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Individual Taxpayer Advisory Specialist

Employer
USAJobs
Location
Washington, D.C
Closing date
Sep 24, 2019
Duties

Summary

The Wage & Investment Division (W&I) serves about 122 million taxpayers who file upwards of 94 million returns each year. Key W&I objectives are to provide high-quality taxpayer assistance, and to enable taxpayers to transact and communicate electronically to file their returns, make payments and receive assistance. W&I partners with private organizations to provide assistance to such disadvantaged groups as elderly and low-income taxpayers.

See "Other Information" for Locations

Learn more about this agency

Responsibilities

As an Individual Taxpayer Advisory Specialist (ITAS) you will:
  • Assist and advise taxpayers on a wide-range of IRS tax forms, notices and issues.
  • Research and respond to a variety of tax law questions based on customer inquiry.
  • Research tax issues and properly adjust taxpayers' accounts.
  • Interact with the general public, taxpayers and/or their representatives, tax practitioners and accountants, via face-to-face, telephonically and/or in writing.
  • Prepare and file tax returns for customers who meet specific criteria.
  • Review forms and notices and advise customers based on the information ascertained in those forms.
    This is a bi-lingual position. Applicants will be required to demonstrate proficiency in (User Enter Language).

If you are selected at a lower grade level, you will have the opportunity to learn to perform all these duties, and will receive training to help you grow in this position.

WHERE CAN I FIND OUT MORE ABOUT OTHER IRS CAREERS? If you want to find out more about IRS careers, visit us on the web at http://www.jobs.irs.gov/

Travel Required

Occasional travel - 1 to 5 Nights per Month

Supervisory status
No

Promotion Potential
09

Requirements

Conditions of Employment

  • Refer to "Other Information."
  • Click "Print Preview" to review the entire announcement before applying.
  • Must be a U.S. Citizen or National.


You must be at least 18 years of age or older, or at least 16 years of age or older, and meet one of the following: (1) have graduated from high school or have a certificate equivalent to graduating from high school; (2) have completed a formal vocational training program; or (3) have a statement from school authorities agreeing with the decision to pursue employment rather than continuing your education.

Qualifications

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

GS-5 LEVEL: You must have three years of general experience, one year of which was equivalent to the next lower level in the Federal government. General experience includes: Analyzing problems to identify significant factors; gathering pertinent data and recognizing solutions; planning and organizing work; and communicating effectively orally and in writing. Such experience may have been gained in administrative, professional, technical, investigative, or other responsible work. Other experiences that may provide evidence of the knowledge, skills, and abilities necessary to perform the duties of the position to be filled.
OR
A Bachelor's or higher degree in any subject from an accredited college or university.
OR
Four years of progressive academic study (120 Sem Hrs/180 Qtr Hrs) 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.

GS-7 LEVEL: 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: A 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
One year of graduate education in a field of study such as: business administration, finance, accounting, auditing, taxation, or other related fields.
OR
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 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.

GS-9 LEVEL: 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: 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: Interpreting and applying rules and regulations; Interviewing others to elicit facts to identify and resolve problems; Communicating with others to elicit facts to identify and resolve complex problems; Analyzing financial documents, such as financial accounts, tax returns, financial statements, etc., to reconcile factual differences or to reconstruct missing facts, and; Deciding whether actions are in compliance with statutory provisions and/or procedural and policy requirements.
OR
Two years of progressively higher level education leading to a Ph.D. or equivalent degree in a related field such as business administration, accounting, finance, taxation, business administration or other related fields.

Grades 5 through 9: You may qualify by a combination of experience and education. Options for qualifying based on a combination will be identified in the online questions.

-The experience may have been gained in the public sector, private sector or Volunteer Service . One year of experience refers to full-timework; part-time work 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.

Education

Additional information

Several positions are located in Wage & Investment, Customer Ast-Relatnshp & Ed(Care) Field Assistance at the following work sites:

1 (One) @ 1600 N. Coalter Street, Staunton, VA (VA0486); 1 (One) @ 7980 Quantum Drive, Vienna, VA (VA0008); 1 (One) @ 77 K Street NE, Washington, DC (DC0198); 1 (One) @ 31 Hopkins Plaza, Baltimore, MD (MD0055); 1 (One) @ 201 Thomas Johnson Dr., Frederick, MD (MD0487); and 2 (Two) @ 150 Court St, Charleston, WV (WV0167).

- We may select from this announcement or any other source to fill one or more vacancies.

- This is a Bargaining unit position.

- We offer opportunities for flexible work schedules.

- A 1-year probationary period is required.

- A 1-year supervisory or managerial probationary period is required.

- Must successfully complete a background investigation including an FBI criminal history record check (fingerprint check).

- Complete a Declaration for Federal Employment to determine your suitability for Federal employment, at the time requested by the agency

- If you are a male applicant born after December 31, 1959, certify that you have registered with the Selective Service System or are exempt from having to do so.

- Have your salary sent to a financial institution of your choice by Direct Deposit/Electronic Funds Transfer.

- Go through a Personal Identity Verification (PIV) process that requires two forms of identification from the Form I-9. Federal law requires verification of the identity and employment eligibility of all new hires in the U.S.

- Obtain and use a Government-issued charge card for business-related travel.

- Undergo an income tax verification and review of prior performance/conduct.

- Tour of Duty: Monday - Friday 8:00 a.m. to 4:30 p.m.

- The employment of any candidate, including a current employee or a new hire, selected for this position may be conditional upon classification and/or audit of federal tax returns. This audit may include up to 2 years of returns.

This announcement may be used to fill additional positions in more than one Business Division throughout the Service

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: Your application will be evaluated in the following areas: Arithmetic, Customer Service, Decision Making, Flexibility, Interpersonal Skills, Oral Communication, Problem Solving, Self Management, Teamwork and Writing. Category rating will be used to rank and select eligible candidates. If qualified, you will be assigned to one of three quality level categories, (i.e., A = Superior, B = Highly Qualified, C= Qualified) 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.

Veterans' preference is applied after applicants are assessed. Preference-eligibles will be listed at the top of their assigned category and considered before non-preference-eligibles in that category. Qualified preference-eligibles with a compensable service-connected disability of 10% or more will be listed at the top of the highest category.

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

If you are a displaced or surplus Federal employee (eligible for the Career Transition Assistance Plan (CTAP)/Interagency Career Transition Assistance Plan (ICTAP), you must receive a rating of category B or better to be rated as "well qualified" to receive special selection priority.

To preview questions please click here .

Background checks and security clearance

Security clearance
Not Required

Drug test required
No

Required Documents

A complete application includes 1. A resume, 2. Vacancy question responses, and 3. Submission of any required documents. Please note that if you do not provide all required information, as specified in this announcement, you will not be considered for this position (or may not receive the special consideration for which you may be eligible).

All applicants are required to submit a resume either by creating one in USAJOBS or uploading one of their own choosing. ( Cover letters are optional). To receive full credit for relevant experience, please list the month/year and number of hours worked for experience listed on your resume. We suggest that you preview the online questions, as you may need to customize your resume to ensure that it supports your responses to these questions. Please view Resume Tips

VETERANS' PREFERENCE DOCUMENTATION
If you are claiming veterans' preference, 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. Ten-point preference eligibles must also submit an Application for 10-point Veteran Preference, SF-15 , along with the required documentation listed on the back of the SF-15 form. For more information on veterans' preference view FedsHireVets .

Career Transition Assistance Plan (CTAP) or Interagency Career Transition Assistance Plan (ICTAP) DOCUMENTATION If you are a displaced or surplus Federal employee, click CTAP/ICTAP for eligibility and a detailed list of required documents. IRS CTAP eligibles can apply for jobs both within and outside the commuting area.

EDUCATION DOCUMENTATION: For positions with an education requirement, or if you are qualifying for this position by substituting education or training for experience, submit a copy of your transcripts or equivalent. An official transcript will be required if you are selected. A college or university degree generally must be from an accredited (or pre-accredited) college or university recognized by the U.S. Department of Education. For a list of schools which meet these criteria, please refer to Department of Education Accreditation page
If you are qualifying based on foreign education, you must submit proof of creditability of education as evaluated by a credentialing agency. Refer to the OPM instructions.

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.

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