Internal Revenue Agent; Senior Plans Agent

Job Title

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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.