Intake Technician (Bilingual-Spanish)
Fresno, CA  / Guaynabo, PR / Dallas, TX 
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Posted 16 days ago
Job Description
Duties

WHAT IS THE TAXPAYER ADVOCATE SERVICE (TAS)DIVISION?
A description of the business units can be found at:

Vacancies will be filled in the following specialty areas:
Taxpayer Advocate Service (TAS) - EDCA-ITS, CCI

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.

  • Answers and manages incoming telephone call traffic and customer inquiries. This includes, but is not limited to internal, taxpayer, congressional, and stakeholder contacts. Confers with customers who are dissatisfied with assistance or are experiencing a hardship. Interviews customer for the purpose of eliciting information to clarify the issues and identify Taxpayer Advocate Service (TAS) criteria. Endeavors to correct to the extent of the incumbent's capacity erroneous interpretations made by the customer. Presents customers with options available or possible courses of action and explains consequences of actions taken. Requests forms and worksheets from within the Service for customer needs.
  • Reviews, analyzes, and evaluates initial customer contact, case-related information received in TAS following Internal Revenue Manual (IRM) 13. Receives reviews, establishes initial controls, and distributes all incoming casework in accordance with management guidelines and timeframe specifications. Receipts are either by telephone, electronic or paper correspondence or in-person and originate from customers, their representatives, other IRS divisions and other TAS offices.
  • Reviews and processes Congressional, White House and other priority inquiries received by the office to deal with constituent's problems. Makes appropriate referral of non-criteria cases. Ensures TAS transfer processing guidelines are met on cases received from other TAS offices. Directs inappropriate transfers to the correct office.
  • Independently researches and interprets applicable databases including Integrated Case Processing (ICP), Servicewide Electronic Research Program (SERP), Integrated Data Retrieval System (IDRS), Taxpayer Advocate Management Information System (TAMIS), and other applicable information. Interprets relevant data including master file records, tax account history, etc. to take actions to resolve more complex taxpayer problems or suspend actions. Inputs customer information outlined in IRM 13 into the ICP System and/or TAMIS and opens IDRS controls.
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:
GS-5 LEVEL: To be minimally qualified for this position 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 related to the work of this position and has provided you with the competencies required for successful job performance. Examples of experience qualifying as specialized include: preparing, receiving, reviewing, and verifying documents; processing transactions; maintaining office records; and locating and compiling data or information from files and other data sources; and contacting customers through correspondence or telephone to obtain information, explain liability, and encourage compliance.
EDUCATION:
You may substitute education for experience as follows: A Bachelor's degree or four (4) years of education above high school in any field of study from an accredited college or university. An equivalent amount of combined education and experience. Only education in excess of 60 semester hours, 90 quarter hours or 1440 classroom hours is creditable toward meeting the specialized experience requirement for the GS-5 level. For example, one full year of academic study (30 semester hours, 45 quarter hours, or 720 formal classroom hours) beyond the second year is equal to 6 months of specialized experience. To be creditable, education must have been obtained in an accredited business, secretarial or technical school, 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.

AND

BILINGUAL POSITIONS: If applying to a bilingual position, you will be required to demonstrate proficiency in Spanish. You must be able to speak, read and write the selected language in order to be considered proficient in that language. If you are unable to demonstrate proficiency, you will not be qualified for these positions.

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: Day Shift - Monday - Friday, - Start and stop times between 6:00am and 6:00pm
  • (For Puerto Rico Only) Monday - Friday, During Daylight Savings Time (March thru November), TOD is 7:00am - 3:30pm Atlantic Standard Time (AST) THEN During non-Daylight Savings Time (November thru February), TOD is 8:00am - 4:30pm Atlantic Standard Time (AST) OR TOD: During Daylight Savings Time (March thru November), TOD is 8:00am - 4:30pm Atlantic Standard Time (AST) THEN During non-Daylight Savings Time (November thru February), TOD is 9:00am -5:30pm Atlantic Standard Time (AST).
  • Alternative work schedule, staggered work hours or telework may be available.
  • Relocation expenses - No
  • Obtain and use a Government-issued charge card for business-related travel.
  • 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.
There are currently openings in the following locations:
4 PODs/70 Vacancies in the following locations
Fresno, CA - 10
Dallas, TX - 20
Guaynabo, PR - 20
Guaynabo, PR - 20

If the position(s) are no longer needed prior to the closing date, this announcement may be closed early.
This is an open continuous announcement which 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): 3 weeks from open date (12/19/2023). This announcement may be amended to include additional cut-off dates within the 9-month period if needed, not later than 5 days prior to the additional cut-off date(s). Eligible applicants in the highest category who apply by the initial cut-off date will be considered first. If additional vacancies exist, applicants who applied after the initial cutoff date who place in the highest category will be considered next. Selections from this announcement may be made no later than (NLT) 12 months after 1st cutoff date.
  • 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 08/28/2024 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 08/28/2024.

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 08/28/2024.
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
Phone

Email

Website

Address

TAS - Deputy National Taxpayer Advocate
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
$37,696 - $53,161 per year
Required Education
High School or Equivalent
Required Experience
1+ years
Security Clearance Note
Not Required
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