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Tax Manager; Family Office

Job in New York, New York County, New York, 10261, USA
Listing for: Related Companies
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Tax Accountant, Tax Manager
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
Position: Tax Manager (Family Office)
Location: New York

Overview

Join to apply for the Tax Manager - Family Office role at Related Companies
. Related is a privately-owned real estate firm with a portfolio valued at over $60 billion, headquartered in New York City, with offices and developments worldwide.

Related believes in investing in its talent and fostering a positive, team-oriented environment. Related is an equal opportunity employer and is committed to competitive total compensation aligned with experience, location, and market standards. For information about how we use your personal information submitted for career opportunities, please review our Privacy Policy.

Responsibilities
  • Tax Compliance & Coordination
    :
    Oversee and support the preparation and filing of federal and state tax returns (Forms 1065, 1120S, 1040, 1041) across multiple entities and individuals. Prepare detailed write-ups and work papers to support filings and reviews by external tax firms. Review draft returns for accuracy and consistency with internal financial data and planning goals. Compile and analyze a high volume of K-1s, addressing capital account, basis, and allocation issues.
  • Tax Planning & Estimates
    :
    Assist in quarterly and year-end tax planning, including modeling tax impacts from significant transactions. Work with accounting team to ensure tax-sensitive transactions are accurately captured in financials. Prepare and manage federal and state estimated payments and related documentation.
  • Investor & Entity-Level Support
    :
    Communicate with outside partners and investors regarding K-1s, allocations, and tax questions. Track and maintain investor-level tax attributes such as residency, with holdings, and elections. Help manage tax issues related to trusts, private foundations, and charitable giving strategies.
  • Audit, Notices & Issue Resolution
    :
    Respond to IRS and state tax notices and coordinate resolution with external advisors. Maintain audit-ready files and comprehensive documentation of tax positions and correspondence.
  • Process & System Management
    :
    Ensure tax files, trackers, and estimate schedules are consistently organized and up to date. Use tax software to track, analyze, and support filings. Recommend improvements to workflows, documentation standards, and internal tax processes.
Qualifications
  • Bachelor's degree in Accounting or Taxation; CPA or MST strongly preferred.
  • 7–10+ years of experience in public accounting and/or private tax roles with exposure to complex pass-throughs and high-net-worth individuals.
  • Deep technical expertise in partnership tax, basis and capital account tracking, K-1 review, and multi-state compliance.
  • Experience with trusts, private foundations, and estate-related tax structures is highly valued.
  • Proficiency in tax software and strong Excel skills.
  • Excellent communication skills—both written and verbal—with the ability to explain tax matters to non-specialists.
  • Exceptional attention to detail, discretion, and professional judgment.
  • Demonstrated ability to manage multiple priorities calmly and accurately under pressure.
  • Process-minded with strong documentation and follow-through habits.
Compensation

The anticipated base salary range for this position is $135,000 - $175,000. In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives and a comprehensive benefits package. Actual base salary within the range will be determined by experience, skills, qualifications, and market factors.

Location:

New York, NY. This role may include additional compensation components as appropriate.

About Related

Related is the most prominent privately-owned real estate firm in the United States, owning and managing a premier portfolio of assets and leading developments worldwide. Related commitments include fostering innovation, teamwork, and entrepreneurial spirit across its operations.

For information on privacy and equal opportunity, see Related Privacy Policy and EEO statements on

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