AVP, Tax Reporting & Analytics

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

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