy of your DD-214 (Member 4 copy), or other official documentation from a branch of the Armed Forces or the Department of Veterans Affairs showing dates of service and type of discharge. If you are serving under active duty, provide certification from the Armed Forces that you will be discharged or released within 120 days from the date of certification. The certification must indicate your dates of service, rank and that you will be separated under honorable conditions.
    10-point preference eligible - Submit an , along with the required documentation listed on the back of the SF-15. Veterans Affairs/Armed Forces certification must include the percentage of the service-connected disability or disabilities (including the "combined" percentage if you have more than one disability). Refer to for additional information on veterans' preference.
  6. Career Transition Assistance Plan (CTAP) (if applicable) - You MUST submit the required documentation as outlined at: If you are an IRS CTAP eligible, you can apply for jobs within and outside the commuting area. If you are a Treasury CTAP eligible can apply for jobs within the commuting area.
  7. Interagency Career Transition Assistance Plan (ICTAP) (if applicable) - If you are a displaced or surplus Federal employee, click for eligibility and a detailed list of required documents.
  8. High School Diploma (or equivalent) - If you are 16 or 17 years of age, you MUST submit documentation of graduation from high school (or equivalent); OR completion of a formal vocational training program; OR statement from school authorities agreeing with your decision to pursue employment rather than continuing your education.
Please note that if you do not provide all required information, as specified in this announcement, your application will be determined incomplete, and you will not be considered for this position (or may not receive the special consideration for which you may be eligible). PDN-9b64ddbd-fe26-4a78-9a47-3a3cc69321d3

  • Houston, United States Professional Diversity Network Full time

    U.S. Department of the Treasury Summary Click on "Learn more about this agency" button below to view Eligibilities being considered and other IMPORTANT information. WHERE CAN I FIND OUT MORE ABOUT OTHER IRS CAREERS? Visit us on the web at This announcement has been amended to add an additional cutoff date and specify where vacancies will be filled. ...


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