Internal Revenue Agent (Senior Exempt Organizations Agent)

Job Title

Conducts independent examinations of the largest and most complex exempt organizations including private foundations, cooperatives, and relevant business entities. May also make quasi-legal determinations an as need basis concerning the entitlement of the largest and most complex exempt organization to initial or continued exempt status with respect to taxes.

Determines the most effective avenue for investigation and review of operations, which normally requires adapting audit and investigative procedures to unique and special situations. Cases involve issues which are without precedent or subject to conflicting precedents.

Prepares the audit plan and acts as team leader in examinations of exempt organizations requiring team audit approach. Exercises alertness in detecting subtle indications of fraud during the course of examination.

Holds meetings with organization officials to discuss examination and significant issues, resolves problems and reach agreement on deficiencies.

Reviews and analyzes pertinent information, discusses case issues with exempt organization representatives, researches laws and precedents and makes determinations concerning entitlement to exempt status. Issues determination letters.