Tawanika D. McNair
Norfolk,USA
Summary
Customer-focused professional with expertise in delivering exceptional accounting services. Proven ability to address client concerns effectively, enhancing overall satisfaction. Committed to driving positive outcomes through strong interpersonal skills and a results-oriented approach.
Overview
12
12
years of professional experience
Work History
Staff Accountant I
Fitzwilliams Tax Management LLC
Chesapeake, Virginia
04.2025 - 10.2025
- Processed over 80 client tax returns, including Forms 1040, 1040A, and 1040EZ.
- Handled schedules A through E for various self-employed individuals, such as truck drivers and photographers.
- Managed processing of Forms 1099, 1098, and W-2 for clients.
- Consulted with clients regarding tax returns via phone and in-person meetings.
- Performed bookkeeping duties as assigned to support overall operations.
- Utilized TaxSlayer Pro software along with Excel and QuickBooks for efficient tax processing.
- Assisted in the preparation of tax returns and ensured compliance with tax regulations.
- Filed and remitted taxes for company and clients.
- Reconciled bank statements and resolved discrepancies promptly.
- Monitored and tracked expenses to keep business on track with financial targets.
- Reconciled company bank statements and bookkeeping ledgers.
Tax Specialist II
Fitzwilliams Tax Management LLC
Chesapeake, Virginia
01.2025 - 03.2025
- Processed over 30 client tax returns, including forms 1040, 1040A, and 1040EZ.
- Referred tax professionals according to client needs.
- Helped individual clients, trusts, partnerships, and corporations maintain compliance with tax and reporting laws.
- Processed forms and payments for customers.
- Calculated and coordinated company tax payments and tax document preparation
- Compiled and affixed customer deduction documents with payments.
- Communicated with federal and state tax agencies to obtain best resolution for clients.
- Conducted client interviews to gather necessary documentation and information for tax preparation.
- Resolved client tax issues by investigating discrepancies and implementing corrective actions.
- Implemented electronic filing procedures to streamline tax return processing and reduce errors.
- Performed detailed record-keeping for all tax files and documentation for future reference.
- Finalized and processed paperwork with local, state and federal government authorities.
- Educated clients on the implications of tax laws and their financial decisions.
- Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
- Advised clients to comply with IRS regulations and meet state and federal tax obligations.
- Assisted clients with IRS audits, including preparing documentation and representing clients in discussions with the IRS.
- Managed multiple tax preparation projects simultaneously, ensuring timely completion and filing.
- Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
- Provided exceptional customer service, addressing client concerns and questions promptly.
- Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
- Calculated quarterly estimated tax payments for self-employed clients and small businesses.
- Corrected previously filed tax returns to amend errors or claim additional deductions and credits.
- Supplied detailed tax documentation needed to submit accurate individual returns.
- Reviewed coworkers' tax returns for accuracy and compliance.
- Consulted with clients regarding tax return details via phone and in-person meetings.
- Managed schedules A through E for various self-employed individuals.
- Handled forms 1099s, 1098s, and W-2s efficiently.
- Utilized TaxSlayer Pro, Excel, and QuickBooks for streamlined processing.
- Performed minor bookkeeping tasks to support overall operations.
Licensed Insurance Agent IV
GEICO
Virginia Beach, Virginia
10.2019 - 02.2025
- Receive 40-80 inbound calls from policyholders for billing, policy changes
- Process auto endorsements (add/remove vehicle(s) or people, processed payments)
- Troubleshoot app issues
- Provided excellent customer service
- Upsold products to policyholders and potential new clients.
- Pursued continued professional development through insurance workshops, course and webinars.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Responded to customer inquiries and problems to promote great service.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Tax Specialist II
Fitzwilliams Tax Management LLC
Chesapeake, Virginia
06.2023 - 05.2024
- Processed 30 or more client tax returns from 1040, 1040A, 1040EZ
- Processed Schedules A - E
- Self-Employed Individuals, i.e. Truck Drivers, Photographers, Restaurant Owners
- Processed Forms 1099s, Forms 1098s, and W-2s
- Consulted with clients providing customer service their tax returns by phone or in-person
- Reviewed coworkers tax returns for completeness and corrections
- Utilized ProSeries Software, Excel, QuickBooks (QBO, QBD)
- Referred tax professionals according to client needs.
- Processed forms and payments for customers.
- Communicated with federal and state tax agencies to obtain best resolution for clients.
- Conducted client interviews to gather necessary documentation and information for tax preparation.
- Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
- Implemented electronic filing procedures to streamline tax return processing and reduce errors.
- Performed detailed record-keeping for all tax files and documentation for future reference.
- Educated clients on the implications of tax laws and their financial decisions.
- Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
- Advised clients to comply with IRS regulations and meet state and federal tax obligations.
- Assisted clients with IRS audits, including preparing documentation and representing clients in discussions with the IRS.
- Managed multiple tax preparation projects simultaneously, ensuring timely completion and filing.
- Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
- Provided exceptional customer service, addressing client concerns and questions promptly.
- Calculated quarterly estimated tax payments for self-employed clients and small businesses.
- Corrected previously filed tax returns to amend errors or claim additional deductions and credits.
- Supplied detailed tax documentation needed to submit accurate individual returns.
Client Services Representative
Randstad
Norfolk, Virginia
02.2019 - 10.2019
- Processed subsequent investments in shares and managed redemptions for shareholders and advisors.
- Utilized Soni job aid to ensure accurate processing of investments and redemptions.
PSET I
City of Virginia Beach
Virginia Beach, Virginia
05.2018 - 10.2018
- Received 10 plus inbound calls for police, EMS, fire, or animal control
- Assisted police officers with locating warrants, running license plate numbers
- Maintained updated knowledge through continuing education and advanced training.
- Utilized various software and tools to streamline processes and optimize performance.
- Assisted with customer requests and answered questions to improve satisfaction.
Office Assistant II
City of Virginia Beach
Virginia Beach, Virginia
12.2013 - 05.2018
- Managed daily office operations, ensuring a clean and efficient workspace.
- Processed five plus inbound calls with professionalism and accuracy.
- Handled confidential information with discretion, maintaining strict confidentiality.
- Conducted data entry tasks accurately, including department performance feedback in Insit.
- Organized files and developed spreadsheets to enhance workflow efficiency.
- Trained new hires by preparing workspaces and materials for onboarding.
- Coordinated travel arrangements and scheduled meetings for management effectively.
- Provided customer service to internal and external customers, addressing inquiries promptly.
Education
M.S. - Accounting
Purdue Global UNIVERSITY ONLINE
West Lafayette, IN12-2027
B.S. - Accounting
Colorado Technical University-Online
Colorado Springs, CO03-2024
A.S. - Business Administration
Tidewater Community College
Norfolk, VA05-2004
Diploma - Computer Business Specialist
Computer Dynamic Institute
Chesapeake, VA09-1999
Skills
- Data entry and management
- Journal entry preparation
- Bookkeeping and general ledger
- GAAP compliance
- Auditing and expense tracking
- Bank reconciliation
- Financial statement development
- Payroll processing
- Microsoft Excel proficiency
- Self-starter and motivated
- Interpersonal skills
- Customer service excellence
- Critical thinking and analysis
- Microsoft Office Suite proficiency
- WordPerfect proficiency
- QuickBooks expertise
Additional Software
- Microsoft Office Suite 365
- Microsoft Office Suite 2016
- WordPerfect
- QuickBooks Online (QBO)
- QuickBooks Desktop (QBD)
- 990.com
Activities
- Volunteer, Salvation Army
- Volunteer, National Kidney Foundation
Timeline
Staff Accountant I
Fitzwilliams Tax Management LLC
04.2025 - 10.2025
Tax Specialist II
Fitzwilliams Tax Management LLC
01.2025 - 03.2025
Tax Specialist II
Fitzwilliams Tax Management LLC
06.2023 - 05.2024
Licensed Insurance Agent IV
GEICO
10.2019 - 02.2025
Client Services Representative
Randstad
02.2019 - 10.2019
PSET I
City of Virginia Beach
05.2018 - 10.2018
Office Assistant II
City of Virginia Beach
12.2013 - 05.2018
M.S. - Accounting
Purdue Global UNIVERSITY ONLINE
B.S. - Accounting
Colorado Technical University-Online
A.S. - Business Administration
Tidewater Community College
Diploma - Computer Business Specialist
Computer Dynamic Institute