Full Job Description
The primary purpose of this position is to perform duties as a Tax Specialist and all functions. Incumbent will operate the Tax Center by providing Federal and State income tax assistance to eligible recipients, specifically including electronic income tax filing for all regular legal assistance clients at Joint Base Charleston, SC and will work with Internal Revenue Service in acquiring and maintaining electronic tax filing records required by IRS to maintain approved status.
Manages the Tax Office. Sets up the Tax Office with working personnel attached from individual units on base, as well as retired volunteers, training all personnel in tax preparation and tax filing.
Analyzes, examines, monitors, and compiles statistics of tax assistance provided by the Tax Office.
Responsible for analyzing the Tax Office resource needs and procuring all materials, regulations, and general guidance as necessary to ensure effective Tax Office operations.
Periodically prepares a wide variety of specialized reports. Provides detailed interpretations, suggestions for action, and recommendations for improvement.
Occasional travel - You may be expected to travel for this position.
Job family (Series)
0526 Tax Specialist
Conditions of Employment
U.S. Citizenship Required
Males must be registered for Selective Service, see www.sss.gov
Must be able to obtain and maintain SECRET Security Clearance
This position is subject to provisions of the DoD Priority Placement Program
Disclosure of Political Appointments
Overtime work may be required during the annual tax season
Temporary duty assignments may be required to receive tax change updates and provide tax expertise when required
This is a Financial Management Level 1 Certified position IAW the National Defense Authorization Act (NDAA) 2012, Public Law 112-81, Subtitle F-Financial Management, Section 1599d
PCS expenses are not authorized will not be paid
Temporary position NTE 31 JUL 2021
In order to qualify, you must meet the specialized experience requirements described in the Office of Personnel Management (OPM) Qualification Standards for General Schedule Positions, Administrative and Management Positions.
SPECIALIZED EXPERIENCE: Applicants must have at least one (1) year of specialized experience at the next lower grade GS-07 grade level in the Federal service or private sector that demonstrates the knowledge, skills and ability to do the work of the position such as, in-depth or broad knowledge of a body of United States Tax Laws, court decisions, regulations, and general policy guidance in order to conduct difficult and responsible analysis and determinations regarding complex tax preparation and procedures to understand and render tax advice at a Tax Office each tax year, and knowledge of interrelationships of various tax year data stored in automated tax processing software master file systems, document processing procedures, and the consequences of erroneous data entry; or ability to successfully manipulate and analyze tax data to resolve problems stemming from errors in processed tax calculations without data corruption or loss.
Education: Master's or equivalent graduate degree or 2 full years of progressively higher level graduate education leading to such a degree or LL.B or J.D. with a major study in accounting, auditing, taxation, business administration, law, or other fields related to the position to be filled.
Combination of Education and Experience: I have some of the specialized experience and education described above; therefore, I have a combination of experience and education. Note: You must submit a copy of your transcripts.
FEDERAL TIME-IN-GRADE (TIG) REQUIREMENT FOR GENERAL SCHEDULE (GS) POSITIONS: Merit promotion applicants must meet applicable time-in-grade requirements to be considered eligible. One year at the GS-07 level is required to meet the time-in-grade requirements for the GS-09 level. TIG applies if you are in a current GS position or held a GS position within the previous 52 weeks.
KNOWLEDGE, SKILLS AND ABILITIES (KSAs): Your qualifications will be evaluated on the basis of your level of knowledge, skills, abilities and/or competencies in the following areas:
1. Knowledge of extensive and diverse electronic tax site rules and requirements set up by the Federal Internal Revenue Service (IRS) regarding the commercial operation of an electronic tax site for the filing of electronic tax forms by multiple customers.
2. Knowledge of the IRS Code, tax rules, and filing requirements as they affect active duty, reservist, and retired military personnel and their dependents. Knowledge of Federal and State personal income tax requirements and detailed procedures for preparing, substantiating, and submitting personal income tax returns.
3. Knowledge of research methods and procedures sufficient to gather necessary information to render intermediate level tax advice and assistance.
4. Knowledge and skill necessary to tactfully conduct personal interviews and converse with persons of widely varying sophistication in tax-related matters.
5. Knowledge required for coordinating the work of volunteer employees (approximately 90 to 100) to ensure the Tax Office is consistently manned for effective tax preparation services and to create an efficient office capable of satisfactorily filing thousands of electronic tax returns.
6. Ability to communicate effectively, both orally and in writing.
PART-TIME OR UNPAID EXPERIENCE: Credit will be given for appropriate unpaid and or part-time work. You must clearly identify the duties and responsibilities in each position held and the total number of hours per week.
VOLUNTEER WORK EXPERIENCE: Refers to paid and unpaid experience, including volunteer work done through National Service Programs (i.e., Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religious; spiritual; community; student and social). Volunteer work helps build critical competencies, knowledge and skills that can provide valuable training and experience that translates directly to paid employment. You will receive credit for all qualifying experience, including volunteer experience.
IF USING EDUCATION TO QUALIFY: If position has a positive degree requirement or education forms the basis for qualifications, you MUST submit transcriptswith the application. Official transcripts are not required at the time of application; however, if position has a positive degree requirement, qualifying based on education alone or in combination with experience, transcripts must be verified prior to appointment. An accrediting institution recognized by the U.S. Department of Education must accredit education. Click here to check accreditation.
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.
Current or Former Federal Civilian Employees (Includes current Air Force employees): You are required to submit legible copy/copies of your last or most recent SF-50, Notification of Personnel Action, (block 24 must be a "1" or "2" AND block 34 must be a"1"). Additionally, if you are applying for a higher grade (GS) and your SF-50 has an effective date within the past year, it may not clearly demonstrate you meet the one year time-in-grade requirement so you will need to provide an SF-50 which clearly demonstrates you meet the time-in-grade requirements (examples of appropriate SF-50s include Promotions, Within-grade Grade/Range Increases, and SF-50s with an effective date more than one year old)
Interagency Career Transition Assistance Program (ICTAP): For information on how to apply as an ICTAP eligible click here. To be well-qualified and exercise selection priority for this vacancy, displaced Federal employees must be rated well qualified or above for this position. You must submit a copy of the agency notice, your most recent performance rating, and your most recent SF-50 noting position, grade level, and duty location.
Employed Annuitants (Reemployed Annuitants): Applicants in receipt of an annuity based on civilian employment in the Federal Service are subject to the DoD Policy on The Employment of Annuitants. Click here for more information.
Current Federal Civilian employees may apply for temporary and term positions and if selected, a break in service of more than three (3) calendar days may be required prior to appointment to the position.
Temporary and Term Appointments: If you are selected for a temporary or term position in the competitive service, your appointment may be extended to the maximum period allowed by law without further competition.
120-Day Register: This announcement may result in a 120-day register that may be used to fill like vacancies for 120 days after the closing date. Applicants may be referred for consideration as vacancies occur.
Military Spouse Preference (MSP) Eligible: MSP applicants, if determined best qualified, must be selected at the full performance level and placed at the full performance level.
Direct Deposit: All federal employees are required to have direct deposit.
If you have questions regarding this announcement and have hearing or speech difficulties click here.
Tax Law Impact for PCS: On 22-Dec-2017, Public Law 115-97 - the "Tax Cuts and Jobs Act of 2017 suspended qualified moving expense deductions along with the exclusion for employer reimbursements and payments of moving expenses effective 01-Jan-2018 for tax years 2018 through 2025. The law made taxable certain reimbursements and other payments, including driving mileage, airfare and lodging expenses, en-route travel to the new duty station, and temporary storage of those items. The Federal Travel Regulation Bulletin (FTR) 18-05 issued by General Services Administration (GSA) has authorized agencies to use the Withholding Tax Allowance (WTA) and Relocation Income Tax Allowance (RITA) to pay for "substantially all" of the increased tax liability resulting from the "2018 Tax Cuts and Jobs Act" for certain eligible individuals. For additional information on WTA/RITA allowances and eligibilities, please click here.
How You Will Be Evaluated
You will be evaluated for this job based on how well you meet the qualifications above.
Your application package (resume, supporting documents, and responses to the questionnaire) will be used to determine your eligibility, qualifications, and quality ranking for this position. Please follow all instructions carefully. Errors or omissions may affect your rating or consideration for employment.
The resume/documents you submit must support your responses to the online questionnaire. If your application contradicts or does not support your questionnaire responses, you will receive a rating of "not qualified" or "insufficient information" and you will not receive further consideration for this job.
For additional information on what to include in your resume, click here.
Applicants who meet the requirements for and apply as a non-competitive eligible that meet minimal qualifications and other requirements of this position, will be given consideration as a non-competitive candidate and will be referred unless blocked by an individual with priority/preference.
APPRAISALS/AWARDS: Hiring Managers use objective methods and consider previous performance appraisals and awards in the selection process. Current Federal Civilian employees should list any relevant performance related rating and/or awards in your resume.
Applicants who disqualify themselves will not be evaluated further.
Background checks and security clearance
Drug test required
The following documents are required and must be provided with your application. Applicants who do not submit required documentation to determine eligibility and qualifications will be eliminated from consideration. Other documents may be required based on the eligibility/eligibilities you are claiming. Click here to view the AF Civilian Employment Eligibility Guide and the required documents you must submit to substantiate the eligibilities you are claiming.
Online Application: Questionnaire
Resume: For qualification determinations your resume must contain hours worked per week (if part-time) and dates of employment (i.e., month/year to month/year or month/year to present). If your resume does not contain this information, your application may be marked as insufficient and you will not receive consideration for this position. If you are a current Federal employee or previous Federal employee, provide your pay plan, series and grade, i.e. GS-0301-09. Current Federal Civilian Employees should list any relevant performance related rating (given within the last three years) and/or incentive awards in your resume. Do NOT include photographs (or links to social media such as LinkedIn), inappropriate material, inappropriate content, nor personal information such as age, gender, religion, social security number, etc., on your resume.
Transcripts/Registration/License: If qualifying on education/position requires education, you must submit copies of your transcripts and if required for the position, submit an active, current registration/license.
Veterans: If claiming VRA, VEOA or Veterans' Preference - Submit VOW certification memo or copy of the official DD-Form 214, which must include the character of service/type under honorable conditions (i.e., with an honorable or general discharge). This will be annotated in block 24 on member copy 2, 4, or 7 of the DD-Form 214. If you are also claiming 10-point preference and/or 30% Disabled Veteran, you must submit a VA Letter or a disability determination from a branch of the Armed Forces (or documentation of Purple Heart, if applicable).
Current or Former Federal Civilian Employees (includes current Air Force employees): You must submit a legible copy of a SF-50, Notification of Personnel Action. The SF-50, block 24 must contain "1" or "2" AND block 34 must be a "1". Employees eligible under an OPM approved interchange agreement, block 34 may contain a "1" or "2".
Promotion Consideration: If you wish to be considered as a promotion candidate and your SF-50 has an effective date within the past year, it may not clearly demonstrate you meet the one-year time-in-grade requirements. You will need to provide additional SF-50s which clearly demonstrates you meet the time-in-grade requirements (examples of appropriate SF-50s include Promotions, Within-Grade, Grade/Range Increases, and SF-50s with an effective date more than one year old).
ACTIVE DUTY SERVICE MEMBERS: The VOW Act requires federal agencies to treat an eligible active duty service member as a veteran, disabled veteran, and preference eligible (as applicable) when applying for civil service positions before the effective release or discharge date. Appointment of military members before the release or discharge date is permissible if the member is on terminal leave. At the time the active duty member applies for a civil position, he or she must submit a "certification" memo in lieu of a DD-Form 214, Certificate of Release or Discharge from Active Duty. Active duty members applying for a civil service position without submitting a valid certification memo or DD-Form 214 with their application will render the member ineligible for the position. The certification memo must originate from the member's military service branch on official letterhead and contain the following:
Name/Rank/Grade of Service Member
Branch of Armed Forces
Dates of Active Service (Start and End Date(s)
Expected Date of Discharge/Release from Active Duty
Terminal leave start date (if applicable)
Expected character of service/discharge and type of separation (i.e. separation or retirement)
Must be certified within 120 days of anticipated discharge
Signature by, or by direction of the adjutant, personnel office, unit commander, or higher headquarters commander.
Note: The VOW Act provides tentative preference. If appointed, a DD Form-214 must be submitted upon receipt.
Performance Appraisals for Current Federal Civilian Employees - Most recent performance appraisals (dated within last 3 years) showing the official rating of record, signed by a supervisor, or statement why the performance appraisal is unavailable.
Awards for Current Federal Civilian employees - List any awards received within the last 3 years on the resume.
Note: Applicant must not submit award SF50s-Notification of Personnel Actions (SF50s).
A career with the U.S. Government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Learn more about federal benefits.
Review our benefits
Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time, or intermittent. Contact the hiring agency for more information on the specific benefits offered.
This job is open to
Career transition (CTAP, ICTAP, RPL)
Federal employees who meet the definition of a "surplus" or "displaced" employee.
Federal employees - Competitive service
Current or former competitive service federal employees.
Federal employees - Excepted service
Current excepted service federal employees.
Individuals with disabilities
Clarification from the agency
Career Transition does not include: CTAP and RPL Temporary Position