Oaktree
Finance / FinServ
VicePresident,Tax
Neural analysis suggests this role is
optimal for Senior candidates.
“Vice President, Tax at Oaktree. Skills: European investment tax structuring, tax compliance, cross-border transactional experience, Luxembourg tax issues. European investment tax structuring. tax compliance matters”
Industry & Context.
Proven capability in analyzing complex data, evaluating information and drawing logical conclusions; Demonstrates ability to identify key issues and propose solutions
Ability to travel, primarily to the UK
What They're Looking For.
Must Have
7-10 years legal experience within tax with a law firm and/or within the financial services or asset management, understanding of partnership, corporate and interjurisdictional tax law, Significant experience with tax issues impacting private funds and investment managers operating in Europe, Working knowledge of US tax principles, Proven capability in analyzing complex data, evaluating information and drawing logical conclusions, Demonstrates ability to identify key issues and propose solutions, Track record in planning and project management, cross-border transactional experience is essential, excellent understanding of Luxembourg tax issues relevant to private equity style investment structures and double tax treaties is a must, Knowledge of general accounting principles and procedures, Skilled in using Microsoft Office, tax, and other financial reporting tools / applications, A Bachelor's degree relevant to position, Minimum 5 years of relevant tax experience, preferably combined experience in public accounting or an international law firm and private industry with exposure to international / cross-border tax planning, compliance, and similar tax concepts
Nice to Have
A Master's degree in Taxation, Professional accounting or tax qualification, such as ACA, ACCA, ATT or CTA, or relevant equivalent (e. g. law degree with experience practicing in Tax), Fluency in French, in addition to English, is a plus but not a requirement
What You'll Do.
European investment tax structuring
tax compliance matters
preparation of tax structuring advice by external advisors
internal tax structuring recommendations
maintaining an awareness of the Luxembourg tax compliance controls and positions
Discussing tax issues identified on transactions
assisting investment professionals in understanding the tax impact of alternative structures
develop and implement consistent tax positions across different investments and European jurisdictions
Preparation of materials to facilitate senior level discussions on tax
Ensuring appropriate controls are maintained to manage tax risks
Providing training and guidance
Tracking and assessing ongoing tax developments across European jurisdictions
Supporting the Oaktree Tax team with firm-wide and Tax team specific goals and initiatives
other ad hoc projects as required
Developing and maintaining relevant industry contacts
manage relationships with third party tax advisors
accounting firms and law firms
How You'll Work.
Team & Collaboration
Working as part of the broader Oaktree Global Tax Structuring team; Effectively communicating with other members of the Oaktree Tax team and, more broadly, other Oaktree teams; Partnering with investment professionals, Luxembourg Fund Affiliate teams and external parties; Ability to work in a small team; Ability to work in a collaborative manner within a global team
Communication Scope
Excellent communication and interpersonal skills; Ability to communicate with tax professionals on a technical level; summarize and explain technical tax issues to non-tax professionals in a commercial and meaningful way
Process & Methodology
Track record in planning and project management
Full Job Description
**Our Company** Oaktree is a leader among global investment managers specializing in alternative investments, with more than $223 billion in assets under management. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, equity, and real estate. The firm has more than 1,500 employees and offices in more than 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](http://www.oaktreecapital.com). **Responsibilities** As part of the Global Tax Structuring team, the individual will have responsibility for European investment tax structuring and related tax compliance matters. Responsibilities include: * Working as part of the broader Oaktree Global Tax Structuring team to provide ongoing tax and operational support to Oaktree's European investment platform; * Overseeing the preparation of tax structuring advice by external advisors (for new European focused acquisitions, exits, restructurings and refinancings), with specific focus on the critical analysis of such advice to ensure that it balances Oaktree's commercial and operational requirements with the relevant tax and legal considerations; * Where appropriate, preparing internal tax structuring recommendations in respect of new European focused acquisitions, exits, restructurings and refinancings, with specific focus on appropriate Luxembourg entity funding instruments; * Working closely with Oaktree’s Luxembourg tax compliance lead, maintaining an awareness of the Luxembourg tax compliance controls and positions adopted by Oaktree to inform any internal Luxembourg tax structuring recommendations provided; * Effectively commun
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