Senior Vice President, Tax-Funds Expert

1 week ago

Los Angeles, California, United States Oaktree Capital Full time
Job Summary

Oaktree Capital is seeking a seasoned Senior Vice President to lead its global funds tax reporting function. The ideal candidate will have a strong background in tax management, with experience in analyzing real-time tax data and transactions to streamline reporting and inform decision making.

The Senior Vice President will be responsible for managing teams, service providers, work streams, and projects related to tax reporting. This includes working closely with accounting, tax, legal, investment teams, and IT, as well as external service providers, to manage tax risk across Oaktree entities and drive accurate and timely tax reporting.

Key responsibilities include:
  • Managing a talented team of tax professionals and helping grow and develop their careers;
  • Working with external service providers to manage tax reporting deliverables to investors and internal stakeholders;
  • Overseeing global tax transformation initiatives through tax operations and technology projects;
  • Monitoring and mitigating tax risk across the Oaktree funds;
  • Assisting in the analysis of fund transactions, domestic and cross-border acquisitions, restructurings, and dispositions to determine proper tax treatment;
  • Analyzing new rules and regulations that impact partners and the partnerships' global investments;
  • Responding to various investor tax inquiries, such as tax withholding reporting obligations and assessing tax leakage withholding;
  • Corresponding with state and federal tax authorities, including audit responses.
Requirements

The successful candidate will have:
  • 12-15 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, tax transaction deal analysis, and experience organizing and retrieving large amounts of data;
  • Proficiency in Microsoft Excel and Word.
Personal Attributes

The ideal candidate will possess:
  • Outstanding initiative, an eagerness to learn, and a strong work ethic;
  • Customer-oriented and excellent verbal and written communication skills;
  • Self-driven, detail-oriented, and strong integrity and professionalism;
  • Familiarity with and understanding of a busy tax season.
Education

A Bachelor's degree is preferred. A Master's degree is a plus.

Compensation

The base salary range is $200,000 - $225,000. 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 Capital is committed to diversity and to equal opportunity employment. Oaktree Capital 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.

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