Supervisory Clerk

General Manager 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.

• Serves as a first-level supervisor over a unit performing clerical, administrative, and technical support functions associated with tax return processing, document review, remittance control, correspondence handling, records management, and related operational activities. Plans, organizes, prioritizes, and assigns work to subordinates based on workload demands, program objectives, production requirements, and employee competencies. Adjusts work assignments and schedules to accommodate fluctuating workloads and changing priorities, ensuring timely accomplishment of assigned functions in accordance with established deadlines and performance standards.
• Reviews work in progress and completed work for technical accuracy, completeness, and compliance with established policies, procedures, and quality requirements. Identifies deficiencies or problem areas and implements or directs corrective actions to ensure adherence to program standards. Establishes, communicates, and enforces performance expectations and evaluates employee performance through formal and informal appraisal processes. Provides advice, instruction, and guidance to employees on both technical and administrative matters and ensures employees receive appropriate training to maintain and enhance proficiency in assigned duties.
• Exercises the full range of supervisory authorities in accordance with applicable laws, regulations, and policies. Interviews and selects or recommends candidates for employment, promotion, reassignment, or detail; approves leave; manages time and attendance; recommends awards or recognition; and initiates disciplinary or adverse actions when warranted. Addresses employee concerns and resolves routine issues at the lowest level, referring more complex matters as appropriate. Maintains position descriptions and supports effective position management and organizational alignment.
• Reviews individual and business tax returns and related documents for completeness, accuracy, and conformance with processing requirements. Identifies errors, missing information, or inconsistencies and takes appropriate corrective action or refers issues for resolution. Performs processing actions on current and prior year returns and associated documents in accordance with established guidelines and procedures. Conducts research and follow-up activities to resolve discrepancies, including locating missing materials and verifying transmittals.
• Performs case processing support functions by extracting, verifying, and inputting data; assembling and maintaining case files; and ensuring proper posting and control of documents. Transcribes and key verifies taxpayer-prepared returns, schedules, and supporting documentation to ensure data integrity. Receives, screens, and responds to customer inquiries and complaints, obtains or clarifies required information, and directs customers or visitors to appropriate personnel or offices. Coordinates workflow activities to support efficient case processing and customer service operations and performs other related duties as assigned.

STANDARD POSITION DESCRIPTIONS (SPD): PD99184 Visit the IRS SPD Library to access the position descriptions.