Job Description
The Internal Revenue Service (IRS), Tax Exempt and Government Entities (TEGE) division, is hiring an Actuary for the Employee Plans function in Glendale, Arizona.
This GS-14 position focuses on analyzing unusually difficult and extremely complex problems involving the valuation of life estates and remainder interests for estate.. Gift.. And income tax liability.. As well as qualification for tax exemption of pension.. Annuity.. Profit sharing..
And stock bonus plans.
Qualification
To qualify for this GS-14 Actuary position, you must meet basic education requirements and have one year of specialized experience equivalent to the GS-13 level. Federal experience is not required; experience can come from the public or private sector.
- Bachelor's degree with at least 24 semester hours in actuarial science, mathematics, statistics, business, finance, economics, insurance, or computer science, including 12 semester hours of mathematics with differential and integral calculus.
- OR a combination of education and experience: technical work in actuarial support or mathematics, plus 24 semester hours of relevant coursework including 12 hours of calculus-based math.
- One year of specialized experience at the GS-13 level that includes analyzing and applying laws, regulations, and rulings to novel situations.
- Experience performing accounting or actuarial consulting work analyzing employee plans and completing valuations for funding contributions and deductible limits.
- Delivering presentations or instruction on actuarial requirements for employee plans to professionals.
- Experience with ERISA minimum funding standards, plan mergers, and changes in actuarial funding methods.
- Preparing or reviewing pension valuation reports, Form 5500 Schedules SB or MB.
- Must be a U.S. Citizen or National.
- Minimum age 18 (or 16 with high school diploma or equivalent).
- Males born after 12/31/1959 must be registered with Selective Service.
Role Responsibilities
Analyze complex tax liability issues involving valuation of life estates and remainder interests for estate, gift, and income tax.
- Evaluate qualification for tax exemption of pension, annuity, profit sharing, and stock bonus plans and trusts.
- Analyze matters related to ERISA requirements such as minimum funding standards, plan mergers, and changes in actuarial funding methods.
- Prepare actuarial determinations for TE/GE employees, taxpayers, Department of Justice, Chief Counsel, and Department of Treasury.
- Review and prepare pension valuation reports and Form 5500 Schedules SB or MB.
- Provide technical guidance and training to other IRS staff and external stakeholders.
- Develop rulings and guidance on complex employee plan issues.
- Collaborate with legal and policy teams to ensure compliance with tax laws.
Conditions & Requirements
U.S. Citizenship required.
- Probationary period of 1 year for new federal employees.
- Must obtain and use a Government-issued charge card for business travel.
- Subject to a tax compliance check and review of prior IRS employment conduct.
- Fingerprint check and background investigation required.
- Selective Service registration for males born after 12/31/1959.
- Must provide two forms of identification for PIV credentialing.
- Telework eligible but not guaranteed; remote work not available.
Benefits
Complete federal benefits package including health, dental, vision, and life insurance.
- Retirement benefits under the Federal Employees Retirement System (FERS).
- Thrift Savings Plan (TSP) with employer matching contributions.
- Paid annual leave, sick leave, and federal holidays.
- Access to flexible spending accounts for health and dependent care.
- Potential for telework (subject to agency policy).
- Career development and training opportunities.
Additional Information
This is a 12-month register; applicants may be considered for multiple vacancies as they arise.
- Multiple locations available; select your preferred location(s) carefully as it becomes your official post of duty.
- Former IRS employees may be subject to a screening of prior conduct; the Taxpayer First Act prohibits rehiring certain removed employees.
- You must be in compliance with tax laws; a tax check will be conducted.
- If you are a displaced federal employee (CTAP/ICTAP), you must receive a rating of category B to be considered well qualified.
- Foreign education must be evaluated by an accredited credential evaluation service (NACES or AICE).
- Contact IRS Austin External at [email protected] for questions.
- The Fair Chance to Compete for Jobs Act prohibits requesting criminal history before a conditional offer.
About Company
The Internal Revenue Service (IRS) is the federal agency responsible for tax collection and enforcement. The Tax Exempt and Government Entities (TEGE) division handles tax issues for tax-exempt organizations, employee plans, and government entities. Working as an Actuary in Employee Plans means you will apply your actuarial expertise to ensure compliance with pension and retirement plan tax laws, directly supporting the integrity of the U.S. Tax system. Tax Exempt and Government Entities is named as the hiring organisation for the Actuary (Employee Plans)
- 12 Month Register post.
FAQs
What does an Actuary in Employee Plans at the IRS do day-to-day?
You will analyze complex pension and retirement plan valuations, review Form 5500 schedules, and provide actuarial determinations on tax liability and plan qualification. You'll also work on ERISA issues like minimum funding standards and plan mergers.
Can I substitute experience for the education requirement?
Yes, a combination of education and experience is acceptable. You need technical work experience in actuarial support or mathematics, plus at least 24 semester hours of relevant coursework including 12 hours of calculus-based math.
Is this position remote or telework eligible?
Telework is eligible but not guaranteed, and this is not a remote position. You will be expected to work at your assigned IRS office location, with a standard day shift Monday through Friday.
What is the selection process timeline?
Applications are reviewed at each cut-off date (starting June 2026). Qualified applicants in the highest category may be referred to the selecting official. Interviews may be conducted, and if selected, you will undergo background checks and tax compliance verification before a final offer.
What documents are required to apply?
You need a federal-style resume (2-page limit), transcripts if qualifying by education, and any applicable veterans' preference or CTAP/ICTAP documentation. Federal employees should also submit an SF-50.