Tax Senior Associate/Specialist recruitment
Job ID: 12663
Position Description:
Candidate responsibilities will be two-fold. The candidate will serve as a general tax resource for the PIMCO Funds and also as withholding tax resource for PIMCO professionals servicing all PIMCO accounts.
The candidate will be responsible for aspects of the tax reporting and compliance process including tax return preparation, vendor support/resolution assistance, maintenance of supporting data schedules, and assistance with all filings with respect to state and federal tax regulations. Candidate will assist in determining distribution amounts, including both excise tax distributions and year-end estimates, and will prepare the year-end information reporting to shareholders of the funds. Candidate will assist in the preparation of tax footnotes, and other tax-related disclosures for GAAP financial statements.
Additionally, the Candidate will further develop and enhance a daily monitoring system of all tax-sensitive accounts for global withholding tax issues. Candidate will perform daily monitoring of accounts and escalate all relevant issues to a tax manager. Candidate will develop a database of acquired knowledge related to specific countries, clients, and securities, as well as, develop relationships with individuals at custodian banks, IMS, and consulting firms to assist in tax research projects. Candidate will coordinate withholding tax issues with Portfolio Management, Middle Office, Account Management, and Legal.
Position Requirements:
Qualified candidate will have a minimum of three years in the mutual fund tax industry or possess equivalent work experience. Must be able to learn and apply new skills, communicate effectively with all levels of management and have superior organizational skills. Knowledge of futures, options, mortgage-backed and international fixed income securities is preferred. Must have strong MS Excel skills.
PIMCO is an Equal Opportunity Employer