Supervisory Financial Technician

Internal Revenue Service•Chamblee, GA

About The Position

This is a Front Line Manager position in the IRS Taxpayer Services, Return Integrity and Compliance Services (RICS), Refundable Credits Examination Operation. The manager oversees employees and work involving examination and processing of taxpayer returns and supporting documentation for refundable credits, ensuring compliance with tax laws and regulations, accurate data input, and timely case processing. The role includes managing workload and assignments, evaluating employee performance, providing guidance and training, addressing employee concerns and disciplinary matters, and improving work processes and operational quality. The manager also applies IRS procedures, refundable credit program guidelines, taxpayer rights and disclosure requirements, and case-processing systems to support accurate case resolution and program integrity.

Requirements

At least one year of specialized experience equivalent in difficulty and responsibility to the next lower level in the normal line of progression.
Experience applying supervisory principles and practices, including workload management, employee development, performance evaluation, and labor relations, to lead or support a team.
Experience reviewing financial processing and examination of taxpayer returns and refundable-credit documentation for compliance with tax laws, regulations, IRS procedures, accurate input, and timely processing.
Experience applying Internal Revenue Manual provisions, refundable-credit program guidelines, and case-processing systems and tools, including IDRS, IAT, and AMS, to evaluate and resolve cases.
Experience applying taxpayer-rights protections, IRC §6103 disclosure requirements, and records-management requirements.
Ability to communicate effectively orally and in writing, conduct presentations, explain procedures, and provide guidance.
Experience analyzing work processes, identifying trends or problem areas, using reports to prioritize assignments, and implementing improvements.
Experience using automated systems, databases, and reporting tools to manage inventory, monitor performance, and support data-driven decisions.
Current civilian employees must meet the time-after-competitive-appointment requirement of at least 90 days of federal civilian service since their latest non-temporary appointment from a competitive referral certificate, by the applicable announcement closing or cutoff date.
Subject to a one-year supervisory or managerial probationary period unless already completed.
A probationary period may apply; an employee transferred, promoted, demoted, or reassigned before completing it must complete the remaining period in the new position.

Responsibilities

Plan and schedule subordinate work, set short-term priorities, and assign work according to priorities, assignment requirements, and employee capabilities.
Evaluate subordinate performance and recommend recognition, disciplinary action, promotion, reassignment, or appointment as appropriate.
Advise, counsel, and instruct employees on work and administrative matters; identify training and development needs and arrange for appropriate training.
Hear and resolve employee complaints and refer group grievances or unresolved matters as appropriate.
Take minor disciplinary measures and recommend further action in more serious cases.
Improve production and work processes, increase work quality, and develop or participate in setting performance standards.
Approve or disapprove leave and recommend action in unusual cases.
Review financial processing and examination of taxpayer returns and refundable-credit documentation for compliance, accurate input, and timely processing.
Apply Internal Revenue Manual provisions, refundable-credit program guidelines, and RICS case-processing systems and tools to evaluate and resolve cases.
Protect sensitive information and maintain complete, accurate case documentation in accordance with taxpayer rights, disclosure regulations, and records-management requirements.
Communicate procedures and guidance to employees, taxpayers, and other stakeholders, including through presentations and written communication.
Analyze work processes and reports, identify trends or problem areas, prioritize assignments, and implement operational improvements.
Use automated systems, databases, and reporting tools to manage inventory, monitor performance, and support data-driven decisions.