Assistant Vice President, Tax Operations

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 www.oaktreecapital.com.
Summary
The Assistance Vice President will serve as a business analyst within the Operations team in the Tax department. The business analyst will be responsible for overseeing projects, initiatives and work streams designed to transform the Tax function at Oaktree, with an emphasis on identifying continuous improvement opportunities, process development, and management of cross functional projects. The candidate will work closely with other Oaktree colleagues in Tax, Treasury, Accounting, and IT along with external service providers to lead efforts to enhance department operations.
Responsibilities

• Leading in project management, strategic planning, process documentation, and large data management;
• Analyze process issues and bottlenecks to make improvements;
• Develop new processes in collaboration with business and then document and deliver trainings for business before entering a BAU state;
• Participate in and/or drive technology selection or implementations for the department;
• Manage risk and issue resolution process through collaboration with business leads to ensure swift corrective action;
• Effectively collaborate with internal and external departments, stakeholders, cross-functional teams, and vendors to define requirements, identify opportunities, and present solutions to business challenges;
• Promote a continuous improvement approach to operations by researching industry best practices and making recommendations to improve;
• Uplevel data management operations for efficiency and scalability;
• Collaborate with stakeholders on roadmap planning and workforce optimization;
• Work with managers and employees to implement changes;
• Enhance workflow and cross-departmental engagements;
• Manage and coordinate all activities leading to the successful completion of projects and initiatives including project scoping, design, project plan, budget, and metrics;
• Serve as subject matter expert for the procedure, process, or technology within the scope of a project;
• Coordinate input from and participation with various other departments within the company as needed to meet project or initiative objectives; and
• Produce and manage operational deliverables and communications to stakeholders which will include executive-level reporting and presentations.

Qualifications

• 8+ years of relevant experience working on finance operations, project management and process improvement
• Big 4 accounting experience with tax compliance and reporting
• Strong knowledge of general finance, process documentation and cross functional operations
• Solid analytical skills and ability to understand and resolve complex problems
• Experience in working with large sets of data including data manipulation in logical data structures and reconciliations
• Strong working knowledge of Microsoft Excel, PowerPoint, SharePoint and Visio
• Proven ability to manage tasks with competing priorities and deadlines, while independently driving projects to completion
• EWorking knowledge of Scrum, JIRA or other project management tools a plus

Personal Attributes

• Outstanding organization skills with high attention to detail;
• Outstanding initiative and a strong work ethic;
• Responsible with a strong sense of dedication;
• Excellent interpersonal, verbal and written communication skills;
• Works well under pressure and with time constraints; and
• Possesses strong integrity and professionalism.

Education

• A Bachelor's degree relevant to position, a Master's degree a plus
• Project Management Professional (PMP) certification and/or Agile Certified Practitioner (ACP) a plus

Base Salary Range
$135,000-$165,000
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 is committed to diversity and to equal opportunity employment. Oaktree 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. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.