Supervisory Financial Technician

Department of the Treasury

WHAT IS TAXPAYER SERVICES? 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): TS - RICS-Return Integrity and Compliance Services - Refundable Credits Examination Operation This job (or announcement) is open to current permanent IRS competitive service employees in the Fresno County Area business units. REVIEW THE ADDITIONAL INFORMATION BELOW FOR FURTHER DETAILS

• General Manager Duties: As a Front Line Manager you will: Plan work to be accomplished by subordinates, sets and adjusts short-term priorities and prepares schedules for completion of work. Assign work to subordinates based on priorities, selective consideration of the difficulty and requirements of assignments, and the capabilities of employees. Evaluate work performance of subordinates and makes recommendations for outstanding performance recognition and/or disciplinary action. Give advice, counsel or instruction to employees on work and administrative matters. Interview candidates for positions within the organization/unit and recommend appointment, promotion or reassignment to such positions. Hear and resolve complaints from employees, refer group grievances and/or more serious unresolved complaints as appropriate. Effect minor disciplinary measures, such as warnings and reprimands, recommend other actions in more serious cases. Identify developmental and training needs of employees, providing or arranging for needed development and training. Initiate ways to improve production, work processes and/or to increase the quality of the work directed. The following are the job specific duties of this position. You will have the opportunity to learn to perform these duties and receive training to help you grow in this position. Performs a wide range of technical financial analysis and case processing functions in support of the Refundable Credit Examination (RCE) program, which focuses on identifying and resolving questionable refundable credits, including but not limited to the Earned Income Tax Credit (EITC), Additional Child Tax Credit (ACTC), and American Opportunity Tax Credit (AOTC). Reviews, research, and analyzes taxpayer accounts, returns, and supporting documentation using IRS systems such as IDRS, RICS case management tools, and other applicable databases to determine the validity of claimed credits. Applies established procedures, Internal Revenue Manual (IRM) guidelines, and program criteria to evaluate discrepancies, verify taxpayer eligibility, and determine appropriate case actions. Processes examination cases by securing, reviewing, and interpreting financial and tax-related documentation submitted by taxpayers or third parties, ensuring compliance with statutory and procedural requirements. Identifies missing, incomplete, or inconsistent information and initiates follow-up actions as necessary to resolve issues. Adjusts taxpayer accounts, inputs appropriate transaction codes, and prepares case files for closure in accordance with RCE program standards, quality requirements, and timeliness expectations. Provides technical assistance to employees by explaining procedural requirements, clarifying case processing steps, and resolving routine and moderately complex issues related to refundable credit examinations. Monitors assigned inventory to ensure timely case resolution and adherence to established quality standards and identifies recurring error trends or systemic issues within casework, elevating concerns through appropriate channels for further review and resolution. Ensures compliance with disclosure laws by safeguarding taxpayer information in accordance with IRC §6103 and maintains accurate, complete, and well-documented case files. Utilizes reporting tools and automated systems to track case status, workload volumes, and performance metrics, contributing to the overall effectiveness, accuracy, and integrity of the RCE program. STANDARD POSITION DESCRIPTIONS (SPD): PD91647 Visit the IRS SPD Library to access the position descriptions.

Read the full announcement on USAJOBS