Assistant Vice President/Vice President, Tax

Oaktree Capital Management, L.P. • Los Angeles, CA

28d

About The Position

Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 24 cities worldwide. We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture. For additional information please visit our website at www.oaktreecapital.com. The Assistant Vice President or Vice President will be responsible for managing teams, service providers, workstreams and projects related to the global funds tax reporting function at Oaktree, with an emphasis on analyzing real-time tax transactions in Private Credit to streamline tax reporting and inform decision-making. The candidate will work closely with other Oaktree personnel across Accounting, Tax, Legal, Investment Teams, and IT teams, along with our external service providers, to manage tax risk across Oaktree entities and drive accurate and timely tax reporting across various large global and domestic partnerships.

Requirements

• 9-12+ years of relevant tax experience with a public accounting firm and/or within the financial services industry or asset management industry
• Strong knowledge of general accounting, taxation of investment products, and experience organizing and retrieving large amounts of data
• The candidate must be proficient in Microsoft Excel and Word
• The successful candidate will have outstanding initiative, an eagerness to learn and a strong work ethic
• Must be customer-oriented and have excellent verbal and written communication skills
• Will be self-driven, detail-oriented and must possess strong integrity and professionalism
• Familiarity with and understanding of a busy tax season

Responsibilities

• Working with external service providers to manage tax reporting deliverables to investors and internal stakeholders
• Assisting in the analysis of fund and deal transactions, including domestic and cross-border acquisitions, restructurings and dispositions to determine proper tax treatment
• Overseeing tax compliance, tax payments, and financial reporting deadlines and deliverables
• Analyzing new rules and regulations that impact partners and the partnerships’ global investments
• Monitoring and mitigating tax risk across the Oaktree funds
• Corresponding with state and federal tax authorities, including audit responses.

Benefits

• In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level