Intake Technician – IRS Job Openings


Website Internal Revenue Service

Position Summary:

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.

Key Responsibilities:

  • Review and establish initial controls and distribute all incoming casework within guidelines and timeframes.
  • Manage incoming telephone call traffic and customer inquiries with internal, taxpayer, congressional, and stakeholder contacts.
  • Interpret relevant data including master file records and tax account history.
  • Protect taxpayer confidentiality information as outlined in IRC §6103 and 7803(c)(4)(a)(IV).
  • Review and process routine Congressional, White House and other priority inquiries.
  • Confer with customers experiencing a hardship; clarify any issues and present possible courses of action.
  • Ensure that possible systemic errors and improper tax treatment is brought to the attention of the appropriate areas.

Required Education & Experience:

  • Bachelor’s degree or four years of education above high school in any field of study from an accredited college or university.
  • Must be a U.S. Citizen or National and provide proof of U.S. Citizenship. (Birth certificate showing birth in the U.S; Unexpired U.S. Passport; Certificate of Citizenship or Naturalization; or Report of Birth Abroad of a U.S. Citizen (Form FS-240))
  • Must successfully complete a background investigation, including a FBI criminal history record check (fingerprint check).
  • Undergo an income tax verification and review of prior performance/conduct.