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VP, Alternatives Tax

PIMCONewport Beach, California, United States …FULL-TIME
$175k – $240kPosted 30+ days ago
International TaxM&A AdvisoryPrivate ClientIndirect / VAT
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Role description

From the employer

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.

PIMCO follows a total compensation approach when rewarding employees which

includes a base salary and a discretionary bonus. Base salary is the fixed

component of compensation that is determined by core job responsibilities,

relevant experience, internal level, and market factors. The discretionary bonus

is used to award performance and therefore is determined by company, business,

team, and individual performance.

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.

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