VP, Alternatives Tax

Posted 12 Days Ago
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Newport Beach, CA, USA
In-Office
175K-240K Annually
Expert/Leader
Financial Services
The Role
Lead tax planning and structuring for private equity and hedge funds across fund launches, deal execution, and ongoing compliance. Partner with investment, product, legal, finance, and external advisors on structuring, K-1/investor reporting, withholding analysis, REIT/RIC/BDC compliance, carried interest calculations, and tax provisions. Drive process improvements, controls, and adoption of data, automation, and AI to scale the tax operating model.
Summary Generated by Built In

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.

Skills Required

  • Bachelor's degree
  • 10-15 years of tax experience (public accounting and/or in-house)
  • Foundation in public accounting and/or a combination of public and in-house experience
  • CPA and/or Master's in Taxation
  • Strong experience with partnership and corporate taxation, including U.S. federal, state, and international tax for large fund structures
  • Experience with multi-tiered partnership structures (private equity, hedge funds, real estate) and related state tax compliance and withholding requirements
  • Familiarity with structured credit, securitizations, and specialty investments (asset-backed lending, special situations)
  • Proven ability to operate effectively in a high-volume, high-pressure, fast-paced environment
  • Ability to translate technical tax concepts into actionable business insights and practical solutions
  • Experience overseeing K-1 delivery, investor reporting, withholding tax analysis, tax provisions and estimated payments
  • Experience with REIT/RIC/BDC compliance and carried interest calculations and distributions
  • Interest/experience in leveraging data, automation, and AI to enhance workflows and scalability

PIMCO Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about PIMCO and has not been reviewed or approved by PIMCO.

  • Leave & Time Off Breadth Paid time off is described as generous, with substantial vacation at hire and additional time accruing with tenure. Time away is regarded as a highly important part of the package.
  • Healthcare Strength Health coverage is portrayed as comprehensive across medical, dental, vision, disability, and life insurance, complemented by wellness options such as on-site fitness and health savings accounts. These offerings are consistently characterized as strong.
  • Retirement Support Offerings include 401(k) matching and Roth 401(k), with an employee stock purchase program available alongside tax-advantaged accounts. The breadth of long-term financial benefits is emphasized as a strength.

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The Company
HQ: Newport Beach, CA
4,129 Employees
Year Founded: 1971

What We Do

PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients.

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