Senior Direct File Analyst

Summary

Click on "Learn more about this agency" button below to view Eligibilities being considered and other IMPORTANT information.

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

Learn more about this agency

This job is open to

• Career transition (CTAP, ICTAP, RPL)
  
  

Federal employees who meet the definition of a "surplus" or "displaced" employee.

• Internal to an agency
  
  

Current federal employees of this agency.

Clarification from the agency

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

Duties

WHAT IS THE HQ-HEADQUARTERSDIVISION?

A description of the business units can be found at: https://www.jobs.irs.gov/about/who/business-divisions

Vacancies Will Be Filled In The Following Specialty Areas

Direct File

The following are the duties of this position at the full working level.

Serves as a subject matter expert and advisor across the Service, including all levels of leadership and staff on improving customer and employee experience products, directly reporting to the CIR complex. Leads implementation and refinement agency-wide initiatives that have significant impact on issues facing Direct File. Examples include participating serving on task forces or study groups as the representative to address Service wide issues or opportunities or performing independent analyses of Service wide or specific programs or operations. The incumbent must be knowledgeable of the IRA legislation as well as the SOP and the Chief, Direct File and CIRs policies and ensure that views are well represented. Leads teams of Direct File and other Service wide managers and employees, or independently studies complex problems facing the Direct File's functions or those of particular concern or interest within the Agency. This may require coordinating input from activities outside the organization or identifying new or modified methods of performing work that requires the incumbent to demonstrate expert analytical or process analysis skills. 25%

Develops cross-functional-activities within the Direct File organization and across the organization, to include development of internal infrastructure with interdisciplinary teams to address consistent, clear and intuitive customer interactions to develop a high-quality experience for the CIR complex. The incumbent develops operating plans, Business Plan and Business Review assessments and reports to assist the Chief, Direct File with oversight responsibilities by conducting specific studies and analyses to support operational reviews and to measure achievement of goals and performance expectations, execution of plans, accomplishment of benchmarks, compliance with directives, and effective utilization of resources. Incumbent performs a wide range of technical input and oversight tasks comparable to all or nearly all the following where work is contracted out - Analyzes benefits and costs of accomplishing work in-house versus contracting; recommend whether to contract; Provide technical requirements and descriptions of the work to be accomplished; Plan and establish the work schedules, deadlines, and standards for acceptable work; coordinate and integrate contractor work schedules and processes with work of subordinates or others; Track progress and quality of performance; arrange for subordinates to conduct any required inspections; and Decide on the acceptability, rejection, or correction of work products or services, and similar matters which may affect payment to the contractor. Understands, evaluates, monitors, and measures the development and execution of solutions to improve internal and external customer and employee experiences across critical touchpoints. Develops, implements, and manages customer and employee experience products and best practices, including establishing standards. Considers the implications of emerging technological developments, economic and social trends, in the development of process and quality improvement best practices and methodologies. Ensures that systems/processes are developed with quality to deliver value to customers and achieve the desired organizational results, including increased productivity, effectiveness, and sustainability. 25%

Requirements

SEE ADDITIONAL DUTIES IN REQUIREMENTS AND QUALIFICATIONS

Conditions of Employment

DUTIES CONTINUED

Conducts planning, development, coordination, and implementation of customer and employee experience products and taxpayer experience products that impact multiple organizations and/or IRS locations. As a technical expert on guidelines and policies, interprets, develops, adapts, and coordinates analytical reviews of new policies, procedures, and program requirements of the Service and their impact on the Direct File's operations and resources, and accordingly advises and negotiates acceptance of conflicting issues with management in the formulation of specific policies. Applies and disseminates newly developed or revised policies and procedures for use across the organization. Provides key input to leadership and team members and ensures all project tracking and documentation aspects are completed accurately, thoroughly, and timely. Incumbent meets with the Commissioner, IRS, other high ranking internal and external executives, Labor Relations, as well as the National Treasury Employee Union, to exchange information about work operations and personnel management matters, receive advice, and guidance. Incumbent influences, motivates, or persuades individuals during briefings, meetings, or presentations to accept opinions or take actions related to advancing the fundamental goals and objectives of the program or segments directed, or involving the commitment or distribution of major resources, when intense opposition or resistance is encountered due to significant organizational or philosophical conflict, competing objectives, major resource limitations or reductions, or comparable issues. Conducts and manages periodic audits of quality requirements. Analyzes audit results to ensure appropriate quality standards and operational definitions are in place. Prepares and delivers formal audit reports. Monitors and reports on the outputs from the quality assurance and audit processes. Establish and maintains metrics for making decisions for improved customer experience products; measure, monitor and analyze metrics to ensure IRS is investing time and money on customer experience activities and initiatives with the highest impact to customer segments. 25%

Standard Position Descriptions (spd)

PD24333

Visit the IRS SPD Library to access the position descriptions.

• Obtain and use a Government-issued charge card for business-related travel.
• A 1-year probationary period is required (unless already completed)
  
  

Qualifications

DUTIES CONTINUED

Coordinates, and consults with both internal and external stakeholders. Represents the IRS' interests and coordinates the impact of the projects with employees and managers in all affected areas across the Service and with individuals and organizations outside of the Service. Conducts other confidential or special assignments for Direct File leadership on a variety of issues concerning the Direct File function for delivery to the Department of Treasury or other higher-level offices, or to improve operations. Works with stakeholders across organizations, functions, and levels to build customer understanding and solve problems, empower teams to move forward by developing metrics, measuring results, and integrating new methodologies into existing systems. Works with partners across the Service to drive business decisions that will better support the design of products and services and facilitate working together across organizational silos, to create a system of shared values and behaviors, for delivering a great customer experience. Serves as an organizational trainer and coach/mentor on Customer and Employee Experience Products, concepts, strategy, tools and techniques to strengthen IRS' ability to deliver extraordinary internal and external customer service and customer experience. Plans and facilitates workshops, meetings and other interactive sessions to gather feedback and insight from key customers and stakeholders. Document, package and present findings, insights and recommendations via reports, presentations and/or other outputs as needed. Make research findings relevant and meaningful for design and action through a variety of formats such as insights, stories, videos, experiences and exhibits. Prepares agency directives, IRM issuances, memoranda, policy statements, and other written guidelines and recommendations relating to the project/program. 25%

Performs other duties, as assigned.

Federal experience is not required. The experience may have been gained in the public sector, private sector or 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/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:

SPECIALIZED EXPERIENCE: GS-14 LEVEL: You must have one year of specialized experience at a level of difficulty and responsibility equivalent to the GS-13 grade level in the Federal service. Specialized experience for this position includes: Experience with a wide range of analytical and evaluative methods and techniques, both qualitative and quantitative, to design and conduct complex projects or studies of broad scope and strategic importance, to extend and refine existing methods and techniques, and to develop new approaches to the analysis of assigned business operations and processes. Project management principles, tools and techniques to plan and establish operating methods and procedures for accomplishment of project mission. IRS management systems and their interrelationship with assigned projects to provide data for program/project analysis. Lean principles of value; value stream; and Define, Measure, Analyze, Improve and Control to ensure Lean Six Sigma (LSS) is properly applied. Organizational Change Management (OCM) principles, concepts, and methodologies including but not limited to: Organizational Assessments, the ADKAR model for change, and the Project Change Triangle, to ensure OCM is properly applied.

AND

MEET TIME IN GRADE (TIG) REQUIREMENT: You must meet applicable TIG requirements to be considered eligible. To meet TIG for positions above the GS-05 grade level, you must have served at least one year (52 weeks) at the next lower grade (or equivalent) in the normal line of progression for the position you are applying to. Advancement to positions up to GS-05 is permitted if the position to be filled is no more than two grades above the lowest grade held within the preceding 52 weeks.

AND

TIME AFTER COMPETITIVE APPOINTMENT: By the closing date (or if this is an open continuous announcement, by the cut-off date) specified in this job announcement, 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 copy of your transcripts or equivalent documentation is required for positions with an education requirement, or if you are qualifying based on education or a combination of education and experience. An official transcript will be required if you are selected. If the position has specific education requirements and you currently hold, or have previously held, a position in the same job series with the IRS, there is no need to submit a transcript or equivalent at this time. Applicants are encouraged, but are not required, to submit an SF-50 documenting experience in a specific series. 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.

Additional information

• We may select from this announcement or any other source to fill one or more vacancies. Additional jobs may be filled.
• The salary range indicated in this announcement reflects the minimum locality pay up to maximum locality pay for all duty locations listed. The range will be adjusted for selected duty location. General Schedule locality pay tables may be found under Salaries & Wages.
• This is a non-bargaining unit position.
• Tour of Duty: Day Shift - Start and stop times between 6:00 a.m. and 6:00 p.m.
• Alternative work schedule, staggered work hours or telework may be available.
• In the event that a building is closed due to rent management, new hires may be placed in a local commuting location.
• Telework Eligible Positions: Telework eligible positions do not guarantee telework. Employees must meet and sustain IRS telework eligibility requirements (e.g., reporting at least twice a pay period to your assigned Post of Duty (POD)) and supervisor's approval to participate in the IRS Telework Program. Employees must also be within a 200-mile radius of their official assigned post-of-duty (POD) while in a telework status. As a reminder - If you are selected for a position, you are responsible for reporting to your designated POD (location) on the negotiated start date or as directed by management.
• The employment of any candidate selected for this position, 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.
• If the position(s) are no longer needed prior to the closing date, this announcement may be closed early.
  
  

This is an open continuous announcement which will be used to fill vacancies in the locations listed as they become available for the next 9 months contingent upon funding and space requirements. Applicants must apply and/or update their applications by 11:59 pm ET at the close of the following cutoff dates to be considered: Cutoff date(s): 07/26/2024. This announcement may be amended to include additional cut-off dates within the 9 month period if needed, not later than 10 days prior to the additional cut-off date(s). Eligible applicants in the highest quality group who apply by the initial cut-off date will be considered first. If additional vacancies exist, applicants who applied after the initial cutoff date who place in the highest quality group will be considered next. Selections from this announcement may be made no later than (NLT) 04/18/2024.

• Benefits
  
  

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. Opens in a new windowLearn 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.

How You Will Be Evaluated

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

Your application includes your resume, responses to the online questions, and required supporting documents. Please be sure that your resume includes detailed information to support your qualifications for this position; failure to provide sufficient evidence in your resume may result in a "not qualified" determination. Applicants who disqualify themselves will not be evaluated further.

Rating: Your application will be evaluated in accordance with the Service's Merit Promotion Plan. You will be assessed on the following competencies (knowledge, skills, abilities, and other characteristics):

• Analysis and Decision Making
• Influencing/Negotiating
• Interpersonal Skills
• Organizational Awareness
• Planning and Evaluating
• Problem Solving
• Project Management
• Writing
  
  

Your application will also be rated and ranked among others, based on your responses to the online questions, regarding your experience, education, and training. 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/. Your rating may be lowered, if your responses to the online questions are not supported by the education and/or experience described in your application.

Referral: A category-like rating (Quality Group) will be used to rate, rank and select eligible candidates. If qualified, you will be assigned to one of three quality level categories, Superior/Best Qualified, Highly Qualified and Qualified.

If you are among the top qualified candidates, your application 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.

If you are a displaced or surplus Federal employee eligible for Career Transition Assistance Plan (CTAP), you must receive a score of Highly Qualified or better 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.

• Resume - Your resume MUST contain dates of employment (i.e., month/year to month/year or present). To ensure you receive full credit for relevant experience, include the hours worked per week. We recommend that your resume not exceed 5 pages. If including Federal service experience, you MUST provide the pay plan, series, and grade, i.e., GS-0301-09. If the pay plan, series, and grade are not provided, it may result in an ineligible determination.
  
  

Your resume must NOT include photographs, classified or government sensitive information, social security number (SSN), encrypted/digitally signed documents, or other inappropriate material or content. If your resume contains prohibited information as listed above, your application will be determined ineligible, and you will not receive consideration for this position. (Cover letters are optional.) Please view Resume Tips.

It is also recommended that your resume not include personal information such as age, gender, religion, race, disability, etc.

• Online Application - Questionnaire responses
• Education - See Education Section above
• Performance Appraisal/Awards (if applicable) - You are strongly encouraged to submit a copy of your most recent, signed, completed annual performance appraisal which includes the final rating and copies of any incentive/performance awards you received. If a revalidated appraisal is used for merit promotion, the supervisor must prepare a narrative for each critical job element that does not have a narrative describing the performance in the appraisal period covered by the rating. Note: If you are a manager or management official, your most recent annual performance appraisal must be used for the overall rating identified.
• Registration/License (if applicable) - active, current registration/license
• IRS Reassignment Preference Program (RPP) (if applicable) - You MUST meet the requirements in your RPP notice. Submit a copy of your RPP Notice along with a copy of your most recent annual performance appraisal. Your performance appraisal must have a fully successful or higher overall rating.
• Career Transition Assistance Plan (CTAP) (if applicable) - You MUST submit the required documentation as outlined at: Career Transition Assistance Plan (CTAP). If you are an IRS CTAP eligible, you can apply for jobs within and outside the commuting area. If you are a Treasury CTAP eligible can apply for jobs within the commuting area.
  
  

Please note that if you do not provide all required information, as specified in this announcement, your application will be determined incomplete, and you will not be considered for this position (or may not receive the special consideration for which you may be eligible).

How to Apply

The following instructions outline our application process. You must complete this application process and submit any required documents by 11:59 p.m. Eastern Time (ET) on 04/18/2025 and/or cut-off dates in this announcement. 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 04/18/2025.

To preview the Application Questionnaire, please click the following link: https://apply.usastaffing.gov/ViewQuestionnaire/12478585

• To begin the application process, click the "Apply Online" button.
• You will be re-directed to USASTAFFING to complete your application process; answer the online questions and submit all required documents. (To submit supporting documents, import documents from USAJOBS to the appropriate document types. If the document you need was not imported from USAJOBS, you may upload it directly into this application. To protect your privacy, we suggest you first remove your SSN).
• To complete, you must click the "Submit Application" button prior to 11:59 PM (ET) on 04/18/2025.
  
  

To update your application, including supporting documentation, at any time during the announcement open period, return to your USAJOBS account (https://my.usajobs.gov/Account/Login). There you will find a record of your application, the application status, and an option to Update Application. This option will no longer be available once the announcement has closed.

To verify the status of your application both during and after the announcement open period, log into your USAJOBS account: https://my.usajobs.gov/Account/Login . All of your applications will appear on the Welcome page. The application record in your USAJOBS account provides an Additional Application Information page that provides information regarding the documentation you submitted and any correspondence we have sent related to this application. The Application Status will appear along with the date your application was last updated. For information on what each Application Status means, visit: https://www.usajobs.gov/Help/how-to/application/status/.

Agency contact information

(ERC) Employee Resource Center

Phone 866-743-5748 Website https://irsgov.sharepoint.com/sites/EmployeeResources/SitePages/ERC-Help-Desk.aspx

Address HQ - Direct File

1111 Constitution Ave NW

Washington, DC 20224

US

Learn more about this agency

Next steps

Treasury believes in a working environment that supports inclusion; to review reasonable accommodation policies and procedures please visit https://www.opm.gov/policy-data-oversight/disability-employment/reasonable-accommodations/. We provide reasonable accommodation to applicants