part1-12
- 1.1.16.1
Mission of the Small Business/Self Employed Division - 1.1.16.2
Equal Employment Opportunity (EEO) and Diversity - 1.1.16.3
Strategy and Finance - 1.1.16.4
Business Systems Planning - 1.1.16.5
Research - 1.1.16.6
Human Capital - 1.1.16.7
Communications, Liaison and Disclosure - 1.1.16.8
Office of Taxpayer Burden Reduction - 1.1.16.9
Specialty Programs
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The Mission of the Small Business/Self Employed
Division is to provide its customers top quality service by educating and
informing them of their tax obligations, developing educational products and
services, and helping them understand and comply with applicable tax laws;
and to protect the public interest by applying the tax law with integrity
and fairness to all. The division is commonly referred to as SB/SE. -
SB/SE customers are defined as individuals that
are fully or partially self-employed, and businesses, including corporations
and partnerships, with assets less than or equal to $10 million. The Division
also has responsibility for taxpayers filing estate and gift tax returns,
fiduciary returns, and individuals with international tax returns. -
The Commissioner, SB/SE, reports to the Deputy
Commissioner, Services and Enforcement and is responsible for planning, managing,
directing, leading, and executing nationwide activities for the Division. -
To accomplish its mission, the SB/SE Division:
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Maintains a “customer first”
focus
through routinely soliciting information concerning the needs and characteristics
of its customers and implementing programs based on the information received. -
Assists SB/SE customers in understanding their tax
responsibilities by providing information through plain language publications,
seminars and workshops, web sites and other products. -
Partners with other federal agencies, financial
institutions, tax preparers, community groups, trade organizations, state
and local authorities, and others to provide one-stop multi-agency tax information
and education services to SB/SE customers. -
Provides timely and accurate responses to SB/SE
customer inquiries. -
Improves voluntary compliance by adopting strategies
based on education, outreach, and risk-based enforcement programs with the
goal that all SB/SE taxpayers pay their fair share. -
Issues technical advice and technical assistance
to Service personnel regarding tax law and judicial precedent affecting SB/SE
customers. -
Develops and implements SB/SE measures that balance
customer satisfaction, employee satisfaction, and business results. -
Conducts an ongoing research program to support
the development of strategies which address SB/SE customer needs through education,
information, issue resolution, payment and compliance activities. -
Provides strategic leadership, identity, and point
of contact for SB/SE taxpayers and practitioners, develops capabilities unique
to the organization, and drives improvement in business practices and technology.
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Exhibit 1.1.16-1 contains
a high level organizational chart for the SB/SE division. There are twelve
offices that directly report to the SB/SE Division Commissioner. They are:-
Equal Employment Opportunity (EEO) and Diversity
-
Strategy & Finance
-
Business Systems Planning
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Research
-
Human Capital
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Office of Taxpayer Burden Reduction
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Communications, Liaison & Disclosure
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Fraud/BSA
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Collection
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Examination
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Specialty Programs
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Campus Compliance Services
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The mission of Small Business/Self Employed (SB/SE)
Equal Employment Opportunity and Diversity is to support the SB/SE Mission
by providing employees and management with top-quality advice, guidance and
education to help them understand diversity, remove any barriers to equal
opportunity and ensure that employment decisions are made with integrity and
fairness to all. -
The Director, EEO and Diversity reports to the
Commissioner, SB/SE Division. -
To accomplish the mission, the Director, EEO and
Diversity:-
Advises the Commissioner, SB/SE Division and other
SB/SE management officials on EEO and Diversity issues. -
Interprets Servicewide policy to establish and implement
EEO and diversity policies, procedures, and programs for the SB/SE Division. -
Represents SB/SE on the Servicewide EEO and Diversity
Council. -
Interprets EEOC guidance and implements and monitors
SB/SE affirmative employment performance through the Divisions Management
Directive 715 plan. -
Conducts analyses to identify key workforce-related
trends and collaborates with the SB/SE Operating Units and AWSS EEO &
Diversity Field Services Organizations to implement policies, guidelines and
procedures to address findings. -
Develops and monitors EEO memoranda of understanding
(MOU) and other agreements with Agency-Wide Shared Services (AWSS). -
Partners with Embedded Human Capital and Learning and Education to ensure
EEO and diversity requirements are part of recruiting, retention, training
and succession planning initiatives. -
Serves as the subject matter expert on EEO and diversity issues by providing
technical advice and education to all SB/SE employees, as appropriate.
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The mission of Strategy and Finance is to:
-
Provide a foundation for the success of SB/SE through
the integration of strategic and financial management. -
Document the strategic direction of our programs their related costs and
their performance results. -
Effectively plan for, distribute and execute SB/SE financial resources
to support the goals and targets of the programs.
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The Director, Strategy and Finance reports to the Commissioner SB/SE
Division. -
To accomplish the mission, the Director, Strategy and Finance:
-
Provides overall oversight and management of SB/SE’s strategic planning
process and resources (dollars and FTEs (full-time equivalents). -
Provides relevant, quality and timely data and services to facilitate
management decisions. -
Balances the needs of SB/SE with Division-wide needs.
-
Balances burden with benefits.
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Brings discipline to our business processes.
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The following managers report to the Director,
Strategy and Finance:-
Chief, Planning and Performance Management
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Chief, Budget Execution and Plan Development
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Chief, Budget Formulation, Reporting and Cost Management
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The mission of the office of Planning and Performance
Management is, through coordination with SB/SE operations, to facilitate development
of strategic and annual plans; develop and administer the framework for organizational
performance measurement and improvement; analyze program performance; prepare
Division-wide internal and external performance reports; administer the employee
and customer satisfaction survey program; analyze customer survey results
and collaborate in customer satisfaction improvement; and administer the SB/SE
1204 program. -
The Chief, Planning and Performance Management reports to the Director,
Strategy and Finance, SB/SE Division. -
To accomplish the mission, the Chief, Planning and Performance Management:
-
Provides an effective process for senior leadership to make decisions
on strategic direction and priorities SB/SE should pursue to meet agency goals
while effectively using limited resources. -
Synthesizes demographic analyses and trends in filing, payment and reporting
by SB/SE taxpayers to support executive decision-making related to compliance
risks and opportunities. -
Synthesizes analysis of program and operational effectiveness, and financial,
workforce and business systems issues to support executive decisions on division-wide
priorities and direction. -
Develops division-wide business or annual plans to document and communicate
priorities and commitments. -
Provides guidance to the operating units for the development of organizational
and enterprise-level long term goals, performance measures, and targets. -
Provides support to the operating units in formulating program justifications
and measures for their initiatives and reinvestments, and Treasury, Office
of Management and Budget, and Congressional Justification Budget Submissions. -
Ensures that priorities are fully integrated with the budget and financial
plan. -
Conducts analysis of customer feedback to evaluate impact of programs,
processes, products, and services; and make recommendations for improvement. -
Administers customer satisfaction survey activities.
-
Provides expert support and collaborates with Operating Units in improvement
efforts focused on customer satisfaction. -
Develops and implements procedures and methodologies for ongoing analysis,
assessment, and monitoring of division performance against plan expectations. -
Prepares Division-wide performance reports that include the Commissioner’s
Monthly Report, the quarterly Business Performance Review, the Oversight Board
Subcommittee Report, and mid- and end-of-year Treasury reports. -
Manages the legal and regulatory requirements of RRA 98, Section 1204—Basis
for Evaluation of Internal Revenue Service Employees. -
Serves as a liaison to headquarters strategic planning, measures, reporting,
and customer satisfaction organizations. -
Analyzes the risks and impact of policy decisions on the mission and activities
of SB/SE.
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The following managers report to the Chief, Planning and Performance
Management:-
Chief, Performance Planning and Analysis
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Chief, Organizational Performance Reporting
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The mission of the office of Budget Execution and Financial Plan Development
is to formulate, distribute and execute SB/SE’s resources (dollars and
FTEs) and provide Division-wide financial policies and procedures to support
the program priorities of the organization. -
The Chief, Budget Execution and Financial Plan Development reports to
the Director, Strategy and Finance, SB/SE Division. -
To accomplish the mission, the Chief, Budget Execution and Financial
Plan Development will:-
Provide consolidated information to IRS Headquarters and Chief, Financial
Officer, for use in common responses to inquiries from Department of the Treasury,
Office of Management and Budget, and Congress and other external stakeholders -
Manage the resource distribution process including the development of
a financial plan that supports the program priorities of SB/SE. -
Manages the current fiscal year financial resources for SB/SE, including
projecting resources usage and tracking actual usage against targets. -
Develop and provide guidelines on financial policies, procedures, and
controls for SB/SE in conjunction with overall Service-wide and/or Chief,
Financial Office guidelines and procedures. -
Provide reports to all SB/SE executives on the progress of utilizing resources
for their respective part of the organization.
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The following managers report to the Chief, Budget Execution and Plan
Development:-
Chief, Labor Section
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Chief, Budget Section I
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Chief, Budget Section II
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Chief, Budget Section III
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Chief, Budget Section V
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The mission of the office of Budget Formulation, Reporting and Cost
Management is to provide support to the IRS Strategic Planning, Budgeting
and Performance Management process with responsibility for leading the performance-based
budget formulation, Government Accountability Office financial statement audits,
organizational change process, resource tracking and reporting, cost analysis,
and cost management activities associated with the SB/SE budget. -
The Chief, Budget Formulation, Reporting and Cost Management reports
to the Director, Strategy and Finance. -
To accomplish the mission, the Chief, Budget Formulation, Reporting
and Cost Management will: .-
Coordinate initiative and reinvestment requests within SB/SE and among
other Business Operating Divisions/Support and Functional divisions. -
Develop SB/SE multi-year budget submissions to Treasury, Office of Management
and Budget, and Congress. -
Formulate and maintain resource summaries for the development of program
work plans and performance measure targets. -
Perform Financial Statement Audit coordination and liaison role with Government
Accountability Office, Chief Financial Officer, and SB/SE operating units. -
Monitor Government Accountability Office corrective actions recommended
for SB/SE. -
Oversee and validate financial management reporting activities in accordance
with Service-wide guidance and procedures. -
Formulate and integrate budget restructure and cost management functions
for SB/SE to facilitate performance-based cost management. -
Manage and coordinate financial coding and systemic requirements in support
of SB/SE organizational changes.
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The mission of BSP is to improve the performance of SB/SE through the
appropriate use of technology and improved business practices. -
The Director, Business Systems Planning, reports to the Commissioner,
SB/SE Division. -
To accomplish the mission, the Director, Business Systems Planning:
-
Facilitates Division wide prioritization of business projects. Gathers
and articulates the business needs for systems improvements. Assesses business
solutions to address gaps in business processes. -
Identifies emerging information technologies that will improve service
and productivity. Formulates long-term and short-term business systems plans.
Provides program management support and oversight of systems maintenance,
improvement and replacement projects to deliver business capabilities. Accountable
with the Business Units for overall business systems improvement projects
for the SB/SE Division. -
Develops and negotiates initial Service Level Agreements with MITS and
the Division Information Officer (DIO), balancing desired service level with
cost and resources. -
Coordinates with SB/SE headquarters Director, Finance to manage the information
systems budget within the SB/SE Plan and oversee the budget for the non-major
SB/SE projects. -
Serves as the focal point for all activities related to Business Systems
Modernization, including review of enterprise level planning and architecture
documents, coordination of requirements, and support of the Division Commissioner
and Deputy Division Commissioner in the MITS Enterprise Governance (MEG) and
the MEG Investment Management (MIM) Committees.
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The following managers report to the Director, Business Systems Planning:
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Chief, Project Support & Governance
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Chief, Operations Management
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Chief, Collection/Campus Compliance Requirements Management
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Chief, Examination/CLD Requirements Management
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Chief, RGS Systems Support
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Chief, Examination Desktop Support System Development.
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The mission of Project Support & Governance is to promote the use
of project management tools and methodologies to increase the probability
of project successes within SB/SE by providing project management support,
expertise and training to project managers within SB/SE, supporting the Risk
Management Group (RMG) process, and supporting the SB/SE Governance process
within SB/SE. -
The Chief, Project Support & Governance reports to the Director,
Business Systems Planning. -
To accomplish the mission, the Chief, Project Support & Governance:
-
Develops and implements program/project management strategies for SB/SE
initiatives. -
Communicates and markets prescribed project management discipline across
OUs. -
Provides project management support to appropriate projects within SB/SE.
-
Provides project management consultation and support to identified processes
or newly established projects that could benefit from technology solutions
and support SB/SE strategic business needs. -
Provide guidance and training (where applicable) to internal OU project
managers. -
Facilitates the monthly Risk Management Group process including dashboard
status reporting compilations for all projects under SB/SE Governance. -
Supports the monthly SB/SE Governance Board Meetings.
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The mission of Operations Management is to provide RIS support for tactical
systems/process maintenance, improvement and replacement initiatives and to
ensure the SB/SE applications are complying with security regulations. -
The Chief, Operations Management reports to the Director, Business Systems
Planning. The Chief Operations Management is the security PMO for SB/SE -
To accomplish the mission, the Chief, Operations Management:
-
Coordinates Request for Information Services (RIS’s). Supports tactical
systems/process maintenance, improvement and replacement initiatives in relation
to RIS’s. -
Conducts gap analyses and develops workarounds.
-
Supports business efforts for workload redistribution.
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Develops near-term plans for the application of information technology
solutions. -
Coordinates Federal Information Security Management Act (FISMA) certification
for SB/SE. -
Serves as the Functional Security Coordinator.
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This mission of Collection/Campus Compliance Requirements Management
is to serve as the focal point for all activities related to Business Systems
Modernization for Collection and Campus Compliance. -
The Chief, Collection/Campus Compliance Requirements Management reports
to the Director, Business Systems Planning. -
To accomplish the mission, the Chief, Collection/Campus Compliance Requirements
Management:-
Identifies and coordinates Collection and Campus Compliance business requirements.
-
Identifies processes within Collection and Campus Compliance that could
benefit from technology solutions -
Plans for the introduction of new technology and processes by determining
impact on people and support systems related to Collection and Campus Compliance -
Develops long-term and short-term plans for information technology related
to Collection and Campus Compliance to support SB/SE strategic business needs -
Documents the current legacy systems environment, architecture, interfaces
and dependencies -
Reviews enterprise level planning and architecture documents
-
Supports the Division Commissioner and Deputy Division Commissioner in
the MEG and the MIM. -
Develops and Executes IT Spending Plans
-
Facilitates the development of business requirements and business cases
and assesses information technology solutions for projects including non-major
Development/Modernization/Enhancements (DME) projects -
Coordinates for Requests for Information Services (RIS’s) for end
user equipment and services. -
Supports Business Measures Data Mart for Compliance
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Coordinates Business Rules Enterprise Management (BREM) for SB/SE
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Coordinates the CONOPS & Technology Plans
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Coordinates the Strategic Plan for BSP.
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The mission of Examination/CLD Requirements Management is to serve as
the focal point for all activities related to Business Systems Modernization
for Examination and Communication, Liaison and Disclosure. -
The Chief, Examination/CLD Requirements Management reports to the Director,
Business Systems Planning. -
To accomplish the mission, the Chief, Examination/CLD Requirements Management:
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Identifies and coordinates Examination and CLD business requirements.
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Documents current legacy systems environment, architecture, interfaces
and dependencies. -
Identifies processes within Examination and CLD that could benefit from
technology solutions. -
Plans for the introduction of new technology and processes by determining
impact on people and support systems related to Examination and CLD. -
Develops long-term and short-term plans for information technology related
to Examination and CLD to support SB/SE strategic business needs. -
Coordinates Master Service Level Agreements (MSLA). Coordinates the Business
Resumption Activities. -
Supports the Business Measures Data Mart.
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Coordinates the SB/SE Measures affecting the Business Systems Data Mart.
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Coordinates the BSP Website, including desktop/laptop and server refresh.
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Coordinates Tier III activities.
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Serves as Technology Consultant.
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Serves as the SB/SE voting member of the Software Asset Management Review
Board (SAMRB).
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The mission of Report Generation Software (RGS) Systems Support is to
provide support for the RGS program. -
The Chief, RGS Systems Support reports to the Director, Business Systems
Planning. -
To accomplish the mission, the Chief, RGS Systems Support:
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Analyzes and clarifies business requirements identified by operating divisions.
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Documents the current legacy system environment, interfaces and dependencies.
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Oversees the content, testing and release of audit programs used by campus
and field users (RGS, Correspondence Examination Automation Support (CEAS),
Batch Processing, Examination Operational Audit Database (EOAD), and National
Print Strategy (NPS). -
Coordinates Requests for Information Services (RIS’s) in relation
to RGS. -
Supports business efforts for workload redistribution.
-
Develops near-term plans for the application of information technology
solutions. -
Works in conjunction with the Information Technology Mid America Development
Center to manage the development of RGS products. -
Markets the RGS products to the various operating divisions.
-
Works in conjunction with the SB/SE Compliance Policy Office to identify
independent testers. -
Provides RGS Help Desk support to RGS Coordinators.
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Provides written test plans and conducts customer acceptance testing.
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Participates in Reporting Compliance as an advisor.
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Maintains the RGS Website.
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The mission of Examination Desktop Support System Development is to
develop and deploy a new desktop system that supports the examination process. -
The Chief, Examination Desktop Support System Development reports to
the Director, Business Systems Planning. -
To accomplish the mission, the Chief, Examination Desktop Support System
Development.-
Manages the business and technical life cycle activities to develop and
deploy a new desktop system that support the examination process. -
Facilitates the development of business requirements and business cases
to support the project. -
Develops and monitors the cross-BOD technology strategy for the transformation
of the current examination desktop systems to the new environment. -
Supports the Chair and participates as an advisor to the Reporting Compliance
Executive Steering Committee (ESC). -
Identifies integration opportunities between the SB/SE Reporting Compliance
initiatives. -
Develops an enterprise level tax computation solution.
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Architects and develops the new Examination Desktop Support System product.
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Coordinates the implementation of the project across the MITS organization
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Provides project status updates to the Reporting Compliance Executive
Steering Committee. -
Plans for the introduction of new technology and processes by determining
impact on people and support systems. -
Supports the development of Reporting Compliance Technology Plans.
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The mission of Research is to:
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Support SB/SE’s Examination, Collection, Specialty Programs, Campus
Compliance Services, Communications, Liaison and Disclosure, Fraud/BSA and
the Office of Taxpayer Burden Reduction by evaluating and measuring the impact
of products and services through internal and external research, program evaluation,
and analysis of customer feedback. -
Use disciplined research techniques to identify SB/SE taxpayer compliance
issues, impacts, and trends. -
Assess, research, and measure customer needs and trends (economic and
demographic), and issues that impact the SB/SE organization. -
Provide strategic support to SB/SE leadership by identifying the needs
and compliance trends of SB/SE taxpayers via risk assessments, environmental
scans, analysis of filing, payment, and reporting behaviors, and marketbased
research.
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The Director, Research reports to the Deputy Commissioner, SB/SE.
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To accomplish the mission, the Director, Research:
-
Identifies and analyzes risk and emerging trends affecting SB/SE. Analyzes
trends and demographics in filing, payment, and reporting patterns by customers
to support strategic planning. -
Identifies customer workload issues, selection criteria and selection
methodology. -
Performs studies and analyses using established, recognized research techniques
and provides results, findings, and recommendations to SB/SE leadership for
consideration and implementation. -
Provides the fundamental, forward-looking understanding of the SB/SE customer
behavior and needs via market based research to help decision-makers address
customer issues effectively. -
Formulates short-range and long-range program policies, strategies, and
objectives for compliance and customer research. -
Measures the impact of products and services through internal and external
research, program evaluation, and analysis of customer feedback. -
Coordinates with IRS Headquarters Research for implementation and delivery
of systems infrastructure (e.g., Corporate Databases). -
Develops processes to gather customers and employees input about changing
needs for IRS products and services. -
Coordinates with other Operating Division Research functions on cross-divisional
issues.
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The following managers report directly to the Director, Research:
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Chief, Research Sites (10) plus one Technical Advisor.
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The mission of Human Capital is to:
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Develop and oversee an integrated human resources strategy for SB/SE that
efficiently delivers the overall mission of SB/SE. -
Foster an environment that seeks to develop a professional trained customer
focused workforce and to improve employee satisfaction. -
Establish an integrated learning, performance support, and knowledge program
that address the strategic business and cultural needs of SB/SE. -
Oversee organizational change policy and information management activities.
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Develop and administer workplace facility management strategies.
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The Director, Human Capital, reports to the Commissioner, SB/SE Division.
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To accomplish this mission, Human Capital:
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Oversees the development and implementation of human resource policies,
guidelines and procedures for the SB/SE Division. -
Manages the hiring plans and recruiting programs for SB/SE.
-
Develops workforce transition strategies to reshape the organization to
more efficiently deliver the mission of SB/SE. -
Collaborates with SB/SE operating units to develop and deliver a division-wide
integrated training plan. -
Oversees the establishment and maintenance of effective relationships
with key internal and external stakeholders. -
Coordinates organizational change policy and information management activities.
Develops and implements workplace facility management strategies.
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The following managers report to the Director, Human Capital:
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Chief, Hiring/Recruitment
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Chief, Information Management
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Chief, Organization/Workforce Transition
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Chief, Workplace Management
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Chief, Labor and Employee Relations
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The mission of Hiring/Recruitment is to execute the hiring plans and
recruitment programs for SB/SE. -
The Chief, Hiring/Recruitment reports directly to the Director, Human
Capital, SB/SE Division. -
To accomplish this mission, Hiring/Recruitment:
-
Coordinates the mass hiring of Revenue Agents, Revenue Officers, and Tax
Compliance Officers with MITS, HCO, Workplace Management, BSP, and SB/SE Finance. -
Develops and implements staffing, recruitment, and hiring policy for SB/SE.
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Serves as a liaison with Executive Services to provide human resources
executive support. -
Supports SB/SE EEO in complying with the provisions of MD-715 as it relates
to staffing and recruitment. -
Supports succession planning initiatives and strategies developed by the
business. -
Develops and implements compensation policy by providing customer support
as it relates to paybanding and other compensation initiatives. -
Oversees the awards programs for bargaining unit, manager/management official,
senior manager, and department manager awards.
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The mission of Information Management is to develop, evaluate and disseminate
programs that support the Operating Units’ business goals and targets.
Working with the Operating Units, we ensure that information is disseminated
timely and accurately to our customers. -
The Chief, Information Management reports directly to the Director,
Human Capital, SB/SE Division. -
To accomplish this mission, Information Management:
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Develops and implements organizational change policies and procedures.
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Analyzes and monitors the SB/SE series 301/343 analyst Authorized Staffing
Plan. -
Develops and implements an effective Employee Suggestion Program.
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Develops procedures and monitors executive controls using the Itrak system.
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Oversees and coordinates all IMD activities including IRMs, Policy Statements
and Delegation Orders -
Conducts and coordinates the Fair Act Inventory.
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Develops and oversees an effective SB/SE Headquarters Intern Program.
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The mission of Learning and Education is to establish an integrated
learning, performance support and knowledge program that addresses the strategic,
business, and cultural needs of SB/SE and the IRS. -
The Chief of Learning and Education reports directly to the Director,
Human Capital, SB/SE Division. -
To accomplish this mission, Learning and Education:
-
Coordinates with SB/SE leadership and other key constituents to ensure
learning supports organizational performance. -
Establishes a learning development model that starts with internal customers’
business issues and delivers on performance expectations. -
Partners with other SB/SE Human Capital components to ensure learning
requirements are part of recruiting, retention, succession planning, and workplace
initiatives. -
Proposes, allocates, and monitors the training budget to create a centralized
training plan development and execution for the SB/SE operating units. -
Collaborates with the Human Capital Office and other Operating Divisions
and Business Units to design and develop integrated training solutions for
cross-functional programs. -
Implements training reengineering efforts to ensure that courses and curriculum
provide learning that is targeted to individual expertise and workload and
is delivered when and where needed.
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The following managers report directly to the Chief, Learning and Education:
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Chief of Learning, Collection
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Chief of Learning, Headquarters and Specialty
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Chief of Learning, Examination
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Chief of Learning, Compliance Services
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The mission of Organization/Workforce Transition is to plan and manage
the transition of the workforce to implement organizational changes needed
to more effectively deliver the mission of the SB/SE Division. -
The Chief, Organization/Workforce Transition reports directly to the
Director, Human Capital, SB/SE Division. -
To accomplish this mission, the Chief, Organization/Workforce Transition:
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Develops mitigation strategies for the placement of impacted employees.
Strives to limit adverse actions due to organizational changes. -
Develops position management and organizational guidelines to facilitate
the development and implementation of organizational changes. -
Analyzes and monitors the SB/SE Span of Control and analyst Authorized
Staffing Plan. -
Implements organization including labor relations issues, realignment
of employees, establishment of organizations code and overseeing required
changes to the applicable Human Resources Systems. -
Provides position management advisory services in the development of organizational
changes. -
Develops, implements and monitors an effective Exit Survey Program.
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The mission of Workplace Management is to provide SB/SE employees with
an optimal work environment so they may accomplish their business objectives.
To do this, Workplace Management develops and implements policies, processes,
and strategies in coordination with Operation Support organizations. -
The Chief, Workplace Management, reports to the Director, Human Capital,
SB/SE Division. -
To accomplish this mission, Workplace Management:
-
Advocates and negotiates employee needs for space, non-ADP property, and
facilities-related operations as the SB/SE liaison to Real Estate and Facilities
Management (REFM), Agency Wide Shared Services Division. -
Develops and implements strategic space plans, pertinent policies and
processes in coordination with REFM to meet SB/SE Headquarters, Campus and
Field space requirements. -
Leads the SB/SE incident management preparedness program, working with
Mission Assurance and SB/SE Operating Units, to enable effective preparation
for and response to, emergencies and disasters in order to account for employees
and resume business operations. -
Coordinates the space, non-ADP property, and IT infrastructure requirements
of hiring initiatives with SB/SE Operating Units, Hiring/ Recruitment, and
Strategy and Finance, and Operations Support organizations. -
Addresses employee work environment requirements utilizing the Customer
Funded Project Process to include solicitation, analysis, prioritization,
and selection of projects by partnering with Operations Support organizations
and SB/SE Strategy and Finance. -
Coordinates with Operations Support organizations to address worker compensation
claim issues and health/safety matters by identifying trends, recognizing
potential risks, and monitoring case activity. -
Promotes the safety of our employees as well as their place of work by
serving as the SB/SE liaison to Mission Assurance on security related matters. -
Directs the OGE-450 program for SB/SE to protect employees and the government
from actual and potential conflicts between public responsibilities and private
interests/activities. -
Leads the SB/SE records management program by coordinating with REFM to
develop and implement policies and processes for maintaining records in accordance
with regulations.
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The mission of Labor and Employee Relations is to provide ongoing labor
and employee relations support to SB/SE management. -
To accomplish this mission, Labor and Employee Relations:
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Coordinates the processing of SM grievances, complaints and conduct actions.
-
Advises and counsels management regarding contract interpretation issues,
as well as, management collective bargaining responsibilities under the Federal
Labor Management Relations Statute. -
Reviews grievances, disciplinary actions, and arbitration and court decisions
in order to educate management on trends and key findings impacting management
practices. -
Advises and counsels all levels of management regarding performance management
programs for bargaining and non-bargaining unit employees. -
Advises and counsels all levels of management regarding awards programs
for bargaining unit and non-bargaining unit employees. -
Coordinates and implements all Employee Engagement survey activities within
SB/SE.
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Mission: To develop and deliver integrated strategic communications
and educational products to SB/SE employees and taxpayers and to our key SB/SE
partners in tax administration including federal, state and local government
agencies, practitioners, and industry groups. CLD is also responsible for
programs and activities in support of both the SB/SE and the IRS Strategic
Plans including the administration of IRC §6103, the Freedom of Information
Act and Privacy Act. -
The Director, CLD, reports to the SB/SE Commissioner.
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To achieve the mission, the Director, CLD:
-
Works with the SB/SE operating units to develop and implement internal
and external integrated strategic communications plans to address ongoing
and emerging issues. -
Identifies priority stakeholder segments and appropriate avenues for engagement
with these stakeholders – within industry/business groups and the payroll/practitioner
community. -
Ensures appropriate communication linkages exist across SB/SE operating
units. -
Partners with federal, state, and local governments to leverage resources
in support of both the IRS and SB/SE strategic plans. -
Manages, in conjunction with Legislative Affairs, relationships with local
congressional offices in every state under the Congressional Affairs Program
(CAP). -
Develops Servicewide policies, standards and guidelines for the protection
of taxpayer confidentiality and access to agency records. -
Processes requests for information under disclosure statutes and responds
to questions from internal and external stakeholders. -
Coordinates TIGTA/GAO activities for SB/SE.
-
Provides program management and oversight for the National Disaster Relief
program. -
Establishes and maintains the SB/SE Intranet as well as Small Business
portions of IRS.gov.
-
-
The following managers report to the Director, CLD:
-
Director, Stakeholder Liaison Field
-
Director, Stakeholder Liaison Headquarters
-
Director, Governmental Liaison and Disclosure
-
Director, Communications
-
Director, Policy and Strategic Planning
-
-
Mission: To focus on local engagement of the payroll and practitioner
community and stakeholder organizations in order to provide information about
IRS policies, practices and procedures to ensure compliance with the tax laws.
To align SL field activities with the IRS goals to “improve
taxpayer service, enhance enforcement of tax law and modernize the IRS through
its people, processes and technology”
. -
Director, Stakeholder Liaison Field reports to the Director, Communications,
Liaison and Disclosure (CLD). -
To accomplish the mission, the Director, SL Field and staff:
-
Provides input and feedback to SL HQ and Communications about designing
and developing products and services to be delivered at the field level based
upon strategic priorities and initiatives identified by PSP and SL HQ. -
Leads strategies for the field that include improving filing, paying and
reporting compliance; increasing electronic interactions; reducing burden
through non-enforcement and non-traditional techniques; and promoting ethical
practices by tax professionals. -
Formulates strategies and objectives to inform and educate practitioners,
at the field level, by providing information about the policies, practices
and procedures the IRS uses to ensure compliance with the tax laws. -
Formulates strategies and objectives to inform and educate key industry
stakeholders, at the field level, by providing information about the policies,
practices and procedures to ensure compliance with the tax laws. -
Partners with other components of CLD, compliance and other IRS functions
or operating divisions, to strategically identify and implement activities
that leverage resources for field delivery of corporate messages in a consistent
manner. -
Manages and maintains relationships with stakeholders, at the field level,
in order to deliver taxpayer information and identify, monitor, and to provide
feedback to practitioners and key stakeholder organizations through use of
the Issue Management Resolution System (IMRS). -
Coordinates and conducts seminars and outreach sessions to meet customer
needs and to market electronic interactions.
-
-
Twelve (12) Area Managers report to Director, Stakeholder Liaison Field.
-
Mission: To conduct a broad range of SL activities at the area level.
The Area Manager is responsible for leading efforts based upon SL HQ and PSP
strategic priorities and initiatives to improve filing, payment and reporting
compliance through non-enforcement, non-traditional techniques. There are
12 area managers located throughout the country. -
Area Managers report to the Director, Stakeholder Liaison Field.
-
To accomplish the mission, each Area Manager and staff:
-
Engages and partners with practitioners and key stakeholders to deliver
corporate messages about IRS policies, practices, procedures and emerging
compliance trends/issues. -
Manages and delivers outreach messages, campaigns and products related
to improving voluntary compliance, based upon strategic priorities and initiatives
identified by HQ. -
Manages and maintains relationships with stakeholders at the area level
in order to deliver taxpayer information to identify, research and monitor
stakeholder issues and provide feedback to practitioners and key stakeholder
organizations by using the Issue Management Resolution System (IMRS). -
Partners with stakeholders to increase use of self-help options (web-based
functions) to further improve voluntary compliance and reduce service demand. -
Promotes e-business and electronic interactions through specialized seminars
and other educational events. -
Provides guidance and support to taxpayers impacted by disasters; may
act as state coordinators for disaster assistance activities.
-
-
The following manager reports to the Western Stakeholder Liaison Area
Manager:-
Supervisory Stakeholder Liaison (Northern California)
-
-
Mission: To focus on national engagement of the payroll and practitioner
community and stakeholder organizations to provide information about IRS policies,
practices and procedures to ensure compliance with the tax laws, both by voluntary
means and through enforcement programs; oversees IRS involvement in disaster
assistance and emergency relief activities. -
The Director, Stakeholder Liaison Headquarters reports to the Director,
Communication, Liaison & Disclosure (CLD). -
To accomplish this mission, the Director, Stakeholder Liaison Headquarters
and staff:-
Partners with the Director, Stakeholder Liaison Field to provide unified
and coordinated guidance for field activities regarding liaison efforts to
SB/SE stakeholders. -
Partners with the Director, Policy and Strategic Planning to formulate
short range and long range program policies, strategies and objectives for
Stakeholder Liaison. -
Partners with the Director, Governmental Liaison & Disclosure and
the Director, Communications to ensure the consistent delivery of messages
to all stakeholders. -
Collaborates with the compliance functions, the Office of Professional
Responsibility, the National Public Liaison, the National Taxpayer Advocate
and other operating divisions to jointly identify and agree on stakeholder
engagement activities. -
Identifies priority stakeholder segments and appropriate avenues for engagement
with these stakeholders – within industry/business groups and the payroll
and practitioner community. -
Provides national guidance for the Bank Secrecy Act and the USA PATRIOT
Act. -
Provides national guidance for the Disaster Assistance program.
-
Ensures the delivery of key messages, including those in support of strategic
compliance initiatives, to SB/SE stakeholders. -
Ensures the resolution of issues raised by payroll representatives, practitioners,
stakeholders, and other special interest participants during liaison activities.
-
-
The following managers will report to the Director, Stakeholder Liaison
Headquarters:-
Chief, Special Programs
-
Chief, Payroll and Practitioner Liaison
-
Chief, Industry Liaison
-
-
Mission: To design, develop and maintain creative approaches to foster
compliance among special interest customer segments, including, but not limited
to, those customers subject to the requirements of the Bank Secrecy Act. -
The Chief, Special Programs reports to the Director, Stakeholder Liaison
Headquarters. -
To accomplish the mission, the Chief, Special Programs and staff:
-
Develops and implements the outreach strategy for non-bank financial institutions.
-
Partners with the appropriate individuals in Policy and Strategic Planning
to develop an outreach workplan focused on non-bank financial institutions. -
Partners with Stakeholder Liaison Field to deliver key messages within
appropriate liaison activities designed to foster compliance with the Bank
Secrecy Act and USA PATRIOT Act. -
Collaborates with Communications, SB/SE Fraud/BSA, Compliance functions,
Large and Midsize Business (LMSB), Tax Exempt/Government Entities (TE/GE),
Criminal Investigation (CI), and Office of Financial Crimes Enforcement Network
(FinCEN) to leverage resources, identify issues and trends, and to present
a consistent message to external stakeholders. -
Coordinates with Communications to develop outreach and educational materials
focused on the needs of special interests, such as non-bank financial transactions.
-
-
No managers report to the Chief, Special Programs.
-
Mission: To establish and maintain mutually beneficial relationships
with the payroll and practitioner community in order to provide information
about the policies, practices and procedures the IRS uses to ensure compliance
with the tax laws. Engages the payroll and practitioner community through
regular liaison activities. Oversees the Disaster Assistance Program. -
The Chief, Payroll and Practitioner Liaison reports to the Director,
Stakeholder Liaison Headquarters. -
To accomplish the mission, the Chief, Payroll and Practitioner Liaison
and staff:-
Develops, maintains and enhances long-term business relationships with
the tax professional community. -
Influences practitioner behavior through education and awareness by providing
guidance for information sharing at seminars, forums, institutions and other
payroll and practitioner venues. -
Facilitates effective discussions of issues to increase understanding
of tax administration. -
Utilizes leveraged web approaches and supplemental channels, such as Headliners
to reach a broader audience. -
Solicits issues impacting voluntary compliance and taxpayer burden and
works with appropriate functions to facilitate resolution. -
Collaborates with the Office of Professional Responsibility, the National
Public Liaison and the National Taxpayer Advocate to coordinate program activities,
ensure consistent messages, and resolve issues. -
Partners with compliance functions, Office of Taxpayer Burden Reduction,
and Electronic Tax Administration to jointly identify and agree on practitioner
engagement activities. -
Contributes to payroll and practitioner newsletters, magazines and websites
by creating articles on a wide variety of IRS topics. -
Partners with Communications to develop effective products to be used
for liaison activities, both nationally and local. -
Provides tool kits that outline activities leading to the development
and maintenance of relationships with non-practitioner stakeholders. -
Maintains relationship with Financial Management Services to ensure consistent
marketing messages on EFTPS. -
Manages the Service-wide Disaster Assistance Program, including collaboration
with all SB/SE functions and other Operating Divisions (ODs) to provide guidance
and policies relative to disaster assistance. -
Ensures appropriate disaster assistance related messages are disseminated
to the appropriate audiences.
-
-
No managers report to the Chief, Payroll and Practitioner Liaison.
-
Mission: To establish and maintain mutually beneficial relationships
with the business/industry stakeholder community (excluding payroll and practitioner
customers) to provide information about the policies, practices and procedures
the IRS uses to ensure compliance with the tax laws. Engages the industry/business
stakeholder community through regular liaison activities. -
The Chief, Industry Liaison reports to the Director, Stakeholder Liaison
Headquarters. -
To accomplish the mission, the Chief, Industry Liaison and staff:
-
Develops, maintains and enhances long-term business relationships with
the business/industry community, including the e-commerce community. -
Influences stakeholder behavior through education and awareness by providing
guidance for information sharing at seminars, forums, institutions and other
stakeholder venues. -
Identifies priority segments of the stakeholder community who can provide
broad distribution channels to reach all small businesses. -
Delivers key messages to stakeholder groups based primarily on compliance-driven
priorities. -
Provides guidance on delivery of messages for specialized seminars and
other education and outreach focused on electronic interactions with IRS. -
Provides tool kits that outline activities leading to the development
and maintenance of relationships with non-practitioner stakeholders. -
Partners with compliance functions, Office of Taxpayer Burden Reduction,
and Electronic Tax Administration to jointly identify and agree on stakeholder
engagement activities. -
Collaborates with the National Taxpayer Advocate to coordinate program
activities, ensure consistent messages, and resolve issues. -
Solicits issues impacting voluntary compliance and taxpayer burden and
works with appropriate functions to facilitate resolution.
-
-
No managers report to the Chief, Industry Liaison.
-
Mission: To ensure that IRS employees and external partners protect
confidential tax and privacy information; and to improve tax administration
by efficiently partnering with federal, state and local governmental agencies
and congressional offices to increase compliance, enforcement, and service
to taxpayers. -
The Director, Governmental Liaison and Disclosure (GLD) reports to the
Director, Communications, Liaison and Disclosure (CLD) and is responsible
for leadership and oversight in the development and delivery of GLD policy,
technical guidance, and electronic data exchange with external partners. -
To accomplish the mission, the Director, GLD and staff:
-
Manages relationships with ODs and Functional Divisions (FDs) to identify
strategic priorities that may impact national policy in consideration of external
stakeholders’ needs. -
Supports the strategic priorities of the ODs/FDs by identifying and assisting
in the development and implementation of FedState and FedFed initiatives. -
In conjunction with Legislative Affairs, manages relationships with local
congressional offices in every state under the Congressional Affairs Program
(CAP). -
Develops servicewide policies, standards and guidelines for the protection
of taxpayer confidentiality and access to agency records under:-
Internal Revenue Code section 6103
-
The Privacy Act (PA)
-
Freedom of Information Act (FOIA)
-
Other disclosure related statutes or regulations, such as IRC 6104 or
Treasury Regulation 301.9001-(1) through (7)
-
-
Supports the OD/FD strategic priorities by ensuring Servicewide compliance
with statutory disclosure requirements through delivering awareness training,
preparing OD/FD specific guidance, conducting Quality/Privacy Reviews, reviewing
documents, and providing technical guidance. -
Processes requests for disclosure of agency records, such as FOIA/PA,
testimony requests and court orders from the public and internal and external
stakeholders. -
In coordination with Mission Assurance & Security Services (MA&SS)
ensures compliance with IRC 6103(p)(4) for all agencies accessing federal
tax data. -
Reports to Congress and Treasury on FOIA/PA end of year inventory and
IRC section 6103 accounting, respectively.
-
-
The following managers report to the Director, GLD:
-
Chief, Governmental Liaison (1)
-
Chief, Disclosure (1)
-
Chief, Data Services (1)
-
Area Managers (5)
-
-
Mission: To foster cooperative tax administration, in which federal
and state tax obligations are understood, met voluntarily, and enforced in
a manner that minimizes taxpayer burden while leveraging each other’s
resources in a cooperative manner to accomplish mutually desired tax administration
goals. -
The Chief, Governmental Liaison reports to the Director, GLD and is
responsible for leadership in the development and delivery of the FedFed and
FedState programs, coordinating with the Director, Data Services for the delivery
of the GLDEP/EDE; GL policy and guidance. -
Responsibility: To accomplish the mission, the Chief GL and staff:
-
Supports the Operating/Functional Divisions by identifying and assisting
in the development and implementation of FedState and FedFed initiatives through:-
Participation on OD/FD teams and projects.
-
Development of memorandums of understanding (MOUs) for national implementation.
-
Coordination of national projects and pilots.
-
Outreach and education.
-
-
Coordinates with OD/FDs on legislative implementation.
-
Receives field support from Governmental Liaisons located throughout the
country who serve as the local points of contact with state, and local governments
and other federal agency partners to improve services, compliance and enforcement
by:-
Scheduling and hosting liaison meetings with government officials.
-
Conducting outreach and liaison relationship initiatives aimed at delivering
corporate information and key messages. -
Supporting the Operating and Functional Divisions strategic priorities
by developing Governmental Liaison initiatives through memorandums of understanding
or revisions of existing implementing agreements -
Enhancing communication at all levels of the organization.
-
-
Manages relationships with local congressional offices in every state
under the Congressional Affairs Program (CAP) and in conjunction with Legislative
Affairs.
-
-
No managers report to the Chief, GL.
-
Mission: To ensure IRS employees and external partners protect confidential
tax and privacy information; and provide timely public access to IRS records
in accordance with applicable disclosure laws to provide support on governmental
liaison initiatives especially involving the disclosure of Federal tax information. -
The Chief, Disclosure reports to the Director, GLD and is responsible
for leadership in the development and delivery of Disclosure policy, procedure
and technical guidance. -
To accomplish the mission, the Chief, Disclosure and staff:
-
Develops policies, standards and guidelines for the protection of taxpayer
confidentiality and access to agency records under:-
Internal Revenue Code section 6103
-
The Privacy Act (PA)
-
Freedom of Information Act (FOIA)
-
-
Ensures servicewide compliance with statutory disclosure requirements
through:-
Providing awareness training
-
Developing OD/FD specific guidance
-
Conducting Disclosure Quality/Privacy reviews
-
Reviewing documents requiring clearance
-
Issuing technical guidance
-
-
Maintains the IRS Freedom of Information Act Reading Room and the electronic
reading room website. -
Coordinates the review and approval of the Basic and Implementing Agreements
between the Service and state tax agencies. -
Provides oversight, review and approval of established need and use requirements.
-
Process requests for information or respond to questions concerning:
-
FOIA and PA
-
Ex Parte Court Orders
-
Testimony authorizations
-
Tax checks for political appointees
-
-
Reports to Congress and Treasury on FOIA/PA end of year inventory and
IRC section 6103 accounting, respectively. -
Receives support from local Disclosure Managers who process requests for
information under the provisions described in item 3 above, as well as, letter
forwarding requests authorized in Policy Statement P-1-187.
-
-
One HQ Disclosure Manager reports to the Chief, Disclosure
-
Mission: To improve tax administration by efficiently providing and
maintaining electronic data that supports exchanges with federal, state and
local government agencies; and, to improve workload resource management by
centralizing GLD electronic initiatives and programs. -
The Chief, Data Services reports to the Director, GLD and is responsible
for leadership in the development, maintenance, and efficient delivery of
GLD electronic initiatives, projects, and programs. -
To accomplish the mission the Chief, Data Services and staff:
-
Manages, maintains and enhances electronic programs to efficiently administer
casework and program work, balance inventory and monitor workplan accomplishments.-
Electronic Disclosure Information Management System (E-DIMS)
-
Automated Freedom of Information Act (AFOIA)
-
Governmental Liaison Data Exchange Program (GLDEP)
-
Disclosure of Information to Federal, State and Local Agencies (DIFSLA)
-
Computer Matching Act (CMA)
-
-
Develops and maintains specification books, labeling guide, listserv help
guide, and PowerPoint presentations to assist in the management of the GL
Data Exchange Program (GLDEP). -
Provides management oversight to the GL Electronic Data Exchange (EDE)
project.
-
-
No managers report to the Chief, Data Services.
-
Mission: To improve tax administration by efficiently partnering with
federal, state and local governmental agencies to increase compliance, enforcement,
and service to taxpayers; ensure IRS employees and external partners protect
confidential tax and privacy information; and provide timely public access
to IRS records in accordance with applicable disclosure laws. -
The Area Manager for each of five geographic areas (Northeast, Southeast,
Central, Midwest and Western) reports to the Director, GLD and is responsible
for leadership in the development and delivery of GLD program work and casework. -
To accomplish the mission each Area Manager and staff:
-
Represents and supports the Operating/Functional Divisions by identifying,
signing and implementing FedState initiatives to help meet strategic priorities. -
Partners with state, and local governments to improve services, compliance
and enforcement by leveraging government resources. -
In conjunction with Legislative Affairs, manages relationships with local
congressional offices in every state under the Congressional Affairs Program
(CAP). -
Identifies servicewide GLD issues that require headquarters guidance concerning
taxpayer confidentiality and access to agency records under:-
Internal Revenue Code section 6103
-
The Privacy Act (PA)
-
Freedom of Information Act (FOIA)
-
-
Provides oversight, review and approval of statutorily mandated need and
use requirements. -
Provides awareness training, conduct Quality/Privacy Reviews, and provide
technical assistance. -
Processes requests for information under disclosure statutes and respond
to questions from internal and external stakeholders, including State taxing
agencies.
-
-
The following managers report to the GLD Area Managers:
-
Two or more Disclosure Officers report to each area manager.
-
-
Mission: To provide expert communications support and advice, and to
design, develop and implement communications plans and strategies, through
a variety of communications tools, that support internal customers in the
accomplishment of their duties and provide external customers and partners
with information that will aid in their compliance with their tax responsibilities. -
The Director, Communications reports to the Director, Communications,
Liaison & Disclosure. -
To accomplish the mission, the Director, Communications and staff:
-
Works with SB/SE operating units to develop and implement integrated communications
plans to address ongoing and emerging issues. -
Identifies key messages as well as appropriate communications products
and delivery channels which leverage stakeholder groups to deliver SB/SE and
IRS messages. -
Establishes and maintains effective relationships with key internal and
external stakeholders. -
Develops and implements communications plans to enhance employee and stakeholder
understanding of the SB/SE redesign/reengineering processes. -
Supports Servicewide realignment issues, as applicable.
-
Works with the business owners on issues to enhance program understanding
and taxpayer compliance. -
Supports marketing efforts to the practitioner and small business communities
through the implementation of integrated strategic communications plans. -
Ensures that appropriate communication linkages exist across SB/SE operating
units and other IRS functions.
-
-
The following managers report to the Director, Communications
-
Chief, Internal Communications
-
Chief, External Communications
-
Chief, Web Services
-
-
Mission: To provide key internal message development and delivery, and
product design, as well as provide strategic communications support. -
The Chief, Internal Communications reports to the Director, Communications.
-
To accomplish the mission, the Chief, Internal Communications and staff:
-
Develops strategic communications for campus Compliance Services.
-
Delivers web-based and other electronic internal communications products
(Headline News, Manager’s Messages, etc.). -
Identifies key messages as well as appropriate communications products
and delivery channels which leverage stakeholder groups to deliver SB/SE and
IRS messages. -
Establishes and maintains effective relationships with key internal and
external stakeholders. -
Works with business owners to communicate SB/SE initiatives and customer
service improvements throughout all levels of the organization. -
Develops and implements communications plans regarding employee and realignment
issues.
-
-
One manager reports to Chief, Internal Communications.
-
Mission: To develop key external messages pertaining to SB/SE’s
compliance functions, provide strategic communications support of enforcement
initiatives and programs, and develop products for external outreach delivery. -
The Chief, External Communications reports to the Director, Communications.
-
To accomplish the mission, the Chief, External Communications and staff:
-
Develops strategic communications for national and local compliance initiatives.
-
Provides Headquarters compliance support.
-
Prepares executive speeches and provides guidance for other speeches developed
within SB/SE. -
Works with the Office of Taxpayer Burden Reduction to develop and implement
an integrated strategic communications plan. -
Supports marketing efforts to the practitioner community.
-
Develops and implements communications plans to enhance employee and stakeholder
understanding of Compliance reengineering processes.
-
-
One manager reports to the Chief, External Communications.
-
Mission: To provide communications support through the delivery of internal
and external messages via management of SB/SE Intranet and Internet resources,
including layout and design and content management in partnership with business
owners. -
The Chief, Web Services reports to the Director, Communications.
-
To accomplish the mission, the Chief, Web Services and staff:
-
Works closely with communications analysts and SB/SE content providers
to provide guidance in the development of their content. -
Post updates to existing Web pages, and create new web content as appropriate.
-
Develops templates that clients can use to update their own content.
-
Broadcasts educational content for the public, and news, information,
guidance and procedures for SB/SE employees. -
Creates, maintains and develops Web applications.
-
Represents SB/SE and serves as the liaison with the other operating divisions
on web issues and web content that have cross organizational implications. -
Maintains an organized repository of Web submissions and electronic file
appendixes that employees use to achieve the business goals of SB/SE and IRS. -
Maintains an inventory of SB/SE Web content.
-
Ensures that SB/SE content on IRS.gov is in compliance with the requirement
to be reviewed and updated annually, at a minimum. -
Converts files to meet the requirements of Section 508 accessibility laws.
-
-
No managers report to the Chief, Web Services.
-
Mission: To serve as the operational link between all SB/SE Communication,
Liaison and Disclosure (CLD) components. Establish and maintain strategic
plans, policies and standard procedures for CLD. Monitor resource utilization
by development and maintenance of work plans and work schedules. Conduct operational
reviews and provide information regarding organizational performance to CLD
field and headquarter functions. Identify and resolve issues that impact SB/SE
stakeholders. Provide coordinated and complete SB/SE responses to GAO and
TIGTA reports; track legislative implementation efforts. -
The Director, Policy and Strategic Planning, reports to the Director,
Communication, Liaison and Disclosure. -
To accomplish the mission, the Director, Policy and Strategic Planning
and staff:-
Establishes overall CLD policy and strategic objectives in coordination
with SB/SE compliance priorities. -
Performs operational and program reviews on behalf of the Director, CLD,
to ensure adherence to policy and procedural guidelines. -
Develops and implements guidelines for all CLD field and headquarters
programs ensuring processes are supported with required technologies. -
Provides centralized oversight and program coordination for work plan
and schedules; ensures that organizational performance is directly linked
to appropriate resource utilization. -
Directs the activities of the Project Manager charged with oversight of
IMRS. -
Oversees CLD budget, travel, training and award activities.
-
Coordinates SB/SE responses to GAO and TIGTA reports; tracks legislative
initiatives and develops appropriate implementation plans. -
Provides oversight for CLD field activities.
-
-
The following managers report to Director, Policy and Strategic Planning:
-
Chief, Planning and Review
-
Chief, Operations Support
-
Chief, TIGTA/GAO/Legislative Implementation
-
-
Mission: To establish and maintain strategic plans, policies and procedures
for CLD. Monitor resource utilization by development and maintenance of work
plans and work schedules. Conduct operational reviews and provide information
regarding organizational performance to CLD field and headquarter functions. -
The Chief, Planning and Review reports to the Director, Policy and Strategic
Planning. -
To accomplish the mission, the Chief, Planning and Review and staff:
-
Develops and maintains CLD strategic plan and program letter.
-
Establishes and monitors performance measures.
-
Oversees maintenance of Business Performance Review statistics.
-
Performs operational and program reviews to ensure adherence to policy
and procedural guidelines. -
Evaluates and provides reports on program effectiveness.
-
Provides oversight and program coordination for work plans and work schedules.
-
Monitors and supports CLD management information systems.
-
Establishes overall CLD policy and strategic objectives in coordination
with SB/SE compliance priorities. -
Provides centralized development and oversight of organizational IRM’s.
-
-
No managers report to Chief, Planning and Review.
-
Mission: To provide operational support to all segments of the CLD organization
to enable the Stakeholder Liaison Field, Stakeholder Liaison Headquarters,
Governmental Liaison & Disclosure, and Communications organizations to
achieve their respective goals and objectives. -
The Chief, Operations Support, reports to the Director, Policy &
Strategic Planning. -
To accomplish the mission for CLD, the Chief Operations Support and
staff:-
Develops and coordinates all hiring and staffing activities within the
CLD organization. -
Establishes overall training plans for each of the CLD components in collaboration
with Directors. -
Provides oversight in developing organizational guidance of awards.
-
Ensures Mandatory Briefing certifications are completed timely.
-
Provides oversight of Employee Satisfaction Survey administration.
-
Coordinates with National Labor Relations regarding all NTEU related issues.
-
Provides oversight and coordination of activities such as office space,
equipment (ITT) and COTR requirements. -
Coordinates reviews and approves all CLD personnel actions.
-
Ensures OGE 450’s are prepared and processed timely.
-
Partners with Compliance regarding joint coordination of SB/SE Employment
Tax strategy. -
Ensures Business Resumption Plan is updated as appropriate.
-
Coordinates Financial Management Controls (FMC) for SB/SE.
-
Works various special projects as assigned by the Director, Policy &
Strategic Planning.
-
-
No managers report to Chief, Operations Support.
-
Mission: To establish and maintain beneficial relationships with the
Government Accountability Office (GAO), Legislative Affairs, the Legislative
Analysis Tracking and Implementation Service (LATIS), and the Treasury Inspector
General for Tax Administration (TIGTA), to assure SB/SE compliance with tax
law and oversight directives. To oversee coordination, implementation and
monitoring of legislative processes and GAO/TIGTA audit processes for the
Commissioner, Small Business/Self-Employed Division. -
The Chief, GTL, reports to the Director, Policy and Strategic Planning.
-
To accomplish its mission, the Director, GTL and staff:
-
Serves as the liaison with GAO, TIGTA, Legislative Affairs, and other
IRS BODs concerning SB/SE GAO/TIGTA audits. -
Coordinates and monitors all GAO/TIGTA audit activities throughout SB/SE
and ensures management responses are timely submitted. -
Serves as the liaison with the Legislative Analysis, Tracking and Implementation
Service (LATIS), and IRS BODs concerning pending and passed legislation which
impacts SB/SE, ensuring that all provisions are assigned and specific actions
are created to execute the law. -
Monitors the Legislative Implementation Tracking System (LITS) for timely
status of legislative provisions and actions. -
Provides internal guidance for developing SB/SE legislative proposals.
-
Solicits and evaluates the administrative feasibility of SB/SE legislative
proposals and forwards proposals having merit through Legislative Affairs
for consideration by Treasury. -
Provides oversight to the SB/SE Financial Management Controls process.
-
Ensures GAO/TIGTA corrective actions are completed timely by SB/SE functions.
-
Monitors material weaknesses, reportable conditions, remediation plan
actions, and matters for further consideration and reports status to Commissioner,
SB/SE.
-
-
No managers report to the Director, GTL.
-
The mission of the Office of Taxpayer Burden Reduction is to achieve
significant burden reduction for taxpayers by:-
developing burden reduction proposals
-
coordinating and championing burden reduction efforts throughout the IRS,
and -
working with Congress, state and other federal agencies, taxpayers and
practitioners, and the small business community to develop, coordinate and
implement meaningful burden reduction efforts that are consistent with IRSs
customer service and compliance goals.
-
-
The Director, Office of Taxpayer Burden Reduction reports directly to
the Commissioner of SB/SE. -
To accomplish the mission, the Director, Office of Taxpayer Burden Reduction,
provides direction and leadership for burden reduction efforts throughout
the IRS. These efforts focus on four major areas:-
Simplifying forms, publications and communications
-
Streamlining internal policies, processes and procedures
-
Promoting less burdensome rulings, regulations and laws
-
Assisting in the development of a burden reduction measurement methodology.
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The mission of the Specialty Programs is to provide leadership and direction
in the design, development, and delivery of Excise Tax, Employment Tax, Estate
& Gift Tax and support the comprehensive tax administration program designed
to enhance taxpayer compliance. -
The Director, Specialty Programs reports directly to the Commissioner,
Small Business/Self-Employed Division. -
To accomplish the mission the Director, Specialty Programs:
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Advises the IRS Commissioner on all issues involving Specialty strategic
plans, programs and policy. -
Formulates short and long-range program policies, strategies, and objectives
for the integration of Specialty policy across field and remote locations,
ensuring a consistent approach. -
Designs and develops programs to solve complex Specialty policy issues.
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Coordinates program activities with other top level IRS executives to
prepare servicewide policies, address cross-functional issues, develop strategies,
and ensure consistency of approach. The policies reflect population characteristics,
needs, and behavior patterns. -
Develops and coordinates strategies to apply appropriate treatment for
non-compliance with the tone, treatment and timing of interaction appropriate
to the non-compliance risk posed by the taxpayer. -
Coordinates with other Operating Divisions to provide support and guidance
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Provides oversight on high profile programs and establishes appropriate
guidelines.
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The following Chiefs report to the Director, Specialty Programs
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Chief, Excise Tax Program
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Chief, Estate & Gift Tax Program
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Chief, Employment Tax Program
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Chief, Program Planning, Analysis and Quality
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The mission of Excise Tax is to develop and implement policies and strategies
for Excise Tax programs. -
The Chief Excise Tax Programs reports to the Director, Specialty Programs.
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To accomplish the mission the Chief, Excise Tax:
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Provides program coordination and oversight for all excise tax activities
across all Operating Divisions. -
Ensures that Excise Tax programs and policies are consistent.
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Develops and monitors the Excise Tax work plan.
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Formulates and revises policy and redesign processes affecting the Excise
examinations, compliance initiatives and registration process. -
Develops policies and guidelines that apply to all Excise programs.
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Coordinates servicewide relationships with external stakeholders and industry
experts to meet taxpayer needs and improve knowledge of industry standards
and practices for all Excise Tax issues. -
Manages the Excise Issue Specialist (EIS) Program and ensures that emerging
issues are identified and resolved by the appropriate EIS Team; Coordinates
the EIS Program with the LMSB Issue Specialist Program and develops coordinated
issues that impact the Excise Tax Program. -
Actively improves Excise Tax processes with a keen focus on customer service.
The following offices report to the Chief, Excise:-
Excise Territories-(3) Excise; (1) National Fuel; and (1) National FCO
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Excise Policy
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Excise Files Information Retrieval System (ExFIRS)
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Excise Fuel Policy
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The mission of the Excise Territories (5) is to provide SB/SE taxpayers
top quality post-filing services in the area of excise taxes by helping them
understand and comply with all applicable tax laws and by applying the tax
laws with integrity and fairness. -
Each Territory Manager, Excise reports to the Chief, Excise Tax Programs.
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To accomplish the mission each Territory Manager, Excise:
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Manages excise groups across multiple states and areas.
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Directs revenue agents and other technical personnel in conducting examinations,
inspections, compliance checks, and other activities to ensure compliance -
Drives major policy issues and directives developed by the Excise Tax
Policy headquarters office. -
Serves as a technical advisor to the area in all facets of compliance
excise and fuel tax activities and furnishes information concerning policies
of the Internal Revenue Service-wide and interpretation of federal laws and
regulations. -
Develops and implements strategies for delivering services; identifies
and resolves emerging issues; develops and delivers mission-oriented services
and strategies to improve customer service, consistency, and efficiency.
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The mission of SB/SE Excise Policy is to use the most current administrative
and tax law information. -
Excise Policy reports directly to the Chief, Excise Tax.
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To accomplish its mission, Excise Policy:
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Develops policy for use by the Senior Leadership Team, field managers,
and employees. -
Provides guidance to ensure the highest quality of work from our employees
to close the perceived gap in federal excise taxes. -
Coordinates communication throughout business unit, and to industry and
our state counterparts. -
Prepares and monitors the Excise field work plan.
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Has responsibility for the classification of excise workload.
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Prepares and distributes various reports on field accomplishments and
workload to Excise management. -
Conducts operational reviews of Excise Territories operations and provides
feedback to the Chief, Excise Tax. -
Promotes and identifies best practices.
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The mission of ExFIRS Compliance Policy is to ensure complete and accurate
entry of data into all Excise Tax databases for the purpose of monitoring
compliance with Excise Tax laws. -
The ExFIRS Program Manager reports to the Chief, Excise Tax Program.
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To accomplish its mission, the ExFIRS Program:
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Provides management for all Excise databases.
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Coordinates with Excise Policy and Fuel Policy to ensure consistency in
administration of fuel tax laws. -
Coordinates the National 637 Registration Program.
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Monitors Excise Tax Summary Terminal Activity Reporting System (ExSTARS)
to ensure compliance with fuel tax laws. -
Conducts analysis and prepares reports identifying areas of non-compliance
with Excise Tax laws (fuel and registration procedures) . -
Maintains the Form 637 IR Web page.
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Promotes and identifies best practices.
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