Appeals Officer; Technical Advisor

Job Title

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.

Assists the Senior Manager or Executive to develop and execute the operational plan for effective resource deployment across teams; monitor sensitive and confidential matters including Congressionals, statute cases, precedent setting settlements, high risk areas, and Treasury Inspector General Tax Administration (TIGTA) referrals; ensures that taxpayers' rights are upheld and the application of tax law is both consistent and proper; and works with taxpayer groups and practitioner organizations to promote customer outreach and satisfaction.

Reviews and analyzes reports (e.g., Appeals Quality Measurement System, Appeals Centralized Database System reports) that relate to the organization's work units employee surveys, customer comments and feedback and other relevant data to develop recommendations and implement improvements. Provides leadership for assigned program areas and works in partnership with NTEU to enhance business results, customer satisfaction and employee satisfaction. Analyzes and evaluates the Area's/Business Unit's program accomplishments apprising the Senior Manager or Executive of critical items.

Provides direction and guidance for program continuity and transition.

Identifies procedural and systemic problems within the Area/Business Unit and provides evaluative comments to the Senior Manager or Executive addressing the performance of the organization's systems, processes and personnel. Performs fact-finding, analysis, reporting, advising, communicating, and coordinating activities in connection with monitoring and guiding programs. Formulates and recommends changes and improvements in policies, practices, methods, and procedures for area wide/nationwide implementation.

Monitors the Area's/Business Unit's programs to ascertain timeliness of actions, efficient and effective programs, developmental and training needs, staffing requirements, and operational demands. Prepares long-range forecasts of developments relevant to areas of expertise.

Collaborates within the Appeals organization and in other divisions to provide coordination between the units regarding issues of mutual concern including the sharing of key information, detailing of personnel, labor relation matters and clarifying program/case assignments. Provides direction and guidance for approved program changes and procedures. Keeps current with significant changes in the Internal Revenue Code, regulations, the IRM, court decisions, other tax publications, national and area policies, procedures and guidelines that relate to assigned areas of responsibilities.