Financial Analyst (Business Valuation Specialist)-12 Month Roster
Company: Department of the Treasury
Posted on: November 25, 2022
Click on "Learn more about this agency" button below to view
Eligibilities being considered and other IMPORTANT information.
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- Accepting applications
- Open & closing dates
10/03/2022 to 07/17/2023
$94,373 - $150,703 per year
* Pay scale & grade
14 vacancies in the following locations:
- 4041 N Central Ave Phoenix, AZ
- 300 North Los Angeles Street Los Angeles, CA
- 333 W Broadway San Diego, CA
- 450 Golden Gate Ave San Francisco, CA
- Show more locations (25)
- 55 South Market Street San Jose, CA
- 1600 Los Gamos Dr Suite 231 San Rafael, CA
- 1999 Broadway Denver, CO
- 150 Court Street New Haven, CT
- 7850 S. W. 6th Court Plantation, FL
- 2203 N Lois Avenue Tampa, FL
- 625 N Flager Dr West Palm Beach, FL
- 2888 Woodcock Blvd Atlanta, GA
- 230 S. Dearborn Street Chicago, IL
- 31 Hopkins Plaza Baltimore, MD
- 310 Lowell Street Andover, MA
- 15 New Sudbury Street Boston, MA
- 1550 American Blvd East Bloomington, MN
- 1122 Town and Country Commons Chesterfield, MO
- 200 Sheffield Street Mountainside, NJ
- 290 BWY-Foley Square New York, NY
- 200 N. High Street Columbus, OH
- 6450 RocksideWoods BlvdSte 300 Independence, OH
- 601 S. Henderson Road King of Prussia, PA
- 1000 Liberty Avenue Pittsburgh, PA
- 12039 N Mopac Expwy Austin, TX
- 4050 Alpha Road Farmers Branch, TX
- 5450 Stratum Dr. Ste 150 Fort Worth, TX
- 8122 Datapoint Dr. San Antonio, TX
- 915 Second Avenue Seattle, WA
- Remote job
* Telework eligible
Yes-as determined by the agency policy.
* Travel Required
25% or less - You may be expected to travel for this position.
* Relocation expenses reimbursed
* Appointment type
* Work schedule
* Promotion potential
* Job family (Series)
1160 Financial Analysis
* Supervisory status
* Security clearance
* Drug test
* Position sensitivity and risk
Moderate Risk (MR)
* Trust determination process
* Announcement number
* Control number
This job is open to
* Internal to an agency
Current federal employees of this agency.
* Career transition (CTAP, ICTAP, RPL)
Federal employees who meet the definition of a "surplus" or
Clarification from the agency
Open to IRS Career/Career-Conditional, Treasury/IRS CTAP, & IRS RPP
WHAT IS THE LARGE BUSINESS & INTERNATIONAL DIVISION?
A description of the business units can be found at:
Vacancies will be filled in the following specialty areas:
Large Business and International Director Eastern Compliance
This is a position of Financial Analyst in the Field Specialist
program of the Large Business and International Division (LB&I)
with responsibility for business appraisal projects that are highly
complex and controversial. Functions as a technical authority on
issues requiring the application of new theories and standards to
appraisal problems not susceptible to treatment by accepted and
established procedures, or no accepted or established appraisal
The following are the duties of this position at the full working
- Performs unique, often controversial and precedent setting
appraisals of businesses and business interests where the appraisal
will have significant tax impact, affect large segments of
taxpayers, and with potential to effect legislative change.
Provides expertise to government attorneys on cases with litigation
potential. Serves as expert witness in U.S. Tax Court or U.S.
- Performs appraisals and reviews appraisals prepared by
recognized experts and authorities in the industry. Conducts
conferences with taxpayers, representatives and experts to explain
findings which are often vigorously contested. Prepares appraisal
reports which represent the Service's position and documents
conclusions with accurate facts and arguments for unagreed issues.
Develops and utilizes sophisticated financial, analytical, and
appraisal techniques appropriate to the particular type of business
interest. Applies research, resourcefulness, and judgment in
developing facts, valuation techniques, and tax law applicable to
each assignment. Determinations often set precedent for future
determinations throughout the industry.
- Makes determinations of the fair market value of very large and
complex corporate, partnership, fiduciary, and individual
proprietorship business interests, and other types of financial and
investment instruments. Makes determinations of the value of
tangible and intangible assets acquired or sold in corporate
buyouts, mergers, reorganizations, etc. Allocates the purchase
price of large and complex business entities to the various assets
acquired in accordance with relevant economic and valuation
principles and tax law.
- Makes determinations of reasonable compensation requirements
for business executives using sophisticated analysis of industry
data, surveys, and judgment. Reviews overall compensations packages
including salary, stock options, retirement benefits, and other
forms of remuneration. Makes determinations of marketability and
minority discounts for property interests such as stock in closely
held corporations, unregistered stocks and securities, limited and
general partnership interests, and partial interest in business
enterprises and real estate.
- Observes and studies trends in the appraisal field and
promulgates the application of emerging theory and methodology to
effect changes in Service practice and policy.
Conditions of Employment
STANDARD POSITION DESCRIPTIONS (SPD):
Visit the IRS SPD Library to access the position descriptions.
- If you are in a telework eligible position, you may be directed
to temporarily telework on a full-time basis due to COVID 19.
Employees must be within a 200-mile radius of their official
assigned post-of-duty (POD) while in a telework status. Once normal
operations resume, employees may be directed back to the office to
perform the duties of their position. Telework eligibility does not
guarantee telework; employees must meet and sustain IRS telework
eligibility requirements and supervisor's approval to participate
in the IRS Telework Program. 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.
- May have to file a Confidential Financial Disclosure Report
within 30 days of appointment and annually from then on.
- Obtain and use a Government-issued charge card for
- 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 bargaining unit position.
- Tour of Duty: Monday-Friday, 8:00am-4:30pm
- Alternative work schedule, staggered work hours or telework may
- Relocation expenses - NO
You must meet the following requirements by the closing date of
BASIC REQUIREMENTS - IOR:
EDUCATION: Undergraduate and Graduate Education: Major study --
finance, business administration, economics, accounting, insurance,
engineering, mathematics, banking and credit, law, real estate
operations, statistics, or other fields related to the position,
such as agriculture, agricultural economics, farm, livestock or
ranch management, or rural sociology.
Experience: Specialized Experience (for positions above GS-5):
Experience such as performing financial analysis and evaluation
work requiring a comprehensive knowledge of (1) corporate finance
and any specialized fields of finance required such as public
finance, securities, international finance, money and securities
markets, investments, and banking, and (2) the financial and
management structure, operations, and practices of corporate and
Combination of education and experience equivalent to that
SPECIALIZED EXPERIENCE GS-13: You must have 1 year of specialized
experience at a level of difficulty and responsibility equivalent
to the GS-12 grade level in the Federal service.
Specialized experience for this position includes:
Experience with financial analysis project assignments that use
business valuation principles, concepts, and advanced techniques to
appraise business interests with complex characteristics and to
analyze complicated valuation problems. Perform unique and
moderately complex appraisals of businesses and business interests
as well as making determinations of the value of tangible and
intangible assets acquired or sold in corporate acquisitions,
mergers, reorganizations, liquidations, etc. or transferred
offshore in an inter-company transaction. Make complex
normalizations to financial statements such as reasonable officer
compensation, working capital, inventory, liabilities, etc. Analyze
and determine control premiums, lack of control, capital gains tax
discount, and lack of marketability discounts in connection with
unique and complex appraisals of businesses and business
TIME-IN-GRADE REQUIREMENTS GS-13: Under merit promotion procedures,
Federal applicants must have served 52 weeks at the next lower
grade to satisfy time-in-grade restrictions contained in 5 CFR 300,
Subpart F. Time is credited based on calendar time served in a
grade, regardless of the number of days or hours worked. If you
currently hold or have previously held a position at the same (or
equivalent) or higher grade/level in the Federal government as of
this announcement, you will meet the TIME IN GRADE
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
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-time work 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.
For more information on qualifications please refer to OPM's
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
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
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 for Foreign Education Credentialing instructions.
Please consider each location carefully when applying. If you are
selected for a position at one of your location selections, that
location will become your official post of duty.
This is an open continuous announcement which allows applicants to
apply up to the closing date of the announcement, 07/17/2023. The
announcement will be used to fill an anticipated 14 vacancies.
Selections may be made from certificates issued up to 12 months
after the 1st cut-off date listed below. Contingent upon funding
and space requirements, one or more vacancies may be filled at the
locations listed in this announcement as they become available.
Applicants need to apply and/or update their applications by 11:59
pm ET at the close of each of the following cutoff dates to be
considered: 10/17/2022. This announcement may be amended to include
additional cut-off dates within the 12-month period if needed, not
later than 10 days prior to the additional cut-off date or the
final selection date.
Review our benefits
How You Will Be Evaluated
You will be evaluated for this job based on how well you meet the
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"
Rating: Your application will be evaluated on the Critical Job
Elements (CJE) of the position to be filled, in accordance with
Article 13 of the IRS/NTEU National Agreement. Your application
will also be rated and ranked among others, based on your responses
to the online questions/assessment. Your experience, education,
training, prior performance, and awards, relevant to the position
being filled, will be considered throughout the hiring process. IRS
employees may obtain most recent awards listing at
Referral: If you are among the top qualified candidates, your
application may be referred to a selecting official for
consideration. You may be required to participate in a selection
interview (telephonic and/or in person at the discretion of the
Selecting Official in accordance with hiring polices). 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 80 or better to be rated as well qualified to receive special
Review our benefits
* Required Documents
As a new or existing federal employee, you and your family may have
access to a range of benefits. Your benefits depend on the type of
position you have - whether you're a permanent, part-time,
temporary or an intermittent employee. You may be eligible for the
following benefits, however, check with your agency to make sure
you're eligible under their policies.
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 to present). To ensure you receive full
credit for relevant experience, include the hours worked per week.
If including Federal service experience, provide pay plan, series
and grade, i.e. GS-0301-09. Your resume must NOT include
photographs, inappropriate content, or personal information such as
age, gender, religion, social security number. If your resume does
not contain the required information specified, or contains
prohibited information as listed above, your application will be
determined incomplete, and you will not receive consideration for
this position. (Cover letters are optional.) Please view Resume
- Online Application - Questionnaire responses
- Education - See Education Section above
- Performance Appraisal/Awards - Submit a copy of your most
recent completed performance appraisal. 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
- 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
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
* 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 07/17/2023 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 07/17/2023.
To preview the Application Questionnaire, please click the
- To begin the application process, click the "Apply Online"
- 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 07/17/2023.
To update your application, including supporting documentation, at
any time during the announcement open period, return to your
USAJOBS account ( 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
To verify th
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