Coordinated Issues — Advises the Director, Pre-Filing and Technical Guidance, and when appropriate, Industry Directors, in selecting industries/issues for coordination. Actively pursues resolution of issues in a uniform manner through proposed Coordinated Issues.

Emerging Issues — Determines Emerging Issues in conjunction with Technical Advisors and actively assists in issue development. Assesses the need for new or revised Manuals and Audit Technique Guides.

Interaction with Industry/Issue Teams — Provides direction and assistance to Technical Advisors in planning and arranging Technical Advisor Meetings. Collaborates with Industry Directors to ensure effective and timely response to inquiries by Technical Advisors.

Interaction with Technical Advisors — Works with other Technical Advisors and Technical Advisor Managers by holding briefings as appropriate. Monitors feedback on unusual and significant issues. Implements policies, objectives and directives of the Office of Pre-Filing and Technical Guidance.

Interaction with other Divisions — Functions as the focal point for matters relating to his/her Technical Advisors. Is responsible for the coordination and direction of Program initiatives within the assigned area(s).

Pre-Filing and Issue Resolution — Identifies facts and well-settled principles of law for guidance and clarification. Actively markets IRS Pre-Filing Agreements and other pre-filing products and services in order to improve taxpayer compliance. Works with Counsel and others in resolving technical and procedural issues.

Communication Strategy — Develops guidelines and disseminates information to stakeholders. Ensures that the Technical Advisor Program information posted on the Office of Pre-Filing and Technical Guidance Intranet web site is supported, maintained and up to date.

Speaking Engagements — Develops a network of internal and external customers and, in coordination with Industry Directors and Director, International, identifies forums to discuss the concerns of the IRS and the industry.

Training Activities — In coordination with Industry Directors, identifies needed skills and facilitates/coordinates Technical Advisor training throughout the Service.

Industry Director Meetings — Provides liaison between the Office of Pre-Filing and Technical Guidance and the Industry Directors. Holds regular discussions with LMSB Industries to ensure that appropriate issues are selected for coordination.

Industry Director Program Support — Keeps informed of Industry profiles and business plans. Participates in budget planning process and progress meetings.

Interaction with External Stakeholders — In coordination with Industry Directors and other affected offices, may serve as liaison to industry groups as well as legal and accounting associations.

Industry Expertise — Develops and maintains technical skills by attending internal and external classes, conferences and seminars. Attends Technical Advisor Meetings.

Study relevant publications such as trade journals, market reports, corporate annual reports and other SEC filings.

Collaborate with Senior Industry Advisors in liaison with industry trade associations and other professional organizations.

Attend industry conferences, conventions and meetings.

Meet with other Federal, state and local governmental agencies responsible for regulating, or otherwise monitoring, the assigned industry/issue areas.

Establish a communications network with the Field to facilitate flow of information.

Communicate with, and obtain feedback from, Examiners engaged in auditing taxpayers within the assigned industry/issue areas.

Seek opportunities to address trade and industry groups in order to discuss the industry and related issues. In accepting invitations to address such groups, the current Service guidance on the subject will be observed.

Enhance communication and coordination with both internal and external customers. Speeches before external stakeholders should be coordinated with the appropriate Industry Directors and approved by the appropriate Technical Advisor Manager with a copy forwarded to LMSB Office of Communications and Liaison at least one month in advance of the proposed speaking engagement. A copy of the invitation and approval should also be forwarded to the appropriate Industry Directors and Senior Industry Advisors.

Ensure timely release of formal and informal guidance.

Assess the need for educating customers through training classes and/or Audit Technique Guides and, if necessary, develop the required training material.

Clarify the law, and simplify procedures, in order to facilitate tax administration and compliance.

In coordination with Examination Team Managers, participate in the development of audit plans to ensure proper consideration of Coordinated Issues. Determine if technical assistance or advice should be solicited. Attempt to reconcile inconsistent positions at the lowest possible level and, if necessary, raise the issue to the next level.

In consultation with Examination Team Managers, look for potential Coordinated Issues during the planning stage of examinations. Requests for legal guidance should be submitted early in the examination process.

Communicate with Examination Teams concerning Coordinated Issues within the assigned industry/issue areas.

Develop pro forma Information Document Requests and Audit Plans for Coordinated Issues.

Keep informed of regulations issued by other government agencies and notify Examination Teams of any development.

In cooperation with the Director, International, participate in simultaneous examinations and exchanges with Treaty Partners.

Meet with Examination Teams and other Functions, as needed, to discuss issues, trends, audit procedures, and means of resolution. Meetings may be local or national in scope.

Utilize the LMSB Intranet web site to disseminate information.