IRS Technical Advisor Quarterly Rotational Duties

13.1.12.3  (10-01-2001)
Technical Advisor Quarterly Rotational Duties

  1. A Technical Advisor will be designated each quarter by the Technical Advisor Team to be responsible for scheduling and holding quarterly Technical Advisor meetings in their area. The designated Technical Advisor will consult with his or her manager for the location and method of the meeting, set the date (first month after the end of the quarter), and solicit agenda topics. Other responsibilities will include facilitating the meeting, making sure notes are taken during the meeting, and providing minutes to the Local Taxpayer Advocate (LTA), Area Taxpayer Advocate (ATA), Executive Director Systemic Advocacy (EDSA), National Office Taxpayer Account Operations, Director, other Technical Advisors within 10 days of the meeting . Possible agenda items for the meetings may include technical issues, problems, best practices, customers, coverage, trends, outreach, communication methods (e.g., E-mail, VMS), and Technical Advisor Alerts (newsletters and possible Web site bulletin boards).

  2. Another quarterly rotational duty will be to use new technology (NetMeeting) to meet with other area Technical Advisors in order to share issues and trends with total tech population, share feedback from other Technical Advisors, and elevate issues to ATA using the escalation process.

  3. The designated Technical Advisor will also be responsible for other duties assigned by the ATA, LTA or Technical Advisor Group Manager.


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