Tax - Alternative Funds Finance

Newport Beach, USA
Jul 29, 2021
Aug 26, 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About Us:

We are PIMCO, a leading global asset management firm. We manage investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. PIMCO is one of the largest investment managers, actively managing more than $1.92 trillion in assets for clients around the world. PIMCO has over 2,800 employees in 17 offices globally. PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients.

PIMCO is one of the world’s premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment. Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets. We aspire to cultivate performance and leadership through empowering our people, diversity of thought, and a commitment to an inclusive culture that engages in our global communities.

Position Description:

The Alternative Funds at PIMCO total over $35B in assets under management spread amongst multiple strategies (mainly debt securities, derivative and real estate/PE focused) and multiple vehicle types (hedge fund and private equity).

The Alternatives Funds Finance Team is responsible for the overall financial accounting and control, investment and fund-level term financing, tax structuring and compliance, operational risk and partner/other agreement oversight. The Team is integrated into both the Product Management and Portfolio Management groups of PIMCO.

Alternatives Funds Tax Team is seeking to add a Tax Associate to focus on tax compliance for its private equity funds and other responsibilities in the tax department.

  • Assist in review and oversight of the estimated and final K-1 preparation and distribution process
  • Assist in review and oversight of the preparation of all federal, state, and local tax return workpapers, estimates, and projections for partnership and corporate entities within the private equity investment structure
  • Oversee other tax compliance filings
  • Coordinate with and manage outside tax advisors and service providers
  • Research tax and tax accounting positions associated with specific transactions
  • Assist with the implementation of tax planning and structure following the acquisition or disposition of significant investments, including written documentation
  • Assist with withholding tax reporting and capital gains tax analysis
  • Assist with FATCA and CRS and FBAR compliance
  • Special projects
  • Assist with investor requests related to taxes
  • Improve existing workflows, implement tax technology, and improve leverage model of service

Position Requirements:

The qualified candidate will have a BS Degree (or equivalent) and a minimum of 2-4 years of public accounting experience or comparable tax experience and a CPA or Masters in Taxation

  • Experience with partnership and corporation tax issues as well as other areas of international, federal and state taxation for large fund structures
  • Experience with multi-tiered partnership structures, private equity structures, real estate, state tax returns, and withholding requirements
  • Tax technical skills, including partnership tax forms (K-1 and 1065) and specific experience with hedge and private equity funds, debt and credit instruments
  • Ability to thrive in high volume, growing business
  • Bright, quick learner, self-motivated, collaborative, articulate and driven


PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and well-being of you and your family. Benefits vary by location but may include:
  • Medical, dental, and vision coverage
  • Life insurance and travel coverage
  • 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment
  • Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs
  • Community involvement opportunities with The PIMCO Foundation in each PIMCO office

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