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Case Advocate

Department of the Treasury
Internal Revenue Service
This job announcement has closed

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

Overview

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Hiring complete
Open & closing dates
11/08/2023 to 05/08/2024
Salary
$37,696 to - $75,111 per year
Pay scale & grade
GS 5 - 7
Locations
245 vacancies in the following locations:
(AK3237) 949 E 36 Ave
Anchorage, AK
(AL1213) 417 20th Street North
Birmingham, AL
(AR0063) 700 W Capitol
Little Rock, AR
(AZ7748) 4041 N Central Ave
Phoenix, AZ
Remote job
No
Telework eligible
Yes—as determined by the agency policy.
Travel Required
Occasional travel - You may be expected to travel for this position.
Relocation expenses reimbursed
No
Appointment type
Permanent
Work schedule
Full-time
Service
Competitive
Promotion potential
11
Supervisory status
No
Security clearance
Not Required
Drug test
No
Position sensitivity and risk
Moderate Risk (MR)
Trust determination process
Announcement number
24-12194944K-TAX-0501-5/7
Control number
759750400

This job is open to

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Clarification from the agency

Open to U.S. Citizens/Nationals and ICTAP eligibles in the commuting area

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Duties

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WHAT IS THE TAXPAYER ADVOCATE SERVICE (TAS)DIVISION?
A description of the business units can be found at: https://www.jobs.irs.gov/about/who/business-divisions

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

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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.
  • 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.
  • Undergo a review of prior performance/conduct and an income tax verification. Refer to "Get Your Tax Record" at http://www.irs.gov/(https://www.irs.gov/individuals/get-transcript) to check the status of your account, balance owed, payment history, make a payment, or review answers to tax questions. If you are not in compliance, you will be determined unsuitable for employment with IRS.
  • Must successfully complete a background investigation, including a 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.
  • 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. These documents must be unexpired original or certified copies.
  • The Fair Chance to Compete for Jobs Act prohibits the Department of Treasury and its bureaus from requesting an applicant's criminal history record before that individual receives a conditional offer of employment. In accordance with 5 U.S. Code § 9202(c) and 5 C.F.R § 920.201 certain positions are exempt from the provisions of the Fair Chance to Compete Act. Applicants who believe they have been subjected to a violation of the Fair Chance to Compete for Jobs Act, may submit a written complaint to the Department of Treasury by email at, FairChanceAct@treasury.gov. To learn more, please visit our page at: Treasury.gov/fairchanceact.

Qualifications

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.

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 OPM's Qualifications Standards.

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 Department of Education Accreditation page.

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 here 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.
  • The salary range indicated in this announcement reflects the minimum locality pay up to maximum locality pay for all duty locations listed. The range will be adjusted for selected duty location. General Schedule locality pay tables may be found under Salaries & Wages.
  • 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.

How you will be evaluated

You will be evaluated for this job based on how well you meet the qualifications above.

Your application includes your resume, responses to the online questions, and required supporting documents. Please be sure that your resume includes detailed information to support your qualifications for this position; failure to provide sufficient evidence in your resume may result in a "not qualified" determination.

Rating: You will be assessed on the following competencies (knowledge, skills, abilities, and other characteristics):

  • Case Advocacy Techniques
  • Conflict Management
  • Customer Service
  • Decision Making
  • Interpersonal Skills
  • Oral Communication
  • Problem Solving
  • Self-Management


Category rating will be used to rank and select eligible candidates. If qualified, you will be assigned to one of two quality level categories, CAT A/B, CAT C depending on your responses to the online questions, regarding your experience, education, and training related to this position. Your rating may be lowered if your responses to the online questions are not supported by the education and/or experience described in your application.

Referral: If you are among the top qualified candidates, your application may be referred to a selecting official for consideration. Candidates, if required to participate in a selection interview (telephonic and/or in person at the discretion of the Selecting Official in accordance with hiring practices), will be interviewed in quality group order. We will not reimburse costs related to the interview such as travel to and from the interview site.

Veterans' preference is applied after applicants are assessed. Qualified preference eligibiles who have a compensable service-connected disability of 10 percent or more (CPS, CP) are placed at the top of the highest category on the referral list (except for scientific or professional positions at the GS-9 level or higher). Remaining preference eligibles are placed above non-preference eligibles within their assigned category.

If you are a displaced or surplus Federal employee (eligible for the Career Transition Assistance Plan (CTAP)/Interagency Career Transition Assistance Plan (ICTAP), you must receive a rating of category C to be rated as "well qualified" to receive special selection priority.

Telework Eligible Positions: Telework eligible positions do not guarantee telework. Employees must meet and sustain IRS telework eligibility requirements (e.g., reporting at least twice a pay period to your assigned Post of Duty (POD)) and supervisor's approval to participate in the IRS Telework Program. Employees must also be within a 200-mile radius of their official assigned post-of-duty (POD) while in a telework status. As a reminder - If you are selected for a position, you are responsible for reporting to your designated POD (location) on the negotiated start date or as directed by management.

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