Assistant Vice President – Tax Reporting and Analytics

Job Description

Assistant Vice President, Tax | Oaktree Capital Management

The Tone:
This is a full-time role at Oaktree Capital Management, located in New York, NY. Oaktree is a premier credit manager, part of Brookfield’s $416B credit platform, emphasizing an opportunistic, value-oriented, and risk-controlled approach to investing across credit, equity, and real estate. This position is essential for coordinating and overseeing projects and work streams within the tax reporting function, providing crucial real-time tax data and analytics. The insights and management from this role directly streamline reporting processes and support informed decision-making for the Oaktree Operating Group and its ultimate owners.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person – New York, NY
• Pay: $155000–$185000 yearly
• Mission: To coordinate and oversee tax reporting, providing real-time tax data and analytics to streamline reporting and support informed decision-making for the Oaktree Operating Group and ultimate owners.
• Tech Stack: Microsoft Excel, Microsoft Word

What You’ll Actually Do
• Project Oversight: Coordinate and oversee projects and work streams within the tax reporting function, with an emphasis on generating real-time tax data and analytics to streamline reporting and facilitate informed decision-making.
• Deliverables Management: Manage tax deliverables and processes on behalf of the upper tier/management company entities and their owners, ensuring timely and accurate completion.
• Provision Process: Manage the quarterly tax provision process, which includes calculating current and deferred tax expenses, performing deferred tax asset/liability roll forwards, and conducting rate reconciliations/effective tax rate calculations.
• Compliance Oversight: Ensure the accuracy and timely completion of US federal, international, state, and local tax returns, including indirect tax returns, prepared by external tax service providers.
• Strategic Initiatives: Manage various strategic tax projects and proactively keep pace with legislative changes to ensure compliance and identify opportunities.

The Must-Haves
• Background: Bachelor’s degree relevant to the position and a career level typically associated with an Assistant Vice President, requiring substantial domain knowledge in tax reporting and ASC 740 Tax Provision.
• Experience: 7-9 years of relevant tax experience is required, with a critical focus on ASC 740 Tax Provision experience.
• Skills: Strong knowledge of general accounting; proficiency in Microsoft Excel and Word.
• Bonus: Investment Management partnership tax experience; experience with operating partnerships/management companies; combination of public and private tax experience; CPA certification; a Master’s degree; and familiarity with the demands and understanding of a busy tax season.