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Appeals Officer

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

Summary

WHAT IS THE APPEALS DIVISION? Independent by statute, staffed by highly trained professionals who provide mediation for any taxpayer contesting IRS compliance actions. Appeals is the last opportunity for the IRS and a taxpayer to resolve disputes prior to litigation, and ensures that all taxpayers can receive an impartial review of their tax case.

See Other Information for Locations.

Overview

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Hiring complete
Open & closing dates
09/28/2021 to 10/12/2021
Salary
$92,143 to - $146,120 per year
Pay scale & grade
GS 13
Locations
Sacramento, CA
1 vacancy
San Diego, CA
1 vacancy
San Francisco, CA
1 vacancy
Boise, ID
1 vacancy
Telework eligible
Yes—as determined by the agency policy.
Travel Required
Occasional travel - 1 to 5 nights per month.
Relocation expenses reimbursed
No
Appointment type
Permanent
Work schedule
Full-time
Service
Competitive
Promotion potential
13
Job family (Series)
Supervisory status
No
Security clearance
Not Required
Drug test
No
Announcement number
21CIN-APB0847-0930-13
Control number
615608400

Duties

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WHAT DOES A SETTLEMENT OFFICER DO? As a Settlement Officer you are responsible for the administration and resolution of issues which were not previously resolvable within the Service. In this role, you provide the opportunity for the taxpayer and the Service to settle tax disputes without litigation, and encourage taxpayer cooperation and voluntary compliance. In those instances where the dispute is not resolvable, the Settlement Officer clarifies the issues and provides Counsel and/or the Department of Justice with a refinement of the contested legal questions and facts. The Settlement Officer has a tremendous amount of responsibility and serves in an essential role within the Service.

As a Settlement Officer you will:

  • Conduct Appeals conferences for the settlement/resolution of tax cases which have the most complex technical collection issues, and settle a variety of technical issues which are within Appeals jurisdiction.
  • Analyze case files, supporting documents and other information which related to tax liability. Review cases for adequate technical development of issues, and remedy defects or inadequacies in cases or on issues either independently or by referral to the appropriate Service component.
  • Research case issues to determine and apply the law to the facts presented. Where issues are unclear or where a clear precedent is lacking, determine the appropriate resolution based upon relevant factors including reasonableness, adjudication trends and settlement practices.
  • Deal professionally and effectively with taxpayers, representatives and co-workers. Conduct Appeals conferences with dignity, impartiality and an orderly manner. Consistently demonstrates high technical skill and full knowledge of case issues.
  • Keep current with significant changes in the Internal Revenue Code, regulations, the IRM, court decisions, and other tax publications which relate to assigned areas of responsibilities (e.g. Trust Fund Recovery Penalties).
  • Act as a "resources person" on collection matters for Appeals personnel. Provides "expert advice" on collection matters for Appeals personnel.


WHERE CAN I FIND OUT MORE ABOUT OTHER IRS CAREERS? If you want to find out more about IRS careers, visit us on the web at www.jobs.irs.gov

Requirements

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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
  • IRS Employees with Career or Career Conditional Appointments

Land Management Eligibles must provide all required documentation to verify eligibility, prior performance, and qualifications for the target position. You can find information on the Land Management Workforce Flexibility Act and eligibility HERE.  Land Management Eligibles must compete under competitive merit promotion procedures and meet all applicable requirements as such (time-in-grade restrictions do not apply).

Qualifications

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

GS-13 LEVEL: You must have one (1) year of specialized experience at a level of difficulty and responsibility equivalent to the GS-12 grade level in the Federal service. Specialized experience for this position includes: demonstrates knowledge of Appeals policies, procedures and practices relevant to the Appeals collection work in order to work cases and resolve issues. Your experience must demonstrate knowledge of tax laws and administrative procedures relating to liens and levies to ensure full taxpayer compliance and counsel taxpayers on alternatives; experience using various collection procedures such as Offer in Compromise and installment agreement to advise and discuss collection alternatives with taxpayers. Your experience must also demonstrate knowledge of Internal Revenue Code, IRM, court decisions, and other tax publications related to assigned areas in order to research cases, apply relevant tax law to issues that are unclear or where a clear precedent is lacking, and determine the appropriate resolution based upon relevant factors including reasonableness, adjudication trends and settlement practices for collection issues; Experience applying knowledge of standard 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). Experience applying knowledge of Compliance/Collection investigative procedures, subject matters, organizational structure, and office policies and practices that pertain to the most complex Appeals collection issues. Experience applying in-depth knowledge of available on-line systems, research materials and technology to research taxpayer information and resolve taxpayer inquires. In addition, your experience must demonstrate skill in communications and interpersonal relationships to work effectively and professional with taxpayers and their representatives in resolving collection issues. Examples include: conducting conferences for the settlement/resolution of tax cases which have the most complex technical collection issues.

- 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.

In addition to the above requirements, you must meet the following, if applicable:

You must have been at the GS-12 level for 52 weeks (time-in-grade requirement).

Education

Additional information

Twenty-three (23) positions will be filled in the Independent Office of Appeals, Collections Appeals: in any teams within Area 1, 2, 3 or 4.

Two (2) position to be filled in each location in Area 1: 130 South Elmwood Avenue, Suite 100, Buffalo, NY (NY7340)  and 600 Arch Street, Philadelphia, PA (PA0277).

One (1) position to be filled in each location in Area 1: 300 South State Street, Syracuse, NY (NY7357), 75 Portsmouth Blvd, Portsmouth, NH (NH6185), 10 Causeway, Boston, MA (MA0153), 1000 Liberty Avenue, Pittsburgh, PA (PA0233), 220 Maine Mall Road, South Portland, ME (ME4168) and 11 Chenoweth Dr, Bridgeport, WV (WV0141).

One (1) position to be filled in each location in Area 2:  1835 Assembly Street, Columbia, SC (SC0068).

One (1) position to be filled in each location in Area 3:  1616 Capitol Ave., Omaha, NE (NE0051), 55 North Robinson, Oklahoma City, OK (OK1356), One Michiana Square, 100 East Wayne Street, South Bend, IN (IN1641), 211 West Wisconsin Avenue, Milwaukee, WI (WI1720), 8122 Datapoint Dr, San Antonio, TX (TX2982), 1375 E Ninth Street, Cleveland, OH (OH2028) and 3251 N Evergreen Dr NE, Grand Rapids, MI (MI2210).

One (1) position to be filled in each location in Area 4:  178 South Rio Grande St, Salt Lake City, UT (UT1522), 4330 Watt Ave, Sacramento, CA (CA6139), 701 B Street, San Diego, CA (CA6109), 550 West Fort St, Boise, ID (ID0025) and 100 First St, San Francisco, CA (CA8207).

POSITION DESCRIPTIONS: 97910
A PM/C SharePoint site is available for IRS Employees at: https://organization.ds.irsnet.gov/sites/HCOETS/PMC/SPDLibrary/SitePages/Home.aspx

CONDITIONS OF EMPLOYMENT
:

  • We may select from this announcement or any other source to fill one or more vacancies.
  • This is a bargaining unit position.
  • Relocation Expense: NO
  • Alternative work schedule, staggered work hours or telework may be available.
  • Tour of Duty: Monday - Friday 8:00 a.m.- 4:30 p.m.
  • The employment of any candidate, including a current employee or a new hire, selected for this position may be conditional upon classification and/or audit of federal tax returns. This audit may include up to 2 years of returns.
  • Must meet IRS telework eligibility requirements
  • Obtain and use a Government-issued card for business-related travel.
  • Open to Office of Chief Counsel employees on career/career-conditional appointments or with personal competitive status.
  • Office of Chief Counsel applicants must submit a copy of their SF-50, as proof of prior competitive status.
  • If you are an IRS/Treasury employee eligible for consideration under the Career Transition Assistance Plan (CTAP), you must submit proof of eligibility by 11:59 PM ET on the closing date of this announcement. If you have any questions concerning your eligibility, please refer back to the CTAP Documentation link in the vacancy under How You Will Be Evaluated.

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: Your application will be evaluated on the CJEs of the position to be filled per the National Agreement Article 13.
Your application will also be rated and ranked among others, based on your responses to the online questions, regarding your experience, education, training, performance appraisals and awards relevant to the duties of this position. IRS employees may obtain most recent awards listing at https://persinfo.web.irs.gov/
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. You may be required to participate in a selection interview (telephonic and/or in person at the discretion of the Selecting Official in accordance with hiring polices). We will not reimburse costs related to the interview such as travel to and from the interview site.

If you are a displaced or surplus Treasury employee eligible for the Career Transition Assistance Plan (CTAP), you must receive a score of 80 or better to be rated as well qualified to receive special selection priority.


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