VP, Alternatives Tax
PIMCO · Newport Beach, United States · 5d ago
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 for companies that need financing and investors who seek strong risk-adjusted returns.
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, including evergreen and closed-end funds. As the platform continues to expand, the Alternatives Funds Tax team plays a central role in supporting this growth, providing tax planning and structuring support across the platform.
We are seeking to add a Vice President, Alternatives Tax to join our team. In this role, you 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. The position offers significant visibility across the organization and the opportunity to partner closely with Portfolio Management, Product Strategy, Legal, Finance, Compliance, Operations, and external service providers, serving as a trusted advisor to the business.
You will leverage your technical expertise and influence to help shape investment structures, support new product development, and embed tax considerations into key business decisions. Your scope will cover the full lifecycle: from participating in day-one fund and deal structuring through to ongoing oversight and investor-related matters, providing a forward-looking perspective on how tax impacts performance, scalability, and outcomes.
This role offers a unique opportunity to move beyond tax compliance and engage earlier in the lifecycle—contributing to deal structuring, shaping outcomes, and seeing firsthand how tax decisions impact investment performance and business growth.
Responsibilities
Key responsibilities include, but are not limited to:
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 (securitizations, special situations, structured credit, real estate).
Contribute to tax modeling and analysis for prospective investors in new product initiatives.
Work with fund counsel and provide tax input on fund documentation, including LPAs, PPMs, and side letters.
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 in a clear, practical, and business-oriented manner.
Support tax and compliance oversight, including tax provisions, estimated payments for corporate entities across fund structures.
Coordinate with service providers and the fund finance team on withholding tax analysis arising from cash movements across the investment structure, particularly for non-US investors
Monitor and support compliance with REIT/RIC structures (e.g., BDC structures), including income and asset tests.
Review tax carried interest calculations for carried interest vehicle and support related tax distribution processes.
Identify opportunities to enhance workflows, strengthen controls, mitigate tax risks, and scale the tax operating model as the platform grows.
Identify and drive opportunities to leverage data, automation, and AI to enhance decision-making, operating efficiency, and the adoption of scalable tools and modern capabilities across the business.
Qualifications
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.
CPA and/or master’s in taxation preferred.
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.
Familiarity with structured credit, securitizations, and specialty investments (e.g., asset-backed lending, special situations) is highly desirable.
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.
Salary Range: $ 175,000.00 - $ 240,000.00
Equal Employment Opportunity and Affirmative Action Statement
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.
Applicants with Disabilities
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.