Skip to main content
U.S. flag
Back to results

Tax Exam Tech/Clerk/Tax Exam Tech. (Engl & Bilingual-Spanish) (Incentive Elig) (Direct Hire) AMENDED

Department of the Treasury
Internal Revenue Service
This job announcement has closed

Resumes limited to two pages

Starting on September 27, 2025, federal agencies will only accept resumes up to two pages in length. Sign in to your profile and update your resume now.

Summary

Positions under this announcement are being filled using a Direct Hire Authority (DHA) and a Recruitment Incentive may be authorized for eligible, highly-qualified applicants. For information, please reference the Additional Information section of this announcement.

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

This announcement is extended to allow applicants to apply for the bilingual announcement, VIN 12117146.

Overview

Help
Hiring complete
Open & closing dates
08/18/2023 to 09/29/2023
Salary
$33,693 to - $86,780 per year
Pay scale & grade
GS 4 - 9
Locations
1255 vacancies in the following locations:
(CA7226) 3211 S Northpointe Dr
Fresno, CA
(CA7456) 1325 Broadway Plaza
Fresno, CA
(GA0010) 2385 Chamblee Tucker
Chamblee, GA
(GA1016) 4800 Buford Highway
Chamblee, GA
Remote job
No
Telework eligible
Yes—as determined by the agency policy.
Travel Required
25% or less - You may be expected to travel for this position.
Relocation expenses reimbursed
No
Appointment type
Permanent
Work schedule
Full-time
Service
Competitive
Promotion potential
00
Job family (Series)
Supervisory status
No
Security clearance
Not Required
Drug test
No
Position sensitivity and risk
Non-sensitive (NS)/Low Risk
Trust determination process
Announcement number
23-12097454L-SBD-0592-4T9
Control number
744362900

Videos

Duties

Help

WHAT IS THE SMALL BUSINESS SELF EMPLOYED DIVISION (SB/SE)?
A description of the business units can be found at: https://www.jobs.irs.gov/about/who/business-divisions

Vacancies will be filled in the following specialty areas:
Small Business Self Employed (SB/SE), SB/SE CAMP COLL, SB/SE CAMP EXAM

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.

Tax Examining Technician

  • Researches and analyzes each case to determine the scope and nature of the complex interest calculation issues and problems.
  • Researches and resolves the most complex interest calculations which include the net rate interest netting process of overlapping periods of debit and credit interest, and other special situations.
  • Research or reconstruct data completing analysis of the conditions and complicating factors including numerous computational errors, multiple tax years, and multiple adjustment issues to compute complex interest calculations.
  • Prepares appropriate documentation for and inputs adjustments, credit transfers, etc. incorporating computations to initiate resolution of all case issues including tax, penalties and interest.
Tax Examining Clerk
  • Reviews information received from taxpayers and/or other sources to determine corrective action.
  • Examines original/other documents for completeness and codex and perfects tax returns and documents for other areas to process. Requests research for missing and unclear information to ensure all material is present to process the work.
  • Computes tax based on information received from taxpayer to ensure proper tax is determined. Identifies questionable entries on tax returns for referral to appropriate area for review.
  • Compiles and maintains functional and/or assigned area records or reports to provide status of work.
Tax Examining Technician (Bilingual-Spanish)
  • Analyzes replies to all AUR notices that propose adjustments to income, deductions, payments and/or taxes in which the taxpayer disagrees. Determines acceptability of the taxpayers' explanation of the proposed adjustments and any other issues that arise. Enters data in the automated system to generate notices, issue revised notices, and other letters. Takes appropriate actions to close cases.
  • Examiner may will have written or verbal contact with English and Spanish speaking taxpayers and/or their representatives responding to IRS contacts regarding AUR situations. Analyzes all available information and takes corrective actions, such as, credit transfers requests, re-computes tax, penalty and interest (including restricted interest) and obtains information and explains adjustments, while encouraging compliance, to taxpayers, their POA and third parties. May contact the taxpayer, POA or third party to secure or clarify information.
  • Examiner may work cases through Universal Case View, perform phone duties, access cases from other AUR sites. Additionally, employee may be required to access IDRS using various command codes to view taxpayers' accounts regarding payments received, reviewing transaction codes to determine the status of the case, making account adjustments, and transferring calls to the appropriate area.

Requirements

Help

Conditions of employment

  • Telework Eligible Positions: Telework eligible positions do not guarantee telework. Employees must meet and sustain IRS telework eligibility requirements (e.g., reporting at least twice a pay period to your assigned Post of Duty (POD)) and supervisor's approval to participate in the IRS Telework Program. Employees must also be within a 200-mile radius of their official assigned post-of-duty (POD) while in a telework status. As a reminder - If you are selected for a position, you are responsible for reporting to your designated POD (location) on the negotiated start date or as directed by management.
  • 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 http://www.irs.gov/(https://www.irs.gov/individuals/get-transcript) 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 Declaration for Federal Employment 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 Form I-9. Federal law requires verification of the identity and employment eligibility of all new hires in the U.S. These documents must be unexpired original or certified copies.
  • The salary range indicated in this announcement reflects the minimum locality pay up to maximum locality pay for all duty locations listed. The range will be adjusted for selected duty location. General Schedule locality pay tables may be found under Salaries & Wages.
  • A 1-year probationary period is required.
  • 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 Selective Service System 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 Volunteer Service. 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 losing date of this announcement:

QUALIFICATION REQUIREMENTS:

General Experience/ Education GS-04: Applicants must have one of the following to qualify at this grade level: At least twelve (12 months) of general experience.
OR
Two (2) years of education above the high school level (education may have been obtained in an accredited junior college, college, university, business, secretarial or technical school).
OR
A combination of education and experience equivalent to one (1) year of general experience.
General experience - Must demonstrate progressively responsible clerical, office, or other work that indicates ability to acquire the particular competencies needed to perform the duties of the position to be filled. This may be paid or non-paid experience.

Specialized Experience/ Education GS-05: Applicants must meet one of the following: At least one (1) year of specialized experience equivalent to the next lower grade level (GS-04) in the Federal government. Specialized experience is defined as progressively responsible clerical, office, or other work that indicates ability to acquire the particular competencies needed to perform the duties of this position. This may be paid or non-paid experience. Examples of qualifying experience include experience performing a variety of miscellaneous tasks involving researching and processing financial documents, reviewing information and determining corrective action on accounts, researching for missing/unclear accounting information and reviewing financial documents submitted for completeness.
OR
You may substitute education for specialized experience as follows: A Bachelor's degree or four years of education above high school in any field of study from an accredited business, secretarial or technical school, junior college, college or university.
OR
Have a combination of education and experience equivalent to one year of specialized experience. Post-high school education must be from an accredited business, secretarial or technical school, junior college, college or university.

Specialized Experience GS-06: Applicants must have: At least one (1) year of specialized experience equivalent to the next lower grade level (GS-05) in the Federal government. Specialized experience is defined as progressively responsible clerical, office, or other work that demonstrates the ability to acquire the particular competencies needed to perform the duties of this position. Examples of qualifying experience include, experience dealing with the public analyzing tax or accounting issues. Experience resolving problems, adjusting accounts, and providing information on financial issues.

Specialized Experience GS-07: Applicants must have: At least one (1) year of specialized experience equivalent to the next lower grade level (GS-06) in the Federal government. Specialized experience is defined as experience that is related to the work of this position and has provided you with the competencies necessary for successful job performance. Examples of qualifying specialized experience include bookkeeping or accounting duties, working with the public analyzing tax or accounting problems and resolving high-conflict differences through use of established guidelines, dealing with customers in person, in writing or by telephone in a variety of situations that require solicitation of information to identify concerns and offer solutions, interpreting account information to address a variety of issues, guidelines, and past transactions.

Specialized Experience GS-08: 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: Experience dealing with customers in writing or by telephone in a variety of situations that require solicitation of information to identify concerns and offer solutions. Experience instructing co-workers/subordinates in specific tasks and job techniques, such as identifying the nature and scope of problems or issues, making appropriate adjustments to accounts, and advising customers. Distribute and/or balance workload among workgroup and monitor status and completion of assignments. Experience analyzing and resolving problems, utilizing automated systems to correct and adjust accounts, computing basic and/or complex interest, applying regulations, procedures, established guidelines and controlling/managing an inventory. Experience working and communicating with a team which may include coaching, reviewing work or sharing best practices.

Specialized Experience GS-09: To be eligible for this position at this grade level, you must have one (1) year of specialized experience at a level of difficulty and responsibility equivalent to the GS-08 grade level in the Federal service. Specialized experience for this position includes: Experience working/adjusting individual and/or business accounts, applying tax law, regulations, practices, tax forms, notices, bills, and other documents relative to this position. Identifying organizational functions, terminology, quality assurance techniques and reporting requirements to coordinate workflow and resolve related problems; Experience reviewing and applying administrative policies, procedures and functions to provide support for processing the work; Experience identifying the nature and scope of complex problems or issues (e.g., identity theft, manual refunds, carrybacks/forwards) make appropriate adjustments to accounts, and advise the taxpayer/client of options for resolutions; Experience with on-line systems, research materials, technology and tools to resolve complex inquiries/issues. Provide on the job training and/or instructing for employees.

BILINGUAL (SPANISH) POSITIONS ONLY: We are filling both English and bilingual (Spanish) vacancies. For the bilingual vacancies, applicants will be required to self-certify proficiency in Spanish and English. You must be able to speak the selected language in order to be considered proficient in that language. If you are selected for this bilingual position and fail to demonstrate proficiency, you may be terminated from employment.

For more information on qualifications please refer to OPM's Qualifications Standards.

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 Department of Education Accreditation page.

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 here for Foreign Education Credentialing instructions.

Additional information

  • 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.
  • Alternative work schedule, staggered work hours or telework may be available.
  • A recruitment incentive may be authorized for eligible, highly qualified applicants. If authorized,a service agreement will be provided to new employees prior to entrance on duty. This monetary incentive will be disbursed as outlined in the service agreement.
  • Obtain and use a Government-issued charge card for business-related travel.
  • If this position is designated as hard to fill and you were referred by an IRS employee, the employee may be eligible to receive a bonus for referring you under The Employee Referral Bonus Program (ERBP), recruiting strategy.
Tour of Duty: Tour of Duty varies by location and will be assigned upon selection.
  • Day Shift hours are between 6:00 a.m. and 6:00 p.m.
  • Mid Shift hours are between 10:00 a.m. and 10:00 p.m.
  • Swing Shift hours are between 2:00 p.m. and 2:00 a.m
  • Night Shift hours are between 6:00 p.m and 6:00 a.m.
  • We will try to offer the shift of your preference, but you may be offered an alternate shift upon selection.
English Shifts available:
  • Andover, MA: 112 vacancies - Day Shift or Swing Shift
  • Philadelphia, PA: 238 vacancies - Day Shift, Swing Shift or Night Shift
  • Ogden, UT: 91 vacancies - Day Shift or Swing Shift
  • Memphis, TN or Philadelphia, PA: 19 vacancies - Day Shift or Swing Shift
  • Memphis, TN: 19 vacancies - Day Shift
  • Kansas City, MO: 72 vacancies - Day Shift or Swing Shift
  • Holtsville, NY: 136 vacancies - Day Shift or Swing Shift
  • Fresno, CA or Ogden, UT: 4 vacancies - Day Shift or Swing Shift
  • Fresno, CA: 60 vacancies - Day Shift or Swing Shift
  • Florence, KY: 11 vacancies - Day Shift or Swing Shift
  • Covington, KY: 213 vacancies - Day Shift, Mid Shift, or Swing Shift
  • Chamblee, GA: 113 vacancies - Day Shift, Mid Shift, or Swing Shift
  • Austin, TX: 109 vacancies - Day Shift or Swing Shift
Bilingual Shifts available:
  • Austin, TX: 12 vacancies - Day Shift or Swing Shift
  • Fresno, CA: 33 vacancies - Day Shift or Swing Shift
  • Chamblee, GA: 12 vacancies - Day Shift or Swing Shift
  • Florence, KY: 1 vacancy - Day Shift

This is an open continuous announcement which allows applicants to apply up to the closing date of the announcement.This announcement will establish an inventory of applicants. Contingent upon funding and space requirements, one or more vacancies may be filled at the locations listed in this announcement as they come available.

How you will be evaluated

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

This position will be filled through the Direct Hire Authority. Under this authority, competitive rating, ranking, and veterans' preference procedures do not apply. Your application will be considered based on education, training, and quality of your experience. For more information on Direct-Hire Authority visit: OPM Direct Hire Fact Sheet.

Your application must include 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.

Referral: Applicants who meet the basic qualification requirements may be referred to a selecting official for consideration. Candidates 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 practices). We will not reimburse costs related to the interview such as travel to and from the interview site.

If you are a displaced Federal employee (eligible for the Interagency Career Transition Assistance Plan (ICTAP), you must be found "well qualified" for the position. Well qualified is defined as: experience that exceeds the minimum qualifications of the position, demonstrated by meeting all the competencies for this position.

Your session is about to expire!

Your USAJOBS session will expire due to inactivity in 8 minutes. Any unsaved data will be lost if you allow the session to expire. Click the button below to continue your session.