Appeals Officer - Settlement Officer (Appeals Program)

This Appeals Officer - Settlement Officer (Appeals Program) position is with Internal Revenue Service (Department of the Treasury) in Bullhead City, AZ. WHAT IS INDEPENDENT OFFICE OF APPEALS? 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 following area(s): Appeals - Collection Appeals Remain in POD - The vacancy will be filled at the selectee's official permanent position of record, post-of-duty (POD). REVIEW THE ADDITIONAL INFORMATION BELOW FOR FURTHER DETAILS Key duties: • 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. Reviews incoming cases for statutes, development of the issues by both the taxpayer and the government, completeness of supporting documents, transcripts and work papers. Reviews and analyzes information from internal and external sources to resolve issues and close cases. Researches case issues 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. Analyzes taxpayer responses and initiates contact with taxpayers to determine appropriate case resolution and provide technical and procedural information to taxpayers and their representatives by correspondence, telephone, virtually and in-person. Contacts taxpayers and their representatives via phone, virtual or face-to-face to conduct interviews, clarify facts and issues, and resolve problems. Deals with taxpayers and their representatives to explain procedures, law, and regulations, discuss options and administratively resolve a number of collection issues. Reviews information in the case file retrieved from automated and manual systems to verify compliance history and statute suspensions. Reviews and analyzes financial information that was previously investigated by Compliance. Initiates adjustments on tax accounts to ensure proper assessments, application of payments, and to resolve disputes between Compliance components and the taxpayer. STANDARD POSITION DESCRIPTIONS (SPD): PD21102 and PD97908 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. SPECIALIZED EXPERIENCE GS-09: 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 must include at least three (3) of the following: Applying fact-finding techniques, accounting principles, and financial analysis to evaluate tax and collection issues. Analyzing various types of tax returns (such as 1040, 1120, 1120S, 1065, 941, 940) and documents (such as 433A, 433B, 433F, 656) to determine tax liability or the ability to pay of individual taxpayers and business and other entities. Communicating both orally and in writing with taxpayers and their representatives to assist in resolving tax liability issues. Preparing clear and accurate written correspondence and case histories that document account activity, actions taken, and findings. Planning and organizing workload or work products to complete assignments with changing priorities. AND Your experience must include: Researching and applying the Internal Revenue Code or Manual and related regulations and procedures to conduct detailed analytical collection determinations. OR Master's or equivalent graduate degree or two (2) years of progressively higher-level education leading to a graduate degree such as business administration, accounting, auditing, finance, taxation, law (such as J.D.) or other related fields. OR LL.B. or J.D. if related. OR Combination of qualifying graduate education and experience equal to the amount required. SPECIALIZED EXPERIENCE GS-11: You must have (1) year of specialized experience at a level of difficulty and responsibility equivalent to the GS-9 grade level in the Federal service. Specialized experience for this position includes: Applying Appeals policies, procedures, and applicable guidance to analyze cases and resolve collection issues. Applying knowledge of collection alternatives, including offers in compromise, installment agreements, and lien provisions, to advise taxpayers and their representatives on available resolution options. Applying the Internal Revenue Code, Internal Revenue Manual, court decisions, and other tax publications related to assigned areas to research cases, apply relevant tax law to the facts presented and determine the appropriate resolution of collection issues. Applying accounting and financial analysis techniques to analyze financial information (e.g., analyzing taxpayer transcripts, case files, financial books and records and other information to determine collectability for case resolution). Utilizing available on-line systems, research materials, and technology to research taxpayer information and resolve taxpayer inquiries. AND Your experience must include: Experience in communications and interpersonal relationships to work professionally with taxpayers and their representatives in resolving collection issues. Examples include contacting taxpayers and their representatives to provide tax assistance and determine appropriate case settlement/resolution. OR A Ph.D. or equivalent doctoral degree or 3 full academic years of progressively higher-level graduate education leading to a doctoral degree in a related field of study such as: law (such as LL.M.), accounting, business or management, economics, math, and finance. OR LL.M. if related OR You may qualify by a combination of experience and education. AND You must also meet the following requirement(s): TIME AFTER COMPETITIVE APPOINTMENT (TACA): By the closing date (or if this is an open continuous announcement, by the cut-off date) specified in this job announcement, current civilian employees must have completed at least 90 days of federal civilian service since their latest non-temporary appointment from a competitive referral certificate, known as time after competitive appointment. For this requirement, a competitive appointment is one where you applied to and were appointed from an announcement open to "All US Citizens" TIME IN GRADE (TIG): For positions above the GS-05, applicants must meet applicable time-in-­grade requirements to be considered eligible. One year (52 weeks) at the next lower grade level is required to meet the time-in-grade requirements for the grade you are applying for. For positions at the GS-05, you cannot advance to the GS-05 if you have held a GS-02 in the past 52 weeks. There is no TIG restriction for GS-02, 03 or 04 positions. For more information on qualifications please refer to OPM's Qualifications Standards. View the full announcement and apply on USAJOBS.gov.