Nathaniel Finney
Phila,Pennsylvania
Summary
Dynamic and results-oriented professional with a proven track record at the IRS, adept in analytical thinking and problem-solving. Skilled in database management and fostering positive relationships, I've significantly enhanced tax compliance and streamlined audit processes. My collaborative approach and attention to detail have driven efficiency and accuracy in high-stakes environments.
Overview
2025
2025
years of professional experience
Work History
Floor Tech
Protestant Nursing Home
Notary Public
Myself
Home Health Aid
Caresify Agency
05.2016 - 08.2022
- Maintained a clean and safe home environment for patients, reducing falls and accidents.
- Assisted clients with daily living activities, enhancing their independence and quality of life.
- Performed light housekeeping duties including laundry linen changes sweeping vacuuming and mopping ensuring a clean and organized living space for patients.
- Performed laundry, grocery shopping and other light housekeeping duties as instructed by client.
- Assisted patients with dressing, grooming and feeding needs, helping to overcome, and adapt to mobility restrictions.
- Improved patient well-being by providing compassionate and attentive personal care.
- Assisted with meal planning and preparation according to dietary restrictions, meeting nutritional needs while adhering to personal preferences.
- Completed entries in log books, journals, and care plans to accurately document and report patient progress.
- Provided mobility assistance such as walking and regular exercising.
- Traveled to clients' homes to complete healthcare services and promote continuity of care.
- Assisted disabled clients to support independence and well-being.
Tax Examiner Tech
Irs
09.2022 - Current
- Ensured timely processing of returns through efficient workload management and attention to detail.
- Communicated with taxpayers in writing and by telephone.
- Collaborated with team members to enhance overall efficiency and effectiveness within the department.
- Managed high-volume caseloads, maintaining organization and prioritization to meet tight deadlines.
- Reduced errors in tax assessments by meticulously reviewing calculations and documentation.
- Streamlined the audit process for faster completion and more accurate results.
- Investigated and pursued delinquent accounts.
- Increased tax compliance by thoroughly examining financial documents and identifying discrepancies.
- Prevented revenue loss by diligently investigating potential fraud cases and taking appropriate actions when necessary.
- Conducted comprehensive audits, uncovering hidden assets or unreported income to ensure proper taxation was enforced according to regulations.
- Assisted in the implementation of new tax policies, ensuring a smooth transition for all affected parties.
- Provided expert advice regarding tax liabilities for various types of entities such as corporations, partnerships, non-profit organizations, trusts, or estates.
- Aided senior management in decision-making processes by providing well-researched recommendations based on comprehensive data analysis.
- Established solid relationships with taxpayers by addressing inquiries promptly while demonstrating knowledge of current tax laws.
- Resolved complex tax issues through diligent research and effective communication with taxpayers.
- Educated taxpayers about their rights and obligations under the law, fostering a positive relationship between government agencies and constituents.
- Maintained up-to-date understanding of changing tax codes by attending professional development seminars and training sessions regularly.
- Enhanced interdepartmental cooperation through regular collaboration with legal teams during dispute resolution processes.
- Recommended financial solutions in relation to tax implications.
- Interpreted and applied federal and state tax codes for personal, business and corporate taxes.
- Professionally negotiated and dealt with taxpayers in confrontational situations.
- Developed streamlined procedures for document filing systems leading to increased workplace productivity.
- Negotiated payment plans tailored to individual circumstances, promoting successful resolution of delinquent accounts.
- Contributed to fairer allocation of resources by accurately assessing taxable properties based on market values.
- Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
- Advised internal partners on adherence to federal and state tax regulations and laws to promote corporate legal compliance.
- Researched tax issues and stayed current on all federal and state tax laws.
- Assisted Type managers in planning and execution of short-term and longer term goals and objectives.
- Analyzed tax issues and made recommendations for remediation to management.
- Communicated complex tax issues and terminology with others by explaining in easily-understood terms.
- Maintained database of federal and state tax laws and regulations to promote uniform policy and procedural compliance.
- Attended continuing education and Type courses to increase professional expertise and obtain knowledge of updated tax laws and compliance criteria.
- Prepared and reviewed federal and state tax returns to comply with corporate submission requirements.
- Monitored legislative and regulatory arenas for relevant tax issues and updated management to facilitate informed decisions.
- Calculated estimated and Type tax liabilities and issued payment instructions to facilitate timely corporate tax payments.
- Collaborated with legal, finance and compliance departments to structure solutions to complex and multi-faceted challenges.
- Increased Type departmental effectiveness through adoption of quality improvement standards and unit performance evaluations.
- Prepared all federal and state income tax paperwork for extensions and returns.
- Conducted targeted tax research to facilitate informed project planning and compliance efforts.
- Participated in creation of tax footnotes for public tax filings to improve corporate transparency and credibility.
- Kept case data and contact information up to date to expedite proceedings.
- Conducted call audits to assess interaction quality, accuracy and service success.
- Responded to taxpayer questions and helped individuals complete and file tax documentation.
- Reviewed established accounting systems and historical information to identify strengths and weaknesses of existing methods and controls.
- Prepared tax returns for individuals and businesses.
- Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
- Produced briefs, located records and organized documentation to support court cases.
Union Delegate
1199c
01.2001 - 08.2022
- Coordinated travel arrangements for delegates, resulting in substantial cost savings for the organization.
- Organized successful fundraisers, developing donor relationships and raising vital funds for the organization.
- Collaborated with cross-functional teams to develop strategies that advanced organizational goals.
- Provided mentorship to junior delegates, offering guidance on best practices for success within the role.
- Assisted in drafting policy proposals, contributing to the development of key organizational initiatives.
- Increased networking opportunities with targeted outreach to potential partners and stakeholders.
- Leveraged social media platforms to promote events, driving increased attendance and engagement from members.
- Evaluated performance metrics regularly to identify areas for improvement and implemented necessary changes.
- Developed comprehensive meeting agendas to ensure all necessary topics were covered in a timely manner.
Floortech
Inglis House
03.1989 - 08.2022
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Passionate about learning and committed to continual improvement.
Education
Realestate
Comminuty College
Philadelphia, PAHome Health Aid - Nursing
Vital Support
Philadelphia, PA02.2010
Certification - Notary Public
Notary Equipment Company
Philadelphia, PA03.2006
Delegate - Union Laws
1199c
Philadelphia, PA01.2005
High School Diploma - Liberay Arts
Strawberry Mansion
Philadelphia, PA06.1988
Skills
- Attention to detail
- Time management
- Problem-solving
- Customer service
- Data entry
- Equipment maintenance
- Machine learning
- Hardware troubleshooting
- Relationship building
- Computer networking
- Mobile app development
- Online security
- App creation
- Critical thinking
- Safety awareness
- Task prioritization
- Technical troubleshooting
- Analytical thinking
- Database management
- Networking basics
- Friendly, positive attitude
- Collaboration and teamwork
- Safety training
- Team leadership
- Decision-making
- Emergency response
- Staff training
- Special needs client assistance
- Customer and Service-oriented
- Excellent communication
- Emotional support
- Facility operations
- Teamwork
- Cleaning and sanitizing
- Problem-solving abilities
Timeline
Tax Examiner Tech
Irs
09.2022 - Current
Home Health Aid
Caresify Agency
05.2016 - 08.2022
Union Delegate
1199c
01.2001 - 08.2022
Floortech
Inglis House
03.1989 - 08.2022
Floor Tech
Protestant Nursing Home
Notary Public
Myself
Realestate
Comminuty College
Home Health Aid - Nursing
Vital Support
Certification - Notary Public
Notary Equipment Company
Delegate - Union Laws
1199c
High School Diploma - Liberay Arts
Strawberry Mansion
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