Job Description
Qualifications
Must be a U.S. Citizen or National and provide proof of U.S. Citizenship
Must successfully complete a background investigation, including a FBI criminal history record check (fingerprint check)
Federal experience is not required
The experience may have been gained in the public sector, private sector or One year of experience refers to full-time work; part-time work 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
GENERAL EXPERIENCE FOR GS-05: You must have three years of general experience one year of which was at a level of difficulty and responsibility equivalent to the GS-04 in the Federal Service
Analyzing problems to identify significant factors; gathering pertinent data and recognizing solutions; planning and organizing work; and communicating effectively orally and in writing
Such experience may have been gained in administrative, professional, technical, investigative, or other responsible work
EDUCATION: You may substitute education for specialized experience as follows: 4-year course of study leading to a bachelor's degree from an accredited college or university
COMBINATION OF EXPERIENCE AND EDUCATION: You may qualify by a combination of experience and education
Options for qualifying based on a combination will be identified in the online questions
SPECIALIZED EXPERIENCE FOR GS-07: 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 includes: A knowledge of business practices, basic accounting principles, and Federal tax laws and regulations; and that required the ability to audit tax records, analyze systems and bookkeeping, use fact-finding techniques, and develop interpersonal skills
EDUCATION: You may substitute education for specialized experience as follows: 1 year of graduate education in a field of study such as: business administration, finance, accounting, auditing, taxation, or other related fields
SUPERIOR ACADEMIC ACHIEVEMENT: may be met by having a Bachelor's degree, with specific GPA criteria
COMBINATION OF EXPERIENCE AND EDUCATION: You may qualify by a combination of experience and education
Options for qualifying based on a combination will be identified in the online questions
SPECIALIZED EXPERIENCE FOR GS-0+: You must have one year of specialized experience at a level of difficulty and responsibility equivalent to the GS-07 grade level in the Federal service
Knowledge of the Internal Revenue Code, regulations and administrative procedures related to the full range of personal, business, and other tax-related issues
EDUCATION: You may substitute education for specialized experience as follows: a master's or equivalent graduate degree in a field of study such as: accounting, finance, or business administration
COMBINATION OF EXPERIENCE AND EDUCATION: You may qualify by a combination of experience and education
Responsibilities
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
Assists and advises taxpayers in meeting their Federal Tax obligations
Assistance is technical, and covers the full range of individual income, excise, and employment taxes, as well as certain elements of all other kinds of taxes
Conducts interviews with taxpayers to determine their tax situation, provide advice, and explains probable consequences of various courses of action open to taxpayers for the current and other tax years
Discusses tax law impact with tax practitioners and accountants, review books and records to gain understanding of taxpayer's financial status (cash/accrual basis)
Confers with taxpayers and/or their representatives to explain issues involving the applicability of tax law, regulations, notices and account adjustments
Assists taxpayers in preparing tax returns and explains the consequences of courses of action
Explains to taxpayers the collection and examination processes
Job description
Position: Individual Taxpayer Advisory Specialist - Area 2 (12 Month Roster) (AMENDED)
Duties
WHAT IS THE
WAGE & INVESTMENT
DIVISION?
A description of the business units can be found at:
Vacancies will be filled in the following specialty areas:
Wage & Investment Customer Assistance, Relationship & Education - Field Assistance - Area 2
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.
• Assists and advises taxpayers in meeting their Federal Tax obligations. Assistance is technical, and covers the full range of individual income, excise, and employment taxes, as well as certain elements of all other kinds of taxes.
• Conducts interviews with taxpayers to determine their tax situation, provide advice, and explains probable consequences of various courses of action open to taxpayers for the current and other tax years.
• Discusses tax law impact with tax practitioners and accountants, review books and records to gain understanding of taxpayer's financial status (cash/accrual basis).
• Confers with taxpayers and/or their representatives to explain issues involving the applicability of tax law, regulations, notices and account adjustments.
• Assists taxpayers in preparing tax returns and explains the consequences of courses of action. Explains to taxpayers the collection and examination processes.
Requirements
Conditions of Employment
• Must be a U.S. Citizen or National and provide proof of U.S. Citizenship.
• Must successfully complete a background investigation, including a FBI criminal history record check (fingerprint check).
Qualifications
Federal experience is not required. The experience may have been gained in the public sector, private sector or One year of experience refers to full-time work; part-time work 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.
You must meet the following requirements by the closing date of this announcement:
GENERAL EXPERIENCE FOR GS-05: You must have three years of general experience one year of which was at a level of difficulty and responsibility equivalent to the GS-04 in the Federal Service. General experience for this position includes:
Analyzing problems to identify significant factors; gathering pertinent data and recognizing solutions; planning and organizing work; and communicating effectively orally and in writing. Such experience may have been gained in administrative, professional, technical, investigative, or other responsible work.
OR
EDUCATION: You may substitute education for specialized experience as follows: 4-year course of study leading to a bachelor's degree from an accredited college or university.
OR
COMBINATION OF EXPERIENCE AND EDUCATION: You may qualify by a combination of experience and education. Options for qualifying based on a combination will be identified in the online questions.
SPECIALIZED EXPERIENCE FOR GS-07: 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 includes: A knowledge of business practices, basic accounting principles, and Federal tax laws and regulations; and that required the ability to audit tax records, analyze systems and bookkeeping, use fact-finding techniques, and develop interpersonal skills.
OR
EDUCATION: You may substitute education for specialized experience as follows: 1 year of graduate education in a field of study such as: business administration, finance, accounting, auditing, taxation, or other related fields.
OR
SUPERIOR ACADEMIC ACHIEVEMENT: may be met by having a Bachelor's degree, with specific GPA criteria.
OR
COMBINATION OF EXPERIENCE AND EDUCATION: You may qualify by a combination of experience and education. Options for qualifying based on a combination will be identified in the online questions.
SPECIALIZED EXPERIENCE FOR GS-0+: You must have one year of specialized experience at a level of difficulty and responsibility equivalent to the GS-07 grade level in the Federal service. Specialized experience for this position includes:
Knowledge of the Internal Revenue Code, regulations and administrative procedures related to the full range of personal, business, and other tax-related issues.
OR
EDUCATION: You may substitute education for specialized experience as follows: a master's or equivalent graduate degree in a field of study such as: accounting, finance, or business administration.
OR
COMBINATION OF EXPERIENCE AND EDUCATION: You may qualify by a combination of experience and education. Options for qualifying based on a combination will be identified in the online questions.
Education
For positions with an education requirement, or if you are qualifying for this position by substituting education or training for…
