Question 1

Can a Revaya U.S. Tax Manager supervise multiple preparers during busy season?

Accepted Answer

Yes. A Revaya U.S. Tax Manager can lead multiple preparers and seniors during peak periods by balancing workloads, setting preparation priorities, enforcing standardized review checklists, and monitoring due dates. They keep extensions and e-file submissions on track, resolve bottlenecks, and escalate technical issues to partners per your firm’s policies so returns move through review and filing on schedule.

Question 2

How does a Revaya U.S. Tax Manager handle multi-state returns, apportionment, and nexus questions?

Accepted Answer

Your Tax Manager verifies state nexus exposure, gathers apportionment inputs (payroll, property, and sales by state), and confirms that state schedules reconcile to the federal return. They document state add-backs, credits, and elections, and escalate complex or judgment-heavy positions according to your firm’s review protocols, helping ensure compliant and timely multi-state filings.

Question 3

Which tax software suites and client portals can a Revaya U.S. Tax Manager use from day one?

Accepted Answer

Candidates are vetted for proficiency with ProSeries, Lacerte, Drake, or UltraTax, along with document portals such as SmartVault or ShareFile. They work from bookkeeping exports in QuickBooks or Xero and build schedules in Excel or Google Sheets, aligning to your naming conventions, folder structures, and workflow standards during onboarding.

Question 4

How quickly will I see qualified U.S. Tax Manager candidates and what does the hiring process look like?

Accepted Answer

After your intake, Revaya typically presents 2–3 pre-vetted U.S. Tax Manager profiles within 5–7 business days. You interview finalists, optionally include a short technical or review exercise, select your hire, and Revaya completes HR, payroll, and compliance. We continue weekly and monthly check-ins with both parties to ensure deliverables and communication stay on track.

Question 5

Can a Revaya U.S. Tax Manager draft client communications and manage missing information efficiently?

Accepted Answer

Yes. They standardize prepared-by-client (PBC) lists, send clear document requests and follow-ups, and log outstanding items with due dates in your portal or workflow tool. They also draft client-facing explanations for tax positions and next steps, reducing back-and-forth and minimizing rework across the team.

Question 6

What security measures protect taxpayer data when working with a Revaya U.S. Tax Manager?

Accepted Answer

All hires sign NDAs, receive least-privilege access based on your policies, and can work on secured or monitored systems if required. Revaya manages HR, payroll, and compliance and maintains routine check-ins to reinforce process adherence, documentation standards, and data-handling best practices throughout the engagement.

Hire a Remote U.S. Tax Manager from the Philippines

Transparent Pricing

~$10,583/month

~$3,500/month

What Your U.S. Tax Manager Handles

Works Inside Your Stack

What You Can Expect from Your Tax Manager

How to Hire the Right Tax Manager

Try Revaya Risk-Free

Frequently Asked Questions

Get Insider Access!