Carlena Nichols

As a first level supervisor, I am responsible for assigning, directing, and reviewing the work of employees; planning and carrying out the training and development of employees; evaluating employees' work performance; and performing all other related administrative functions

• I assign work based on priorities, selective consideration of the difficulty and requirements of assignments, and the capabilities of employees
• I evaluate work performance and make recommendations for outstanding performance recognition or disciplinary action
• I give advice, counsel, or instruction to employees on both work and administrative matters
• I hear and resolve complaints from employees, referring group grievances and more serious unresolved complaints to the Department Manager
• I affect minor disciplinary measures, such as warnings and reprimands, recommending other action in more serious cases
• I prepare and email accountability reports to the correct persons
• I distribute changes and other information such as Hot Topics and W&I Offline
• I enter time sheets accurately and timely to ensure proper time and attendance reporting
• I am an IORS (IDRS Online Reports Services) USR (Unit Security Representative)
• I validate IDRS reports such as security violations and sensitive access, move employees to the correct IDRS organizations and assign command codes as needed
• I was monitor physical and digital inventory, and Aceyus/Verint/Finesse phone systems
• I enter weekly availability for the phone trained TEs
• I make IPR adjustments as necessary to reflect accurate program codes and leave
• I contact other supervisors, interpreter staff and NTEU representatives for mass employee related issue meetings
• I complete 312's and collect badges when furloughing employees
• I resolve employee career related issues such as career ladder promotions
• I attend weekly staff meetings to review our inventory, production and discuss any managerial issues that arise
• I monitor, review and evaluate the operation workflow, work redundancy, or systemic problems
• I make sure that all updates and SERP Alerts are routed throughout the unit the same day I receive them
• I will hold unit meetings and go over the updates for clarifications as necessary to ensure a quality product is being released by all employees
• I approve and disapprove leave
• I give written counseling to my employees in regard to their leave
• I prepare leave counseling for my employees
• In this counseling I let the employees know how much leave they have used for the whole pay period, how much leave they have left for the beginning of the next pay period, and I let them know the importance of them being here at work to help the productivity and the goals we strive to reach every day to ensure the work is getting out in a timely manner
• I am aware of the importance of communicating with the internal and external customers to meet our goals
• I address issues verbally and written regarding performance and conduct of my unit employees
• I have made a direct impact on the employees
• When they come to me with an issue, I take action as quickly as possible, to ensure they get the results or answers requested
• I have personally helped no less than 30 employees set up NFC access, set up and start an account and navigate the www.usajobs.gov website, to enable them to apply for other positions and promotions
• I helped employees with usajobs.gov processes; including preparing resumes with applicable work experience, correctly answering the asked questions, 5 were able to attain higher graded seasonal jobs, 7 were accepted into temporary promotion assignments, such as the quality review team, instructor, work lead and management cadres, 2 went into permanent positions and 1 gained acceptance into FLRP (Frontline Leader Readiness Program)
• I have been fortunate to land in units that are engaged in the work and glad to be there each day
• I have developed an employee who expressed interest in being an OJI/back-up work lead by offering her the training that was needed to become back-up work lead
• While my work lead was out on vacation she stepped in seamlessly as the acting work lead for two weeks
• She has applied for the instructor cadre and her name has been submitted so that she can attend CIT (Certified Instructor Training)
• Salary: $75,000.00 USD Per Year
• Hours per week: 40
• Series: 0592 Tax Examining
• Pay Plan: IR - 08
• Supervisor: Reggie Ellis (512-460-4740)

As the work lead in a prior year, international unit I have extensive knowledge of the current and prior year IMF (1040, 1040A and 1040EZ) programs and procedures and in Code & Edit , and Accounts Management Taxpayer Relations

• I monitor workflow and distribute work fairly
• I monitor daily inventories to insure cycle completion is made
• I review all work that the tax examiners kick out for correspondence or route to other departments including Accounts Management, Collections, Frivolous, ACS, Examination, CIS and Entity
• I give feedback to the employees to help them be more efficient
• I code and edit IMF prior year and current year programs (1040, 1040A and 1040EZ ) when needed
• I am an OJT coach and give written and verbal feedback to the employees
• I help other employees to understand when there are procedural changes
• I review the tax examiners work in my unit and resolve any procedural issues that arise
• I read Hot Topics that are routed through the unit immediately upon receiving them to ensure that the business measures is not negatively impacted
• I review work assigned to the unit
• I am technical and knowledgeable of Code and Edit, and am aware of the terminology within the department
• I have previous quality review experience that I utilize in my current position
• I advise my manager of error trends that I identify in the course of my reviews and work
• I maintain a spreadsheet to track the unit's errors
• I accurately and regularly use IRMs and Job Aids for procedures throughout the course of my work
• I incorporated and implemented IRM changes for new procedures without difficulty
• I identified and corrected problems on a daily basis
• I recognized when there was missing information necessary to the processing of tax forms
• Such as, discovering and corresponding for missing signatures, or forms and schedules
• I research such information whenever possible, i.e
• Missing address, SSN or W-2, previous postings, so returns are processed in a timely manner
• I also identify and resolve mis-batched work
• I quickly and accurately re-batch work into the appropriate program
• I bring to the attention of my Lead and/or Manager, when the mis-batched work affects the entire cart
• I complete my work accurately and timely to help meet cycle dates
• I was regularly detailed to the QR unit to help get the correspondence issues out quickly
• I gave concise and constructive feedback to TE's that required additional help with correspondence procedures
• I was temporarily promoted for the 2009 and 2010 filing years to the Quality Review unit
• I was temporarily promoted to the Correspondence Tech unit for filing year 2007
• I am a certified classroom instructor
• I am a full-scope tax examiner, I code and edit all current year Phase 1 and Phase 2 International Forms 1040/A/EZ/PR/SS/NR/NR-EZ
• Whether it is based on address or attached forms such as 8833, 2555/EZ and 8891
• I accurately determine POD (Post of Duty Code) on forms 2555/EZ, and additional information lines(AIL) on Puerto Rican returns
• I correspond with Taxpayers for missing required information to process an International return
• I process Streamlined returns, which is a program to allow non-resident taxpayers to file multiple years at once in order to be in compliance with their tax accounts
• This is a complicated and constantly changing program, requiring frequent correspondence with taxpayers
• I code and edit Dual Status returns, I determine which return will be the controlling document and which is the statement return to enable accurate processing and/or correspondence
• I do all the research for my unit, such as; address, date of death, previous posting, with-holding and for power of attorney permissions
• I verify payments made through the FIRPTA (Foreign Investment Real Property Tax Act) database and IDRS on international returns as required
• I process 'walk-through' cases that require editing, these cases originate from TAS (Taxpayer Advocate Service), ERS (Error Resolution System) and other functions, they require immediate handling and passing on to the next function in the pipeline
• Hours per week: 40
• Series: 0592 Tax Examining
• Pay Plan: GS - 07

I complete telephone interviews with a wide range of individuals who have varying degrees of understanding, or with third party representatives

• I answer taxpayer inquires initiated by letters, notices, or the Where's My Refund Tool (WMR) on irs.gov, and internally generated assignments
• I effectively and professionally communicating specialized information orally or in writing with internal and external customers
• I use interviewing techniques to obtain and exchange information under sensitive conditions, e.g., reporting and disclosure requirements
• I use investigative techniques and procedures sufficient to extract information from a variety of sources and make a determination as to the appropriateness and quality of information I analyze and evaluate information involving the research of records and the nature of each inquiry including the way it was presented in order to inform and advise, answer inquiries, or resolve problems related to the unique circumstances of each taxpayer
• I have a comprehensive knowledge of available on-line systems, research materials, technology, tools, and processing procedures, e.g., data security, knowledge of codes, their interrelationship and function to work cases
• I maintain a working knowledge of IRS principles, practices, and procedures including taxpayer rights, enforcement policies and practices, payment processing and pertinent appeal procedures, as well as knowledge of service center and district office operations, processing and procedures to work cases
• I utilize inventory management procedures to control casework and conduct research
• This research is conducted using various IDRS command codes, such as TXMOD, IMFOLT, INOLES, ENMOD, DDBCK, ERINV & RTVUE, among others
• I use IDRS, IAT, AMS and Aspect telephone systems daily to perform the functions of my position
• I adjust taxpayers accounts based on math error corrections and/or form 1040X, these adjustments are made using the Xclaim tool, on the phones and for assigned inventory
• I suspend, reject, allow, disallow & partially disallow claims based on information provided
• I send letters to taxpayers advising them of the actions taken and/or corrective actions required on their part
• I perform other duties as assigned
• Hours per week: 40
• Series: 0962 Contact Representative
• Pay Plan: GS - 08

As a seasonal first level supervisor, I am responsible for assigning, directing, and reviewing the work of employees; planning and carrying out the training and development of employees; evaluating employees' work performance; and performing all other related administrative functions

• I assign work based on priorities, selective consideration of the difficulty and requirements of assignments, and the capabilities of employees
• I evaluate work performance and make recommendations for outstanding performance recognition or disciplinary action
• I give advice, counsel, or instruction to employees on both work and administrative matters
• I hear and resolve complaints from employees, referring group grievances and more serious unresolved complaints to the Department Manager
• I affect minor disciplinary measures, such as warnings and reprimands, recommending other action in more serious cases
• I prepare and email accountability reports to the correct persons
• I distribute changes and other information such as Hot Topics and W&I Offline
• I enter time sheets accurately and timely to ensure proper time and attendance reporting
• I am an IORS (IDRS Online Reports Services) USR (Unit Security Representative)
• I validate IDRS reports such as security violations and sensitive access, move employees to the correct IDRS organizations and assign command codes as needed
• I was trained to monitor manual refunds for the Error Resolution Department
• I update staffing reports weekly, to ensure proper allocation of hours to the department
• I validate and update the release/recall list
• This enables TE's to have proper ranking and skill code assignment
• I make IPR adjustments as necessary to reflect accurate volumes, program codes and leave
• I contact other supervisors, interpreter staff and NTEU representatives for mass employee related issue meetings
• I complete 312's and collect badges when furloughing employees
• I resolve employee career related issues such as career ladder promotions
• I attend daily staff meetings to review our inventory, production and discuss any managerial issues that arise
• I monitor, review and evaluate the operation workflow, work redundancy, or systemic problems
• I make sure that all updates and SERP Alerts are routed throughout the unit the same day I receive them
• I will hold unit meetings and go over the updates for clarifications as necessary to ensure a quality product is being released by all employees
• I approve and disapprove leave
• I give written counseling to my employees in regards to their leave
• I prepare leave counseling for my employees
• In this counseling I let the employees know how much leave they have used for the whole pay period, how much leave they have left for the beginning of the next pay period, and I let them know the importance of them being here at work to help the productivity and the goals we strive to reach every day to ensure the work is getting out in a timely manner
• I am aware of the importance of communicating with the internal and external customers to meet our goals
• I address issues verbally and written regarding performance and conduct of my unit employees
• I have made a direct impact on the employees
• When they come to me with an issue, I take action as quickly as possible, to ensure they get the results or answers requested
• I have personally helped no less than 30 employees set up NFC access, set up and start an account and navigate the www.usajobs.gov website, to enable them to apply for other positions and promotions
• I helped employees with usajobs.gov processes; including preparing resumes with applicable work experience, correctly answering the asked questions, 5 were able to attain higher graded seasonal jobs, 7 were accepted into temporary promotion assignments, such as the quality review team, instructor, work lead and management cadres, 2 went into permanent positions and 1 gained acceptance into FLRP (Frontline Leader Readiness Program)
• I have been fortunate to land in units that are engaged in the work and glad to be there each day
• I have developed an employee who expressed interest in being an OJI/back-up work lead by offering her the training that was needed to become back-up work lead

• Hours per week: 40
• Series: 0592 Tax Examining
• Pay Plan: IR - 09

As the work lead in a prior year, international unit I have extensive knowledge of the current and prior year IMF (1040, 1040A and 1040EZ) programs and procedures

• I monitor workflow and distribute work fairly
• I monitor daily inventories to insure cycle completion is made
• I review all work that the tax examiners kick out for correspondence or route to other departments including Accounts Management, Collections, Frivolous, ACS, Examination, CIS and Entity
• I give feedback to the employees to help them be more efficient
• I code and edit IMF prior year and current year programs (1040, 1040A and 1040EZ ) when needed
• I am an OJT coach and give written and verbal feedback to the employees
• I help other employees to understand when there are procedural changes
• I review the tax examiners work in my unit and resolve any procedural issues that arise
• I read Hot Topics that are routed through the unit immediately upon receiving them to ensure that the business measures is not negatively impacted
• I review work assigned to the unit
• I am technical and knowledgeable of Code and Edit, and am aware of the terminology within the department
• I have previous quality review experience that I utilize in my current position
• I advise my manager of error trends that I identify in the course of my reviews and work
• I maintain a spreadsheet to track the unit's errors
• I accurately and regularly use IRMs and Job Aids for procedures throughout the course of my work
• I incorporated and implemented IRM changes for new procedures without difficulty
• I identified and corrected problems on a daily basis
• I recognized when there was missing information necessary to the processing of tax forms
• Such as, discovering and corresponding for missing signatures, or forms and schedules
• I research such information whenever possible, i.e
• Missing address, SSN or W-2, previous postings, so returns are processed in a timely manner
• I also identify and resolve mis-batched work
• I quickly and accurately re-batch work into the appropriate program
• I bring to the attention of my Lead and/or Manager, when the mis-batched work affects the entire cart
• I complete my work accurately and timely to help meet cycle dates
• I was regularly detailed to the QR unit to help get the correspondence issues out quickly
• I gave concise and constructive feedback to TE's that required additional help with correspondence procedures
• I was temporarily promoted for the 2009 and 2010 filing years to the Quality Review unit
• I was temporarily promoted to the Correspondence Tech unit for filing year 2007
• I am a certified classroom instructor
• I am a full-scope tax examiner, I code and edit all current year Phase 1 and Phase 2 International Forms 1040/A/EZ/PR/SS/NR/NR-EZ
• Whether it is based on address or attached forms such as 8833, 2555/EZ and 8891
• I accurately determine POD (Post of Duty Code) on forms 2555/EZ, and additional information lines(AIL) on Puerto Rican returns
• I correspond with Taxpayers for missing required information to process an International return
• Hours per week: 40
• Series: 0592 Tax Examining
• Pay Plan: GS - 06

As a Code & Edit Tax Examiner:

• I process Form 8822, Address Changes, to change the address on Taxpayer accounts, foreign and domestic
• I use IDRS (Internal Data Retrieval System)command codes INOLES, IMFOLT, ENMOD, CFINK, NAMES, NAMEI, and FINDSD to research taxpayer information if the Form 8822 doesn't match what is present on the system
• I use IAT (Integrated Automation Technologies) to make the address changes
• On IAT, I use the address tool, Quick CC, and the Letters function
• I correspond with Taxpayers when the information provided on the Form 8822 does not match or something is missing
• I check for ID theft (IDT) on all correspondence, if an account is flagged for IDT, I then take special care not to input the taxpayer identification number into the 104c letter
• I also perform address changes from Taxpayer correspondence that is sent from other departments in the pipeline
• Hours per week: 40
• Series: 0592 Tax Examining
• Pay Plan: GS - 06

As a seasonal first level supervisor, I am responsible for assigning, directing, and reviewing the work of subordinate employees; planning, scheduling, and coordinating work operations; planning and carrying out the training and development of employees; evaluating employees' work performance; and performing all other related administrative functions

• I possess the knowledge of management techniques, methods, theories, principles, and labor relations concepts, to assure optimum utilization of personnel, equipment, and space for the accomplishment of all program objectives
• I direct the work operations of subordinates performing administrative, complex clerical, technical or work comparable in nature
• I assign work to subordinates based on priorities, selective consideration of the difficulty and requirements of assignments, and the capabilities of employees
• I evaluate work performance of subordinates and make recommendations for outstanding performance recognition or disciplinary action
• I give advice, counsel, or instruction to employees on both work and administrative matters
• I hear and resolve complaints from employees, referring group grievances and more serious unresolved complaints to a higher level supervisor or manager
• I affect minor disciplinary measures, such as warnings and reprimands, recommending other action in more serious cases
• I approve and disapprove leave
• I prepare and email accountability reports to the correct persons
• I maintain an accountability report in the department share drive, daily for my unit
• I input 3081's daily, distribute changes and other information such as Hot Topics and W And I offline
• I make sure that all updates and Quality Alerts are routed throughout the unit the same day I receive them
• I will hold unit meetings and go over the updates for clarifications as necessary to ensure a quality product is being released by all employees
• I give written counseling to my employees in regards to their leave
• I prepare leave counseling for my employees
• In this counseling I let the employees know how much leave they have used for the whole pay period, how much leave they have left for the beginning of the next pay period, and I let them know the importance of them being here at work to help the productivity and the goals we strive to reach every night to ensure the work is getting out in a timely manner
• I am aware of the importance of communicating with the internal and external customers to meet our goals
• I address issues verbally and written regarding performance and conduct of my unit employees
• I have made a direct impact on the employees
• When they come to me with an issue, I take action as quickly as possible, to ensure they get the results or answers requested
• I have personally helped no less than 30 employees set up NFC access, set up and start an account and navigate the www.usajobs.gov website, to enable them to apply for other positions and promotions
• I had as many employees submit Online 5081's and request access for LAN and email, so that they may take control over any functions available to them, such as HRconnect and ELMS
• I have been fortunate to land in units that are engaged in the work and glad to be there each day
• As a technical manager, I have had numerous employees express that they like working for me, I am fair but not lenient, and they have yet to have a manager that is as helpful as I am
• I helped to resolve things that had been issues for years, such as step increase inquiries and career ladder promotions
• I make sure that all updates and Quality Alerts are routed throughout the unit the same day I receive them
• If my employees have questions about any IRM updates I will hold unit meetings and go over the updates so the employees have that clarification to get the work out timely and correctly
• Hours per week: 40
• Series: 0592 Tax Examining
• Pay Plan: IR - 10

As a seasonal first level supervisor, I am responsible for assigning, directing, and reviewing the work of subordinate employees; planning, scheduling, and coordinating work operations; planning and carrying out the training and development of employees; evaluating employees' work performance; and performing all other related administrative functions

• I possess the knowledge of management techniques, methods, theories, principles, and labor relations concepts, to assure optimum utilization of personnel, equipment, and space for the accomplishment of all program objectives
• I direct the work operations of subordinates performing administrative, complex clerical, technical or work comparable in nature
• I assign work to subordinates based on priorities, selective consideration of the difficulty and requirements of assignments, and the capabilities of employees
• I evaluate work performance of subordinates and make recommendations for outstanding performance recognition or disciplinary action
• I give advice, counsel, or instruction to employees on both work and administrative matters
• I hear and resolve complaints from employees, referring group grievances and more serious unresolved complaints to a higher level supervisor or manager
• I affect minor disciplinary measures, such as warnings and reprimands, recommending other action in more serious cases
• I approve and disapprove leave
• I prepare and email accountability reports to the correct persons
• I maintain an accountability report in the department share drive, daily for my unit
• I input 3081's daily, distribute changes and other information such as Hot Topics and W And I offline
• I make sure that all updates and Quality Alerts are routed throughout the unit the same day I receive them
• I will hold unit meetings and go over the updates for clarifications as necessary to ensure a quality product is being released by all employees
• I give written counseling to my employees in regards to their leave
• I prepare leave counseling for my employees
• In this counseling I let the employees know how much leave they have used for the whole pay period, how much leave they have left for the beginning of the next pay period, and I let them know the importance of them being here at work to help the productivity and the goals we strive to reach every night to ensure the work is getting out in a timely manner
• I am aware of the importance of communicating with the internal and external customers to meet our goals
• I address issues verbally and written regarding performance and conduct of my unit employees
• I have made a direct impact on the employees
• When they come to me with an issue, I take action as quickly as possible, to ensure they get the results or answers requested
• I have personally helped no less than 30 employees set up NFC access, set up and start an account and navigate the www.usajobs.gov website, to enable them to apply for other positions and promotions
• I had as many employees submit Online 5081's and request access for LAN and email, so that they may take control over any functions available to them, such as HRconnect and ELMS
• I have been fortunate to land in units that are engaged in the work and glad to be there each day
• As a technical manager, I have had numerous employees express that they like working for me, I am fair but not lenient, and they have yet to have a manager that is as helpful as I am
• I helped to resolve things that had been issues for years, such as step increase inquiries and career ladder promotions
• I make sure that all updates and Quality Alerts are routed throughout the unit the same day I receive them
• If my employees have questions about any IRM updates I will hold unit meetings and go over the updates so the employees have that clarification to get the work out timely and correctly
• Salary: $42,000.00 USD Per Year
• Hours per week: 40
• Series: 0592 Tax Examining
• Pay Plan: IR - Internal Revenue Service Broadband Classification And Pay System Positions Only
• Grade: 10
• Supervisor: Sheryl Wong (559-253-4928)
• Okay to contact this Supervisor: Yes

As a clerk in the RAIVS/IVES department of Accounting within the IRS

• I use computers, TDS (Transcript Delivery System) and IDRS to research and provide customers with wage and income verification as requested on form 4506T
• I have customer phone contact on occasion, send letters to taxpayers
• I use Windows, the intranet, internet, IDRS, TDS, and Outlook email system daily
• I perform repetitive movements with no difficulty, I am required to get up and down all day long, and heavy lifting occasionally
• Hours per week: 40
• 
  

As a Code & Edit tax examiner

• I would Code & Edit paper tax returns to make them ready for the data entry portion of submission processing
• I would look for missing information, signatures; W2's, correspond with the tax paper to correct the problem
• I would find and correct misplaced entries
• I performed repetitive movement and heavy lifting
• Hours per week: 40