Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. 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 1400 employees and offices in 25 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.
The Vice President will lead and manage Oaktree’s U.S. investor tax withholding function, heading a newly created Oaktree Hyderabad investor withholding tax team.
Responsibilities
The Vice President and the team will work closely with global tax leads across various jurisdictions, and Oaktree’s external tax advisors, in managing operational U.S. investor tax withholding for Oaktree’s funds. The core responsibilities include:
• Managing the end-to-end investor tax form validation process, including new investor form validation, resolicitation, remediation, and ad-hoc change of circumstance updates;
• Ensuring the smooth operation of investor withholding tax as applicable to investor distributions, including managing the external relationships with, and deliverables to, Oaktree’s fund custodian banks;
• Support the broader Oaktree tax and investor facing teams on investor withholding tax communications, including regular distribution related investor communications, investor form related communications, and responding to ad-hoc investor withholding tax queries; and
• Lead and support the use and development of technology platforms as applicable to investor tax withholding, including the management of investor tax information via Oaktree’s internal Salesforce platform.
Qualifications
• 15+ years of relevant tax experience with a public accounting firm and/or within the financial services industry or asset management industry;
• A strong technical understanding of the U.S. tax withholding regime, including U.S. Forms W-8 and W-9 interaction on investor withholding tax;
• Experience with Salesforce a plus; and
• Proficient in Microsoft Office software.
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.
For positions based in Los Angeles
For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.