Assistant Vice President, Tax

Location: New York

Our Company As a part of Brookfield’s $416B credit platform, Oaktree is a premier credit manager emphasizing an opportunistic, value-oriented, and risk-controlled approach to investing across credit, equity, and real estate.

Oaktree is 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.

Oaktree is wholly owned by Brookfield, a leading global investment firm with more than $1 trillion in assets under management. Brookfield owns and operates high-quality businesses and real assets that provide essential services and form the backbone of the global economy. It invests on behalf of institutions and individuals around the world across infrastructure, renewable power and transition, private equity, real estate, and credit.

For additional information, please visit Oaktree’s 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, legal, treasury 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 owners of the corporate structure.

Location:

New York, NY

Additional responsibilities include:

Managing tax deliverables and processes on behalf of the upper tier/management company entities and owners

Managing the quarterly tax provision process, inclusive of current and deferred tax expense calculations, deferred tax asset/liability roll forwards, rate reconciliations/effective tax rate calculations, return to provision etc.

Reviewing purchase price allocations and goodwill calculations

Assessing inside and outside tax basis differences, as well as differences to GAAP basis

Completing FIN
48 analyses and documenting uncertain tax positions as part of SOX controls

Coordination with corporate accounting on tax footnote disclosures on financial statements

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

Ensuring accuracy and timing of US federal, international, state and local tax returns (inclusive of indirect tax returns) prepared by external tax service providers

Managing various strategic tax projects and keeping pace with legislative changes

Drafting various communications to senior stakeholders and partners across the organization

Qualifications7-9 years of relevant tax experience (ASC 740 Tax Provision experience is required; Investment Management partnership tax experience is preferred)
Experience specifically with operating partnerships/management companies 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 and must possess strong integrity and professionalism

Familiarity with and understanding of a busy tax season

EducationA Bachelor’s degree relevant to position and CPA preferred, a Master’s degree a plus.

Base Salary Range $155,000-$185,000

In addition to a competitive base salary,…