Lead Financial Technician NTE 1 Year, MBE up to not more than 3 Years CADRE

Summary

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

WHERE CAN I FIND OUT MORE ABOUT OTHER IRS CAREERS? Visit us on the web at www.jobs.irs.gov

This job is open to

• Career transition (CTAP, ICTAP, RPL)
  
  Federal employees who meet the definition of a "surplus" or "displaced" employee.
• Internal to an agency
  
  Current federal employees of this agency.

Clarification from the agency

Open to IRS Career/Career-Conditional competitive employees in the Wage & Investment Division, Accounts Management Organization and in the following series [user enter series].

Videos

Duties

WHAT IS THE TAXPAYER SERVICES DIVISION?

The Wage & Investment Division (W&I) serves about 122 million taxpayers who file upwards of 94 million returns each year. W&I provides high-quality taxpayer assistance and enable taxpayers to transact and communicate electronically to file their returns and make payments.

WHAT IS THE ACCOUNTS MANAGEMENT ORGANIZATION?

The Accounts Management (AM) Organization provides taxpayers with tax law and account-related assistance via telephone, correspondence, and Web. AM employees respond to both written (Adjustments & Taxpayer Relations) and verbal (telephone support) inquiries. Providing this type of assistance is labor intensive and requires a significant level of institutional and technical knowledge.

WHAT IS THE LEAD CADRE TRAINING PROGRAM?

The purpose of the Lead Cadre Program is to prepare employees to confidently step into the Lead Contact Service Representatives (CSR) and Tax Examining (TE) positions fully prepared to meet all job requirements.

• The Lead Cadre Training Program (LCTP) is a 36-month training and development program that will prepare selected applicants for Lead CSR and TE positions in the Accounts Management environment.
• The focus of the LCTP is to assist participants in the acquisition and development of skill and expertise in the IRS Lead CSR and TE responsibilities.
• Participants are competitively selected into the program.
• Successful completion of the program does not guarantee participant will be competitively selected into a permanent lead position.
• Participants will be removed prior to the completion of the 36-month program per the "exiting the program" section under "Additional Information."

Vacancies will be filled in Wage and Investment, Accounts Management.

As a Lead you will be responsible for:

• Managing the team's workload
• Reviewing employee's work
• Answering questions & providing instruction
• Reporting to management employees' performance, progress, training needs, and disciplinary problems
• Coaching
• Performing other duties as assigned
• Completing the same work as your team

If an employee becomes eligible for a higher grade during their tenure in the program they can receive a temporary promotion without further competition. While in this program, if the applicant becomes eligible for a higher grade they may receive a temporary promotion to the higher grade without further competition.

Lead assignments covered by this program are in the 0503 series. Assignments will be made at the GS-08 level.

Requirements

Conditions of Employment

STANDARD POSITION DESCRIPTIONS (SPD):

PD92042

Visit the IRS SPD Library to access the position descriptions.

• To be eligible for this Lead Cadre Training Program, your permanent position of record must be within the Wage and Investment, Accounts Management Organization.
• Employees must have at least a fully successful rating on their current annual appraisal in order to compete for the Cadre.

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-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. Qualified applicants will be ranked in accordance with the MSP procedures.

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

LEAD TAX EXAMINING TECHNICIAN GS-08 LEVEL: You must have one (1) 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 working/adjusting individual and/or business accounts, applying tax laws, regulations, practices, tax forms, notices, bills, and other documents relative to this position. Your experience should be sufficient to identify the nature and scope of problems or issues; make appropriate adjustments to accounts, and advise the taxpayer of options available for meeting tax obligations. Experience with on-line systems, research materials, technology and tools to resolve taxpayer's inquiries/issues.

TIME-IN-GRADE REQUIREMENTS: Under merit promotion procedures, applicants must satisfy time-in-grade requirements contained in 5 CFR 300, Subpart F. Time is credited based on calendar time served in a grade, regardless of the number of days or hours worked.

AND

TIME AFTER COMPETITIVE APPOINTMENT: 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" or Status applicants.

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

Education

This job does not have an education qualification requirement.

Additional information

• This position is a Temp Prom/Detail NTE 1 Year, MBE up to not more than 3 Years CADRE.
• The position is being filled through a cadre program (does not guarantee placement or selection to a permanent position). For example, managerial cadres are used by business units to fill temporary manager vacancies throughout filing season. When a participant is not detailed into a lead position, they will continue their Lead Development in their current position and grade.
• When the participant is serving in a lead position, they will receive a temporary promotion or detail to the appropriate level, based on qualifications. Temporary promotion opportunities are limited to the GS-8.
• A participant can be temporarily promoted as needed (time limits will be determined based on equity of opportunity needs for the site) during the 3-year period of the program.
• The cadre participants will partake in development activities in their home position unless serving on a temporary assignment.
• Moving expenses for cadre positions will not be authorized.
• Management will initiate temporary promotions for assignments with a term of one full pay period or more. The cadre participant must meet the "specialized experience requirements" by the closing date of the announcement to qualify for a promotion. As opportunities become available, participants who compete for the program can be temporarily promoted non-competitively to any PD identified as part of the program, without regard to the 120 to 180-day temporary promotion restriction.
• The employee's operation training coordinator and manager will coordinate assignments and training. Each participant will have a structured basic curriculum with core requirements. If additional learning is needed, it will be tailored to the individual.
• At the end of the employee's first year of participation, the employee and their manager will evaluate their performance, additional training needs and suitability for lead positions. Frequent feedback discussions will be held during the participant's details. For example, weekly at the beginning of a detail assignment for new leads, and then once or twice a month thereafter. Feedback needs to be constructive to assist the participant with leadership skills.
• It is your responsibility to apply for another cadre, if you wish, at or near the end of the time period. Renewal in another cadre is not automatic or guaranteed.
• All cadre members are expected to act in a professional manner while in assignments; failure to do so may be cause for removal from the cadre.
• Shift Work: Assignment to a specific shift cannot be guaranteed. The successful applicant must be available to work on all three shifts on a rotational basis.
• In the event that a building is closed due to rent management, new hires may be placed in a local commuting location.
• 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.

• Benefits
  
  Review our benefits

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. Applicants who disqualify themselves will not be evaluated further.

Rating: Your application will be evaluated on the competencies of the position to be filled per the IRS Merit Promotion Plan in the following areas:

60921 Business Results - Efficiency

60920 Business Results - Quality

62037 Current Business Operating Division (BOD) and Job Series

60919 Customer Satisfaction - Application

60918 Customer Satisfaction - Knowledge

60917 Employee Satisfaction - Employee Contribution

60922 Performance Appraisal

Qualified applicants will be ranked in accordance with the MSP procedures. Your application will also be rated and ranked among others, based on your responses to the online questions, regarding your experience, education, training, performance appraisals and awards relevant to the duties of this position. IRS employees may obtain their most recent awards listing at https://persinfo.web.irs.gov/. 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.

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

EXITING THE PROGRAM:

• Participants will be removed from the program at the end of 3 years.
• Continuation in AM Lead Development Training Program activities/courses will be at discretion of local site management on a case-by-case basis.
• Participant will be removed from the program upon promotion to a lead position.
• Participant will be removed from the program upon attrition out of W&I, CAS, AM.
• Participation - if participant fails to complete > 50% of designated training courses in a 12-month period they will be removed from the program (attendance is required as scheduled); additional participation reasons; patterns of absence from mandatory training and developmental assignments could also cause participants to be removed
• Temp Promote Acceptance - Declination of 3 or more details within a 12-month period
• Performance - if a program participant receives an annual performance review rating of "is not at least a Fully Successful" at any time during the program then the participant will be removed from the program
• Misconduct - If there is participant misconduct (depending on the seriousness of the offense), then the participant may be removed from the program after consultation with labor relations.

• Benefits
  
  Review our benefits
• Required Documents
  
  As a new or existing federal employee, you and your family may have access to a range of benefits. Your benefits depend on the type of position you have - whether you're a permanent, part-time, temporary or an intermittent employee. You may be eligible for the following benefits, however, check with your agency to make sure you're eligible under their policies.
  
  The following documents are required and must be provided with your application. All application materials, including transcripts, must be in English.
  
  
  1. Resume - Your resume MUST contain dates of employment (i.e., month/year to month/year or present). To ensure you receive full credit for relevant experience, include the hours worked per week. We recommend that your resume not exceed 5 pages. If including Federal service experience, you MUST provide the pay plan, series, and grade, i.e., GS-0301-09. If the pay plan, series, and grade are not provided, it may result in an ineligible determination.
     
     Your resume must NOT include photographs, classified or government sensitive information, social security number (SSN), encrypted/digitally signed documents, links to external sources, or other inappropriate material or content. If your resume contains prohibited information as listed above, your application will be determined ineligible, and you will not receive consideration for this position. (Cover letters are optional.) Please view Resume Tips. It is also recommended that your resume not include personal information such as age, gender, religion, race, disability, etc.
  2. Online Application - Questionnaire responses
  3. Performance Appraisal/Awards (if applicable) - You are strongly encouraged to submit a copy of your most recent, signed, completed annual performance appraisal which includes the final rating and copies of any incentive/performance awards you received. If a revalidated appraisal is used for merit promotion, the supervisor must prepare a narrative for each critical job element that does not have a narrative describing the performance in the appraisal period covered by the rating. Note: If you are a manager or management official, your most recent annual performance appraisal must be used for the overall rating identified.
  4. Current and Former Federal Employees - It is recommended that yousubmit a copy of your most recent SF-50 (Notification of Personnel Action) or equivalent personnel action form which shows your current grade and competitive service status (Position Occupied/Block 34 should reflect "1" and Tenure/Block 24 should reflect "1" or "2").
  
  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 10/01/2024 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 10/01/2024.
  
  To preview the Application Questionnaire, please click the following link: https://apply.usastaffing.gov/ViewQuestionnaire/12538773
  
  • To begin the application process, click the "Apply Online" button.
  • You will be re-directed to USASTAFFING 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 10/01/2024.
  
  To update your application, including supporting documentation, at any time during the announcement open period, return to your USAJOBS account (https://my.usajobs.gov/Account/Login). 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: https://my.usajobs.gov/Account/Login . 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: https://www.usajobs.gov/Help/how-to/application/status/.
  
  Agency contact information
  
  (ERC) Employee Resource Center
  
  Phone
  
  866-743-5748
  
  Website
  
  https://irsgov.sharepoint.com/sites/EmployeeResources/SitePages/ERC-Help-Desk.aspx
  
  Address
  
  TS - RICS-Return Integrity and Compliance Services
  
  1111 Constitution Ave NW
  
  Washington, DC 20224
  
  US
  
  Next steps
  
  Treasury believes in a working environment that supports inclusion; to review reasonable accommodation policies and procedures please visit https://www.opm.gov/policy-data-oversight/disability-employment/reasonable-accommodations/. 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.
  
  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.
• Fair and Transparent
  
  The Federal hiring process is set up to be fair and transparent. Please read the following guidance.
  
  
  • Criminal history inquiries
  • Equal Employment Opportunity (EEO) Policy
  • Financial suitability
  • New employee probationary period
  • Privacy Act
  • Reasonable accommodation policy
  • Selective Service
  • Signature and false statements
  • Social security number request

Required Documents

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

1. Resume - Your resume MUST contain dates of employment (i.e., month/year to month/year or present). To ensure you receive full credit for relevant experience, include the hours worked per week. We recommend that your resume not exceed 5 pages. If including Federal service experience, you MUST provide the pay plan, series, and grade, i.e., GS-0301-09. If the pay plan, series, and grade are not provided, it may result in an ineligible determination.
   
   Your resume must NOT include photographs, classified or government sensitive information, social security number (SSN), encrypted/digitally signed documents, links to external sources, or other inappropriate material or content. If your resume contains prohibited information as listed above, your application will be determined ineligible, and you will not receive consideration for this position. (Cover letters are optional.) Please view Resume Tips. It is also recommended that your resume not include personal information such as age, gender, religion, race, disability, etc.
2. Online Application - Questionnaire responses
3. Performance Appraisal/Awards (if applicable) - You are strongly encouraged to submit a copy of your most recent, signed, completed annual performance appraisal which includes the final rating and copies of any incentive/performance awards you received. If a revalidated appraisal is used for merit promotion, the supervisor must prepare a narrative for each critical job element that does not have a narrative describing the performance in the appraisal period covered by the rating. Note: If you are a manager or management official, your most recent annual performance appraisal must be used for the overall rating identified.
4. Current and Former Federal Employees - It is recommended that yousubmit a copy of your most recent SF-50 (Notification of Personnel Action) or equivalent personnel action form which shows your current grade and competitive service status (Position Occupied/Block 34 should reflect "1" and Tenure/Block 24 should reflect "1" or "2").

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 10/01/2024 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 10/01/2024.

To preview the Application Questionnaire, please click the following link: https://apply.usastaffing.gov/ViewQuestionnaire/12538773

• To begin the application process, click the "Apply Online" button.
• You will be re-directed to USASTAFFING 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 10/01/2024.

To update your application, including supporting documentation, at any time during the announcement open period, return to your USAJOBS account (https://my.usajobs.gov/Account/Login). 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: https://my.usajobs.gov/Account/Login . 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: https://www.usajobs.gov/Help/how-to/application/status/.

Agency contact information

(ERC) Employee Resource Center

Phone

866-743-5748

Website

https://irsgov.sharepoint.com/sites/EmployeeResources/SitePages/ERC-Help-Desk.aspx

Address

TS - RICS-Return Integrity and Compliance Services

1111 Constitution Ave NW

Washington, DC 20224

US

Next steps

Treasury believes in a working environment that supports inclusion; to review reasonable accommodation policies and procedures please visit https://www.opm.gov/policy-data-oversight/disability-employment/reasonable-accommodations/. 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.

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.

Fair & Transparent

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

• Criminal history inquiries
• Equal Employment Opportunity (EEO) Policy
• Financial suitability
• New employee probationary period
• Privacy Act
• Reasonable accommodation policy
• Selective Service
• Signature and false statements
• Social security number request