Full Job Description
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WHERE CAN I FIND OUT MORE ABOUT OTHER IRS CAREERS? Visit us on the web at www.jobs.irs.gov
WHAT IS THE APPEALSDIVISION?
A description of the business units can be found at: https://www.jobs.irs.gov/about/who/business-divisions
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.
Occasional travel – You may be expected to travel for this position.
Job family (Series)
0930 Hearings And Appeals
Conditions of Employment
CONDITIONS OF EMPLOYMENT:
- Must be a U.S. Citizen or National.
- Subject to a 1-year probationary period (unless already completed).
- File a Confidential Financial Disclosure Report within 30 days of selection and annually from then on.
- 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.
- Relocation expenses: NO
- Obtain and use a Government-issued charge card for business-related travel.
- We may select from this announcement or any other source to fill one or more vacancies.
- This is a BARGAINING unit position.
- Tour of Duty: Monday – Friday 8:00am – 4:30pm
- Must meet IRS telework eligibility requirements
- Alternative work schedule, staggered work hours or telework may be available.
You must meet the following requirements by the closing date of this announcement:
You must have (1) year of specialized experience at a level of difficulty and responsibility equivalent to the GS-9 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; Experience using various collection procedures such as Offer in Compromise and installment agreement to advise and discuss collection alternatives with taxpayers. Your experience must 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 the facts presented and determine the appropriate resolution of collection issues; Experience applying knowledge of basic 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 using 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: contacting taxpayers and their representatives to provide tax assistance and determine appropriate case settlement/resolution.
You may substitute education for specialized experience as follows: A PH.D or equivalent doctoral degree or 3 full academic years of progressively higher level graduate education leading to a doctoral degree in a related field such as law, accounting, business or management, economics, math, and finance.
LL.M. if related.
You may qualify by a combination of experience and education. Options for qualifying based on a combination will be identified in the online questions.
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.
For more information on qualifications please refer to OPM’s Qualifications Standards.
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.
- Note: If substituting Superior Academic Achievement (SAA) for experience at the GS-7 level, please note that grade-point averages are rounded to one decimal place. For example, 2.95 will round to 3.0 and 2.94 will round to 2.9. The Qualifications requirements above will reflect if SAA is accepted for this position and the online questionnaire will offer the option to select SAA as a qualifying response.
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.
Thirty-one (31) Positions will be filled in the Independent Office of Appeals, Collection Appeals, in any team within Area 1, 2, 3 or 4.
Eight (8) positions to be filled in each location in Area 1: Buffalo, NY (NY7340); Syracuse, NY (NY7357); Portsmouth, NH (NH6185); Boston, MA (MA0153); Pittsburgh, PA (PA0233); New Haven, CT (CT0061); South Portland, ME (ME4168); Bridgeport, WV (WV0141).
Ten (10) total positions to be filled in Area 2:
Three (3) Full-Time, Permanent positions to be filled in each location: Memphis, TN (TN0005); Florence, KY (KY3016)
There 1 (one) Full-Time, Permanent position to be filled in each location: Atlanta, GA (GA0087); Charlotte, NC (NC2598); Greensboro, NC (NC2668); Jackson, MS (MS0083).
Seven (7) positions to be filled in each location in Area 3: Omaha, NE (NE0051); Oklahoma City, OK (OK1356); South Bend, IN (IN1641); Milwaukee, WI (WI1720); San Antonio, TX (TX2982); Cleveland, OH (OH2028); Grand Rapids, MI (MI2210).
Six (6) positions to be filled in each location in Area 4: Salt Lake City, UT (UT1522); Sacramento, CA (CA6139); San Diego, CA (CA6109); San Jose, CA (CA6116); Seattle, WA (WA0101); Las Vegas, NV (NV7516).
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):
- Decision Making
- Interpersonal Skills
- Oral Communication
- Tax Law and Practices
- Workload 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.
Veterans’ preference is applied after applicants are assessed. Preference-eligibles will be listed at the top of their assigned quality group and considered before non-preference-eligibles in that quality group. Qualified preference-eligibles with a compensable service-connected disability of 10% or more will be listed at the top of the highest quality group for this position. For scientific and professional positions Qualified preference-eligibles with a compensable service-connected disability of 10% or more will be listed at the top of the highest category for this position, except at the GS-09 and above.
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.
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 to be rated as “well qualified” to receive special selection priority.
Background checks and security clearance
Drug test required
Position sensitivity and risk
Moderate Risk (MR)
Trust determination process
The following documents are required and must be provided with your application for this Public Notice:
- Resume – For qualification determinations your resume (uploaded or created in USAJOBS) must contain hours worked per week and dates of employment (i.e., month/year to month/year or month/year to present). If your resume does not contain this information, your application may be marked as insufficient and you will not receive consideration for this position. If you are a current Federal employee or previous Federal employee, provide your pay plan, series and grade, i.e. GS-0301-09. Do NOT include photographs (or links to social media such as LinkedIn), inappropriate material, inappropriate content, nor personal information such as age, gender, religion, social security number, etc., on your resume. (Cover letters are optional.) Please view Resume Tips.
- Online Application – Questionnaire
- Proof of Enrollment or 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.
- Registration/License (IF APPLICABLE) – active, current registration/license
- Veterans’ Preference (IF APPLICABLE) – If you are claiming veterans’ preference, you must submit a copy of your DD-214 (Member 4 copy), or other official documentation from a branch of the Armed Forces or the Department of Veterans Affairs showing dates of service and type of discharge. Ten-point preference eligibles must also submit an Application for 10-point Veteran Preference, SF-15, along with the required documentation listed on the back of the SF-15 form. For more information on veterans’ preference view FedsHireVets.
- Military Spouses – You MUST submit verification of the marriage to the service member(i.e., a marriage license or other legal documentation verifying marriage) AND (1) a copy of your spouse’s active military orders; OR (2) verification of your spouse’s 100% service-connected disability (e.g., VA Letter and/or DD-214); OR (3) verification of the service member’s death while on active duty (DD-1300/Death Certificate). You are not eligible if you were not married to the veteran at the time of death or have since remarried.
- Current and Former Federal Employees Documentation – It is recommended that you submit a copy of your most recent SF-50 (Notification of Personnel Action) or equivalent personnel action form which shows your current grade and competitive service status.
- Career Transition Assistance Plan (CTAP) (IF APPLICABLE) – IRS CTAP eligibles can apply for jobs within and outside the commuting area. Treasury CTAP eligibles can apply for jobs within the commuting area. Find required documentation at: Career Transition Assistance Plan (CTAP).
- Interagency Career Transition Assistance Plan (ICTAP) (IF APPLICABLE) – If you are a displaced or surplus Federal employee, click CTAP/ICTAP for eligibility and a detailed list of required documents.
Please note that if you do not provide all required information, as specified in this announcement, you will not be considered for this position (or may not receive the special consideration for which you may be eligible).
A career with the U.S. Government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.
Review our benefits
Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time, or intermittent. Contact the hiring agency for more information on the specific benefits offered.
This job is open to
U.S. citizens, nationals or those who owe allegiance to the U.S.
Clarification from the agency
Open to U.S. Citizens/Nationals