- Position Overview: This is a federal position.
Salary: $64,178.00 USD Bi-weekly
Hours per week: 40
Federal Series Number: 0962 Contact Representative
Federal Pay Plan: GS - General Schedule (Ch. 51, 5 U.S.C.)
Federal Grade: 9
- Duties, Accomplishments and Related Skills:
The following duties and skills were performed alongside those listed below under the GS-08, Customer Service Representative. Leads still perform those duties and work their own paper casework and provide phone based customer service. These duties were performed both through telework and in-office settings.
- Distributes, balances, monitors and reports on workload in accordance with established workflow or job specialization. Assures equitable distribution among employees and timely accomplishment of assigned workloads.
- Reviews team paper casework and phone calls for accuracy, timeliness, and completeness.
- Answers questions, provides guidance, and delivers both classroom and on-the-job instruction to employees during their daily paper casework and phone-based customer service.
- Amends or rejects work not meeting established standards and refers to supervisor any problems on meeting performance standards.
- Monitors and logs team member errors to track rising error trends, provide feedback and guidance on errors made, and prevent future errors.
- Maintains current knowledge of procedures, policies and directives. These are changing daily, and alerting, educating, and providing team members with th best up-to-date practices ensures that taxpayers receive high quality customer service.
- Resolves simple informal complaints through taxpayer contact.
- Reports on performance, progress and training needs of employees and on disciplinary problems.
- Reviewed, corrected, and certified team members who were performing tasks on newly trained paper programs and phone applications. Review and certification ensured that team members trained in new skills provide high quality customer service immediately following their training.
- Leads also reviewed and certified employees from outside service centers who were being trained on paper casework for the first time.
- Monitored and provided one-on-one guidance for new hire employees performing job duties for the first time during an open filing season.
- Headed and provided support during team meetings in order to study error trends, team successes, and update team members on the constantly changing resources available to them.
- Monitored and corrected team timekeeping. Validated correct and complete team timesheets.
- Performs administrative duties in the absence of the manager.
- Maintained a low-level government issued security clearance and performed annual training for adherence.
Specialized Job Skills and Training:
Phone Applications:
- App 20 Customer Service Hotline - January 2019
- App 55 TAC Assistance Hotline - November 2023
- App 18 Taxpayer Protection Program (TPP) Hotline - November 2024
Paper Casework: Various Dates between October 2018 and July 2021.
- 1040-X, Amended Returns
- TPRQ, Taxpayer Correspondence
- Duplicate Filed Returns
- Affordable Care Act (ACA) Claims
- Operations Assistance Request (OARs), individual cases established by professionals in local Taxpayer Assistance Centers.
Lead CSR Skills:
- Embedded Quality Review System (EQRS) Extensive training with our evaluative organization - Centralized Evaluative Review - and their specialized computer applications which allowed for the review of casework and the certification of employees in new skills and duties in which they were being trained.
Supervisor: Laceta K. Wright, 816-499-4494
- Okay to contact this Supervisor: Yes