Assistant Vice President, Tax

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with more than $220 billion in assets under management. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, equity, and real estate. The firm has more than 1,400 employees and offices in more than 25 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 Oaktree’s website at Responsibilities Oaktree is a leader among global investment managers specializing in alternative investments, with about $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 25 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 Responsibilities The Assistant Vice President will be responsible for coordinating and overseeing projects and work streams within the tax reporting function at Oaktree, with a focus on providing real-time tax data and analytics to streamline reporting and support informed decision-making. The candidate will work closely with other Oaktree personnel in accounting, finance, and operations, as well as external tax and accounting service providers, to ensure accurate and timely tax reporting across the Oaktree Operating Group (upper-tier entities) and the ultimate unitholders of the corporate structure.

Location:

Los Angeles, CA or New York, NY

Additional responsibilities include:

Managing tax deliverables and processes alongside external tax service providers;

Managing various strategic tax projects and keeping pace with various state and local legislative changes;

Delivering accurate and timely tax information for the management company and partners;

Ensuring accuracy and timing of US federal, international, state and local tax returns, and payments;

Reviewing and calculating the book/tax differences, tax allocations, trial balance, capital accounts and partner allocations;

Assisting in the analysis of cross-border acquisitions and dispositions to determine proper tax treatment for US purposes;

Reviewing quarterly tax estimates, withholding statements, and annual K-1 deliverables;

Drafting various communications to senior stakeholders and partners across the organization;

Drafting correspondence with state and federal tax authorities;

Managing responses and documentation for all aspects of audits.

Qualifications7-9 years of relevant tax experience (investment management partnership tax experience is preferred)

Experience with operating partnerships/management companies is preferred

Experience with corporate tax provisions is preferred

Strong knowledge of general accounting

Combination of public and private experience is preferred

The candidate must be proficient in Microsoft Excel and Word Personal Attributes The successful candidate will have outstanding initiative, an eagerness to learn and a strong work ethic.

The candidate must be customer-oriented and have excellent verbal and written communication skills.

Will be self-driven, team-oriented…