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Senior Vice President, Tax Funds

1 month ago


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

Oaktree Capital is seeking a seasoned tax professional to join our team as a Senior Vice President, Tax Funds. In this role, you will be responsible for managing teams, service providers, work streams, and projects related to global funds tax reporting. You will work closely with our 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 across various large global and domestic partnerships.

Key Responsibilities

- Manage a talented team of tax professionals and help grow and develop their careers
- Work with external service providers to manage tax reporting deliverables to investors and internal stakeholders
- Oversee global tax transformation initiatives through tax operations and technology projects
- Monitor and mitigate tax risk across the Oaktree funds
- Assist in the analysis of fund 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
- Respond to various investor tax inquiries, such as tax withholding reporting obligations and assessing tax leakage withholding
- Correspond with state and federal tax authorities, including audit responses

Requirements

- 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

- Outstanding initiative, eagerness to learn, and strong work ethic
- Customer-oriented with excellent verbal and written communication skills
- Self-driven, detail-oriented, and possessing 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 for this position 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. We do 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.