Tax Examining Clerk/Technician

United States Department of the Treasury - Covington, KY

Full-time - Entry Level

Covington, KY

Executive, Legislative, and Other General Government Support

About the position

The position is within the Small Business Self Employed (SB/SE) Division of the IRS, focusing on the review and analysis of taxpayer returns and internal documents. The role involves processing individual and small business returns, ensuring accuracy in taxpayer accounts, and providing technical assistance as needed.

Responsibilities

• Review and analyze internal documents and taxpayer returns.
• Prepare coded entries to amend and complete records.
• Refer questionable returns and documents to appropriate areas for corrective action.
• Process individual or small business returns and cases involving relationships among different accounts across tax periods.
• Assign Employee Identification Numbers (EIN) and temporary Social Security Numbers (SSN).
• Request and interpret taxpayer information.
• Perfect documents and initiate research to correct missing or inaccurate account information.
• Compile and maintain functional and assigned area records or reports to provide status of work.
• Serve as a technical advisor, on-the-job coach, classroom instructor, or reviewer to provide technical assistance on systemic problems and inconsistencies in the Internal Revenue Manuals (IRM).
• Perform other duties as assigned.

Requirements

• Ability to review and analyze taxpayer returns and internal documents.
• Experience in processing tax returns and understanding tax regulations.
• Strong attention to detail and accuracy in handling taxpayer accounts.
• Ability to provide technical assistance and training to others.

Nice-to-haves

• Experience in a tax-related field or with the IRS.
• Familiarity with the Internal Revenue Manuals (IRM).

Benefits

• Training opportunities for professional growth.
• Potential for career advancement within the IRS.