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Paralegal Specialist (Transfer Tax Technician) Direct Hire

Internal Revenue Service
$59,495.00 - $93,575.00 / yr
United States, Covington
May 29, 2023
Duties

WHAT IS THE SBSE- SMALL BUSINESS SELF EMPLOYED DIVISION?

SBSE Campus Exam


A description of the business units can be found at:

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.


  • Supports the examiners of estate, gift, and generation-skipping transfer tax returned (hereinafter identified as "Examiner(s)") in examining and evaluating returns in case files for audit potential, referencing Examination criteria standards. Notes and corrects case file deficiencies before sending case on to an examiner. Makes an examination determination concerning estate, gift, and generation-skipping transfer tax returns.
  • Researches the code, regulations and case law to establish proper interpretation and application
  • Analyzes eligibility for qualification of estates for installment payments as provided by in Internal Revenue Code (IRC) Section 6166; communicates with estate representatives for additional information; works with Campus and Field employees on those estates which have been set up for installment payments or where the installment payment request has been denied. Answers technical requests and/or taxpayer inquiries on a wide variety of issues.
  • Analyzes information in exhibits to determine if applicable statutory and other requirements are met.
  • Reviews case files and prepares necessary reports on those returns requiring Joint Committee Evaluation/Congressional inquiries.

Requirements
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))
  • 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:

SPECIALIZED EXPERIENCE: GS-09 LEVEL: You must have 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 with paralegal assistance principles, concepts, policies and practices in carrying out project assignments consisting of several related tasks.
  • Experience with noting and correcting case file deficiencies, developing statistical information, and answering technical requests inquiries on a variety of legal issues;
  • Experience with performing comprehensive legal research on a variety of issues


OR

EDUCATION: OR You may substitute education for specialized experience as follows: A master's or equivalent graduate degree in a field pertinent to legal analysis work such as law or paralegal. OR 2 full years of progressively higher-level graduate education leading to a graduate degree in a field of study pertinent to legal analysis work such as law or paralegal. OR You may qualify by a combination of experience and education.

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 Grade 11 LEVEL;

To be eligible for this position at this grade level, you must meet the requirements below.

You must have 1 year of specialized experience at a level of difficulty and responsibility equivalent to the GS-09 grade level in the Federal service. Specialized experience for this position includes:

  • Experience with paralegal principles, concepts, policies and practices;
  • Experience researching codes, regulations and precedent cases to establish proper interpretation and application;
  • Experience analyzing information in exhibits and applying technical tests to determine if statutory requirements are met; Experience applying various aspects of federal and state law, estate and gift tax areas;
  • Experience utilizing various legal research resources including state law, manuals, policies and procedures, and computerized reference sources and/or publications.


OR

EDUCATION You may substitute education for specialized experience as follows: A Ph.D. or equivalent doctoral degree in a field of study pertinent to legal analysis work such as law or paralegal. OR 3 full years of progressively higher-level graduate education leading to a graduate degree in a field of study pertinent to legal analysis work such as law or paralegal. OR You may qualify by a combination of experience and education.

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 09: Applicants must have one year of specialized experience at a level of difficulty and responsibility equivalent to the GS-07 level in the Federal Service. Examples of specialized experience includes :

  • Experience with paralegal assistance principles, concepts, policies and practices in carrying out project assignments consisting of several related tasks.
  • Experience with noting and correcting case file deficiencies, developing statistical information, and answering technical requests inquiries on a variety of legal issues;
  • Experience with performing comprehensive legal research on a variety of issues.



OR

EDUCATION: You may substitute education for specialized experience as follows: A master's or equivalent graduate degree in a field pertinent to legal analysis work such as law or paralegal.

OR

2 full years of progressively higher-level graduate education leading to a graduate degree in a field of study pertinent to legal analysis work such as law or paralegal.

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 GS 11: Applicants must have one year of specialized experience at a level of difficulty and responsibility equivalent to the GS-07 level in the Federal Service. Examples of specialized experience includes :

  • Experience with paralegal assistance principles, concepts, policies and practices in carrying out project assignments consisting of several related tasks.
  • Experience with noting and correcting case file deficiencies, developing statistical information, and answering technical requests inquiries on a variety of legal issues;
  • Experience with performing comprehensive legal research on a variety of issues.


OR

EDUCATION: You may substitute education for specialized experience as follows: A master's or equivalent graduate degree in a field pertinent to legal analysis work such as law or paralegal.

OR

2 full years of progressively higher-level graduate education leading to a graduate degree in a field of study pertinent to legal analysis work such as law or paralegal.

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

  • A 1-year probationary period is required.
  • 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: Day Shift, Swing Shift
  • Alternative work schedule, staggered work hours or telework may be available.
  • Relocation expenses - NO
  • File a Confidential Financial Disclosure Report within 30 days of appointment and annually from then on.
  • 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.



  • 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, you may not be considered for this position (or may not receive the special consideration for which you may be eligible).
How to Apply

This Direct Hire Public Notice is to gather applications that may or may not result in a referral or selection. Your application will remain active through the open period of this Public Notice. Applicants will be referred on a first in, first out basis. Those applicants who are applying earlier in the process will stand a much better chance of being referred for consideration in the selection process.

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 06/09/2023 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 06/09/2023.
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 06/09/2023.


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

IRS Philadelphia External

Email
Address

Small Business Self Employed Campus Exam/AUR

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 will provide reasonable accommodation to applicants with disabilities on a case-by-case basis; please 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.



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