Description:
Responsibilities:As part of the Global Tax Structuring team, the individual will have responsibility for U.S. and other global tax structuring and legal matters.
Responsibilities include:
Qualifications:
Personal Attributes:
Education:
Bachelor's degree and JD or an equivalent law degree is required.
- Advising Oaktree stakeholders and investment professionals with respect to new product tax structuring, fund formation and launch and tax considerations relevant to strategic client partnerships.
- 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.
- Advising on tax aspects of strategic initiatives and transactions, including corporate tax matters, complex partnerships and ad-hoc tax advisory projects.
- Assisting with IRS and state audit management; and
- Performing other tasks and projects as necessary.
Qualifications:
- 5-10 years legal experience within tax with a law firm and/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 capability in analyzing complex data, evaluating information and drawing logical conclusions;
- Demonstrated ability to identify key issues and propose solutions; and
- Track record in planning and project management and in maintaining composure under pressure while meeting deadlines.
Personal Attributes:
- Maintains at all times a high level of integrity and professionalism;
- Is highly organized and detail-oriented, with focus on developing and improving efficient processes;
- Has 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 with internal clients in a professional manner;
- Is able to work in a collaborative manner with other members of the global staff in Legal, Compliance, Tax & Treasury, Accounting, Operations and other departments;
- Exercises good business judgment and is aware of when it is necessary to escalate issues;
- Is a self-starter with the ability to take initiative and work with minimal supervision, and
- Is proficient in Microsoft Office products including Excel, Word, Outlook and other business software.
Education:
Bachelor's degree and JD or an equivalent law degree is required.