Tax Analyst (PE-RE)

About Us

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 Analyst will support the tax team with day-to-day tax administration, reporting coordination, and ongoing organizational projects across investment funds and related entities. This is an opportunity for an early-career professional with a general accounting background and an interest in developing their tax knowledge within the alternative investment industry.

The role will involve recurring tax-related responsibilities as well as longer-term projects focused on improving processes, maintaining accurate records, and supporting the broader tax function. The position offers exposure to investment tax operations and opportunities to take on more technical responsibilities over time.

Responsibilities:

Tax Administration & Reporting

• Assist with the organization, maintenance, and tracking of 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 completion of tax reporting activities.

Tax Data & Reconciliation Support

• Assist with organizing financial and tax information used in tax basis reconciliations.
• Support the development and maintenance of tax basis databases and related tracking schedules.
• Help maintain tax documentation and records across partnerships, corporations, and other investment entities.
• Assist with data gathering, validation, and organization for tax reporting and compliance projects.
• Support ongoing file cleanup, data organization, and process improvement initiatives.

Team Coordination & Operational Support

• Work closely with tax team members to support day-to-day operational needs and longer-term projects.
• Provide regular status updates on assigned responsibilities, outstanding items, and project progress.
• Assist with tracking recurring deliverables and maintaining organized tax records.
• Communicate proactively with team members to resolve questions and ensure timely completion of assignments.
• Take on additional tax preparation and reporting responsibilities as technical knowledge and experience develop.

Qualifications:

• 1–2 years of accounting, tax, or related experience preferred; entry-level candidates will also be considered.
• General understanding of basic accounting principles and financial information.
• Familiarity with tax entity structures, including partnerships and corporations, preferred.
• Basic knowledge of K-1s, tax forms, and tax documentation is helpful but not required.
• Proficiency in Microsoft Excel and comfort working with spreadsheets, databases, and financial records.
• Strong organizational skills and attention to detail, with 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, detail-oriented, and comfortable 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.

Salary Range

At Petra Funds Group, we are committed to transparency and equity in our hiring practices. The compensation range for this position is $85,000 - $110,000 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.