Assistant Vice President, Tax

Oaktree; Los Angeles, New York (CA, NY); On-site; CAD 217,000 - 259,000; Full time

Job summary

Oaktree is seeking an Assistant Vice President for tax reporting to coordinate and oversee tax deliverables within the tax function. You will provide real-time tax data and analytics to streamline reporting and support informed decision-making across the Oaktree Operating Group.

Based in Los Angeles or New York, you will work with accounting, finance, and external providers to ensure accurate US federal, international, state and local tax returns, K-1s, and related payments, while guiding

Qualifications

• 7-9 years of relevant tax experience, with investment management partnership exposure 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.
• Proficiency in Microsoft Excel and Word.

Responsibilities

• 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.

Skills

Tax experience

Partnership tax

Investment tax

Corporate tax

General accounting

Public/private experience

Excel/Word

Education

Bachelor's degree

CPA preferred

Job description

Our Company

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 www.oaktreecapital.com

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 www.oaktreecapital.com

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.

Qualifications

• 7-9 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 and must possess strong integrity and professionalism.
• Familiarity with and understanding of a busy tax season.

Education

A 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, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education.

Equal Opportunity Employment Policy

Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.

For positions based in Los Angeles

For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.