Tax Manager (PE-RE)

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 a single source provider for the fund administration and fund infrastructure needs of Private Equity and Debt Funds. At Petra, we enable fund managers to focus on the tasks that add the most value to their businesses and leave the rest to us.

Petra is made up of highly experienced professionals across the US and Europe. In a business where accuracy and timeliness are paramount, having a deep bench who have spent years working inside of asset managers is what truly differentiates us.

Our foundation is built on trust, experience, and uncompromising accuracy. Our people are experts. We work collaboratively. We are relentless in our process and put attention to detail first.

The Role:

This role sits directly with one of Petra's clients, an established alternative investment manager with a long-standing real estate investment platform. The firm takes a fundamental, value-oriented approach to investing and operates across real estate debt and equity strategies, including complex joint ventures, closed-end and open-end funds, and opportunistic investments.

The Tax Manager will work closely with senior tax leadership and the broader accounting team, overseeing tax compliance, reporting, and review across investment funds and related entities. This is a hands‑on role requiring a solid foundation in partnership and corporate taxation, experience reviewing complex tax workpapers, and the ability to manage reporting deadlines across multiple entities.

The position offers exposure to a growing investment platform, opportunities to work on complex investment tax matters, and involvement in specialized tax projects and process improvements.

Responsibilities:

Tax Reporting & Compliance

• Review federal and state tax workpapers, supporting schedules, and reconciliations across partnership and corporate entities.
• Review quarterly and annual tax reporting packages and supporting calculations.
• Review book-to-tax adjustments, tax basis reconciliations, and capital account summaries.
• Support tax extension calculations, annual filings, and compliance deadlines.
• Review internally prepared tax workbooks for accuracy, consistency, and completeness.
• Assist with international tax reporting and compliance matters as needed.

Partnership & Investment Tax

• Review tax reporting across investment partnerships, corporate entities, and related fund structures.
• Evaluate tax implications associated with different entity structures, partner types, and investment activities.
• Support analysis of investment-related tax matters, including ECI, FIRPTA, UBTI, tax leakage, and debt-related tax considerations.
• Review financial statements and GAAP reporting to identify relevant tax adjustments.
• Review partnership allocations, capital account reporting, and investment-related tax calculations.
• Research technical tax matters and support tax planning initiatives as needed.

Tax Operations & Coordination

• Coordinate with internal accounting teams and external tax advisors to ensure accurate and timely completion of tax reporting deliverables.
• Review internally prepared tax workpapers before submission to external tax advisors.
• Track compliance deadlines, outstanding items, and reporting requirements throughout the tax reporting cycle.
• Communicate regularly with internal stakeholders and external service providers to resolve outstanding items and maintain reporting timelines.
• Identify opportunities to improve tax reporting processes, workpapers, and internal controls.
• Support special tax projects and initiatives as the investment platform continues to expand.

Qualifications:

• At least 4 years of relevant tax accounting experience, ideally within public accounting, investment management, or financial services.
• Bachelor's degree in Accounting, Finance, Taxation, or a related field.
• Solid understanding of partnership and corporate taxation, including federal and state tax reporting requirements.
• Experience preparing and reviewing tax workpapers, reconciliations, and supporting schedules.
• Knowledge of book-to-tax adjustments, GAAP financial statements, and capital account reporting.
• Familiarity with investment taxation, including ECI, FIRPTA, UBTI, and related tax considerations, preferred.
• Experience with investment partnerships and complex fund structures is a plus.
• Advanced Microsoft Excel skills, including experience working with complex financial and tax workbooks.
• Ability to independently manage multiple priorities and deadlines, particularly during peak tax reporting periods.
• Detail-oriented, organized, and proactive, with a high level of ownership and accountability.
• Clear written and verbal communication skills and the ability to collaborate effectively with internal teams and external tax advisors.

Salary Range

At Petra Funds Group, we are committed to transparency and equity in our hiring practices. The compensation range for this position is $82,000 - $123,000 per year. This range represents the base salary only. Actual pay will depend on factors such as qualifications, experience, and skills.

How We Care

We believe people do their best work when they feel supported - personally and professionally. That's why we offer a comprehensive benefits package that reflects our commitment to your well‑being. Our perks include:

• 90% covered medical, dental, and vision insurance premiums to help you stay healthy without financial strain.
• Fully funded Health Savings Account (HSA) employer contributions up to the IRS maximum - available to employees enrolled in our high‑deductible health plan.*
• 401(k) employer match at 100% of your contributions up to 5% of compensation, with immediate vesting, so you start building long‑term savings right away.
• Flexible paid time off to recharge, travel, or take care of what matters most.
• Generous holiday calendar to ensure you have time to rest, reflect, and celebrate throughout the year.
• Hybrid work environment that offers flexibility and supports work‑life balance.

*Funded amount is prorated for new hires.

What We're Proud Of

We're proud of many milestones, but we're especially honored by the recognition we've received for our workplace experience:

• Certified Great Place to Work based on direct feedback from our employees about trust and overall culture.
• Fortune Best Medium Workplaces and Best Financial Services & Insurance Workplaces, highlighting our commitment to building an environment where people thrive.