Estate Tax Legal Specialist GS 11-12

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Estate Tax Legal Specialist, GS 11-12
Duties: The candidate conducts independent field examinations of estate and gift tax returns involving legal, financial, investigative or other problems of substantial variety and complexity. The potential tax liability is significant. Determines the nature and extent of the examination to be made of assigned and related returns based on guidelines or information provided by the supervisor or designated senior employee. Assures that all property or interests of deceased persons and all transferred property of donors are disclosed on assigned returns and accurately valued. Applies audit, investigative and valuation techniques, such as reviewing books and records, analyzing complex legal documents, state inheritance tax proceedings and probate records, reviewing appraisals and available valuation data and case law, and securing and critically evaluating information from third parties to ascertain the value of includable and transferred property. Reviews appraisals prepared by taxpayer's experts and determines the value of business interests and real estate for estate and gift tax examinations. Analyzes information obtained and determines proper tax liability. This normally involves research into Federal, state, and local laws and court decisions to resolve questions regarding what property is includable in estates, allowable deductions and credits, and transferred property.

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