Assistant Vice President, Tax
Core
Coordinate and oversee tax reporting projects, providing real-time tax data and analytics to support decision-making for Oaktree's Operating Group and unitholders.
Role type
Senior IC tax manager (investment management)
Builds
Tax returns, K-1 deliverables, and strategic tax project outcomes for upper-tier entities
Domain
Investment management / Alternative investments
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Investment management partnership tax experience, corporate tax provisions, general accounting, US federal/international/state/local tax compliance, cross-border acquisition tax analysis, audit response management
Preferred skills
Operating partnerships/management company experience, public and private sector experience, CPA certification, Master's degree
Technologies
Microsoft Excel, Microsoft Word
Responsibilities
Manage tax deliverables and processes with external service providers; keep pace with state and local legislative changes; ensure accuracy and timing of tax returns and payments; review and calculate book/tax differences, tax allocations, and capital accounts; assist in analyzing cross-border acquisitions for US tax treatment; review quarterly estimates and annual K-1s; draft communications to senior stakeholders and tax authorities; manage audit responses and documentation
Seniority
Senior, hands-on IC
