- Position Title
- Legal Administrative Specialist (Estate and Gift Tax) 12 Month Roster
- Agency
- Internal Revenue Service
- Announcement Number
- 22-11294150M-SBX-0901-13 Opens in new window
- Open Period
- Wednesday, November 24, 2021 to Monday, September 26, 2022
For preview purposes only. To apply, please return to the USAJOBS announcement and click the Apply button.
Eligibilities
1.
Do you claim Veterans' Preference?
2.
IRS CTAP Candidate - Are you a current displaced or surplus IRS employee and:
If you indicate "Yes" for this question, you MUST submit supporting documentation to validate your claim of CTAP eligibility such as a Reduction in Force (RIF) separation notice or a Certificate of Expected Separation (CES) AND a copy of your most recent annual performance appraisal AND a copy of your most recent SF-50 (Notification of Personnel Action).
For more information, review Career Transition Assistance Plan (CTAP)/Interagency Career Transition Assistance Plan (ICTAP).
- you are located either within or outside the local commuting area of this vacancy, AND
- your grade is equivalent to or below the grade level of this vacancy, AND
- your position has the same or higher promotion potential of this vacancy, AND
- your last performance rating of record is at least fully successful or the equivalent?
If you indicate "Yes" for this question, you MUST submit supporting documentation to validate your claim of CTAP eligibility such as a Reduction in Force (RIF) separation notice or a Certificate of Expected Separation (CES) AND a copy of your most recent annual performance appraisal AND a copy of your most recent SF-50 (Notification of Personnel Action).
For more information, review Career Transition Assistance Plan (CTAP)/Interagency Career Transition Assistance Plan (ICTAP).
3.
Treasury CTAP Candidate - Are you a current displaced or surplus Department of Treasury (non-IRS) employee and:
If you indicate "Yes" for this question, you MUST submit supporting documentation to validate your claim of CTAP eligibility such as a Reduction in Force (RIF) separation notice or a Certificate of Expected Separation (CES) AND a copy of your most recent annual performance appraisal AND a copy of your latest SF-50 (Notification of Personnel Action).
For more information, review Career Transition Assistance Plan (CTAP)/Interagency Career Transition Assistance Plan (ICTAP).
- you are located within the same local commuting area of this vacancy, AND
- your grade is equivalent to or below the grade level of this vacancy, AND
- your position has the same or higher promotion potential of this vacancy, AND
- your last performance rating of record is at least fully successful or the equivalent?
If you indicate "Yes" for this question, you MUST submit supporting documentation to validate your claim of CTAP eligibility such as a Reduction in Force (RIF) separation notice or a Certificate of Expected Separation (CES) AND a copy of your most recent annual performance appraisal AND a copy of your latest SF-50 (Notification of Personnel Action).
For more information, review Career Transition Assistance Plan (CTAP)/Interagency Career Transition Assistance Plan (ICTAP).
4.
ICTAP Candidate - Are you a current or former federal employee displaced from a position in a federal agency other than the agency hiring for this position and:
For more information, review Career Transition Assistance Plan (CTAP)/Interagency Career Transition Assistance Plan (ICTAP).
- you are located within the same local commuting area of this vacancy, AND
- your grade is equivalent to or below the grade level of this vacancy, AND
- your position has the same or higher promotion potential of this vacancy, AND
- your last performance rating of record is at least fully successful or the equivalent?
For more information, review Career Transition Assistance Plan (CTAP)/Interagency Career Transition Assistance Plan (ICTAP).
5.
Military Spouse (EO 13832) Candidate - Are you the spouse of an active duty member of the Armed Forces -OR- the spouse of a retired/separated member of the Armed Forces with a disability rating of 100% from the Department of Veterans Affairs -OR- the un-married widow or widower of a member of the Armed Forces killed while on active duty status?
If you indicate "Yes" for this question, you MUST submit the following:
For more information, review FedsHireVets.gov.
If you indicate "Yes" for this question, you MUST submit the following:
- Verification of the marriage to the service member (i.e., marriage license or other legal documentation verifying marriage), AND
- If based on member's Active Duty status: proof of active duty status, i.e. spouse's Permanent Change of Station (PCS) or Active Duty military orders, or official documentation from the Armed Forces branch that verifies spouse's active status.
- If based on member's 100% disability: verification of the member's retirement or release/discharge from active duty AND verification of spouse's 100% service-connected disability (DD-214 and/or VA letter).
- If based on member's death: verification of the member's active duty status at the time of death (DD-214) AND verification of the member's death while on active duty (DD-1300).
- You are not eligible if you were not married to the veteran at the time of death or have since remarried.
- By selecting "Yes" below you are certifying that you were married to the veteran at the time of death and have not since remarried.
For more information, review FedsHireVets.gov.
6.
U.S. Citizen Candidate - Are you a U.S. citizen (either by birth or naturalization) or national of the United States?
Preferences
1.
Select the locations you want to be considered for. You must choose at least one location.
2.
Employees of the Internal Revenue Service (IRS) must demonstrate the highest level of ethics and integrity. Former employees will be subject to a screening of their prior performance and conduct with the Service, and all other applicants may be subject to reference checks of prior employment. Your responses to the following questions will be verified; Applicants providing false information may be made ineligible and will be subject to debarment for future employment opportunities with the IRS.
Please select the response that best describes your current or prior employment with the IRS. If you never worked for the Internal Revenue Service, you must select the last response "Not applicable."
Please select the response that best describes your current or prior employment with the IRS. If you never worked for the Internal Revenue Service, you must select the last response "Not applicable."
3.
Employees of the Internal Revenue Service (IRS) must demonstrate the highest level of ethics and integrity, and must be in compliance with all Federal Tax requirements. Applicants being considered for employment with the IRS will be subject to a tax check. Your responses to the following questions will be verified; Applicants providing false information may be made ineligible and will be subject to debarment for future employment opportunities with the IRS.
Please select the response that best describes your compliance with all Federal Tax requirements. You will be subject to a tax check that will verify your response to this question.
Please select the response that best describes your compliance with all Federal Tax requirements. You will be subject to a tax check that will verify your response to this question.
4.
The following question is regarding your Selective Service status. If you are a male born after December 31, 1959, and are at least 18 years of age, civil service employment law (5 U.S.C. 3328) requires that you must be registered with the Selective Service System, unless you meet certain exemptions under Selective Service law. If you are required to register but knowingly and willfully fail to do so, you are ineligible for appointment by executive agencies of the Federal Government (5 CFR 300.704). Visit http://www.sss.gov/ for additional information.
5.
If you are a current Federal employee, by what agency and organization are you employed?
6.
If you selected "Other", please enter the agency and organization.
7.
If you are a current Federal employee, what is your duty station? [City, State]
8.
If you are a Federal employee, under what type of appointment are you currently serving?
9.
If you are, or ever were a Federal civilian employee, indicate the pay plan and grade level or pay band of the highest graded position you have ever held. For example: GS-05, IR-02, WG-04.
10.
Are you a current or former Federal employee with reinstatement eligibility?
11.
Are you a retiree receiving a Federal annuity, either military or civilian?
Note: If you are an annuitant, your salary or annuity may be reduced upon employment.
Note: If you are an annuitant, your salary or annuity may be reduced upon employment.
12.
Have you accepted a buyout from a Federal agency within the past 5 years?
13.
Regarding the effectiveness of our recruitment strategies; how did you first hear about this job?
14.
If you answered "Posting on a job board or search agent other than USAJOBS (Monster, CareerBuilder, Indeed, LinkUp, etc." please indicate the name of the job board or search agent other than USAJOBS you saw the advertisement.
If you answered "Social Media posting (Twitter, Facebook, LinkedIn, on-line job fairs, etc.)" please indicate the name of the Social Media platform you saw the advertisement.
If you answered "Attended a recruitment event (Job/Career Fair, Open House, Meet & Greet, Meetup, etc.)" please indicate the name and state of the recruiting event.
If you answered "School/University announcement/career counselor" please indicate the name of the school/university of the announcement where you saw the advertisement.
If you answered "Third party referral, such as diversity or community organization, or employment office (Federal, state or local)" please indicate the name of the third party referral and the state you saw the advertisement.
If you answered "Newspaper (print/online)" please indicate the name of the newspaper and the state you saw the advertisement.
If you answered "Radio" please indicate the name of the radio station and state you heard the advertisement.
If you answered "Transit/Bus Advertisement" please indicate the city and state you saw the advertisement.
If you answered "Banner Advertisement - Major News Websites" please indicate the website.
If you answered "Banner Advertisement - Movie Theater Websites" please indicate the website.
If you answered "Classified Advertisement Website (Craigslist, Angie's List, etc.)" please indicate the name of the website, city and state.
If you answered "Other" please specify.
If you answered "Social Media posting (Twitter, Facebook, LinkedIn, on-line job fairs, etc.)" please indicate the name of the Social Media platform you saw the advertisement.
If you answered "Attended a recruitment event (Job/Career Fair, Open House, Meet & Greet, Meetup, etc.)" please indicate the name and state of the recruiting event.
If you answered "School/University announcement/career counselor" please indicate the name of the school/university of the announcement where you saw the advertisement.
If you answered "Third party referral, such as diversity or community organization, or employment office (Federal, state or local)" please indicate the name of the third party referral and the state you saw the advertisement.
If you answered "Newspaper (print/online)" please indicate the name of the newspaper and the state you saw the advertisement.
If you answered "Radio" please indicate the name of the radio station and state you heard the advertisement.
If you answered "Transit/Bus Advertisement" please indicate the city and state you saw the advertisement.
If you answered "Banner Advertisement - Major News Websites" please indicate the website.
If you answered "Banner Advertisement - Movie Theater Websites" please indicate the website.
If you answered "Classified Advertisement Website (Craigslist, Angie's List, etc.)" please indicate the name of the website, city and state.
If you answered "Other" please specify.
15.
As required by Executive Order 14043, Federal employees are required to be fully vaccinated against COVID-19 regardless of the employee's duty location or work arrangement (e.g., telework, remote work, etc.), subject to such exceptions as required by law.
Per the Center for Disease Control and Prevention (CDC), you will be considered fully vaccinated for COVID-19, 2 weeks after receiving the requisite number of doses of a COVID-19 vaccine approved or authorized for emergency use by the U.S. Food and Drug Administration or that has been listed for emergency use by the World Health Organization.
If selected, you will be required to be vaccinated against COVID-19 unless you have a legally required exception. You MUST provide documentation of proof of vaccination by November 22, 2021 or before appointment or onboarding, if after November 22. We will provide additional information regarding what information or documentation will be needed and how you can request a legally required exception from this requirement.
Please select the response that best describes your current COVID-19 vaccination status.
Per the Center for Disease Control and Prevention (CDC), you will be considered fully vaccinated for COVID-19, 2 weeks after receiving the requisite number of doses of a COVID-19 vaccine approved or authorized for emergency use by the U.S. Food and Drug Administration or that has been listed for emergency use by the World Health Organization.
- For Pfizer-BioNTech, Moderna, or AstraZeneca/Oxford, full vaccination is 2 weeks after receiving the second dose in a 2-dose series.
- For Johnson and Johnson (J&J)/Janssen, full vaccination is 2 weeks after an employee has received a single dose.
If selected, you will be required to be vaccinated against COVID-19 unless you have a legally required exception. You MUST provide documentation of proof of vaccination by November 22, 2021 or before appointment or onboarding, if after November 22. We will provide additional information regarding what information or documentation will be needed and how you can request a legally required exception from this requirement.
Please select the response that best describes your current COVID-19 vaccination status.
16.
If you are, or ever were a Federal civilian employee, please provide your current pay plan, series, and grade level or pay band. For example: GS-0303-05, IR-0343-02, WG-5400-04.
(limit 250 characters)
Assessment 1
Thank you for your interest in applying for this position. Your responses to the following questions supplement the information provided in your resume.
ALL GRADES:
Throughout the online application process, you will be asked a series of questions that will be used to determine your eligibility, qualifications, and rating and ranking for this position. Your responses to these questions will be further verified against the information provided in your resume, transcripts, and/or any other documents provided. The level and quality of your knowledge, skills, and abilities will be evaluated throughout the hiring process.
Throughout the online application process, you will be asked a series of questions that will be used to determine your eligibility, qualifications, and rating and ranking for this position. Your responses to these questions will be further verified against the information provided in your resume, transcripts, and/or any other documents provided. The level and quality of your knowledge, skills, and abilities will be evaluated throughout the hiring process.
1.
Which of the following responses best describes your knowledge of legal industry gained through education? Please select your highest level of education.
Applicants who selected responses A, B or C in the question above must select response A to the following question. All other applicants please select the response that best describes your knowledge of legal industry gained through experience.
2.
Which of the following responses best describes your knowledge of legal industry gained through on-the-job experience?
GS-13 Questions
3.
Do you have at least one year of experience interpreting and applying tax laws to Federal estate and gift tax returns?
4.
Do you have at least one year of experience interpreting and applying tax laws, judicial decisions, and precedents to fields of law such as wills and trusts, probate, contracts, real and personal property, corporations, commercial law and insurance.
5.
Do you have at least one year of experience researching, evaluating, and responding to complex legal questions to determine tax liability pertaining to Federal estate and gift tax returns?
6.
Do you have at least one year of experience interpreting and explaining complex points of law and valuation matters to legal and factual situations and to persuade highly competent representatives concerning determinations made on tax issues and liability?
7.
Do you have at least one year of experience working with financial, professional or business accounting practices to analyze fiduciary, estate or gift assets (such as intangible factors, large corporation)?
8.
Which of the following best describes your experience explaining or providing guidance on laws, regulations, policies, standards, reports, or procedures to supervisors, employees, or clients?
9.
Which of the following best describes your experience conducting legal research into rules, regulations, and decisions?
10.
Which of the following best describes your experience writing a brief to interpret points of law and/or legal decisions relative to the legal and factual situations encountered?
11.
Which of the following have you explained to others?
12.
Which of the following best describes your experience responding orally or in writing, to varied taxpayer and tax practitioner correspondence concerning tax law issues?
13.
Which of the following best describes your experience responding orally or in writing, to varied taxpayer and tax practitioner correspondence concerning complex tax law issues?
14.
Which of the following best describes your experience providing legal advice on estate tax or gift tax issues?
15.
Have you worked in a legal environment whereby you provided technical advice and guidance on Federal tax law requirements?
16.
Have you conducted legal research and analysis on complex Federal and State tax laws?
17.
Have you authored legal opinions, decisions, determinations, or proposals on matters involving federal tax laws, rules, and/or regulations?
18.
Before which of the following have you argued decisions, conclusions, findings, or recommendations?
19.
What is your highest level of experience performing tax computations?
20.
Which have you had experience doing?
21.
What is your highest level of experience writing Legal memoranda?
22.
Which of the following best describes your experience developing, formulating, advocating and rebutting positions on legal and business issues where there are no suitable precedents?
23.
Which of the following best describes your experience providing legal advice on estate and gift tax and business-related issues?
24.
In the course of your experience, which of the following actions have you taken?
25.
Which of the following best describes your experience giving a presentation on legal and business issues surrounding highly complex tax laws?
26.
Which of the following best describes your experience monitoring the legal research of rules, regulations, and decisions as conducted by team members?
27.
Which of the following best describes your experience researching and evaluating complex legal questions where clear precedents do not exist, documents are vague or ambiguous, and which are frequently intermingled with related factual, financial, or accounting issues in order to arrive at determinations potentially involving substantial tax deficiencies?
28.
Which of the following best describes your experience preparing and submitting briefings on policy, legal issues, and other significant legal topics to management and court officials?
29.
Which of the following best describes your experience communicating, orally and in writing, decisions, conclusions, findings, or recommendations?
30.
Which of the following best describes your experience responding in writing to correspondence concerning highly complex tax issues?
31.
Which of the following best describes your experience writing and editing reports and providing written guidance on significant estate, gift and generation-skipping transfer tax issues?
32.
Which of the following best describes your experience preparing a written response or request for complex private letter rulings and negotiating the content with the taxpayer?
33.
Which of the following best describes your experience responding in writing to a variety of taxpayer correspondence concerning highly complex estate tax issues?
34.
Which of the following do you have experience interacting and communicating with in a professional setting?
35.
Which of the following best describes your experience orally delivering complex reports and briefings to representatives of estates or to your supervisor?
36.
Which of the following best describes your experience orally delivering complex reports and briefings to representatives of estates or to your supervisor?
37.
Which of the following describes your formal training experience for Estate, Gift and transfer tax technical issues?
38.
Which of the following describe your verbal communication experience investigating tax matters?
39.
Which of the following best describes your experience orally defending difficult or unpopular decisions, conclusions, findings, or recommendations in a professional setting?
40.
Which of the following best describes your experience providing oral explanations or guidance on laws, regulations, policies, standards, or procedures to management, personnel, or clients?
41.
Which of the following best describes your experience conversing effectively and professionally with other employees, management officials, taxpayers, taxpayer representatives, team members, and other individuals?
42.
Which of the following best describes your experience persuading others in a professional setting to take a particular course of action or to accept findings, recommendations, changes, or alternative viewpoints?
43.
Which of the following best describes your experience drafting briefings on policy, legal and/or ethical issues?
44.
Which of the following best describes your experience in clearly and concisely interpreting tax laws and regulations?
45.
Which of the following best describes your experience analyzing relevant tax law and business information provided by others?
46.
I have experience preparing Federal Estate, Gift and Generation-Skipping Transfer tax returns on behalf of others.
47.
Do you have at least one year of experience working with Federal, Gift, and Generation-Skipping Transfer tax laws, including Internal Revenue Code, Tax Regulations, IRS Revenue rulings and procedures and precedent decisions?
48.
Do you have at least one year of experience analyzing and adjudicating tax matters, appeals, settlement offers, or similar work related to Federal tax operations?
49.
Which of the following best describes your experience writing a brief to interpret points of law and/or valuation matters relative to the legal and factual situations encountered?
50.
Of the following, which one best describes your experience in Estate and/or Gift ?
51.
Which of the following best describes your experience interpreting complex tax laws for auditing purposes?
52.
Which of the following best describes your experience negotiating with representatives or IRS personnel concerning determinations made with respect to tax issues and liability?
53.
Which of the following best describes your experience developing original legal and valuation rationale on issues where there are no suitable precedents?
54.
I have experience valuing Business Assets for taxation, mergers and acquisitions or for sale or purchase.
55.
I have experience valuing Real Estate for purposes of taxation, sale or purchase.
56.
Which of the following best describes your experience developing original legal and valuation rationale on issues where there are no suitable precedents?
57.
Which of the following best describes your experience applying sound analytical skills to tax examination information provided by team members?
58.
Which of the following best describes your experience orally or in writing, with answering questions, resolving issues and explaining tax laws?
59.
Which of the following best describes your experience orally or in writing, with answering questions, resolving issues and explaining complex tax laws?
60.
Which of the following best describes your experience preparing reports defending your position on significant tax issues?
61.
Which of the following best describes your experience analyzing relevant tax law and business information provided by team members?
62.
Which of the following best describes your experience preparing legal memoranda and position papers for executives containing sound recommendations and evaluating alternative courses of action?
Select “Yes” or “No” to the following question(s).
63.
To qualify for this position and receive full credit for your relevant experience you must list the month/year and number of hours worked for experience listed on your resume. Your resume must support your responses to the questions. Do you understand that failure to provide sufficient evidence in your resume may result in a "not qualified determination?
64.
I certify that, to the best of my knowledge and belief, all of the information included in this questionnaire is true, correct, and provided in good faith. I understand if I make an intentional false statement, or commit deception or fraud in this application and its supporting materials, or in any document or interview associated with the examination process, I may be fined or imprisoned (18 U.S.C. 1001); my eligibilities may be cancelled, I may be denied an appointment, or I may be removed and debarred from Federal service (5 C.F.R. part 731). I understand any information I give may be investigated. I understand that responding "No" to this item will result in my not being considered for this position.
Failure to agree or respond to the statement below will disqualify you from further consideration for the position. Select the most appropriate response below.
Failure to agree or respond to the statement below will disqualify you from further consideration for the position. Select the most appropriate response below.