Legal Admin Specialist (Estate & Gift Tax) (Estate Tax Technical Advisor) (TEMP NTE 1 YR MBE, MBP)
Company: Department Of The Treasury
Location: San Francisco
Posted on: May 6, 2024
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Job Description:
DutiesWHAT IS THE SMALL BUSINESS SELF EMPLOYED (SBSE)DIVISION?A
description of the business units can be found at:
https://www.jobs.irs.gov/about/who/business-divisionsVacancies to
be filled in: SB/SE DEPUTY COMMISSIONER EXAM, SPECIALTY
EXAMINATION, ESTATE & GIFT /EXCISE TAX EXAMThe following are the
duties of this position at the full working level.* As a technical
expert on estate and gift tax law, conducts legal research into
highly complex tax law and factual issues pertaining to estate and
gift (E&G) tax rules, regulations, and procedures, analyzes
state law impact, and prepares memoranda and analysis of legal and
factual situations concerning estate taxes. Drafts and prepares
formal comments and documents proposing substantive changes in
legislation and agency policies relating to the E&G Program.
Prepares and signs correspondence requiring application of legal
interpretations to factual situations relating to estate taxes and
their filing requirements before the Internal Revenue Service.
Correspondence is dealt with quickly and may affect cases with
significant monetary amounts.* Responds on behalf of the Director,
Specialty Exam Field to inquiries of significant economic and
political impact from practitioners and other members of the public
regarding E&G tax matters after analyzing facts, determining
acceptability, and researching the law. Serves as a technical
expert on E&G tax to ensure uniform and consistent treatment of
taxpayers on specifically identified national issues that are
precedent setting with significant political and economic
ramifications. Serves as an Estate and Gift Tax Policy Subject
Matter Expert (SME) for changes in cross-functional processes and
procedures.* Performs assignments that are agency-wide in scope and
have significant impact on issues facing the Operating Unit.
Examples include, participating in Business Reviews of field and
headquarter offices; serving on task forces or study groups as the
Chief, Estate & Gift tax/Excise tax representative to address
divisional and Service wide issues; establishing policy for field
operations and performing independent analyses of nationwide
E&G examination operations. The incumbent must be knowledgeable
of the Specialty Directors policies and ensure that views are well
represented. The incumbent may also represent the Specialty
Director on local Federal executive projects or similar
activities.HelpRequirementsConditions of EmploymentSTANDARD
POSITION DESCRIPTIONS (SPD):PD21279Visit the IRS SPD Library to
access the position descriptions.* 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 supervisors 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.* A 1-year
probationary period is required (unless already completed).* Obtain
and use a government-issued charge card for business-related
travel.QualificationsFederal 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:BASIC QUALIFICATION
REQUIREMENTS: To be eligible for this position, at any grade level,
applicants must demonstrate the following: knowledge of Legal
Industry, including legal practices, federal codes and regulations,
and application of complex legal principles to facts. To meet this
requirement, the applicant must demonstrate the following
experience: Substantive knowledge of state and federal laws,
judicial decisions and precedents, legal codes, court procedures,
legal practices, legal instruments and documents, government
regulations, executive orders, and agency rules specific to tax
administration and compliance. Exceptional skill in researching,
interpreting, examining, analyzing and applying relevant state and
federal laws, regulations, related statutes, and sub-regulatory
guidance, sufficient to produce written reports, relevant forms,
instructions, explanatory publications, legal memoranda, proposed
legislation, and other materials, sufficient to address taxpayer
rights and responsibilities, propose tax legislation or regulation,
and issue opinions and/or decisions specific to tax administration
or compliance.ANDSpecialized Experience GS-14: You must have 1 year
of specialized experience at a level of difficulty and
responsibility equivalent to the GS-13 grade level in the Federal
service. Specialized experience for this position includes
Experience working all aspects of Federal estate and gift taxation
laws and important judicial decision and procedures. Experience
writing clear and concise reports and work papers that include
significant tax issues, findings and analyses of legal and factual
situations encountered. Experience in researching and evaluating
complex legal questions to determine tax liability pertaining to
Federal estate and gift tax returns; and skill in interpreting and
explaining complex points of law and valuation matters to legal and
factual situations and to negotiate with highly competent
representatives concerning determinations made on tax issues and
liability. Experience working with financial, professional or
business accounting practices to analyze complex fiduciary, estate
or gift assets, such as proposing adjustments for sizeable tax
deficiencies (e.g., intangible factors, large corporation)
resulting from investigation of the deceased estate.AND MEET TIME
IN GRADE (TIG) REQUIREMENT: You must meet applicable TIG
requirements to be considered eligible. To meet TIG for positions
above the GS-05 grade level, you must have served at least one year
(52 weeks) at the next lower grade (or equivalent) in the normal
line of progression for the position you are applying to.
Advancement to positions up to GS-05 is permitted if the position
to be filled is no more than two grades above the lowest grade held
within the preceding 52 weeks.AND TIME AFTER COMPETITIVE
APPOINTMENT: By the closing date (or if this is an open continuous
announcement, by the cut-off date) specified in this job
announcement, current civilian employees must have completed at
least 90 days of federal civilian service since their latest
non-temporary appointment from a competitive referral certificate,
known as time after competitive appointment. For this requirement,
a competitive appointment is one where you applied to and were
appointed from an announcement open to "All US Citizens".For more
information on qualifications please refer to OPMs Qualifications
Standards.EducationA copy of your transcripts or equivalent
documentation is required for positions with an education
requirement, or if you are qualifying based on education or a
combination of education and experience. An official transcript
will be required if you are selected. If the position has specific
education requirements and you currently hold, or have previously
held, a position in the same job series with the IRS, there is no
need to submit a transcript or equivalent at this time. Applicants
are encouraged, but are not required, to submit an SF-50
documenting experience in a specific series. 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
non-bargaining unit position.* Tour of Duty: Day Shift - Start and
stop times between 6:00 a.m. and 6:00 p.m.* Alternative work
schedule, staggered work hours or telework may be available.* In
the event that a building is closed due to rent management, new
hires may be placed in a local commuting location.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.Read more* J-18808-Ljbffr
Keywords: Department Of The Treasury, Alameda , Legal Admin Specialist (Estate & Gift Tax) (Estate Tax Technical Advisor) (TEMP NTE 1 YR MBE, MBP), IT / Software / Systems , San Francisco, California
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