Taxpayer Advocate Specialist

Posting number: 26-AD-OTR-0025

Department: Office of Tax and Revenue

Division: DCFO Executive Office

Job classification: Taxpayer Advocate Specialist

Posting type: Open

Categories: Tax Administration

Summary

SERVICING PERSONNEL OFFICE/UNIT: Office of Human Resources (OHR)
POSITION SERIES: DS-501  
POSITION GRADE: DS-09/11
IF "OPEN UNTIL FILLED," FIRST SCREENING DATE: May 4, 2026
TOUR OF DUTY: To Be Determined
AREA OF CONSIDERATION: Unlimited
PROMOTION POTENTIAL: DS-11    
NO. OF VACANCIES: One (1) or more
AGENCY: Office of Tax and Revenue  
DURATION OF APPOINTMENT: Permanent
COLLECTIVE BARGAINING UNIT: This position is in a collective bargaining unit.

BRIEF DESCRIPTION OF DUTIES: This position is located in the Office of the Chief Financial Officer (OCFO), Office of Tax and Revenue (OTR), Office of the Taxpayer Advocate. The incumbent is responsible for assisting taxpayers with resolving unusual, complex or urgent matters related to District individual income, real property, and business taxes. Duties include, but are not limited to: providing assistance to citizens, tax and legal professionals, and government representatives regarding business, individual income, real property taxes, fees and a broad range of technical tax information; researching the District of Columbia tax codes, regulations, policies, tax forms and publications to educate taxpayers on their rights and responsibilities in fulfilling their tax obligations; performing a variety of duties and responsibilities related to complex tax issues, focused on providing excellent customer service in the final resolution of taxes; providing technical guidance and assistance to the taxpayer with regards to income tax preparation, business tax liabilities, filings and regulations processes and liability determination; and assisting customers and tax practitioners with complex tax inquiries, preparing case files, determining tax types and liabilities, and recommending proper resolution. Performs other related duties as assigned.

Examples of duties

Two (2) years of progressive experience performing duties related to assisting taxpayers with income tax preparation and/or resolving complex tax issues; researching tax laws; providing excellent customer service; and inputting information in databases. Must have excellent communication skills both written and oral. Knowledge of federal, state and/or local tax laws is required.

Qualifications

Experience that provides the applicant with the particular knowledge, skills, and abilities to perform successfully the duties of the position, and that is typically in or related to the work of the position to be filled. To be creditable, specialized experience must have been equivalent to at least the next lower grade level in the normal line of progression for this position.

Supplemental information

STATEMENT ON THE USE OF ARTIFICIAL INTELLIGENCE (AI):

Integrity is the foundation of a fair and competitive recruitment process. Candidates are expected to complete all application materials, assessments, and interviews without the assistance of artificial intelligence (AI) tools. The use of AI-generated or any unauthorized assistance during any stage of the hiring process is strictly prohibited. Violations of this policy may result in disqualification from consideration for employment.

COVID-19 VACCINATION: 

The Office of the Chief Financial Officer values the safety of our employees, our residents, and our visitors. In support of these values, OCFO employees are strongly encouraged to be immunized against COVID-19.

 
COLLECTIVE BARGAINING UNIT:
 
Employment with the OCFO is at will.  However, the discipline and/or discharge of bargaining unit employees is governed by the collective bargaining agreement.
 
EEO STATEMENT: 
 
The OCFO is an Equal Opportunity Employer. All qualified candidates will receive consideration without regard to race, color, religion, national origin, sex, age, marital status, personal appearance, sexual orientation, family responsibilities, matriculation, physical handicap, or political affiliation.
 
HOW TO APPLY: 

All Applicants, including departmental employees and oth