Assistant Vice President

Description:

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.

Additional responsibilities include:
 

• 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; and
• Corresponding with state and federal tax authorities, including audit responses.
   

Qualifications
 

• 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.