Tax Manager

Position Information

Job Title:

Tax Manager

Department:

Tax

Location:

Farmington Hills, MI – Home Office

Employment Status:

Full-Time

Position Summary

We are looking for a skilled Tax Manager to join our growing financial solutions firm in Farmington Hills, MI. The ideal candidate will be responsible for performing complex tax return preparation, research, and planning for individuals, trusts, and businesses. This role plays a key part in supporting our clients’ financial health and ensuring compliance with all applicable tax laws and regulations. The ideal candidate is a self-starter with strong analytical and organizational skills, dedication to keeping up with the latest tax laws,  excellent client communication abilities, and a proactive approach to problem-solving.

About Sano

Sano is an independent financial services firm dedicated to helping individuals, families, and businesses Build, Protect, and Enjoy their financial future.

Our team is guided by five core values:

• Integrity
• Care
• Excellence
• Proactive
• Collaboration

We strive to help families live intentionally with Peace of mind and financial confidence.

Essential Duties & Responsibilities

• Tax Manager lead all aspects of the firm’s tax practice.
• Grow into Director of Tax over the next 1-2 years.
• Develop tax practice strategies for clients.
• Conduct tax forecasting and projection analysis.
• Coordinate with Wealth and Health Advisors as part of holistic financial outlook to provide best outcomes for clients.
• Prepare accurate individual, corporate, trusts, and partnership tax returns, schedules, and forms.
• Review other tax team members work.
• Ensure all returns are filed timely and all taxes due are paid in accordance with regulations.
• Perform tax research.
• Conduct year-end tax planning to minimize tax liability.
• Stay current on tax law changes, regulations, and industry updates.
• Provide recommendations on financial results and tax implications.
• Communicate with all of the company clients across all departments regarding tax issues and updates through newsletters or emails.

Qualifications

• Bachelor’s degree in Accounting required; CPA certification strongly preferred. EA designation considered at a minimum.
• Minimum 6 years of public accounting experience (private accounting background may be considered).
• Experience collaborating with Financial Advisors preferred.
• Strong understanding of local, state, and federal tax regulations.
• Proficiency in Microsoft Office, QuickBooks, Accounting CS, and tax software (UltraTax or Drake preferred).
• Excellent attention to detail and organizational skills.
• Strong written and verbal communication skills; ability to interact effectively with clients and team members.

Knowledge, Skills & Abilities

The ideal candidate will demonstrate:

• Strong organizational skills
• Excellent verbal and written communication
• Ability to prioritize multiple responsibilities
• Strong attention to detail
• Ability to work independently and collaboratively
• Proficiency with business technology and software platforms
• Commitment to client service and professionalism

Work Environment

This position operates in a professional office environment and may require occasional travel, training attendance, or participation in company events.

Why Join Sano

At Sano, we believe our people are our greatest asset. Team members have the opportunity to work alongside experienced professionals, contribute to meaningful initiatives, and grow their careers in an organization built on trust, education, and relationships.