Tax Manager

Pacific Investment Management   •  

Newport Beach, CA

5 - 7 years

Posted 241 days ago

This job is no longer available.


Position Description

PIMCO is a global investment solutions provider with more than 2,200 dedicated professionals in 12 countries focused on a single mission: to manage risks and deliver returns for our clients. PIMCO is one of the largest investment managers, actively managing more than $1.69 trillion in assets for clients around the world. We are recognized as an innovator, industry thought leader and trusted advisor to our clients around the world. 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.

The Alternative Funds at PIMCO total over $30B 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 Finance Team is seeking to add a Tax Manager to assist in the oversight of tax matters related to the hedge funds and private equity funds and other responsibilities in the tax department.

Responsibilities Include:

    • Assist in overseeing the estimated and final K-1 preparation and distribution process

    • Assist in overseeing 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 tax compliance filings

    • Oversee outside tax advisors and service providers

    • Research tax accounting positions associated with specific transactions

    • Assist with the implementation of tax planning and structure following the acquisition or disposition of significant investments

    • Assist with withholding tax reporting and capital gains tax analysis

    • Assist with FATCA and CRS compliance

    • Special projects

    • Assist with investor requests related to taxes

    • Improve existing workflows and address potential tax risks

Position Requirements

The ideal candidate will have a BS Degree (or equivalent) and a minimum of 5-7 years of public accounting experience or comparable tax experience.  CPA, Masters in Taxation a plus.

    • Experience with partnership and corporation tax issues as well as other areas of international, federal and state taxation for a large fund structure

    • Experience with multi-tiered partnership structures, real estate, state tax returns, and withholding requirements

    • Extensive technical skills, including partnership tax forms (K-1 and 1065) and specific experience with real estate funds, REITS, debt and credit instruments

    • Broad exposure to a wide variety of tax issues

    • Bright, quick learner, motivated, articulate and driven

    • Credit fund or hedge fund experience a plus

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.