Appeals Officer

Department Of The Treasury Los Angeles , CA 90009

Posted 2 months ago

  • Duties

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Duties

Summary

Click on "Learn more about this agency" button below to view Eligibilities being considered and other IMPORTANT information.

WHERE CAN I FIND OUT MORE ABOUT OTHER IRS CAREERS? Visit us on the web at www.jobs.irs.gov

Learn more about this agency

Responsibilities

WHAT IS THE APPEALSDIVISION?

A description of the business units can be found at: https://www.jobs.irs.gov/about/who/business-divisions

The following are the duties of this position at the full working level. If you are selected at a lower grade level, you will have the opportunity to learn to perform these duties and will receive training to help you grow in this position.

As an Appeals Officer you will:

  • Conducts Appeals conferences for the settlement of the largest and most complex tax cases in which taxpayers have appealed determinations made by the Service or have filed petitions with the U.S. Tax Court for redetermination of tax liability.

  • Conducts extensive research to determine and apply the law to the facts presented. Where issues are unclear or where a clear precedent is lacking, determines the appropriate resolution based upon relevant factors including reasonableness, adjudication trends and settlement practices.

  • Analyzes case files, supporting documents and other information that relate to tax liability. Reviews cases for adequate technical development of issues. Remedies defects or inadequacies in cases or on issues either independently or collaboratively with other team members, or by referral to the appropriate Service component.

  • Deals professionally and effectively with taxpayers, representatives and co-workers. Conducts Appeals conferences and negotiations in a dignified and orderly manner, with displayed impartiality. Negotiates settlements of cases on the basis of facts developed and applicable law and regulations, considering the hazards of litigation.

  • As appropriate, provides effective neutral assistance as a mediator to resolve tax disputes between the IRS and the taxpayer. Conducts separate or joint conferences to assist the parties of the tax dispute to arrive at a resolution in an effort to avoid litigation and minimize costs.

Travel Required

Occasional travel

  • You may be expected to travel for this position.

Supervisory status

No

Promotion Potential

14

  • Job family (Series)

0930 Hearings And Appeals

  • Requirements

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Requirements

Conditions of Employment

CONDITIONS OF EMPLOYMENT:

  • We may select from this announcement or any other source to fill one or more vacancies. Additional jobs may be filled.

  • Relocation Expenses: No

  • This is a bargaining unit position.

  • We offer opportunities for telework.

  • We offer opportunities for flexible work schedules.

  • 1-year probationary period is required.

  • Must successfully complete a background investigation including an FBI criminal history record check (fingerprint check).

  • Complete a Declaration for Federal Employment to determine your suitability for Federal employment, at the time requested by the agency

  • If you are a male applicant born after December 31, 1959, certify that you have registered with the Selective Service System or are exempt from having to do so.

  • Have your salary sent to a financial institution of your choice by Direct Deposit/Electronic Funds Transfer.

  • Go through a Personal Identity Verification (PIV) process that requires two 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.

  • Undergo an income tax verification and review of prior performance/conduct.

  • Tour of Duty: Monday

  • Friday, 8:00 a.m.

  • 4:30 p.m. (Day Shift)

  • Must meet IRS telework eligibility requirements.

  • Obtain and use a Government-issued charge card for business-related travel.

Qualifications

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

GS-14 LEVEL SPECIALIZED EXPERIENCE:

You must have 1 year of specialized experience at a level of difficulty and responsibility equivalent to the GS-13 grade level in the Federal service. Specialized experience for this position includes: Experience in Federal estate and gift tax laws, judicial decisions and precedents including but not limited to fields of law such as wills and trusts, probate, contracts, real and personal property, corporations, commercial law and insurance; Experience working with financial, professional or business accounting practices to analyze estate, gift or fiduciary assets to resolve tax disputes; Experience recognizing and assessing the complexity of factual or legal issues, and conducting legal research; Applying legal principles, theories and practices to analyze and interpret legal issues specifically to determine effect on tax liabilities or financial statements; Experience interpreting the law in situations where there are uncertainties or conflicts in statutes, regulations, case law, or other guidance to determine and apply the appropriate intent of the law in tax situations; Experience applying and exercising judgments involving matters of law particularly as they relate to resolving tax disputes; Interpreting and analyzing financial statements of multiple entities (e.g., estates, businesses, trusts) to determine value; Experience using legal analysis or accounting with respect to tax implications in making financial or business decisions; and Experience applying professional accounting/valuation principles, theory, and practices to analyze and interpret appraisals of value, accounting records, or systems specifically to determine effect on tax liabilities or financial statements.

Federal experience is not required. 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.

For more information on qualifications please refer to OPM's Qualifications Standards.

Education

EDUCATION DOCUMENTATION

For positions with an education requirement, or if you are qualifying for this position by substituting education or training for experience, submit a copy of your transcripts or equivalent. 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.

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Appeals Officer

Department Of The Treasury