Tax Manager

Sano; Farmington Hills (MI); On-site; USD 90,000 - 140,000; Full time

Job summary

Sano, a growing financial services firm in Farmington Hills, MI, is seeking a Tax Manager to perform complex tax return preparation, research, and planning for individuals, trusts, and businesses. The role supports clients’ financial health and regulatory compliance.

The ideal candidate is a self-starter with strong analytical, communication, and organizational skills, keeps current on tax laws, and can lead a tax team and collaborate with wealth advisors.

Qualifications

• Bachelor’s degree in Accounting required; CPA preferred.
• Minimum 6 years of public accounting experience.
• CPA preferred; EA designation considered at minimum.

Responsibilities

• Prepare individual, trust, and business tax returns.
• Conduct tax research and planning.
• Review team members' work for accuracy.
• Ensure timely filing and tax payments.
• Provide tax forecasting and client communications.
• Stay current on tax law changes.

Skills

Tax expertise

Analytical skills

Client communication

Team collaboration

Education

Bachelor’s degree in Accounting

CPA certification

EA designation considered

Tools

QuickBooks

Accounting CS

UltraTax

Drake

Job description

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
• Proactive

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

• 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

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.