Tax Analyst

Job Description

Tax Analyst | Petra Funds Group

The Tone:
This is a full-time hybrid role located in Los Angeles, CA. Petra Funds Group provides comprehensive fund administration and infrastructure solutions for Private Equity and Debt Funds, allowing managers to focus on core business functions. This role is crucial for supporting the tax team of an established alternative investment client, ensuring precise tax administration, reporting coordination, and the execution of ongoing organizational projects across various investment funds and entities. It presents an opportunity for an early-career professional to develop specialized tax knowledge within the alternative investment industry.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid Los Angeles, CA
• Pay: $85000–$110000 yearly
• Team: Supports a client’s tax team within an established alternative investment manager.
• Mission: Support the tax team with day-to-day tax administration, reporting coordination, and ongoing organizational projects for investment funds and related entities.
• Tech Stack: Microsoft Excel

What You’ll Actually Do
• Tax Administration: Organize, maintain, and track tax documentation, forms, and supporting schedules, including K-1s and other tax-related information across investment entities.
• Data Reconciliation: Assist in organizing financial and tax information for tax basis reconciliations, supporting the development and maintenance of tax basis databases and tracking schedules.
• Record Management: Maintain accurate tax records, entity information, and supporting documentation across partnerships, corporations, and other investment entities, while tracking outstanding items and deadlines.
• Process Improvement: Support data gathering, validation, and organization for tax reporting and compliance projects, assisting with file cleanup, data organization, and process improvement initiatives.
• Team Collaboration: Work closely with tax team members to support operational needs and longer-term projects, providing status updates and proactively communicating to resolve questions.

The Must-Haves
• Background: Entry-Level professional with a general understanding of basic accounting principles and financial information, interested in developing tax knowledge.
• Experience: 1–2 years of accounting, tax, or related experience preferred; entry-level candidates will also be considered.
• Skills: Proficiency in Microsoft Excel, strong organizational skills, meticulous attention to detail, and proactive communication abilities.
• Bonus: Familiarity with tax entity structures (partnerships, corporations) and basic knowledge of K-1s or tax forms is helpful.