Senior Research Economist

District of Columbia, D.C
Jul 14, 2019
Jul 16, 2019
Analyst, Research
Full Time


The incumbent of this position serves as a Senior Research Economist in the Office of Tax Analysis (OTA). As a Senior Research Economist, the incumbent is the authoritative economic expert on a health policy as it relates to the federal tax system. The incumbent advises Treasury and Administration officials on the economic and revenue consequences of federal health policy, particularly policies related to premium tax credits and tax exclusions for employer-sponsored health insurance.

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Model Development: Lead OTA economists in the development of, and estimates from, the individual income tax model and health behavioral model. Anticipate, develop, plan and initiate highly technical and specialized research and studies to develop new approaches and improve analytical and estimating methodologies. With the OTA Directors, set short- and long-term priorities for the health team. Provide constructive advice to staff and recommendations to the Directors on ways to improve OTA's ability to analyze complex health policy questions. Contribute to production and publication of model documentation.

Estimates and Analysis: Facilitate production of revenue estimates and other analyses related to (a) the President's annual Budget and Mid-Session Review; (b) requests from Congress, OMB, and other agencies; (c) requests from the OTA Division Directors, Assistant Secretary (Tax Policy), and other Treasury officials; and, (d) regulatory impact analyses of tax regulations subject to review by the OMB Office of Regulatory Affairs. Coordinate and review the contributions of revenue estimators and economic modelers to make certain that the work is done in a consistent and high quality manner, and that deadlines are met. Contribute to and review formal regulatory impact analyses related to changes in health policy.

State Innovation Waivers: Lead OTA's work to evaluate, approve or deny, and exercise oversight of ACA section 1332 state innovation waivers. Represent Treasury in discussions with officials representing the Department of Health and Human Services and states that have applied or are considering applying for waivers.

Policy Advisor: Report on, and provide briefings regarding, economic effects estimates and revenue estimates to the Assistant Secretary (Tax Policy) and deputies, the OTA Division Directors, other interested or affected Treasury offices, other Federal agencies, including the Council of Economic Advisors and the Office of Management and Budget, and members and staff of Congressional committees dealing with tax and health policy matters. Furnish highly authoritative economic, statistical, and technical information regarding economic effects and revenue estimates to support the policy decisions of such officials, providing both oral and written accessible and non-technical explanations to these officials. Advise such officials on factors such as the accuracy and reliability of the economic effects estimates and revenue estimates.

Travel Required

Not required

Supervisory status

Promotion Potential


Conditions of Employment

  • Current or Former competitive service federal employees.
  • Initial appointments are required to serve a probationary period of 1 year.
  • Financial disclosure is required.



To meet the minimum qualifications for this position, candidates must possess specialized experience at a senior level which demonstrates ability to perform the duties described above; including progressively responsible supervisory or managerial experience demonstrating ability to manage people and resources. Candidates are strongly encouraged to address each Mandatory Technical Qualifications (MTQ's) separately. Candidates who choose not to address the MTQ's separately will not be disqualified; but must ensure their resume addresses each sufficient for evaluation. Your responses and/or resume must demonstrate possession of these qualifications; typically acquired through education, experience or training, and reflect progressive development and achievement in managing the business operations of a large organization. Please provide examples that are clear, concise, and emphasize your level of responsibility, the scope and complexity of programs managed, program accomplishments, policy initiatives undertaken, and level of contacts. All qualified candidates will be evaluated on the relevance of their experience, education, training, self-development, honors, awards, and outside activities.

MANDATORY TECHNICAL QUALIFICATIONS (MTQs): The MTQs describe the necessary technical knowledge, skills, and competencies needed to successfully perform the duties of this position. Experience must have been at a sufficiently high level of difficulty to show clearly that the candidate possesses the required professional and technical qualifications and core qualification set forth below. Your response must be limited to two pages for each MTQ.

MTQ 1- Expert knowledge of the Affordable Care Act (ACA), which includes the ability to use analytical and estimating economic methodologies to conduct highly technical studies to develop new approaches to implementing aspects of the ACA.

MTQ 2- Expert knowledge of economic estimates and analysis related to tax policies being considered or developed by the Administration, Congress or others.

MTQ 3 - Expert experience as a health policy advisor and the ability to coordinate teams working on state innovation waivers


Additional information

EEO Policy Statement: The United States Government does not discriminate in employment on the basis of race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, membership in an employee organization, or other non-merit factor.
Reasonable Accommodation: Federal agencies must provide reasonable accommodation to applicants with disabilities where appropriate. Applicants requiring reasonable accommodation for any part of the application and hiring process should contact the hiring agency directly. Determinations on requests for reasonable accommodation will be made on a case-by-case basis. Legal and Regulatory Guidance.
Privacy Act: Privacy Act Notice (PL 93-579): The information requested here is used to determine qualifications for employment and is authorized under Title 5 U.S.C. 3302 and 3361.
Signature: Before you are hired, you will be required to sign and certify the accuracy of the information in your application. False Statements - If you make a false statement in any part of your application, you may not be hired; you may be fired after you begin work; or you may be subject to fine, imprisonment, or other disciplinary action.
Selective Service: If you are a male applicant born after December 31, 1959, you must certify that you have registered with the Selective Service System, or are exempt from having to do so under the Selective Service Law. The materials you send with your application will not be returned. Send only those materials needed to evaluate your application. Please do not place your application in a notebook or binder. For further information pertaining to the SES, applicants are encourage to visit: SES
Financial Disclosure: All employees of the Federal Government are subject to the conflict of interest statutes and regulations, including the Standards of Ethical Conduct. Upon hire, and on an annual basis thereafter, the incumbent of this position will be required to file a public financial disclosure report. The incumbent may be prohibited from holding certain financial interests.

How You Will Be Evaluated

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

Your application will be evaluated on the basis of your resume and narrative statements reflecting the quality and extent of your total accomplishments, experience and education as they relate to the technical qualifications described above. While you are NOT required to provide a narrative statement addressing the Technical Qualifications, candidates are strongly encouraged to address each Technical Qualification in separate statements. Candidates who choose not to address the technical qualifications separately will not be automatically disqualified.

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Background checks and security clearance

Security clearance

Drug test required

Required Documents

If you are a current, retired or former Federal employee, please provide a copy of your most recent SF-50, Notification of Personnel Action, to verify your status. These documents may be required during the recruitment process.

If you are relying on your education to meet qualification requirements:

Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education .

Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.