Internal Revenue Agent (Employee Plans Agent)

Job Title

This is the job title provided above.

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.

1. Under guidance, analyzes and issues determination letter applications with accompanying information and applies technical tests to verify that a pension, profit sharing, and stock bonus plans' governing document satisfies Internal Revenue Code and other regulatory provisions.
2. Analyzes and issues determination letter applications with accompanying information and applies technical tests to verify that a pension, profit sharing, and stock bonus plans' governing document satisfies Internal Revenue Code and other regulatory provisions.
3. Provides general advice pertinent to employee plans, guidelines/codes, benefits, etc. to internal and external customers with professional and helpful service. Such includes guidance on how to follow the plan document's terms and statutes governing compliance with the tax law related to the plan's form and operational compliance. (i.e., tax law, government position, what barriers have occurred in the plan, etc.).

STANDARD POSITION DESCRIPTIONS (SPD): PD23460, PD23459, and PD23458 Visit the IRS SPD Library to access the position descriptions.