Individual Taxpayer Advisory Specialist

Georgetown, DE, United States

Job Description


Duties

Summary


WHAT IS THE Wage & Investment (W&I) DIVISION? The Wage & Investment Division (W&I) serves about 122 million taxpayers who file upwards of 94 million returns each year. W&I provides high-quality taxpayer assistance, and enable taxpayers to transact and communicate electronically to file their returns and make payments. See Other Information for Locations.

Responsibilities


WHAT DOES AN INDIVIDUAL TAXPAYER ADVISORY SPECIALIST DO? As an Individual Taxpayer Advisory Specialist (ITAS) you will be responsible for providing customer assistance and resolving account and notice issues for Wage and Investment customers. In this role, you will have the opportunity to examine returns involving customers whose principle source of income are from salary wages, dividends, and investments as well as answer tax law questions, and eventually work to resolve complex account and notice issues. You will be responsible for resolving taxpayer account, payment, filing and notice issues, and facilitating the resolution of some examination and collection issues. In this critical role, you will also serve to educate taxpayers and promote voluntary compliance. As an Individual Taxpayer Advisory Specialist you will:
  • Advise taxpayers in meeting their Federal Tax obligations; Provide taxpayer assistance on tax law inquiries, filing requirements, status and web base filing.
  • Perform research, analysis, and necessary computations, to recommend adjustments to customer's accounts.
  • Address complex issues such as determination of active/passive loss, i.e., active participation issues or applicability of at-risk rules.
  • Provide technical tax law advice on newly enacted legislation, complex tax law issues, referrals, changes in regulations and policies.
If you are selected at a lower grade level, you will have the opportunity to learn to perform all these duties, and will receive training to help you grow in this position. WHERE CAN I FIND OUT MORE ABOUT OTHER IRS CAREERS? If you want to find out more about IRS careers, visit us on the web at www.jobs.irs.gov

Travel Required

Occasional travel - Travel may be required 1 to 5 nights per month.
Supervisory status
No
Promotion Potential
09

  • Job family (Series)

    0501 Financial Administration And Program
  • Requirements

    Requirements

    Conditions of Employment

    • Refer to Other Information
    • Click "Print Preview" to review the entire announcement before applying
    • Must be a U.S. Citizen or National
    • IRS Employees with Career or Career Conditional Appointments
    .

    Qualifications


    You must meet the following requirements by the closing date of this announcement.

    GS-5 LEVEL: You must have 3 years of general experience, 1 year at a level of difficulty and responsibility equivalent to the GS-4 grade level in the Federal service. General experience, for this position includes: demonstrated the ability to: Analyze problems to identify significant factors, gather pertinent data, and recognize solutions; Plan and organize work; and Communicate effectively orally and in writing. Experience may have been gained in administrative, professional, technical, investigative, or other responsible work. Experience in substantive and relevant secretarial, clerical, or other responsible work may be qualifying as long as it provided evidence of the knowledge, skills, and abilities necessary to perform the duties of the position to be filled. Experience of a general clerical nature (typing, filing, routine procedural processing, maintaining records, or other nonspecialized tasks) is not creditable.
    OR
    You may substitute education for general experience as follows: Four year course of study in any field leading to a bachelor’s degree, from an accredited college or university.

    GS-7 LEVEL:
    You must have 1 year of specialized experience at a level of difficulty and responsibility equivalent to the GS-05 in the Federal service. Specialized experience for this position includes: demonstrating knowledge of business practices, accounting principles, and Federal tax laws, rules and regulations sufficient to perform the duties of this position. To be qualifying your experience should be sufficient to demonstrate: basic knowledge of tax code and regulations applicable to individual income, excise, and employment taxes, sufficient to provide educational assistance on taxpayer rights, tax law, and IRM policies; knowledge of tax analysis techniques to apply appropriate tax laws and regulations to individual cases; practical knowledge of the interrelationships between Federal and state laws; knowledge of interviewing techniques needed to determine the nature of taxpayer assistance; and the ability to maintain a professional demeanor while conducting interviews with taxpayers. OR
    You may substitute education for specialized experience as follows: 1 year of graduate education in a related field of study at an accredited college or university. OR
    Superior Academic Achievement may be met by having a Bachelors degree, with one of the following: A GPA of 3.0 or higher on a 4.0 scale for all completed undergraduate courses or those completed in the last two years of study, or a GPA of 3.5 or higher on a 4.0 scale for all courses in your major field of study or those courses in your major completed in the last two years of study, or rank in the upper one third of your class in the college, university, or major subdivision, or membership in a national honor society recognized by the Association of College Honor Societies. OR
    You may qualify by a combination of experience and education. Options for qualifying based on a combination will be identified in the online questions. GS- 9 LEVEL:
    You must have 1 year of specialized experience at a level of difficulty and responsibility equivalent to the GS-07 in the Federal service. Specialized experience for this position includes: demonstrating knowledge of tax code and regulations applicable to individual income, excise, and employment taxes, sufficient to provide educational assistance on taxpayer rights, tax law, and IRM policies; knowledge of the interrelationships between Federal and state laws; and you must possess effective communication skills, instructing techniques and the ability to maintain a professional demeanor while conducting interviews with taxpayers. OR
    You may substitute education for specialized experience as follows: Master or equivalent graduate degree in a related course of study at an accredited college or university. OR 2 years of progressively higher level graduate education leading to such a degree. OR LLB or JD, if related. OR
    You may qualify by a combination of experience and education. Options for qualifying based on a combination will be identified in the online questions.

    For Grades 5 through 09: You may qualify by a combination of experience and education. Options for qualifying based on a combination will be identified in the online questions.
    • 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-timework 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.
    In addition to the above requirements, you must meet the following, if applicable:
    You must have been at the next lower grade level of the grade you are applying to for 52 weeks (time-in-grade requirement).

    Education


    Additional information


    One (1) vacancy within Wage and Investment (W&I) Group 126
    • 21309 BERLIN ROAD, UNIT, GEORGETOWN, DE (DE0051)
    POSITION DESCRIPTIONS: 96320- GRADE 05, 96321- GRADE 07, 96322- GRADE 09
    A PM/C SharePoint site is available for IRS Employees at: https://organization.ds.irsnet.gov/sites/HCOETS/PMC/SPDLibrary/SitePages/Home.aspx

    CONDITIONS OF EMPLOYMENT:
    • We may select from this announcement or any other source to fill one or more vacancies.
    • This is a bargaining unit position.
    • Alternative work schedule, staggered work hours or telework may be available.
    • Must meet IRS telework eligibility requirements.
    • Tour of Duty: Monday - Friday 8:00 a.m. - 4:30 p.m.
    • The employment of any candidate, including a current employee or a new hire, selected for this position may be conditional upon classification and/or audit of federal tax returns. This audit may include up to 2 years of returns.


    How You Will Be Evaluated


    You will be evaluated for this job based on how well you meet the qualifications above. 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” determination.

    Rating: Your application will be evaluated on the CJEs of the position to be filled per the National Agreement Article 13.
    Your application will also be rated and ranked among others, based on your responses to the online questions, regarding your experience, education, training, performance appraisals and awards relevant to the duties of this position. IRS employees may obtain most recent awards listing at https://persinfo.web.irs.gov/
    Your rating may be lowered, if your responses to the online questions are not supported by the education and/or experience described in your application.

    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 Treasury employee eligible for the Career Transition Assistance Plan (CTAP), you must receive a score of 80 or better to be rated as well qualified to receive special selection priority.

    To preview questions please click here.

    Background checks and security clearance


    Security clearance
    Not Required
    Drug test required
    No

  • Required Documents

    Required Documents


    A complete application includes 1. A resume, 2. Vacancy question responses, and 3. Submission of any required documents. Please note that if you do not provide all required information, as specified in this announcement, you will not be considered for this position (or may not receive the special consideration for which you may be eligible).

    All applicants are required to submit a resume either by creating one in USAJOBS or uploading one of their own choosing. (Cover letters are optional). To receive full credit for relevant experience, please list the month/year and number of hours worked for experience listed on your resume. We suggest that you preview the online questions, as you may need to customize your resume to ensure that it supports your responses to these questions. Please view Resume Tips

    Career Transition Assistance Plan (CTAP) DOCUMENTATION
    If you are a displaced or surplus Treasury employee, click CTAP for eligibility and a detailed list of required documents. IRS CTAP eligibles can apply for jobs within and outside the commuting area.

    IRS Reassignment Preference Program (RPP)
    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.
    PERFORMANCE APPRAISAL/AWARDS
    Submit a copy of your most recent completed performance appraisal.

    IRS employees: 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.

    EDUCATION DOCUMENTATION
    If you are qualifying for this position by substituting education or training for experience, submit a copy of your transcripts or equivalent. If the position has specific education requirements and you are currently (or have previously been) in the Federal job series to be filled, there is no need to submit a transcript or equivalent at this time. An official transcript will be required if you are selected.
    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 page

    If you are qualifying based on foreign education, you must submit proof of creditability of education as evaluated by a credentialing agency. Refer to the OPM instructions.

    If you are relying on your education to meet qualification requirements:

    Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education. Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.
  • Benefits

    Benefits


    A career with the U.S. Government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits. As a current employee, you know the great benefits we offer. Should you have any questions about benefits, please contact the Employee Resource Center (ERC) at 1-866-743-5748 option #1 for ERC.

    Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time, or intermittent. Contact the hiring agency for more information on the specific benefits offered.

Help

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  • Internal to an agency

    Current federal employees of this agency.

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Job Detail

  • Job Id
    JD2452589
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Georgetown, DE, United States
  • Education
    Not mentioned