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Legal Administrative Specialist (Estate and Gift Tax) - Estate Tax Legal Specialist
Internal Revenue Service · Posted 2 days ago
Hybrid Montgomery, AL $75K – $145K Apply by Oct 15, 2026 General Legal And Kindred Administration ENTJESFJESTJISTJ Operations
Apply for this job → About the Role
WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED (SB/SE), OPERATING DIVISION? A description of the business units can be found at: https://www.jobs.irs.gov/about/who/business-divisions Position(s) are to be filled in the following area(s): SBSE EXAM - Examination Deputy Operations - Examination Deputy Operations Specialty Examination, Estate & Gift/Excise Tax Exam REVIEW THE ADDITIONAL INFORMATION BELOW FOR FURTHER DETAILS
What You'll Do
- →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 independent examinations of the most complex estate and gift returns with a considerable number of complex and unusual issues requiring extensive tax law research, state law knowledge, investigation, and analysis.
- →Determines the issues and audit techniques needed to resolve issues.
- →Researches various complex Federal, state and foreign laws that may be without precedent or involve conflicting precedents to arrive at a determination of the federal estate and gift tax implications of the transactions.
- →Determines the nature of included assets, analyzes transactions, investigates underlying facts, evaluates the fair market value of real estate, business interests, and other type of financial and investment assets for assigned returns.
- →Conducts extensive legal research and analyzes the taxpayer's legal documents to identify the transferred interest.
- →STANDARD POSITION DESCRIPTIONS (SPD): PD21155 and PD21156 Visit the IRS SPD Library to access the position descriptions.
Requirements
- ✓Probationary Period - All newly appointed employees to the competitive (or excepted) service are subject to a probationary (or trial) period.
- ✓During this time, your performance, conduct, and suitability for continued employment will be evaluated.
- ✓You will not automatically convert to permanent status at the end of the probationary (or trial) period.
- ✓Your supervisor must affirmatively determine that continued employment is in the best interest of the Federal service.
- ✓If no certification is made before the probationary (or trial) period ends, your appointment will be terminated.
- ✓You are encouraged to actively engage with your supervisor, seek feedback, and understand role expectations.
- ✓Additional guidance and support will be provided during onboarding.
- ✓Government Credit Card - Obtain and use a Government-issued charge card for business-related travel.
- ✓Key Eligibility Requirements: U.S Citizenship - Must be a U.S.
- ✓Citizen or National and provide proof of U.S.
- ✓Citizenship.
- ✓Selective Service Registration - Males born after December 31, 1959 are required to be registered with the Selective Service System or prove they are exempt from having to do so.
- ✓Personal Identity Verification (PIV) - Must provide 2 forms of identification from the Form I-9.
- ✓Federal law requires verification of the identity and employment eligibility of all new hires in the U.S.
Personality Fit
Job ID: 8ca42c71-f069-4681-aed5-8531940fa9bb
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