Supervisory Tax Examining Technician

Job Duties

As a Front Line Manager you will:

• Plan work to be accomplished by subordinates, sets and adjusts short-term priorities and prepares schedules for completion of work.
• Assign work to subordinates based on priorities, selective consideration of the difficulty and requirements of assignments, and the capabilities of employees.
• Evaluate work performance of subordinates and makes recommendations for outstanding performance recognition and/or disciplinary action.
• Give advice, counsel or instruction to employees on work and administrative matters.
• Interview candidates for positions within the organization/unit and recommend appointment, promotion or reassignment to such positions.
• Hear and resolve complaints from employees, refer group grievances and/or more serious unresolved complaints as appropriate.
• Effect minor disciplinary measures, such as warnings and reprimands, recommend other actions in more serious cases.
• Identify developmental and training needs of employees, providing or arranging for needed development and training.
• Initiate ways to improve production, work processes and/or to increase the quality of the work directed.

The following are the job specific duties of this position. You will have the opportunity to learn to perform these duties and receive training to help you grow in this position.

• Maintains responsibility for ensuring that all actions taken within the unit uphold taxpayer rights, promote voluntary compliance, and support the Service's mission of fair and equitable tax administration.
• Develops and delivers technical training and procedural guidance to staff on legislative updates, policy changes, systemic enhancements, and procedural revisions. Evaluates employee proficiency in applying tax law and procedural requirements and provides coaching to enhance technical competency and decision-making skills.
• Utilizes IRS integrated data systems and technology platforms-including IDRS, AMS, RGS (as applicable), and other case management systems-to monitor case activity, review account histories, authorize adjustments, and validate account actions. Ensures proper documentation of case histories and accurate input of transaction codes in accordance with systemic and procedural requirements.
• Provides oversight of audit-related activities, including the identification of returns requiring further examination, coordination with Examination functions, and approval of case actions requiring elevated review. Ensures enforcement actions are properly supported by documentation and comply with IRM standards and due process requirements.
• Provides technical leadership and authoritative guidance in resolving complex tax account issues involving discrepancies, adjustments, credits, refunds, penalties, notices, waivers, extensions, notice recreations, and statutory requirements. Interprets and applies provisions of the Internal Revenue Code, Treasury Regulations, Internal Revenue Manual (IRM) guidelines, and other procedural directives to ensure consistent and accurate case resolution. Reviews and approves determinations involving penalty abatements, reasonable cause determinations, refund releases, account adjustments, audit referrals, and enforcement actions in accordance with established policies and delegated authorities. Monitors program performance through analysis of quality review results, inventory reports, aged case tracking, error rates, and production metrics to identify trends, systemic issues, and compliance risks, and implement corrective actions to improve accuracy, efficiency, and service delivery. Ensures adherence to internal controls, safeguarding requirements for taxpayer data, disclosure regulations, and security protocols. Directs the examination and reconciliation of taxpayer accounts to resolve complex conditions such as duplicate filings, identity theft indicators, math error adjustments, unposted transactions, amended return discrepancies, credit transfers, and refund offsets, and oversees validation and processing of refunds to ensure statutory requirements are met and improper payments are prevented.

STANDARD POSITION DESCRIPTIONS (SPD): PD91649 Visit the IRS SPD Library to access the position descriptions.