Case Advocate
Anchorage, AK  / Birmingham, AL  / Little Rock, AR  / Phoenix, AZ  / Fresno, CA  / Laguna Niguel, CA  / Los Angeles, CA  / Oakland, CA  / Sacramento, CA  / San Diego, CA  / Denver, CO  / Hartford, CT  / Washington, DC  / Newark, DE  / Clearwater, FL  / Jacksonville, FL  / Plantation, FL  / Atlanta, GA  / Honolulu, HI  / Des Moines, IA  / Boise, ID  / Chicago, IL  / Springfield, IL  / Indianapolis, IN  / Wichita, KS  / Covington, KY  / Louisville, KY  / New Orleans, LA  / Boston, MA  / Lowell, MA  / Baltimore, MD  / Augusta, ME  / Detroit, MI  / St. Paul, MN  / Kansas City, MO  / St. Louis, MO  / Jackson, MS  / Helena, MT  / Charlotte, NC  / Greensboro, NC  / Fargo, ND  / Omaha, NE  / Portsmouth, NH  / Springfield, NJ  / Trenton, NJ  / Albuquerque, NM  / Las Vegas, NV  / Albany, NY  / Brooklyn, NY  / Buffalo, NY  / Holtsville, NY  / New York, NY  / Cincinnati, OH  / Cleveland, OH  / Oklahoma City, OK  / Portland, OR  / Philadelphia, PA  / Pittsburgh, PA  / Guaynabo, PR / Providence, RI  / Columbia, SC  / Sioux Falls, SD  / Memphis, TN  / Nashville, TN  / Austin, TX  / Dallas, TX  / El Paso, TX  / Farmers Branch, TX  / Houston, TX  / Ogden, UT  / Richmond, VA  / Burlington, VT  / Seattle, WA  / Milwaukee, WI  / Parkersburg, WV  / Cheyenne, WY ...View All
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Posted 11 days ago
Job Description
Duties

WHAT IS THE TAXPAYER ADVOCATE SERVICE (TAS)DIVISION?
A description of the business units can be found at:

Vacancies will be filled in the following specialty areas:
Taxpayer Advocate Service DEDCA

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 an intermediate trainee level 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.
  • 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.
  • 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.
  • Provides guidance to targeted audiences in seminars, speeches, and workshops. Provides in-house training and assistance to lower-level employees as necessary.
  • In an as needed capacity, answers telephone calls from taxpayers from a published telephone line. Incumbent determines whether calls meet TAS criteria for handling a case and directs calls or gives information to taxpayer.
Requirements Conditions of Employment

  • Must be a U.S. Citizen or National and provide proof of U.S. Citizenship. (Birth certificate showing birth in the U.S; Unexpired U.S. Passport; Certificate of Citizenship or Naturalization; or Report of Birth Abroad of a U.S. Citizen (Form FS-240)
  • Subject to a 1-year probationary period (unless already completed).
  • Have your salary sent to a financial institution of your choice by Direct Deposit/Electronic Funds Transfer.
  • 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-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.

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

GENERAL REQUIREMENT 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 includes:
  • Experience that demonstrates the ability to analyze problems to identify significant factors, gather pertinent data, and recognize solutions; plan and organize work; communicate 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.

SPECIALIZED EXPERIENCE 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:
  • Experience advising & assisting others in order to explain issues related to meeting Federal tax obligations;
  • Experience applying knowledge of business practices, policies, procedures, basic accounting principles, and Federal tax laws & regulations;
  • Experience interviewing individuals and reviewing tax and bookkeeping records and returns;
  • Experience analyzing systems using fact-finding techniques.
  • OR You may substitute education for specialized experience as follows: One (1) full year of graduate education in a field of study such as: accounting, finance, taxation, business administration or other related fields.
  • ORSuperior Academic Achievement - 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 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 last 2 years of study, or rank in the upper one third of the class in the college, university, or major subdivision, or membership in a national honor society recognized by the Association of College Honor Societies.

For more information on qualifications please refer to .
Education

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 .

FOREIGN EDUCATION: Education completed in foreign colleges or universities may be used to meet the requirements. You must show proof the education credentials have been deemed to be at least equivalent to that gained in conventional U.S. education program. It is your responsibility to provide such evidence when applying. Click for Foreign Education Credentialing instructions.

Additional information

  • We may select from this announcement or any other source to fill one or more vacancies. Additional jobs may be filled.
  • This is a bargaining unit position.
  • Tour of Duty: Day Shift - M-F - between 6:00am and 6:00pm
  • Alternative work schedule, staggered work hours or telework may be available.
  • Relocation expenses-No
  • Obtain and use a Government-issued charge card for business-related travel.
  • This position is covered under a formal training plan and pay retention may be offered where applicable by law and regulations.
Though many locations may be listed, you will be limited to a maximum of 3 location choices. Please consider each location carefully when applying. If you are selected for a position at one of your location selections, that location will become your official post of duty.

There are currently openings in the following locations:
57 PODs/245 Vacancies in the following locations
Anchorage,AK-2
Atlanta,GA-5
Augusta,ME-2
Boston,MA-13
Brooklyn,NY-10
Buffalo,NY-2
Burlington,VT-1
Charlotte,NC-12
Springfield,NJ-1
Clearwater,FL-4
Cleveland,OH-10
Dallas,TX-1
Little Rock, AK-1
Memphis, TN-4
Nashville, TN-2
Covington, KY-5
Milwaukee, WI-4
Albuquerque, NM-1
Boise, ID-1
Denver, CO-6
Omaha, NE-4
Fresno, CA-3
Laguna Niguel, CA-3
Los Angeles, CA-3
Oakland, CA-10
Louisville, KY-4
Oklahoma City, OK-1
Albany, NY-2
Andover (Lowell), MA-2
Seattle, WA - 3
Sacramento, CA-1
Chicago, IL-2
Fargo, ND-1
New Orleans, LA-6
Houston, TX-13
Providence, RI-2
Jackson, MS-11
Baltimore, MD-3
Ogden, UT-2
Sioux Falls-2
Kansas City-4
New York-3
Detroit,MI-2
Indianapolis,IN-5
Philadelphia,PA-4
Portland,OR-1
Cheyenne,WY-1
Brookhaven,NY-2
Springfield, IL-1
Cutoff dates for locations below 5/8/2024
Greensboro, NC-10
Pittsburgh, PA -10
Jacksonville, FL -5
Birmingham, AL-5
Ft Lauderdale (Plantation, FL)-6
Cincinnati, OH -8
St. Louis, MO -2
Phoenix, AZ -10

There may be additional vacancies in the other locations listed in the announcement. If vacancies become available in these locations, the announcement will be amended to include the number of vacancies per location and a new cutoff date to fill additional positions.

If the position(s) are no longer needed prior to the closing date, this announcement may be closed early.
This is an open continuous announcement which will be used to fill vacancies in the locations listed as they become available for the next 9 months contingent upon funding and space requirements. Applicants must apply and/or update their applications by 11:59 pm ET at the close of the following cutoff dates to be considered: Cutoff date(s): 3 weeks from open date (11/29/2023), the next cutoff dates will be 01/10/2024, 02/21/24,04/03/2024 and (5/8/2024). This announcement may be amended to include additional cut-off dates within the 6-month period if needed, not later than 5 days prior to the additional cut-off date(s). Eligible applicants in the highest category who apply by the initial cut-off date will be considered first. If additional vacancies exist, applicants who applied after the initial cutoff date who place in the highest category will be considered next. Selections from this announcement may be made no later than (NLT) 9 months from the open date of the announcement.
  • A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. .

    Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.

Required Documents

The following documents are required and must be provided with your application. All application materials, including transcripts, must be in English.

  1. Online Application - Questionnaire
  2. Education - See Education Section above
  3. Registration/License (if applicable) - active, current registration/license
  4. High School Diploma (or equivalent) - If you are 16 or 17 years of age, you MUST submit documentation of graduation from high school (or equivalent); OR completion of a formal vocational training program; OR statement from school authorities agreeing with your decision to pursue employment rather than continuing your education.
Please note that if you do not provide all required information, as specified in this announcement, your application will be determined incomplete, and you will not be considered for this position (or may not receive the special consideration for which you may be eligible).
If you are relying on your education to meet qualification requirements:

Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from .

Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.

How to Apply

The following instructions outline our application process. You must complete this application process and submit any required documents by 11:59 p.m. Eastern Time (ET) on 05/08/2024 and/or cut-off dates in this announcement. We are available to assist you during business hours (normally 8:00 a.m. - 4:00 p.m. ET, Monday - Friday). If applying online poses a hardship, please contact us by noon ET on 05/08/2024.

To preview the Application Questionnaire, please click the following link:

  • To begin the application process, click the "Apply Online" button.
  • You will be re-directed to USA STAFFING to complete your application process; answer the online questions and submit all required documents. (To submit supporting documents, import documents from USAJOBS to the appropriate document types. If the document you need was not imported from USAJOBS, you may upload it directly into this application. To protect your privacy, we suggest you first remove your SSN).
  • To complete, you must click the "Submit Application" button prior to 11:59 PM (ET) on 05/08/2024.
To update your application, including supporting documentation, at any time during the announcement open period, return to your USAJOBS account (). There you will find a record of your application, the application status, and an option to Update Application. This option will no longer be available once the announcement has closed.

To verify the status of your application both during and after the announcement open period, log into your USAJOBS account: . All of your applications will appear on the Welcome page. The application record in your USAJOBS account provides an Additional Application Information page that provides information regarding the documentation you submitted and any correspondence we have sent related to this application. The Application Status will appear along with the date your application was last updated. For information on what each Application Status means, visit: .
Agency contact information (ERC) Employee Resource Center
Phone

Email

Website

Address

TAS - Deputy National Taxpayer Advocate
1111 Constitution Ave NW
Washington, DC 20224
US
Next steps

Treasury believes in a working environment that supports inclusion; please view our reasonable accommodation policies and procedures at . We provide reasonable accommodation to applicants with disabilities on a case-by-case basis; contact us if you require this for any part of the application and hiring process.

Once your application package and online questionnaire is received you will receive an acknowledgement email. You are responsible for checking status updates and notifications in USAJOBS. Hard copy notifications will not be sent to you. You may check the status of your application for this position at any time by logging onto the USAJOBS "My Account" tab and clicking on "Application Status." For a more detailed update of your application status, you may click on "more information." Please notify us if your contact information changes after the closing date of the announcement. If your email mailbox is full or blocked (SPAM) you may not receive important communication that could affect your consideration for this position.

Fair & Transparent

The Federal hiring process is set up to be fair and transparent. Please read the following guidance.

 

Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Work Hours (i.e. shift)
Full-time -
Salary and Benefits
$37,696 - $75,111 per year
Required Education
High School or Equivalent
Required Experience
1+ years
Security Clearance Note
Not Required
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