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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 2026-01-29
Job specializations:
  • Finance & Banking
    Tax Manager, Tax Accountant, Accounting & Finance, Tax Advisor
  • Accounting
    Tax Manager, Tax Accountant, Accounting & Finance, Tax Advisor
Salary/Wage Range or Industry Benchmark: 135000 - 175000 USD Yearly USD 135000.00 175000.00 YEAR
Job Description & How to Apply Below
Position: Tax Manager (Family Office)
Location: New York

Responsibilities

We are seeking an experienced, highly detail-oriented Senior Tax Manager to support the tax compliance and planning needs of a complex, multi-entity family office structure. This role will be responsible for coordinating and reviewing partnership, S corporation, trust, and individual tax filings; compiling and analyzing K-1s; managing investor-level tax communication; and supporting proactive planning across all entities and individuals.

The ideal candidate will bring deep technical tax knowledge, strong organizational and communication skills, discretion in handling sensitive information, and the ability to work collaboratively across internal teams and with external advisors. Familiarity with the tax complexities of high-net-worth individuals, tiered partnerships, and estate structures is essential.

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 efficient 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.

Compensation

The anticipated base salary range for this position is listed below. In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives and a comprehensive benefits package.

Anticipated base salary range: $135,000 - $175,000 base

Actual base salary within the anticipated range will be determined by several components including, but not limited to, the individual's experience, skills, qualifications, and market factors.

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.
Overview

Formed in 1972, Related is the most prominent privately-owned real estate firm in the United States. Headquartered in New York City, the company has offices and major developments across the world. Related owns and manages a premier portfolio of assets valued at over $60 billion, including the 28-acre Hudson Yards neighborhood on Manhattan’s West Side.

Related believes in investing in its talent and cultivates a positive,…

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