Our Company
Oaktree is a leader among global investment managers specializing in alternative investments, with $203 billion in assets under management as of March 31, 2025. 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 1,200 employees and offices in 23 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
Responsibilities
Reporting line: The individual will report directly to the Luxembourg Tax Vice President based in Luxembourg, and indirectly to Oaktree's Co-head of Global Tax Structuring based in London.
Responsibilities include:
Providing ongoing tax support and oversight of Oaktree's European investments;
Leading tax structuring advice preparation by external advisors (for new acquisitions, exits, restructurings and refinancing), balancing commercial views with tax and legal considerations which includes providing tax review comments with respect to tax structuring advice and transaction documentation related to European deals;
Discussing tax issues identified on transactions with the relevant deal team and assisting them in understanding the tax impact of their decisions;
Contribution toward the preparation of materials to facilitate senior level discussions on tax topics;
Ensuring appropriate controls are maintained to manage tax risk, such as permanent establishment creation risk;
Partnering with Investment Professionals, Luxembourg Fund Affiliate teams and external parties to develop and implement consistent tax positions across investments across different European countries;
Provide training and guidance as needed to Investment Professionals and other business groups within Oaktree;
Tracking and assessing ongoing tax developments across European jurisdictions that could impact key business areas and/or investment structures, and providing timely updates to Investment Professionals and the Oaktree Tax team;
Develop understanding of US entity classification for investments holding structuring purposes;
Supporting the Oaktree Tax team with firm-wide and International Tax team specific goals and initiatives, and other ad hoc projects as required, and
Developing and maintaining relevant industry contacts and manage relationships with third party tax advisors, accounting firms and law firms with a continued focus on identifying best in class service providers.
Qualifications
A Bachelor's degree relevant to position. A Master's degree in Taxation is desirable;
Professional accounting or tax qualification, such as ACA, ACCA, ATT or CTA, or relevant equivalent (e.g. law degree with experience practicing in Tax) is desirable;
Minimum 4 + years of relevant tax experience, preferably combined experience in public accounting (ideally Big Four) or an international law firm and private industry with exposure to international / cross-border tax planning, compliance, and similar tax concepts;
Strong cross-border transactional experience is essential;
Good 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, and
Skilled in using Microsoft Office, tax, and other financial reporting tools / applications is useful.
Personal Attributes
Relationship Building - Works effectively with strong, diverse teams of people with multiple perspectives, talents, and backgrounds. Ability to elicit cooperation from and gain the confidence of a wide variety of participants including other departments and third-party service providers.
Communication - Excellent interpersonal and verbal/written communication skills.
Independence & Collaboration - Proficient at working both independently and in a team-oriented, collaborative environment; able to drive work effectively with limited supervision (at times) with high attention-to-detail.
Flexibility & Organization – Able to adapt to shifting priorities, demands and timelines through analytical and problem-solving capabilities; proven ability to multi-task and efficiently manage time across competing demands; able to effectively prioritize, execute tasks, and thrive in a high-pressure, fast-paced environment.
Driving Results - Drives issues to closure; is a self-starter committed to achieving results and has a strong sense of ownership and follow-through.
Languages - Fluency in French, in addition to English, is a plus but not a requirement.
Education
Bachelor’s degree required.
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.
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.
