Tax Analyst (PE-RE)

Petra Funds Group • Los Angeles, CA

3d • $85,000 - $110,000 • Hybrid

About The Position

This role sits directly with one of Petra Funds Group’s clients, an established alternative investment manager with a long-standing real estate investment platform. The firm invests across real estate debt and equity strategies, including complex joint ventures, closed-end and open-end funds, and opportunistic investments.

The Tax Analyst supports the tax team with day-to-day tax administration, reporting coordination, and organizational projects across investment funds and related entities. It is suited to an early-career professional with a general accounting background and an interest in building tax knowledge in the alternative investment industry. The role combines recurring tax-related responsibilities with longer-term projects to improve processes, maintain accurate records, and support the broader tax function. It provides exposure to investment tax operations and opportunities to take on more technical responsibilities as knowledge and experience develop.

Requirements

• One to two years of accounting, tax, or related experience preferred; entry-level candidates will also be considered.
• General understanding of basic accounting principles and financial information.
• Proficiency in Microsoft Excel and comfort working with spreadsheets, databases, and financial records.
• Strong organizational skills and attention to detail, including the ability to manage recurring responsibilities and longer-term projects.
• Ability to work independently, prioritize tasks, and consistently meet deadlines.
• Proactive communication skills, including providing regular status updates and raising questions when needed.
• Dependable and detail-oriented, with comfort handling administrative and documentation-focused responsibilities.
• Willingness to learn new tax concepts and develop technical knowledge over time.
• Ability to collaborate effectively with team members in a remote working environment.

Nice To Haves

• Familiarity with tax entity structures, including partnerships and corporations.
• Basic knowledge of K-1s, tax forms, and tax documentation.

Responsibilities

• Organize, maintain, and track tax documentation, forms, and supporting schedules.
• Support the collection and organization of K-1s and other tax-related information across investment entities.
• Maintain accurate tax records, entity information, and supporting documentation.
• Assist with recurring weekly and monthly tax administration tasks.
• Track outstanding items, deadlines, and deliverables to support timely tax reporting.
• Organize financial and tax information used in tax basis reconciliations.
• Support development and maintenance of tax basis databases and related tracking schedules.
• Maintain tax documentation and records across partnerships, corporations, and other investment entities.
• Gather, validate, and organize data for tax reporting and compliance projects.
• Support file cleanup, data organization, and process improvement initiatives.
• Work with tax team members on day-to-day operational needs and longer-term projects.
• Provide regular status updates on assigned responsibilities, outstanding items, and project progress.
• Track recurring deliverables and maintain organized tax records.
• Communicate proactively with team members to resolve questions and complete assignments on time.
• Take on additional tax preparation and reporting responsibilities as technical knowledge and experience develop.

Benefits

• 90% covered medical, dental, and vision insurance premiums.
• Fully funded Health Savings Account (HSA) employer contributions up to the IRS maximum for employees enrolled in the high-deductible health plan; funded amount is prorated for new hires.
• 401(k) employer match at 100% of employee contributions up to 5% of compensation, with immediate vesting.
• Flexible paid time off.
• Generous holiday calendar.
• Hybrid work environment offering flexibility and supporting work-life balance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed