Fund Tax Manager: Partnerships & Compliance

Petra Funds Group; Los Angeles (CA); Hybrid; USD 82,000 - 123,000; Full time

Benefits offered by this job

Health insurance coverage

HSA contributions

401(k) match

Flexible PTO

Holiday calendar

Hybrid work environment

Job summary

Petra Funds Group is seeking a Tax Manager to oversee tax compliance and reporting for investment funds and related entities. This hands-on role requires strong expertise in partnership and corporate taxation, with coordination across senior tax leadership and the accounting team.

You will manage tax workpapers, prepare and review tax calculations, and support international tax matters, while driving process improvements within a growing investment platform.

Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, or related field.
• 4+ years of tax accounting experience in asset management or financial services.
• Solid understanding of partnership and corporate taxation.
• Experience with tax workpapers, reconciliations, and schedules.
• Advanced Excel skills for complex tax workbooks.
• Strong written and verbal communication and collaboration.

Responsibilities

• Tax reporting and compliance across partnership and corporate entities.
• Review quarterly and annual tax packages and calculations.
• Assist with international tax reporting matters.
• Coordinate with internal teams and external tax advisors.
• Monitor deadlines and identify process improvements in tax reporting.

Skills

Tax accounting

Partnership taxation

Corporate taxation

Excel

GAAP reporting

Investment taxation

Education

Bachelor's degree

Tools

Microsoft Excel

Job description

Petra Funds Group is seeking a Tax Manager to oversee tax compliance and reporting for investment funds and related entities. This hands-on role requires strong expertise in partnership and corporate taxation, with coordination across senior tax leadership and the accounting team.

You will manage tax workpapers, prepare and review tax calculations, and support international tax matters, while driving process improvements within a growing investment platform.