Senior Vice President of Tax Strategy

1 week ago


Newport Beach, California, United States PIMCO Full time
About the Role

PIMCO is a global leader in active fixed income with a strong focus on tax expertise. We are seeking a Senior Vice President to join our Tax team, providing oversight of tax compliance and consulting across our fund complex.

Key Responsibilities
  • Provide tax expertise in product design and development, fund qualification issues, tax aspects of fund documents, shareholder matters, and financial instruments and transactions.
  • Manage key tax processes, including fund distributions, fiscal year-end tax provisions, and calendar year excise tax calculations.
  • Consult with other PIMCO departments on technical tax matters related to product development, product implementation, product distribution, regulatory compliance, and ongoing operations.
  • Participate in researching relevant tax regulations, rulings, and procedures and applying interpretations to various financial transactions, trading strategies, and fund structuring.
Requirements
  • Minimum of a Bachelor's Degree required.
  • Minimum of 10 years of experience within a Big 4 accounting firm or equivalent industry experience focused on mutual fund tax and mutual fund tax operations.
  • Strong working knowledge of U.S. mutual funds regulated under the 1940-Act, Subchapter M of the Internal Revenue code, and common RIC book-tax differences.
  • Broad knowledge of accounting and tax principles.
  • Knowledge of federal securities law is desirable.
  • CPA or LLM highly desirable.
What We Offer

PIMCO follows a total compensation approach when rewarding employees, including a base salary and a discretionary bonus. We are committed to delivering the best for our clients and each other, guided by our values of Collaboration, Openness, Responsibility, and Excellence.



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