Individual Taxpayer Advisory Specialist - Area 4 (12 Month Roster) (Amended)
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Posted 29 days ago
Job Description
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. (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))
  • 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-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:

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. Other experiences that may provide evidence of the knowledge, skills, and abilities necessary to perform the duties of the position to be filled.

OR

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.

OR

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.

OR

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.

OR

Superior Academic Achievement may be met by having a Bachelor's degree, with one of the following: A GPA of 2.95 or higher on a 4.0 scale for all completed undergraduate courses or those completed in the last 2 years of study, or a GPA of 3.45 or higher on a 4.0 scale for all courses in the major field of study or those courses in the major completed in the last 2 years of study, or rank in the upper one third of the class in the college, university, or major subdivision, or membership in a national honor society recognized by the Association of College Honor Societies.

OR

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. 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

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.

OR

Two full years of progressively higher level graduate education leading to a graduate degree in a field of study such as: accounting, finance, business administration or public administration.

OR

L.B. or J.D., if related.

OR

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.

For more information on qualifications please refer to .
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.

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 .

FOREIGN EDUCATION: Education completed in foreign colleges or universities may be used to meet the requirements. You must show proof the education credentials have been deemed to be at least equivalent to that gained in conventional U.S. education program. It is your responsibility to provide such evidence when applying. Click for Foreign Education Credentialing instructions.

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 pm
  • Relocation expenses - No
  • Obtain 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. If you are selected for a position at one of your location selections, that location will become your official post of duty.

Vacancies to be filled are as follows. Please see location information in the overview section, to find the street address, city and state for each of the Building Codes (BC).

Updated as of 3/27/2024.

94 Vacancies to be filled at any of the following BCs: AK3237; AZ7748; AZ7837; AZ7887; CA0150; CA0154; CA0167; CA0198; CA0221; CA0273; CA0281; CA6116; CA6139; CA6862; CA6901; CA6921; CA7023; CA7087; CA7239; CA7395; CA7585; CA7898; CA8271; CA8479; CA8500; CO0018; CO0046; CO1811; CO2177; HI0011; HI6575; HI6993; ID0025; MT5356 Current/MT5640 New Bldg; MT5383; MT5513; MT5524; MT5577; MT5626; NE1375; NM0042; NM1464; NM1524; NV7516; OR0043; OR0051; OR6660; OR6674; TX0272; UT0035; UT1522; WA0063; WA0064; WA0101; WA7763; WA8075; WA8106; WY0030.

The number of vacancies has not yet been determined for the following Post of Duty's. Please see location information in the overview section, to find the street address, city and state for each of the Building Codes (BC). If vacancies become available in these locations, this announcement will be amended, and a new cutoff date will be established to fill the additional vacancies as needed:AZ0058; AZ6886; CA0521; CA7102; CA7564; CA7588; CA7720; CA7903; CA8050; ID4252; ID4423; NV0012; OR6527; SD0035; WA0094; WA7751; WA7961; WA7992; WA8106; WY1219; WY1228.

This is an open continuous announcement which allows applicants to apply up to the closing date of the announcement 10/18/2024. This announcement will be used to fill vacancies in the locations listed as they become available for the next 12 months contingent upon funding and space requirements. Applicants must apply and/or update their applications by 11:59 pm ET at the close of the following cutoff dates to be considered: Cutoff date(s): 1/23/2024, 4/10/2024. This announcement may be amended to include additional cut-off dates within the 12-month period if needed, not later than 10 days prior to the additional cut-off date(s). Eligible applicants who apply by the initial cut-off date, will be referred in score order. If additional vacancies exist, remaining applicants will be considered in score order as needed. Selections from this announcement may be made no later than (NLT) 12 months after the 1st cutoff date. If the position(s) are no longer needed prior to the closing date, this announcement may be closed early.
  • A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. .

    Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.

Required Documents

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

  1. Online Application - Questionnaire
  2. Education - See Education Section above
  3. Registration/License (if applicable) - active, current registration/license
  4. 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).
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 and/or cut-off dates in this announcement. We are available to assist you during business hours (normally 8:00 a.m. - 4:00 p.m. ET, Monday - Friday). If applying online poses a hardship, please contact us by noon ET on 10/18/2024.

To preview the Application Questionnaire, please click the following link:

  • To begin the application process, click the "Apply Online" button.
  • You will be re-directed to USA STAFFING to complete your application process; answer the online questions and submit all required documents. (To submit supporting documents, import documents from USAJOBS to the appropriate document types. If the document you need was not imported from USAJOBS, you may upload it directly into this application. To protect your privacy, we suggest you first remove your SSN).
  • To complete, you must click the "Submit Application" button prior to 11:59 PM (ET) on 10/18/2024.
To update your application, including supporting documentation, at any time during the announcement open period, return to your USAJOBS account (). There you will find a record of your application, the application status, and an option to Update Application. This option will no longer be available once the announcement has closed.

To verify the status of your application both during and after the announcement open period, log into your USAJOBS account: . All of your applications will appear on the Welcome page. The application record in your USAJOBS account provides an Additional Application Information page that provides information regarding the documentation you submitted and any correspondence we have sent related to this application. The Application Status will appear along with the date your application was last updated. For information on what each Application Status means, visit: .
Agency contact information (ERC) Employee Resource Center
Email

Address

WI - CARE-Customer Assistance, Relationship and Education
1111 Constitution Ave NW
Washington, DC 20224
US
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.

Once your application package and online questionnaire is received you will receive an acknowledgement email. You are responsible for checking status updates and notifications in USAJOBS. Hard copy notifications will not be sent to you. You may check the status of your application for this position at any time by logging onto the USAJOBS "My Account" tab and clicking on "Application Status." For a more detailed update of your application status, you may click on "more information." Please notify us if your contact information changes after the closing date of the announcement. If your email mailbox is full or blocked (SPAM) you may not receive important communication that could affect your consideration for this position.

Fair & Transparent

The Federal hiring process is set up to be fair and transparent. Please read the following guidance.

 

Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Work Hours (i.e. shift)
Full-time -
Salary and Benefits
$39,576 - $97,034 per year
Required Education
High School or Equivalent
Required Experience
1+ years
Security Clearance Note
Not Required
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