Case Advocate

About the role

WHAT IS TAXPAYER ADVOCATE SERVICE? A description of the business units can be found at: https://www.jobs.irs.gov/about/who/business-divisions Position(s) are to be filled in the following area(s): TAS - Deputy National Taxpayer Advocate - Executive Director Case Advocacy (EDCA) Consider each location carefully when applying. If you are selected for a location, that location will become your official post of duty. REVIEW THE ADDITIONAL INFORMATION BELOW FOR FURTHER DETAILS

What you'll do

The following are the duties of this position at the full working level. If this vacancy includes more than one grade and you are selected at a lower grade level, you will have the opportunity to learn to perform these duties and receive training to help you grow in this position. In a developmental capacity the incumbent provides assistance to the taxpayer in technical and procedural tax cases covering the full range of cases and issues encountered in the TAS office while concentrating on those with the most complicating or specialized factors. The Case Advocate represents the office in advocating these cases involving complications and specialized issues for the taxpayer with the IRS' operating/functional divisions (OD/Fs) to resolve issues. Takes corrective action within TAS statutory and delegated authorities, including development of cases for purpose of recommending the issuance of Taxpayer Assistance Orders. Performs specialized research, analysis, and necessary computations to make adjustments to taxpayers' accounts that have specialized factors. Using highly developed institutional knowledge of internal processes, solves vexing process and procedural problems of cases. Per the TAS/IRS service level agreements, recommends adjustments as appropriate and initiates credit transfers, payment tracers, and computations to tax, penalty, and interest. Prepares manual refunds, makes abatements, and prepares and executes waivers to extend statutes within TAS statutory and delegated authorities. Confers with the taxpayer who has experienced a delay beyond normal processing time, a significant hardship, or where systemic issues have been identified and actions taken, clarifying the basis of the complicating problem and citing applicable laws as necessary. Educates taxpayers and/or their representatives regarding tax obligations, responsibilities, rights, and options, including possible adverse consequences of decisions. Fully advises taxpayer of all rights and, as applicable, secures agreement of taxpayer to final decision. Provides guidance to targeted audiences in seminars, speeches, and workshops. The incumbent may be required to work outside their tour of duty (TOD) for this work. Provides in-house training and assistance to lower-level employees as necessary. STANDARD POSITION DESCRIPTIONS (SPD): PD 26402, PD 26403, and PD 26404. Visit the IRS SPD Library to access the position descriptions.

Qualifications

Federal experience is not required. Experience may have been gained in the public sector, private sector or through 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/day/year, and indicate number of hours worked per week, on your resume. You must meet the following requirements by the closing date of this announcement. GENERAL EXPERIENCE: GS-05 Level: You must have 3 years of general experience, 1 year of which was experience at a level of difficulty and responsibility equivalent to the GS-4 grade level in the Federal service. General experience for this position must include: Analyzing problems to identify significant factors, gather pertinent data, and recognize solutions. Planning and organizing work. Communicating effectively orally and in writing. Such experience may have been gained in government, business or industry, investigative work, banking, law, accounting, or other work appropriate to the position to be filled. OR You may substitute education for general experience as follows: Four (4) year course of study leading to a bachelor's degree demonstrating the knowledge, skills, and abilities necessary to do the work from an accredited college or university. OR An equivalent combination of qualifying undergraduate education and general experience. SPECIALIZED EXPERIENCE: GS-07 Level: You must have one year of specialized experience at a level of difficulty and responsibility equivalent to the GS-05 grade level in the Federal service. Specialized experience for this position must include: Advising & assisting others in order to explain issues related to meeting Federal tax obligations. Applying knowledge of business practices, policies, procedures, basic accounting principles, and Federal tax laws & regulations. Interviewing individuals and reviewing tax and bookkeeping records and returns. Analyzing systems using fact-finding techniques. OR You may substitute education for specialized experience as follows: One (1) full year of graduate education demonstrating the knowledge, skills, and abilities necessary to do the work such as accounting, finance, taxation, business administration or other field from an accredited college or university. OR Superior Academic Achievement (SAA) - Completed requirements for a bachelor's degree from an accredited college or university, 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 2 years of study. OR a GPA of 3.5 or higher on a 4.0 scale for all courses in the major field of study or those courses in the major completed in the final 2 years of the curriculum. (Grade-point averages are to be rounded to one decimal place. For example, 2.95 will round to 3.0 and 2.94 will round to 2.9.) OR by ranking in the upper one third of the class in the college, university, or subdivision. OR election to membership in a national scholastic honor society -- Applicants can be considered eligible based on membership in one of the national scholastic honor societies recognized by the Association of College Honor Societies. Any society not included in the Association of College Honor Societies listing must ensure the honor society cited by the applicant meets the minimum requirements of the Association of College Honor Societies. (Membership in a freshman honor society c

Requirements

Probationary Period - All newly appointed employees to the competitive (or excepted) service are subject to a probationary (or trial) period. During this time, your performance, conduct, and suitability for continued employment will be evaluated. You will not automatically convert to permanent status at the end of the probationary (or trial) period. Your supervisor must affirmatively determine that continued employment is in the best interest of the Federal service. If no certification is made before the probationary (or trial) period ends, your appointment will be terminated. You are encouraged to actively engage with your supervisor, seek feedback, and understand role expectations. Additional guidance and support will be provided during onboarding. Government Credit Card - Obtain and use a Government-issued charge card for business-related travel. Key Eligibility Requirements: U.S Citizenship - Must be a U.S. Citizen or National and provide proof of U.S. Citizenship. Selective Service Registration - Males born after December 31, 1959 are required to be registered with the Selective Service System or prove they are exempt from having to do so. Personal Identity Verification (PIV) - Must provide 2 forms of identification from the Form I-9. Federal law requires verification of the identity and employment eligibility of all new hires in the U.S. These documents must be unexpired original or certified copies. ADDITIONAL REQUIREMENTS SHOWN IN QUALIFICATIONS OR ADDTIONAL INFORMATION SECTIONS

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