Open To Work
Hi, I’m
Gina Zito
Overview
7
year of professional experience
Work History
Department of Treasury - Internal Revenue Service
Appeals Officer (Exam)
10.2023 - 09.2024
Job overview
- You are still in training and continue to learn the applicable procedures and requirements to become a fully successful Appeals Officer.
- Due to slower turnover of cases, you are still developing writing skills for ACMs and making quality decisions independently.
- You generally determine a good basis for settlement that is supported by well-reasoned analysis of facts, law, and litigating hazards.
- You consistently ensure taxpayers receive their opportunity to a fair and impartial hearing within the Appeals process and that their rights as taxpayers are protected.
- You always implement the Taxpayer First Act (TFA) procedures for case work.
- You also identify specified and non-specified taxpayers and notate TFA criteria properly in CAR notes.
- You consistently offer the taxpayer TDC, a telephone conference, video conference or a face-to-face conference.
- You consistently communicate the Appeals process, emphasizing Appeals independence and explain the Appeal Rights to taxpayers and/or representatives.
- You are willing to listen to the concerns of taxpayers and/or representatives and always document telephone discussions in the CAR.
- You consistently identify barriers to Appeals processes and alert management and discuss in team meetings as appropriate.
- Your prior manager rated you at the Outstanding level in Communication which is closely related to this job aspect; indicating Gina consistently communicates both orally and in writing with her manager and lead daily.
- She participates in team meetings and consistently presents herself in a professional manner whenever dealing with those she encounters.
- The emails Gina sends are very well written, and the receiver can easily identify and answer what information she is requesting.
- She effectively communicates information effectively in meetings and demonstrates a willingness to listen to other viewpoints without interrupting.
- As a new Appeals Officer, you generally prepare Appeals Case Memos and other disposition explanations that adequately explain the rationale and merits of each settlement or other disposition.
- You consistently protect the confidentiality of the taxpayer, their return(s) and case-related information.
- You were rated at the Outstanding level in your prior position.
- This rating is in consideration of your rating as a Tax Examiner.
Timeline
Appeals Officer (Exam)
Department of Treasury - Internal Revenue Service
10.2023 - 09.2024
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