Tax Manager (Family Office) jobs in United States
cer-icon
Apply on Employer Site
company-logo

Related Companies · 2 weeks ago

Tax Manager (Family Office)

Related Companies is a prominent privately-owned real estate firm in the United States, and they are seeking a Senior Tax Manager to support the tax compliance and planning needs of a complex, multi-entity family office structure. The role involves coordinating and reviewing tax filings, managing investor-level tax communication, and supporting proactive planning across all entities and individuals.

Commercial Real EstateConstructionProperty DevelopmentReal EstateRentalSales

Responsibilities

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 workpapers 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
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
Communicate with outside partners and investors regarding K-1s, allocations, and tax questions
Track and maintain investor-level tax attributes such as residency, withholdings, and elections
Help manage tax issues related to trusts, private foundations, and charitable giving strategies
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
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

Qualification

CPATax software proficiencyPartnership tax expertiseK-1 reviewExcel skillsProcess-mindedCommunication skillsAttention to detail

Required

Bachelor's degree in Accounting or Taxation
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
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

Preferred

CPA or MST strongly preferred
Experience with trusts, private foundations, and estate-related tax structures is highly valued

Benefits

Discretionary bonus incentives
Comprehensive benefits package

Company

Related Companies

company-logo
Related Companies is a global real estate and lifestyle company defined by innovation and the most prominent privately-owned real estate firm in the United States.