- You are a strategic thinker, understanding how your role and projects contribute to business objectives
- Your organizational and project management skills are exceptional, allowing you to handle multiple initiatives and tasks simultaneously
- Self-motivation is a driving force for you, consistently delivering on assigned responsibilities with a focus on excellence, attention to detail, and effective interpersonal and communication skills
- You thrive in fast-paced environments, embracing shifting priorities and enjoying the challenge of working with ambiguity
- Collaboration is at the core of your work style, building positive relationships and partnering effectively
- Your track record demonstrates credibility and trustworthiness through consistent behavior, high ethical standards, confidentiality, respect for others, integrity, and sound judgment
- Intellectual curiosity pushes you, with a dedication to professional development and staying informed about emerging trends
- You possess high emotional intelligence, adaptability, and resilience
- Navigating unstructured processes and managing multiple demanding responsibilities is a proven strength of yours
- You actively contribute to fostering a positive work environment and cultivating a strong organizational culture
- You align with PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, which guide our commitment to delivering the best for our clients and each other
- The key responsibilities include, but are not limited to providing tax expertise in the following areas:
- Product design and development
- Fund qualification issues
- Tax aspects of fund documents (prospectus, SAI, shareholder reports)
- Shareholder matters (QDI, FTC, DRD, flow-through to foreign investors)
- Financial instruments and transactions as it relates to fund investments; including:
- Fixed income and equity securities,
- Derivatives, including foreign currency derivatives,
- Structured finance (asset-backed and mortgage-backed securities, grantor trusts, REMICs, CMOs, CDOs, CLOs, and other credit derivatives),
- REITs,
- PFICs, and
- Distressed debt instruments
- Alternative investments (commodities, CPI-linked instruments, real estate loans)
- Manage key tax processes including fund distributions, fiscal year-end tax provisions and calendar year excise tax calculations prepared by a third-party service provider
- Manage all tax matters related to financial statement audits
- 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 a variety of financial transactions, trading strategies and fund structuring
- Provide support (as needed) on international tax issues
- 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
- Ability to embrace and adapt to an ever-changing regulatory and technological environment
- Demonstrated ability to communicate complex tax issues clearly and concisely, in a manner targeted at a wide range of audiences
- Strong business analysis and project management skills are required
-
Vice President
3 days ago
McGuff Pharmaceuticals Santa Ana, United States**McGuff Pharmaceuticals, Inc. - Vice President** · McGuff Pharmaceuticals, Inc. is a family of companies located in Santa Ana California, specializing in the manufacture of sterile injectable drug products, for distribution both within the United States and internationally. Our ...
-
Vice President of Operations
4 days ago
Discovery Behavioral Health DBH Irvine, United States**Company Description** · At Discovery Behavioral Health, we know the best way to predict the future of healthcare is to create it. As a member of our growing team, you will have a voice in the creation of life-changing programs and treatment centers nationwide. Working collabora ...
-
Vice President, Sales
1 week ago
KYOCERA Document Solutions America, Inc. Irvine, United StatesOverview: · When you join Kyocera Document Solutions West, Inc. you are joining an organization that is deeply rooted in the Philosophy of "doing what is right as a human being". Through this Philosophy, our employees are passionate about providing best in class customer service ...
-
Vice President, IT Security
1 day ago
Easterseals Southern California Irvine, United StatesOverview: · This is a hybrid position with an Irvine hub. · Hiring Range: $200K - $230K. · **Responsibilities**: · - Develops and executes the strategic IT security roadmap aligned with organizational objectives and industry best practices, leveraging leading-edge technologies su ...
-
Vice President of Sales
3 days ago
Qcells Irvine, United StatesHanwha Q CELLS USA Corp ("HQC US") develops, invests, and delivers solar photovoltaic (PV) and battery energy storage systems (BESS) projects through Engineering, Procurement, Construction (EPC) services in North America. · The company brings a decade of global leadership in sola ...
-
Associate Vice President
1 week ago
CoreLogic Irvine, United StatesAt CoreLogic, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. CoreLogic is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team ...
-
Vice President, Retailer Marketing
3 days ago
Retail (Retail) Irvine, United States**Position Summary**: · The Vice President of Retailer Marketing, Content & Communications reports directly to the Senior Vice President of Marketing and is responsible for the creation and oversight of a comprehensive B2B marketing strategy that effectively and efficiently expan ...
-
Vice President of Human Resources
2 days ago
1130 Works Irvine, United States**About the role**: · The **Vice President of Human Resources** is responsible for leading the development and execution of all Human Resources initiatives and programs for a broad area of business (corporate and multiple locations). We seek a passionate leader that ensures our H ...
-
Division Vice President
1 week ago
Athens Services Paramount, United States**Summary**: · The Division Vice President works in all business aspects (revenue growth and managing cost) of a hauling facility. In addition, the Division Vice President will ensure the highest standards of environmental safety and operational excellence by effectively managing ...
-
Vice President of Sales
3 days ago
RSL Employees LLC Palos Verdes Estates, United StatesVice President of Sales & Marketing · The Ridge Senior Living is a premier provider of senior living communities in the Denver and Salt Lake City areas dedicated to enriching the lives of our residents through exceptional care, amenities, and personalized services. With a commitm ...
-
Assistant Vice President
1 week ago
Kay Properties and Investments, LLC Torrance, United States_Associate Vice President | Alternative Real Estate Investments _ · **Requirements**: · - 2-5 years of experience in Sales · - Prior real estate, alternative investment and/or sales experience · - Strong work ethic · - Meticulous attention to detail · - Adheres to the highest eth ...
-
Vice President of Origination Sales
1 day ago
Qcells Irvine, United StatesHanwha Q CELLS USA Corp ("HQC US") develops, invests, and delivers solar photovoltaic (PV) and battery energy storage systems (BESS) projects through Engineering, Procurement, Construction (EPC) services in North America. · The company brings a decade of global leadership in sola ...
-
Vice President, Investments
2 days ago
BLP - Bridge Logistics Properties Newport Beach, United StatesBridge acknowledges and values the individuality of each person, recognizing that our people are the foundation of our success. We are committed to creating an inclusive environment where everyone feels respected and valued. In addition to our business objectives, we strive to ma ...
-
Vice President Finance
1 week ago
SYSTM Foods Newport Beach, United StatesWHO WE ARE · At the forefront of the beverage industry, SYSTM Foods is focused on strategically acquiring and nurturing a portfolio of exceptional cold chain beverage brands. Driven by a dedication to better-for-you functional beverages, our deliberate curation of top-tier brand ...
-
Vice President Finance
3 days ago
SYSTM Foods Newport Beach, United StatesWHO WE ARE · At the forefront of the beverage industry, SYSTM Foods is focused on strategically acquiring and nurturing a portfolio of exceptional cold chain beverage brands. Driven by a dedication to better-for-you functional beverages, our deliberate curation of top-tier brands ...
-
Senior Vice President
1 week ago
CFA Institute Newport Beach, CA, United StatesPIMCO 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 capita ...
-
The Management Trust Irvine, United States**The Management Trust** · **Position Title**: Associate Vice President of Community Management · **Location**:Irvine, CA · **Reporting To**:Vice President of Community Management · **Status**: Exempt, Full-Time · **Salary**:$95,000-$110,000 DOE · **COMPANY PROFILE**: · The Manag ...
-
Vice President, Controller
1 week ago
El Pollo Loco Costa Mesa, United StatesThursday, April 18, 2024Our restaurants are only the tip of the flame. If youre looking for a fast paced, innovative and welcoming workplace then a career with our Corporate Familia is right for you.Whats in it for youMedical + Dental + Vision Insurance401(K) Plan with match and ...
-
Assistant Vice President
6 days ago
Endeavor Newport Beach, United StatesAsset Manager | Multifamily · We are working with an established CRE owner/operator that is looking to add an Asset Manager to help oversee a national portfolio of institutional-grade multifamily assets. · While the role will focus on managing the operational and financial perfor ...
-
Vice President, Controller
1 week ago
El Pollo Loco Costa Mesa, United StatesThursday, April 18, 2024 · Our restaurants are only the tip of the flame. If you're looking for a fast paced, innovative and welcoming workplace then a career with our Corporate Familia is right for you. · What's in it for you · •Medical + Dental + Vision Insurance · •401(K) Pl ...
Senior Vice President - Newport Beach, CA, United States - PIMCO
Description
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.
Role Summary
We are seeking a Senior Vice President to join our Tax team. The primary responsibilities of the team include providing oversight of tax compliance and consulting across our fund complex. In this visible role, you will collaborate closely with Portfolio Managers, Account Managers, Transfer Agents, Legal, Compliance, Product Managers, and other internal and external stakeholders. Reporting to the Head of Fund Administration, you will act as a key tax advisor for our U.S. regulated funds' business which is comprised of more than 200 different fund products across a range of open-end, closed-end, ETF, and variable annuity funds. You will provide market coverage and add value by generating tax alpha from pre-trade through the post-trade cycle and exploring additional opportunities to generate tax alpha.
Location
New York, NY, Austin, TX or Newport Beach, CA
About You
If the following qualities resonate with you, we encourage you to apply for this exciting opportunity. At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact:
Salary Range: $ 175, $ 260,000.00
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 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.
