Tax Manager; PE-RE

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.

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 work papers, 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.

Tax Reporting & Compliance

• Review federal and state tax work papers, 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 work papers 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, work papers, and internal controls.
• Support special tax projects and initiatives as the investment platform continues to expand.

• At least 4 years of relevant tax accounting experience, ideally within public accounting, investment management, or financial services.
• Bachelor's degree in Accounting,…