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AVP – Tax

Oaktree | Los Angeles, CA

Job Summary

Manage teams, service providers, work streams and projects related to the management company and funds tax reporting function at the firm. 7+ years of relevant tax experience with a public accounting firm or within the financial services industry or asset management industry.

Details

Oaktree is a leader among global investment managers specializing in alternative investments, with $189 billion in assets under management as of December 31, 2023. 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 1200 employees and offices in 22 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 https://www.oaktreecapital.com/.

Responsibilities:

* Manage the teams, service providers, work streams and projects related to the management company and funds tax reporting function at Oaktree, with an emphasis on analyzing real-time tax data to streamline reporting and inform decision making
* Work closely with other Oaktree personnel in accounting, tax, legal, investment teams, and IT, 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
* Manage a talented team of tax professionals and help grow and develop their careers
* Work with the external service providers to manage tax reporting deliverables to investors and internal stakeholders
* Monitor and mitigate tax risk across the Oaktree management company and funds
* Assist in the analysis of fund and management company transactions, domestic and cross-border acquisitions, restructurings and dispositions to determine proper tax treatment
* Analyze new rules and regulations that impact partners and the partnerships’ global investments
* Correspondence with state and federal tax authorities, including audit responses

Education:

* Bachelor’s degree is preferred
* Master’s degree is a plus

Qualifications:

* 7+ 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
* Proficient in Microsoft Excel and Word

Personal Attributes:

* Outstanding initiative, an eagerness to learn and a strong work ethic
* Customer-oriented
* Excellent verbal and written communication skills
* Self-driven
* Detail-oriented
* Strong integrity and professionalism
* Familiarity with and understanding of a busy tax season

Click here for details on this job

  • Compensation: $ 180,000
  • Min Experience: 7 years

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