Internal Revenue Agent (Senior Employee Plans Agent)

Job Title

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Job Description

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.

• Analyze applications and issue determination letters on most complex pension, multi-employer, profit-sharing and stock-bonus plans under applicable Internal Revenue Code provisions.
• Examines and interprets the provisions of plans and documents accompanying applications. Audit returns filed in connection with the plans.
• Review operating mechanics, considers probable effects of contributions and benefits and ensures that plans are benefiting employees in general and do not discriminate in favor of the highly compensated employees.
• Examines accounting practices and bookkeeping systems of pension, multi-employer, profit sharing 403(b)/457 plans, and related operations of the trust if applicable.
• Prepares all necessary reports such as IDRS and 5701s as they pertain to Employee Plans. Explains adjustments to customers and/or their representatives and attempts to secure concurrence of the recommended changes.

STANDARD POSITION DESCRIPTIONS (SPD): PD90857 Visit the IRS SPD Library to access the position descriptions.