Internal Revenue Agent (Senior Employee Plans Agent) Job

Vacancy No. 26-12959102A-TEN-512-13 Department Internal Revenue Service
Salary $106,437.00 to $163,062.00 Grade 13 to 13
Perm/Temp Permanent FT/PT Full-time
Open Date 5/27/2026 Close Date 6/4/2026
Job Link Apply Online Who may apply Status Candidates
Locations:
Glendale, AZMesa, AZPhoenix, AZEl Monte, CA
Lake Forest, CALos Angeles, CASacramento, CASanta Ana, CA
Woodland Hills, CADenver, COWashington, DCMiami, FL
Orlando, FLPlantation, FLAtlanta, GAChicago, IL
Downers Grove, ILSchiller Park, ILIndianapolis, INAndover, MA
Boston, MABrockton, MABaltimore, MDLanham, MD
Detroit, MIPontiac, MIBloomington, MNSaint Paul, MN
Chesterfield, MOLees Summit, MOSaint Louis, MOCharlotte, NC
Springfield, NJBethpage, NYBrooklyn, NYBuffalo, NY
Holtsville, NYNew York, NYCincinnati, OHPortland, OR
Philadelphia, PAPittsburgh, PAFranklin, TNNashville, TN
Austin, TXDallas, TXFarmers Branch, TXFort Worth, TX
Houston, TXOgden, UTSalt Lake City, UTRichmond, VA
Seattle, WATacoma, WAMilwaukee, WI


Summary

WHAT IS THE TAX EXEMPT AND GOVERMENT ENTITIES DIVISION (TEGE)?
A description of the business units can be found at: https://www.jobs.irs.gov/about/who/business-divisions

  • Position(s) are to be filled in following area(s):
    • TEGE - Employee Plans - Examinations and Rulings & Agreement.
  • This job (or announcement) is open to current permanent IRS competitive service employees in Tax Exempt/Government Entities business units.
REVIEW THE ADDITIONAL INFORMATION BELOW FOR FURTHER DETAILS

This job is open to

Internal to an agency

Current federal employees of the hiring agency that posted the job announcement.

Career transition (CTAP, ICTAP, RPL)

Federal employees whose job, agency or department was eliminated and are eligible for priority over other applicants.

Clarification from the agency

Open to IRS Career/Career-Conditional, Treasury/IRS CTAP, & IRS RPP employees

Duties

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.

Requirements

Conditions of employment

  • Probationary Period - A person who is required to go through a probationary period and then is transferred, promoted, demoted, or reassigned before he or she completes such period is required to complete the remainder of the probationary period in the new position.
  • Government Credit Card - Obtain and use a Government-issued charge card for business-related travel.
  • Tax Audit -The employment of any candidate, including a current employee or a new hire, selected for this position may be conditional upon classification and/or audit of federal tax returns. This audit may include up to 2 years of returns.

ADDITIONAL REQUIREMENTS SHOWN IN QUALIFICATIONS SECTION

Qualifications

Federal experience is not required. Experience may have been gained in the public sector, private sector or through Volunteer Service. One year of experience refers to full-time work; part-timework is considered on a prorated basis. To ensure full credit for your work experience, please indicate dates of employment by month/day/year, and indicate number of hours worked per week, on your resume.

You must meet the following requirements by the closing date of this announcement.


QUALIFICATION REQUIREMENTS: To qualify for this position, you must meet the qualification requirements outlined below:

BASIC REQUIREMENTS All GRADES: A Certificate as a Certified Public Accountant (CPA) or a bachelor's or higher degree in accounting that included at least 30 semester hours in accounting or 24 semester hours in accounting and an additional 6 semester hours in related subjects such as business law, economics, statistical/quantitative methods, computerized accounting or financial systems, financial management, or finance.
OR
A bachelor's or higher degree in a field other than accounting or a combination of education and experience equivalent to 4 years that included at least 30 semester hours in accounting or 24 semester hours in accounting and 6 semester hours in related subjects as described above.
AND
SPECIALIZED EXPERIENCE GS-13:
You must have 1 year of specialized experience at a level of difficulty and responsibility equivalent to the GS-12 grade level in the Federal service. Specialized experience for this position includes:
  • Interpreting and applying Federal tax law for individuals, business, and/or exempt organizations, partnerships, and corporations.
  • Applying business and trade practices to develop tax issues based on analysis and evaluation of overall business operations and financial condition. Experience with corporate financial transactions and financial management principles and practices.
  • Interacting effectively with a broad range of individuals and in negotiating with specialists in accounting, legal, tax, and other similar business-related professions.
  • Applying accounting techniques and practices that align with the Internal Revenue Code, regulations, rulings, procedures and court decisions, principles of tax administration, laws, and rulings.
  • Applying tax laws and regulations relating to employee plans sufficient to analyze applications and issue determinations on various contribution or benefit plans
  • Experience with pension and profit-sharing area of tax law, precedents, rulings and court decisions in order to substantiate deductions for contributions made under deferred compensation plans and to examine the bookkeeping of the plans and related operations of the trust.
  • Applying and working actuarial science sufficient to recognize problem areas and to recommend courses of action; and experience successfully examining or reviewing a wide variety of compensation plans and/or related proposals.
  • Communicating and fostering dialogue with upper management, peers, and customers in the overall accomplishment of program objectives and effective problem solving? Experience preparing clear and concise written reports, letters, and memoranda.
AND

You must also meet the following requirements:
  • TIME AFTER COMPETITIVE APPOINTMENT (TACA): Current civilian employees must have completed at least 90 days of federal civilian service since their latest non-temporary appointment from a competitive referral certificate, known as time after competitive appointment. For this requirement, a competitive appointment is one where you applied to and were appointed from an announcement open to "All US Citizens".
For more information on qualifications please refer to OPM's Qualifications Standards.

Education

A college or university degree generally must be from an accredited (or pre-accredited) college or university recognized by the U.S. Department of Education. For a list of schools which meet these criteria, please refer to Department of Education Accreditation page.

FOREIGN EDUCATION: Education completed in foreign colleges or universities may be used to meet the requirements. You must show proof the education credentials have been deemed to be at least equivalent to that gained in conventional U.S. education program. It is your responsibility to provide such evidence when applying. Click here (Section 3, Explanation of Terms) or here for Foreign Education Credentialing instructions.

We recommend choosing an evaluator from a member organization of one of the following national associations of credential evaluation services: National Association of Credential Evaluation Services (NACES) or Association of International Credentials Evaluators (AICE).

Additional information

  • Consider each location carefully when applying. If you are selected for a location, that location will become your official post of duty.
  • 22 positions are to be filled in the following area: Tax Exempt and Government Entities, Employee Plans, Examinations and Rulings & Agreement.
  • Remain in POD - The vacancy will be filled at the selectee's official permanent position of record, post-of-duty (POD).
  • In the event that a building is closed due to rent management, new hires may be placed in a local commuting location.
  • Additional jobs may be filled from this announcement or any other source to fill these vacancies.
  • Alternative work schedule, staggered work hours may be available.
  • Salary: General Schedule (GS) Locality Pay tables may be found under Salaries & Wages.

Candidates should be committed to improving the efficiency of the Federal government, passionate about the ideals of our American republic, and committed to upholding the rule of law and the United States Constitution.

As a current employee, you know the great benefits we offer. Should you have any questions about benefits, please contact the Employee Resource Center (ERC) at 1-866-743-5748 option #1 for ERC.

Review our benefits

How you will be evaluated

You will be evaluated for this job based on how well you meet the qualifications above.

Your qualifications will be evaluated based on your application materials (e.g., resume, supporting documents), your responses on the application questionnaire, and your responses to all assessments required for this position. Applicants who disqualify themselves will not be evaluated further.

You will be assessed on the following competencies (knowledge, skills, abilities, and other characteristics):

  • Attention to Detail
  • Customer Service
  • Decision Making
  • Flexibility
  • Integrity/Honesty
  • Interpersonal Skills
  • Learning
  • Reasoning
  • Self-Management
  • Stress Tolerance
  • Teamwork


The USA Hire Assessments includes a cut score based on the minimum level of required proficiency in these critical general competencies. You must meet or exceed the cut score to be considered. You will not be considered for the position if you score below the cut score or fail to complete the assessment.

Overstating your qualifications and/or experience in your application materials or application questionnaire may result in your removal from consideration. Cheating on an assessment may also result in your removal from consideration.

Rating: Your application will be evaluated in accordance with the Service's Merit Promotion Plan. A quality group rating will be used to rank and select eligible candidates. If qualified, you will be assigned to one of three quality level groups, Superior/Best Qualified, Highly Qualified and Qualified.

Referral: Eligible applicants rated in the highest quality group, may be referred to a selecting official for consideration. Candidates, if required to participate in a selection interview (telephonic and/or in person at the discretion of the Selecting Official in accordance with hiring practices), will be interviewed in quality group order. We will not reimburse costs related to the interview such as travel to and from the interview site.

Performance Appraisal and Awards - Will not be used in determining your overall rating. Any performance appraisal/evaluation and award documentation you provide will be forwarded to the selecting official. The selecting official will review this documentation and give it due weight consideration during the overall selection process. IRS employees may obtain their most recent awards listing at https://persinfo.web.irs.gov/.

If you are a displaced or surplus Federal employee (eligible for the Career Transition Assistance Plan (CTAP), you must receive a score of Highly Qualified orbetter to be rated as "well qualified" to receive special selection priority.

Required Documents

The following documents are required and must be provided with your application. All application materials, including transcripts, must be in English.
Incomplete or insufficient information may result in not being considered for the position, or not receiving special consideration for which you may be eligible.
Please view Application Preparation or How to write a resume for federal job.

1. Resume
… Your resume should:

  • Be limited to two (2) pages. Applicants with resumes exceeding two-pages will be removed from consideration. We recommend utilizing a standard 8.5x11-inch document size, a sans-serif font such as Arial or Calibri with a font size no smaller than 10-point for the main text, and page margins of 0.5 inches. Applicants that attempt to circumvent the 2-page limit page limit, for example by materially reducing readability, will be deemed ineligible. If you update your application, only the most recent resume received (uploaded under the "Resume" document type) will be considered to determine qualifications.
  • Include your name and contact information.
  • Include relevant work experience - Employer Name, Job Title, Employment dates (start to end date or present), number of hours worked per week, and a brief description of duties that clearly demonstrate your qualifications. To receive full credit for work experience, you must include specific MM/DD/YYY start and end dates for every position.
  • Include pay plan, series, and grade (e.g., GS-0301-09) for all federal service jobs.
  • Not include photographs, classified or sensitive information, SSN, encrypted/digitally signed documents, or other inappropriate content. Resumes containing prohibited information will be deemed ineligible.
  • Not include embedded links as they will not be opened or considered when determining qualifications.
  • Not include personal information such as age, sex, religion, race, or disability.
  • Not include specialized experience copied from the announcement or position description, as this is not a demonstration of your experience.
2. Education (if applicable) - Refer to Qualification and Education sections above for requirements
  • For positions with an education requirement, or if you are qualifying for this position based on education or training, submit a copy of your transcript(s) or equivalent. An official transcript(s) will be required if you are selected.
3. Registration/License (if applicable) - Current, active registration/license

4. Performance Appraisal/Awards (strongly encouraged)
  • Submit the most recent completed annual performance appraisal.
  • Submit copies of any incentive/performance awards received that may have an impact on the qualifications for the position to be filled.
5. Career Transition Assistance Plan (CTAP) (if applicable) Selection priority program for displaced or surplus federal employees:
  • Review and submit the required documentation as outlined under CTAP
6. IRS Reassignment Preference Program (RPP) (if applicable)
  • Submit your RPP Notice and most recent performance appraisal.
  • Appraisal must reflect Fully successful or higher overall rating.
7. Current Employees Documentation (recommended if applicable)
  • If applying for a higher grade and you met time-in-grade (TIG) at another agency, it is recommended that you provide an SF-50(s) (Notification of Personnel Action) (or equivalent) which demonstrates you meet the 52-week TIG requirement (e.g., Promotion with an effective date more than one (1) year old, Within-Grade-Increase at the highest grade held). Failure to provide an SF-50(s) that shows your eligibility may result in an ineligible determination.

How to Apply

Please read the entire announcement and all the instructions before you begin an application. To apply for and be considered for this position, you must complete all required questionnaires, assessments and submit all required documentation as specified in the How to Apply and Required Documents section. The complete application package must be submitted by 11:59 PM (ET) on the closing date of the announcement to receive consideration. We are available to assist you during business hours (normally 8:00 a.m. - 4:00 p.m. ET, Monday - Friday). If applying online poses a hardship, please contact us by noon ET on 06/04/2026.

  1. To begin the application process, click the "Apply Online" button.
  2. You will be re-directed to USA STAFFING to continue your application process; answer the online questions. To preview the Application Questionnaire, please click the following link:https://apply.usastaffing.gov/ViewQuestionnaire/12959102.
    • Upload all required documents. (To submit supporting documents, import documents from USAJOBS to the appropriate document types. If the document you need is not imported from USAJOBS, you may upload it directly into this application.)
  3. Click the Submit Application button.
  4. If you are required to complete any USA Hire Assessments, you will be notified after submitting your application. The notification will be provided in your application submission screen and via email. The notification will include your unique assessment access link to the USA Hire system and the completion deadline. Additionally, in USAJOBS you can click "Track this application" to return to your assessment completion notice.
    • Access USA Hire using your unique assessment link. Access is granted through your USAJOBS login credentials.
    • Review all instructions prior to beginning your assessments. You will have the opportunity to request a testing accommodation before beginning the assessments should you have a disability.
    • Set aside up to 3 hours to take the USA Hire Assessments; however, most applicants complete the assessments in less time. If you need to stop the assessments and continue later, you can re-use your unique assessment link.
    • Your responses to the USA Hire Assessments will be reused for one year (in most cases) from the date you complete an assessment. If future applications you submit require completion of the same assessments, your responses will be automatically reused.
Visit the USA Hire Applicant Resource Center for practice assessments and assessment preparation resources.
Visit USA Hire Online Help for online assessment information, system requirements, reasonable accommodations, and what to expect next.

Reasonable Accommodations (RA): We provide reasonable accommodation to applicants with disabilities on a case-by-case basis; contact us if you require this for any part of the application and hiring process. To review reasonable accommodation policies and procedures please visit https://www.opm.gov/policy-data-oversight/disability-employment/reasonable-accommodations/.
  • USA Hire Assessment Reasonable Accommodation (RA) Requests: If you believe you have a disability (i.e., physical or mental), covered by the Rehabilitation Act of 1973 as amended that would interfere with completing the USA Hire Competency Based Assessments, you will be granted the opportunity to request a RA in your online application. Requests for RA for the USA Hire Competency Based Assessments and appropriate supporting documentation for RA must be received prior to starting the USA Hire Competency Based Assessments. Decisions on requests for RA are made on a case-by-case basis. If you meet the minimum qualifications of the position, after notification of the adjudication of your request, you will receive an email invitation to complete the USA Hire Competency Based Assessments, based on your adjudication decision. You must complete all assessments within 48 hours of receiving the URL to access the USA Hire Competency Based Assessments if you received the link after the close of the announcement. To determine if you need a RA, please review the Procedures for Requesting a Reasonable Accommodation for Online Assessments. (https://appsupport-usastaffing.opm.gov/hc/en-us/sections/45063131363475-Reasonable-Accommodation-Information)
To update your application, including supporting documentation: Visit USAJOBS - How to Update Application during the announcement open period, make updates or add supporting documentation, then continue through the entire application process and click Submit Application to send updates to the hiring agency. This option will no longer be available once the announcement has closed.

To view the job status or your application status: Visit USAJOBS - How to View Application/Job Status. Your application status page is where you can view your application status, USA Hire assessment completion status, and review your notifications sent by the hiring agency regarding your application.

Agency contact information

(ERC) Employee Resource Center
Phone
866-743-5748
Website
https://irsgov.sharepoint.com/sites/EmployeeResources/SitePages/ERC-Help-Desk.aspx
Address
TEGE - Employee Plans
1111 Constitution Ave NW
Washington, DC 20224
US

Next steps

Once your application package and online questionnaire is received you will receive an acknowledgement email. You are responsible for checking status updates and notifications in USAJOBS. Hard copy notifications will not be sent to you. " Please notify us if your contact information changes after the closing date of the announcement. If your email mailbox is full or blocked (SPAM) you may not receive important communication that could affect your consideration for this position.

The Fair Chance to Compete for Jobs Act prohibits the Department of Treasury and its bureaus from requesting an applicant's criminal history record before that individual receives a conditional offer of employment. To learn more, please visit our page at: Treasury.gov/fairchanceact.

Additional locations

(CA8513) 25520 Commercentre Dr
Lake Forest, CA
(CA0150) 300 N Los Angeles St
Los Angeles, CA
(CA6139) 4330 Watt Ave
Sacramento, CA
(CA7395) 801 Civic Center Dr
Santa Ana, CA
(CA7816) 21040 Califa St
Woodland Hills, CA
(CO1656) 600 17th St
Denver, CO
(CO1811) 1999 Broadway
Denver, CO
(DC0022) 1111 Constitution NW
Washington, DC
(FL0061) 51 SW First Ave
Miami, FL
(FL3132) 201 S Orange Ave
Orlando, FL
(FL2437) 1248 N University Dr
Plantation, FL
(GA0087) 401 W Peachtree St
Atlanta, GA
(GA2004) 2888 Woodcock Blvd
Atlanta, GA
(IL0236) 230 S Dearborn St
Chicago, IL
(IL2337) 2001 Butterfield Rd
Downers Grove, IL
(IL2558) 5100 River Rd
Schiller Park, IL
(IN0133) 575 N Pennsylvania
Indianapolis, IN
(MA0137) 310 Lowell St
Andover, MA
(MA0131) 15 New Sudbury St
Boston, MA
(MA6049) 103 Commercial St
Brockton, MA
(MD0055) 31 Hopkins Plaza
Baltimore, MD
(MD0278) 5000 Ellin Rd
Lanham, MD
(MI0800) 985 Michigan Ave
Detroit, MI
(MI2181) 1270 Pontiac Rd
Pontiac, MI
(MN1675) 1550 American Blvd E
Bloomington, MN
(MN1600) 30 E Seventh St
Saint Paul, MN
(MO1833) 1122 Town and Country
Chesterfield, MO
(MO2008) 2850 NE Independence
Lees Summit, MO
(MO0106) 1222 Spruce
Saint Louis, MO
(NC2598) 10715 David Taylor Dr
Charlotte, NC
(NJ4721) 955 S Springfield Ave
Springfield, NJ
(NY7501) 999 Stewart Ave
Bethpage, NY
(NY7288) 2 Metrotech Center
Brooklyn, NY
(NY7340) 130 S Elmwood
Buffalo, NY
(NY0376) 1040 Waverly Ave
Holtsville, NY
(NY0350) 290 Bwy-Foley Sq
New York, NY
(NY0282) 26 Federal Plaza
New York, NY
(OH0189) 550 Main St
Cincinnati, OH
(OR0043) 1220 SW 3rd Ave
Portland, OR
(PA0809) 2970 Market St
Philadelphia, PA
(PA0233) 1000 Liberty Ave
Pittsburgh, PA
(TN2709) 127 International Dr
Franklin, TN
(TN0052) 801 Broadway
Nashville, TN
(TX2835) 12309 N Mopac Expwy
Austin, TX
(TX0284) 1100 Commerce St
Dallas, TX
(TX0302) 4050 Alpha Rd
Farmers Branch, TX
(TX3077) 5555 N Beach St
Fort Worth, TX
(TX0298) 1919 Smith
Houston, TX
(TX2298) 12941 I-45 N
Houston, TX
(TX0297) 8701 S Gessner
Houston, TX
(UT1434) 105 23rd St
Ogden, UT
(UT1522) 178 S Rio Grande St
Salt Lake City, UT
(VA0088) 400 N Eighth St
Richmond, VA
(WA0101) 915 Second Ave
Seattle, WA
(WA8075) 1301 A St
Tacoma, WA
(WI1720) 211 W Wisconsin Ave
Milwaukee, WI

Internal Revenue Service

WHY IS THE IRS A GREAT PLACE TO WORK? As an IRS employee, you will feel proud knowing you helped make America stronger while working at one of the world's biggest financial institutions. You will be part of an organization that collects over $2 trillion in revenue and processes over 200 million tax returns annually. We are proud of how we apply the tax law with integrity and fairness to all. The IRS hires talented and dedicated individuals from many backgrounds, including accounting, business, finance, law enforcement and information technology. You will be challenged & supported on a daily basis. Whether you are just starting out or looking for a new opportunity, consider an IRS career.

The U.S. Department of the Treasury has a distinguished history dating back to the founding of our nation. As the steward of U.S. economic and financial systems, Treasury is a major and influential leader in today's global economy. We have over 100,000 employees across the country and around the world. Come Join the Department of the Treasury and Invest in Tomorrow.

WHERE CAN I FIND OUT MORE ABOUT OTHER IRS CAREERS? Visit us on the web at www.jobs.irs.gov

Agency contact information

(ERC) Employee Resource Center
Phone
866-743-5748
Website
https://irsgov.sharepoint.com/sites/EmployeeResources/SitePages/ERC-Help-Desk.aspx
Address
TEGE - Employee Plans
1111 Constitution Ave NW
Washington, DC 20224
US

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