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WHAT IS THE WAGE & INVESTMENT DIVISION: The Wage & Investment Division (W&I) serves about 122 million taxpayers who file upwards of 94 million returns each year. Key W&I objectives are to provide high-quality taxpayer assistance, and to enable taxpayers to transact and communicate electronically to file their returns, make payments and receive assistance. W&I partners with private organizations to provide assistance to such disadvantaged groups as elderly and low-income taxpayers.
WHAT DOES A 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 (ITAS) you will:
- Assist and advise taxpayers on a wide-range of IRS tax forms, notices and issues.
- Research and respond to a variety of tax law questions based on customer inquiry.
- Research tax issues and properly adjust taxpayers' accounts.
- Interact with the general public, taxpayers and/or their representatives, tax practitioners and accountants, via face-to-face, telephonically and/or in writing.
- Prepare and file tax returns for customers who meet specific criteria.
- Review forms and notices and advise customers based on the information ascertained in those forms.
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?
Occasional travel - 1 to 5 Nights per Month
- Job family (Series)
0501 Financial Administration And Program
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.
You must meet the following requirements by the closing date of this announcement:
GS-5 LEVEL: You must have three years of general experience, one year of which was equivalent to the next lower level in the Federal government. General experience 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. Other experiences that may provide evidence of the knowledge, skills, and abilities necessary to perform the duties of the position to be filled.
A Bachelor's or higher degree in any subject from an accredited college or university.
Four years of progressive academic study (120 Sem Hrs/180 Qtr Hrs) at an accredited college or university.
A certificate as a Certified Public Accountant (CPA) obtained through written examination in a State, territory or the District of Columbia.
GS-7 LEVEL: You must have one year of specialized experience at a level of difficulty and responsibility equivalent to the GS-5 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.
One 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 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.
GS- 9 LEVEL: You must have one year of specialized experience at a level of difficulty and responsibility equivalent to the GS-7 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. Examples of qualifying experience include: Interpreting and applying rules and regulations; Interviewing others to elicit facts to identify and resolve problems; Communicating with others to elicit facts to identify and resolve complex problems; Analyzing financial documents, such as financial accounts, tax returns, financial statements, etc., to reconcile factual differences or to reconstruct missing facts, and; Deciding whether actions are in compliance with statutory provisions and/or procedural and policy requirements.
Two years of progressively higher level education leading to a Ph.D. or equivalent degree in a related field such as business administration, accounting, finance, taxation, business administration or other related fields.
Grades 5 through 9: 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-timework; 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.