About the Role
The Vice President, Alternatives Tax will focus on tax planning and structuring for the firm’s private equity and hedge funds, with responsibility spanning fund launches, deal structuring, and ongoing fund compliance oversight. This role offers significant visibility and the opportunity to partner closely with various teams, serving as a trusted advisor. You will leverage technical expertise to help shape investment structures, support new product development, and embed tax considerations into key business decisions, covering the full lifecycle from structuring to ongoing oversight.
Responsibilities
- Partner with investment, product, and legal teams on tax structuring of new fund launches for private equity and hedge funds.
- Support deal tax structuring and execution, providing tax insight on acquisitions, dispositions, and complex investment strategies.
- Contribute to tax modeling and analysis for prospective investors in new product initiatives.
- Work with fund counsel and provide tax input on fund documentation.
- Oversee and coordinate with external tax advisors to ensure timely and accurate K-1 delivery and investor reporting.
- Respond to investor and internal stakeholder inquiries on tax matters.
- Support tax and compliance oversight, including tax provisions and estimated payments for corporate entities.
- Coordinate with service providers and the fund finance team on withholding tax analysis.
- Monitor and support compliance with REIT/RIC structures.
- Review tax carried interest calculations and support related tax distribution processes.
- Identify opportunities to enhance workflows, strengthen controls, mitigate tax risks, and scale the tax operating model.
- Identify and drive opportunities to leverage data, automation, and AI to enhance decision-making and operating efficiency.
Requirements
- Minimum of a bachelor’s degree.
- 10-15 years of experience in tax, with a foundation in public accounting and/or a combination of public and in-house experience.
- Strong experience with partnership and corporate taxation, including U.S. federal, state, and international tax considerations within large fund structures.
- Experience with multi-tiered partnership structures, including private equity, hedge funds, and/or real estate, as well as related state tax compliance and withholding requirements.
- Proven ability to operate effectively in a high-volume, high pressure and fast paced growing business environment.
- Proven ability to translate technical tax concepts into actionable business insights, with the judgment to identify risks and develop practical solutions.
- Demonstrated curiosity and interest in understanding the business beyond tax, with a forward-looking, solution-oriented mindset.
Skills
- Partnership taxation
- Corporate taxation
- U.S. federal tax
- State tax
- International tax
- Multi-tiered partnership structures
- Private equity
- Hedge funds
- Real estate
- State tax compliance
- Withholding tax requirements
- Structured credit
- Securitizations
- Specialty investments
- Asset-backed lending
- Special situations
- Data leverage
- Automation
- AI
Location
- Global
Work Type
- Full-time
Experience Level
- Vice President
- 10-15 years
Education Level
- Bachelor's degree
- CPA preferred
- Master's in taxation preferred
Salary/Compensations
- $175,000.00 - $240,000.00
Benefits
- Base salary
- Discretionary bonus
About the Company
- PIMCO is a global leader in active fixed income with deep expertise across public and private markets.
- We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets.
- Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions.
- Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking.
- We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence.
- We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
- PIMCO’s Alternatives platform is a key strategic growth area for the firm, managing approximately $160billion across a diverse range of investment strategies and vehicle structures.
- For 50 years, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting market conditions.
- Our clients rely on an investment process that has been tested in virtually every market environment.
- Bringing together our investment professionals from across the globe, PIMCO's investment process is designed to promote fresh ideas and differing points of view.
- We innovate to give our clients an edge.
- Innovation has long been part of the fabric of PIMCO’s culture.
- Explore how we assess shifting risks and opportunities to build forward-looking solutions for investors.
Equal Opportunity
- PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.
- The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
- PIMCO is an Equal Employment Opportunity/Affirmative Action employer.
- We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures.
- If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message.
- This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online.
- Only messages left for this purpose will be considered.
- A response to your request may take up to two business days.
