Individual Taxpayer Advisory Specialist

Job Title

Job Description

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.

• Conducts interviews with taxpayers to determine their tax situation, provide advice, and explains probable consequences of various courses of action open to taxpayers for the current and other tax years.
• Discusses tax law impact with tax practitioners and accountants, reviews books and records to gain understanding of taxpayer's financial status (cash/accrual basis). Confers with taxpayers and/or their representatives to explain issues involving the applicability of tax law, regulations, notices and account adjustments.
• Assists and advises taxpayers in meeting their Federal Tax obligations. Assistance is technical and covers the full range of individual income, excise, and employment taxes, as well as certain elements of all other kinds of taxes.
• Assists taxpayers in preparing tax returns and explains the consequences of courses of action. Explains the collection and examination processes to taxpayers.

Standard Position Descriptions (SPD): PD96490 Visit the IRS SPD Library to access the position descriptions.