- Position Title
- Legal Administrative Specialist (Estate and Gift Tax) - 12 Month Roster
- Agency
- Internal Revenue Service
- Announcement Number
- 23-11980611O-SBN-0901-14 Opens in new window
- Open Period
- Friday, May 26, 2023 to Monday, March 11, 2024
For preview purposes only. To apply, please return to the USAJOBS announcement and click the Apply button.
Eligibilities
1.
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).
2.
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).
3.
IRS Internal Candidate - Are you a current career or career-conditional, Competitive Service Internal Revenue Service (IRS) employee? You can view a copy of your most recent SF-50 to determine if you are Competitive Service. (The "position occupied" block on the SF-50 should show a "1" and your "tenure" block should be a "1" or "2".)
If you indicate "Yes" for this question, submit a copy of your most recent annual performance appraisal.
If you indicate "Yes" for this question, submit a copy of your most recent annual performance appraisal.
4.
IRS RPP Candidate - Are you a current IRS employee who has received a Reassignment Preference Program (RPP) notice and:
If you indicate "Yes" for this question, you MUST submit supporting documentation to validate your claim of RPP eligibility such as a RPP notice 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 IRS Internal Revenue Manual (IRM) 6.330.1.
- 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 and the same work schedule (e.g., permanent, seasonal, etc.) 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 RPP eligibility such as a RPP notice 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 IRS Internal Revenue Manual (IRM) 6.330.1.
Preferences
1.
Select the location(s) you want to be considered for. You must choose at least one location.
- No matches found
2.
How many performance related awards, (including time off in lieu of monetary), or quality step increases have you received in the three years preceding the closing date of this announcement?
You may obtain a list of your most recent awards at https://persinfo.web.irs.gov/indexawd.htm.
You may obtain a list of your most recent awards at https://persinfo.web.irs.gov/indexawd.htm.
3.
Please list the names of any performance related awards and/or quality step increases you have received in the three years preceding the closing date of this announcement and the dates (MMDDYYYY) of the awards. (For example: Performance Award, 02/02/2019).
You may obtain a list of your most recent awards at https://persinfo.web.irs.gov/indexawd.htm.
You may obtain a list of your most recent awards at https://persinfo.web.irs.gov/indexawd.htm.
4.
Your annual performance appraisal and relevant awards are considered in the selection process.
Please indicate the option that best describes your most recent performance appraisal.
Please indicate the option that best describes your most recent performance appraisal.
5.
Please enter the date of your most recent performance appraisal.
6.
Please select the response that most accurately reflects your most recent performance appraisal or performance rating.
7.
What is your Standard Employee Identifier (SEID)?
8.
If you are, or ever were a Federal civilian employee, please provide your current or last pay plan, series, and grade level or pay band. For example: GS-0303-05, IR-0343-02, WG-5400-04.
(limit 250 characters)
9.
What is your current position title?
Assessment 1
Specialized Experience GS-14: You must have 1 year of specialized experience at a level of difficulty and responsibility equivalent to the GS-13 grade level in the Federal service. Specialized experience for this position includes: Experience working all aspects of Federal estate and gift taxation laws and important judicial decision and procedures. experience writing clear and concise reports and work papers that include significant tax issues, findings and analyses of legal and factual situations encountered. Experience in researching and evaluating complex legal questions to determine tax liability pertaining to Federal estate and gift tax returns; and skill in interpreting and explaining complex points of law and valuation matters to legal and factual situations and to negotiate with highly competent representatives concerning determinations made on tax issues and liability. Experience working with financial, professional or business accounting practices to analyze complex fiduciary, estate or gift assets, such as proposing adjustments for sizeable tax deficiencies (e.g., intangible factors, large corporation) resulting from investigation of the deceased estate.
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?
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?
3.
Do you have at least one year of experience working with Federal estate and gift taxation laws and/or on judicial decision and procedures?
4.
Do you have at least one year of experience writing clear and concise reports or work papers that include significant tax issues, findings and/or analyses of legal and factual situations?
5.
Do you have at least one year of experience researching and evaluating complex legal questions to determine tax liability pertaining to Federal estate and gift tax returns, interpreting and explaining complex points of law and valuation matters to legal and factual situations and negotiating with highly competent representatives concerning determinations made on tax issues and/or liability?
6.
Do you have at least one year of experience working with financial, professional or business accounting practices to analyze complex fiduciary or estate and gift issues, such as proposing adjustments to make sizeable tax deficiencies (e.g., intangible factors, large corporation) resulting from the investigation of a deceased person's estate?
7.
TIME-IN-GRADE REQUIREMENTS: Under merit promotion procedures, applicants must satisfy time-in-grade requirements contained in 5 CFR 300, Subpart F. Time is credited based on calendar time served in a grade, regardless of the number of days or hours worked.
Please select the response that best describes your time-in-grade for the GS-14 level.
Please select the response that best describes your time-in-grade for the GS-14 level.
8.
Which of the following best describes your experience providing legal advice on tax and business-related issues?
9.
In the course of your experience, which of the following actions have you taken?
10.
What experience do you have assisting management with formulating policies or program plans to facilitate examination personnel with following adequate processes and procedures?
11.
Which of the following best describes your experience advising management or employees of processes or procedures required by the Internal Revenue Manual?
12.
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?
13.
Which of the following best describes your experience giving a presentation on legal and/or business issues surrounding highly complex tax laws?
14.
Which of the following describes your experience with estate and gift tax laws and examinations procedures?
15.
Which of the following best describes your experience with providing pre-filing guidance to taxpayers or tax preparers?
16.
What experience do you have providing guidance or advice on new legislation to employees or management?
17.
Which of the following best describes your experience applying sound analytical skills to relevant transfer tax law and business information?
18.
Which of the following best describes your experience reviewing or drafting proposed tax forms prior to the release to the public?
19.
Which of the following best describes your experience applying sound analytical skills to tax examination information provided by team members?
20.
Which of the following best describes your experience preparing legal memoranda and position papers for management or executives containing sound recommendations and evaluating alternative courses of action?
21.
Which of the following best describes your experience writing or editing provisions of the Internal Revenue Manual?
22.
Which of the following best describes your experience preparing written explanation of proposed or temporary regulations concerning estate tax law?
23.
Which of the following best describes your experience writing and editing reports and providing written guidance on significant estate tax issues?
24.
Which of the following best describes your experience responding in writing to a variety of taxpayer correspondence concerning highly complex tax issues?
25.
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?
26.
Which of the following best describes your experience responding orally to management inquiries on a variety of taxpayer correspondence referencing highly complex tax issues?
27.
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?
28.
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?
29.
Which of the following best describes your experience interpreting complex tax laws?
Select “Yes” or “No” to the following question(s).
30.
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?
31.
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.