Job Description
Responsibilities Supporting the investment process in connection with transactions undertaken by Oaktree managed funds including mergers, acquisitions, dispositions, reorganizations, spin-offs, and debt and equity financings. Monitoring tax developments to assess potential investment portfolio impact and opportunities. Partnering with portfolio managers and investment professionals with respect to ongoing portfolio optimization and tax management considerations. Advising on tax aspects of strategic initiatives and transactions (including corporate tax matters, complex partnerships and ad‑hoc tax advisory projects), and supporting senior leadership in respect of strategic decisions. Assisting with IRS and state audit management. Supporting the Global Client Group and other stakeholders on new product launches and tax considerations relevant to strategic client partnerships. Performing other tasks and projects as necessary. Developing and maintaining relevant industry contacts and managing relationships with third‑party tax advisors, accounting firms and law firms with a continued focus on identifying best‑in‑class service providers. Qualifications 5‑10 years of legal experience within tax with a law firm or within the financial services or asset management industry. Strong understanding of US partnership and corporate tax law as well as rules applicable to US and non‑US taxable and tax‑exempt investors. Proven capacity 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 and maintaining composure under pressure while meeting deadlines. Personal Attributes Maintains at all times a high level of integrity and professionalism. Highly organized and detail‑oriented, with focus on developing and improving efficient processes. Excellent communication and interpersonal skills, and ability to work in a small team and speak in large group settings. Has ability to resolve demanding situations in a professional manner. Able to work in a collaborative manner within a global organization. Uses excellent business judgement and is aware of when it is necessary to elevate issues. Is a solutions‑oriented self‑starter with the ability to take initiative and work with minimal supervision. Education Bachelor’s degree and JD or equivalent law degree required. Base salary range: $200,000 - $250,000 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, rates of pay 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.