Tax Examining Technician (Bilingual-Spanish)

WHAT IS SMALL BUSINESS/SELF EMPLOYED (SB/SE)?? A description of the business units can be found at: https://www.jobs.irs.gov/about/who/business-divisions Position(s) are to be filled in following area(s): SBSE CAMP EXAM - REVIEW THE ADDITIONAL INFORMATION BELOW FOR FURTHER DETAILS

Duties

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.

Performs advanced analysis of complex accounts, returns, transcripts, and case files involving multiple tax periods, interrelated issues, prior account activity, and/or conflicting information. Applies a wide range of established tax laws. regulation, and procedures, including the internal Revenue Code (IRC), Internal Revenue Manual (IRM), and related guidance, to varied and non-routine situations.

Independently determines appropriate resolution strategies by interpreting and applying established guidelines in situations where direct applicability may not be clear, determining appropriate actions in situations where established guidance does not fully address the issue.

Evaluates taxpayer responses, identifies discrepancies, and determines final case disposition, including revision, closure, or referral.


STANDARD POSITION DESCRIPTIONS (SPD): PD26198, PD26197, and PD26199
Visit the IRS SPD Library to access the position descriptions.

Salary

• $40,941 - $65,930/year

Conditions of Employment

• Probationary Period - A person who is required to go through a probationary period and then is transferred, promoted, demoted, or reassigned before he or she completes such period is required to complete the remainder of the probationary period in the new position.
• Government Credit Card - Obtain and use a Government-issued charge card for business-related travel.

ADDITIONAL REQUIREMENTS SHOWN IN QUALIFICATIONS SECTION

Qualifications

Federal experience is not required. Experience may have been gained in the public sector, private sector or through 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/day/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.

SPECIALIZED EXPERIENCE/EDUCATION FOR GS-05: You must have 1 year of specialized experience at a level of difficulty and responsibility equivalent to the GS-04 grade level in the Federal service. Specialized experience for this position includes experience that is in or related to this position and provides you with the particular knowledge, skills and abilities to perform successfully the duties of this position. Examples of qualifying experience include:

• 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 to make appropriate adjustments.
• Review and process taxpayer account information per organizational guidelines (e.g., Internal Revenue Code (IRC), Internal Revenue Manual (IRM), and Audit Information Management Systems (AIMS)) and maintain current knowledge of tax law and internal processing procedures.
• Identifying account discrepancies and applying tax laws to correct account issues.
• Providing information at the request of taxpayers, taxpayer representatives, and third parties through telephone, written, and digital communication, including automated systems to generate notices and taxpayer correspondence.

OR
You may substitute education for specialized experience as follows: four (4) years of education above high school in any related field of study from an accredited college or university.
OR
You may qualify by a combination of experience and education.


SPECIALIZED EXPERIENCE FOR GS-06: You must have 1 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 experience that is in or related to this position and provides you with the particular knowledge, skills and abilities to perform successfully the duties of this position. Examples of qualifying experience include:

• Performing a variety of tasks involving researching and processing financial documents, reviewing information, and determining corrective action on accounts.
• Reviewing inventory management procedures to control casework and conduct research.
• Interpreting guidelines to advise the taxpayer and/or their representatives to meet tax obligations through collection and/or enforcement actions.
• Review and process taxpayer account information per organizational guidelines (e.g., Internal Revenue Code (IRC), Internal Revenue Manual (IRM), and Audit Information Management Systems (AIMS), etc.) and maintain current knowledge of tax law and internal processing procedures.
• Assisting with reconstructing account activity, including specialized case types such as AUR, Correspondence Examination, Innocent Spouse, and/or Employment Tax.
• Assisting with adjustment documents such as credit transfers, abatements, error corrections, and/or multiple account elements.

AND
Experience must include the following:

• Assisting with or resolving taxpayer problems involving multiple tax periods, prior account activity, and conflicting information.
• Providing information at the request of taxpayers, taxpayer representatives, and third parties through telephone, written, and digital communication, including automated systems to generate notices and taxpayer correspondence

SPECIALIZED EXPERIENCE FOR GS-07:You must have 1 year of specialized experience at a level of difficulty and responsibility equivalent to the GS-06 grade level in the Federal service. Specialized experience for this position includes experience that is in or related to this position and provides you with the particular knowledge, skills and abilities to perform successfully the duties of this position. Examples of qualifying experience include:

• Analyzing tax or accounting problems for resolution as a bookkeeper or accounting position.
• Reviewing inventory management procedures to control casework and conduct research to identify any needed corrections.
• Resolving conflicts via established guidelines with taxpayers, taxpayer representatives, and/or third parties to gain compliance with laws and regulations.
• Utilizes various types of tax returns, penalty abatement, interest computations, filing requirements, corrections and/or alternations to tax modules to complete documentation.
• Reviewing technical information updates to maintain current knowledge of tax law and internal processing procedures.
• Recommending lien and/or levy action, including initiating supporting information for release.
• Interacting with the public analyzing tax or accounting problems and then resolving high-conflict differences through use of established guidelines,
• interaction 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.

Experience must include the following:

• Resolving taxpayer problems involving multiple tax periods, prior account activity, and conflicting information.
• Providing information at the request of taxpayers, taxpayer representatives, and third parties through telephone, written, and digital communication.
• Utilizing statutory provisions for computing taxes, penalties, and interest (including restricted interest), and multi-period adjustments.

AND

You must also meet the following requirement(s):

• TIME AFTER COMPETITIVE APPOINTMENT (TACA): By the closing date (or if this is an open continuous announcement, by the cut-off date) specified in this job announcement, current civilian employees must have completed at least 90 days of federal civilian service since their latest non-temporary appointment from a competitive referral certificate, known as time after competitive appointment. For this requirement, a competitive appointment is one where you applied to and were appointed from an announcement open to "All US Citizens"
• TIME IN GRADE (TIG): For positions above the GS-05,applicants must meet applicable time-in-­grade requirements to be considered eligible. One year (52 weeks) at the next lower grade level is required to meet the time-in-grade requirements for the grade you are applying for. For positions at the GS-05, you cannot advance to the GS-05 if you have held a GS-02 in the past 52 weeks. There is no TIG restriction for GS-02, 03 or 04 positions.

• BILINGUAL POSITION: Applicants will be required to demonstrate proficiency (ability to speak, read, and write) in both English and Spanish. You may be tested at some point in the hiring process to determine if you possess the required level of proficiency. If you are unable to demonstrate proficiency, you will not be considered for the position.

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

Education 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 (Section 3, Explanation of Terms) or here for Foreign Education Credentialing instructions. We recommend choosing an evaluator from a member organization of one of the following national associations of credential evaluation services: National Association of Credential Evaluation Services (NACES) or Association of International Credentials Evaluators (AICE). Other Information In the event that a building is closed due to rent management, new hires may be placed in a local commuting location. Additional jobs may be filled from this announcement or any other source to fill these vacancies. Alternative work schedule, staggered work hours may be available. Salary: General Schedule (GS) Locality Pay tables may be found under Salaries & Wages. Required Documents

The following documents are required and must be provided with your application. All application materials, including transcripts, must be in English.
Incomplete or insufficient information may result in not being considered for the position, or not receiving special consideration for which you may be eligible.
Please view Application Preparation or How to write a resume for federal job.

1. Resume
… Your resume should:

• Be limited to two (2) pages. Applicants with resumes exceeding two-pages will be removed from consideration. We recommend utilizing a standard 8.5x11-inch document size, a sans-serif font such as Arial or Calibri with a font size no smaller than 10-point for the main text, and page margins of 0.5 inches. Applicants that attempt to circumvent the 2-page limit page limit, for example by materially reducing readability, will be deemed ineligible. If you update your application, only the most recent resume received (uploaded under the "Resume" document type) will be considered to determine qualifications.
• Include your name and contact information.
• Include relevant work experience - Employer Name, Job Title, Employment dates (start to end date or present), number of hours worked per week, and a brief description of duties that clearly demonstrate your qualifications. To receive full credit for work experience, you must include specific MM/DD/YYYY start and end dates for every position.
• Include pay plan, series, and grade (e.g., GS-0301-09) for all federal service jobs.
• Not include photographs, classified or sensitive information, SSN, encrypted/digitally signed documents, or other inappropriate content. Resumes containing prohibited information will be deemed ineligible.
• Not include embedded links as they will not be opened or considered when determining qualifications.
• Not include personal information such as age, sex, religion, race, or disability.
• Not include specialized experience copied from the announcement or position description, as this is not a demonstration of your experience.

2. Education (if applicable) - Refer to Qualification and Education sections above for requirements

• For positions with an education requirement, or if you are qualifying for this position based on education or training, submit a copy of your transcript(s) or equivalent. An official transcript(s) will be required if you are selected.

3. Registration/License (if applicable) - Current, active registration/license

4. Performance Appraisal/Awards (strongly encouraged)

• Submit the most recent completed annual performance appraisal.
• Submit copies of any incentive/performance awards received that may have an impact on the qualifications for the position to be filled.

5. Career Transition Assistance Plan (CTAP) (if applicable) Selection priority program for displaced or surplus federal employees:

• Review and submit the required documentation as outlined under CTAP

6. IRS Reassignment Preference Program (RPP) (if applicable)

• Submit your RPP Notice and most recent performance appraisal.
• Appraisal must reflect Fully successful or higher overall rating.

7. Current Employees Documentation (recommended if applicable)

• If applying for a higher grade and you met time-in-grade (TIG) at another agency, it is recommended that you provide an SF-50(s) (Notification of Personnel Action) (or equivalent) which demonstrates you meet the 52-week TIG requirement (e.g., Promotion with an effective date more than one (1) year old, Within-Grade-Increase at the highest grade held). Failure to provide an SF-50(s) that shows your eligibility may result in an ineligible determination.

How to Apply

Please read the entire announcement and all the instructions before you begin an application. To apply for and be considered for this position, you must complete all required questionnaires, assessments and submit all required documentation as specified in the How to Apply and Required Documents section. The complete application package must be submitted by 11:59 PM (ET) on the closing date of the announcement to receive consideration. 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 09/29/2026.

1. To begin the application process, click the "Apply Online" button.
2. You will be re-directed to USA STAFFING to continue your application process; answer the online questions. To preview the Application Questionnaire, please click the following link:https://apply.usastaffing.gov/ViewQuestionnaire/13020668.
   • Upload all required documents. (To submit supporting documents, import documents from USAJOBS to the appropriate document types. If the document you need is not imported from USAJOBS, you may upload it directly into this application.)
3. Click the Submit Application button.

??????? Reasonable Accommodations (RA): 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. To review reasonable accommodation policies and procedures please visit https://www.opm.gov/policy-data-oversight/disability-employment/reasonable-accommodations/.

To update your application, including supporting documentation: Visit USAJOBS - How to Update Application during the announcement open period, make updates or add supporting documentation, then continue through the entire application process and click Submit Application to send updates to the hiring agency. This option will no longer be available once the announcement has closed.

To view the job status or your application status: Visit USAJOBS - How to View Application/Job Status. Your application status page is where you can view your application status, USA Hire assessment completion status, and review your notifications sent by the hiring agency regarding your application.

Benefits As a current employee, you know the great benefits we offer. Should you have any questions about benefits, please contact the Employee Resource Center (ERC) at 1-866-743-5748 option #1 for ERC.