- 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
2 weeks 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
3 days ago
System Pavers Santa Ana, United StatesBUILD AN AMAZING CAREER WITH SYSTEM PAVERS · **Job Description**: · System Pavers is growing at a tremendous rate, and we're looking to expand our corporate team with a dynamic Vice President of Legal and Business Affairs. In this position, you will oversee and be responsible for ...
-
Vice President of Operations
2 weeks 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
3 weeks 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
2 weeks 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
2 weeks 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
3 weeks 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
2 days ago
Research Affiliates Newport Beach, United StatesResearch Affiliates aspires to be a leading source of insights and products that transform the global investment community for the benefit of investors. Demonstrating our strong research focus, RA partners with some of the world's leading financial institutions to distribute mark ...
-
Vice President, Retailer Marketing
2 weeks 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 weeks 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 ...
-
Vice President of Sales
2 weeks 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 ...
-
Division Vice President
3 weeks 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 Corporate Development
2 days ago
VORTEX INDUSTRIES, LLC Irvine, United States: · For 87 years, Vortex Industries has maintained our focus on Delighting the Customer. As result, today, Vortex is a rapidly growing facilities company offering a wide portfolio inclusive of commercial & industrial door repair, service, and installation. The services portfolio ...
-
Assistant Vice President
3 weeks 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, Operations
1 week ago
Odyssey Logistics & Technology Corporate Fullerton, United StatesSee yourself at Odyssey. · Join the team as our new Vice President, Operations · Who We Are & Why We're Hiring · Odyssey Logistics & Technology Corporation (Odyssey) is a global logistics provider. Our adaptive approach to solving modern logistics challenges differentiates us in ...
-
Vice President of Origination Sales
2 weeks 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 of Sales
2 days ago
RSL Employees LLC Palos Verdes Estates, United StatesVice President of Sales · 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 commitment to servi ...
-
Vice President, Investments
2 weeks 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
2 weeks 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 ...
-
Vice President Finance
3 weeks 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 ...
Senior Vice President - Newport Beach, CA, United States - CFA Institute
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: