Internal Revenue Service
Individual Taxpayer Advisory Specialist - Area 4 (12 Month Roster) (Amended)
Internal Revenue Service, San Jose, California, United States, 95199
Duties
WHAT IS THE WAGE AND INVESTMENT DIVISION?A description of the business units can be found at:Vacancies will be filled in the following specialty areas:Wage and Investment Customer Assistance, Relationship and Education - Field Assistance - Area 4
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.Assists and advises taxpayers in meeting their Federal Tax obligations. Assistance is technical, and covers the full range of individual income, excise, and employment taxes, as well as certain elements of all other kinds of taxes.Conducts interviews with taxpayers to determine their tax situation, provide advice, and explains probable consequences of various courses of action open to taxpayers for the current and other tax years.Discusses tax law impact with tax practitioners and accountants, review books and records to gain understanding of taxpayer's financial status (cash/accrual basis).Confers with taxpayers and/or their representatives to explain issues involving the applicability of tax law, regulations, notices and account adjustments.Assists taxpayers in preparing tax returns and explains the consequences of courses of action. Explains to taxpayers the collection and examination processes. Prepares tax returns that include referring to required documentation, such as information reporting documents and limited schedules.Requirements
Conditions of Employment:Must be a U.S. Citizen or National and provide proof of U.S. Citizenship.Must successfully complete a background investigation, including a FBI criminal history record check (fingerprint check).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-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.You must meet the following requirements by the closing date of this announcement:GENERAL EXPERIENCE FOR GS-05:
You must have three years of general experience one year of which was at a level of difficulty and responsibility equivalent to the
GS-04
in the Federal Service. General experience for this position 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.EDUCATION:
You may substitute education for specialized experience as follows: 4-year course of study leading to a bachelor's degree from an accredited college or university.COMBINATION OF EXPERIENCE AND EDUCATION:
You may qualify by a combination of experience and education. Options for qualifying based on a combination will be identified in the online questions.SPECIALIZED EXPERIENCE FOR GS-07:
You must have one year of specialized experience at a level of difficulty and responsibility equivalent to the
GS-05
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.EDUCATION:
You may substitute education for specialized experience as follows: 1 year of graduate education in a field of study such as: business administration, finance, accounting, auditing, taxation, or other related fields.COMBINATION OF EXPERIENCE AND EDUCATION:
You may qualify by a combination of experience and education. Options for qualifying based on a combination will be identified in the online questions.SPECIALIZED EXPERIENCE FOR GS-09:
You must have one year of specialized experience at a level of difficulty and responsibility equivalent to the
GS-07
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.EDUCATION:
You may substitute education for specialized experience as follows: a master's or equivalent graduate degree in a field of study such as: accounting, finance, or business administration.COMBINATION OF EXPERIENCE AND EDUCATION:
You may qualify by a combination of experience and education. Options for qualifying based on a combination will be identified in the online questions.Education
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.Additional Information
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.We may select from this announcement or any other source to fill one or more vacancies. Additional jobs may be filled.This is a bargaining unit position.Tour of Duty: Monday through Friday, 8:00 am to 4:30 pmRelocation expenses - NoObtain and use a Government-issued charge card for business-related travel.Though many locations may be listed, you will be limited to a maximum of
3
location choices. Please consider each location carefully when applying.Required Documents
The following documents are required and must be provided with your application. All application materials, including transcripts, must be in English.Online Application
- QuestionnaireEducation
-
See Education Section aboveRegistration/License (if applicable)
- active, current registration/licenseHigh School Diploma
(or equivalent) - If you are 16 or 17 years of age, you
MUST
submit documentation of graduation from high school (or equivalent).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.How to Apply
The following instructions outline our application process. You must complete this application process and submit any required documents by 11:59 p.m. Eastern Time (ET) on 10/18/2024. We are available to assist you during business hours (normally 8:00 a.m. - 4:00 p.m. ET, Monday - Friday).Agency Contact Information
(ERC) Employee Resource CenterTS - CARE-Customer Assistance, Relationship and Education1111 Constitution Ave NWWashington, DC 20224US
Next Steps
Treasury believes in a working environment that supports inclusion; please view our reasonable accommodation policies and procedures at . We provide reasonable accommodation to applicants with disabilities on a case-by-case basis; contact us if you require this for any part of the application and hiring process.
#J-18808-Ljbffr
WHAT IS THE WAGE AND INVESTMENT DIVISION?A description of the business units can be found at:Vacancies will be filled in the following specialty areas:Wage and Investment Customer Assistance, Relationship and Education - Field Assistance - Area 4
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.Assists and advises taxpayers in meeting their Federal Tax obligations. Assistance is technical, and covers the full range of individual income, excise, and employment taxes, as well as certain elements of all other kinds of taxes.Conducts interviews with taxpayers to determine their tax situation, provide advice, and explains probable consequences of various courses of action open to taxpayers for the current and other tax years.Discusses tax law impact with tax practitioners and accountants, review books and records to gain understanding of taxpayer's financial status (cash/accrual basis).Confers with taxpayers and/or their representatives to explain issues involving the applicability of tax law, regulations, notices and account adjustments.Assists taxpayers in preparing tax returns and explains the consequences of courses of action. Explains to taxpayers the collection and examination processes. Prepares tax returns that include referring to required documentation, such as information reporting documents and limited schedules.Requirements
Conditions of Employment:Must be a U.S. Citizen or National and provide proof of U.S. Citizenship.Must successfully complete a background investigation, including a FBI criminal history record check (fingerprint check).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-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.You must meet the following requirements by the closing date of this announcement:GENERAL EXPERIENCE FOR GS-05:
You must have three years of general experience one year of which was at a level of difficulty and responsibility equivalent to the
GS-04
in the Federal Service. General experience for this position 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.EDUCATION:
You may substitute education for specialized experience as follows: 4-year course of study leading to a bachelor's degree from an accredited college or university.COMBINATION OF EXPERIENCE AND EDUCATION:
You may qualify by a combination of experience and education. Options for qualifying based on a combination will be identified in the online questions.SPECIALIZED EXPERIENCE FOR GS-07:
You must have one year of specialized experience at a level of difficulty and responsibility equivalent to the
GS-05
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.EDUCATION:
You may substitute education for specialized experience as follows: 1 year of graduate education in a field of study such as: business administration, finance, accounting, auditing, taxation, or other related fields.COMBINATION OF EXPERIENCE AND EDUCATION:
You may qualify by a combination of experience and education. Options for qualifying based on a combination will be identified in the online questions.SPECIALIZED EXPERIENCE FOR GS-09:
You must have one year of specialized experience at a level of difficulty and responsibility equivalent to the
GS-07
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.EDUCATION:
You may substitute education for specialized experience as follows: a master's or equivalent graduate degree in a field of study such as: accounting, finance, or business administration.COMBINATION OF EXPERIENCE AND EDUCATION:
You may qualify by a combination of experience and education. Options for qualifying based on a combination will be identified in the online questions.Education
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.Additional Information
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.We may select from this announcement or any other source to fill one or more vacancies. Additional jobs may be filled.This is a bargaining unit position.Tour of Duty: Monday through Friday, 8:00 am to 4:30 pmRelocation expenses - NoObtain and use a Government-issued charge card for business-related travel.Though many locations may be listed, you will be limited to a maximum of
3
location choices. Please consider each location carefully when applying.Required Documents
The following documents are required and must be provided with your application. All application materials, including transcripts, must be in English.Online Application
- QuestionnaireEducation
-
See Education Section aboveRegistration/License (if applicable)
- active, current registration/licenseHigh School Diploma
(or equivalent) - If you are 16 or 17 years of age, you
MUST
submit documentation of graduation from high school (or equivalent).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.How to Apply
The following instructions outline our application process. You must complete this application process and submit any required documents by 11:59 p.m. Eastern Time (ET) on 10/18/2024. We are available to assist you during business hours (normally 8:00 a.m. - 4:00 p.m. ET, Monday - Friday).Agency Contact Information
(ERC) Employee Resource CenterTS - CARE-Customer Assistance, Relationship and Education1111 Constitution Ave NWWashington, DC 20224US
Next Steps
Treasury believes in a working environment that supports inclusion; please view our reasonable accommodation policies and procedures at . We provide reasonable accommodation to applicants with disabilities on a case-by-case basis; contact us if you require this for any part of the application and hiring process.
#J-18808-Ljbffr