Lead Tax Examining Technician

Job 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.

1. Distribute and balance the workload among employees in accordance with established work flow or job specialization, assure timely accomplishment of the assigned workload, and assure that each employee has enough work to keep busy;
2. Keep in touch with the status and progress of work, and make day- to- day adjustments in accordance with established priorities, obtaining assistance from the supervisor on problems that may arise, such as backlogs which cannot be disposed of promptly;
3. Estimate and report on expected time of completion of work, and maintain records of work accomplishments and time expended and prepare production reports as requested;
4. Amend or reject work not meeting established standards, refer to supervisor questions or matters not covered by standards and problems in meeting performance standards;
5. Performs less complicated tax closing procedures using systems such as Integrated Data Retrieval System (IDRS), Integrated Automation Technologies (IAT), Report Generation Software (RGS), Enterprise Case Management (ECM), and other automated applications to close cases and/or control bases. Reviews taxpayer returns, supporting documents, and account information to identify missing, incomplete, or inaccurate data; researches routine account discrepancies; updates taxpayer records; and makes less complicated tax adjustments in accordance with established procedures and guidelines.

STANDARD POSITION DESCRIPTIONS (SPD): PD26431 Visit the IRS SPD Library to access the position descriptions.