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Lead portfolio manager vs tax manager

The differences between lead portfolio managers and tax managers can be seen in a few details. Each job has different responsibilities and duties. It typically takes 6-8 years to become both a lead portfolio manager and a tax manager. Additionally, a lead portfolio manager has an average salary of $131,603, which is higher than the $96,100 average annual salary of a tax manager.

The top three skills for a lead portfolio manager include project management, financial models and customer satisfaction. The most important skills for a tax manager are CPA, client relationships, and tax planning.

Lead portfolio manager vs tax manager overview

Lead Portfolio ManagerTax Manager
Yearly salary$131,603$96,100
Hourly rate$63.27$46.20
Growth rate17%17%
Number of jobs36,71279,204
Job satisfaction--
Most common degreeBachelor's Degree, 60%Bachelor's Degree, 68%
Average age4646
Years of experience88

What does a lead portfolio manager do?

A portfolio manager can be called a wealth manager responsible for developing and managing investment allocation for different clients. Their focus is on the critical aspect of investing money. Often, they work with individuals to assess and determine what strategy will be done for investment. They are the one who creates an investment package according to what the clients want. Also, this career provides security and protection for clients to ensure the return of investment.

What does a tax manager do?

A Tax Manager is responsible for managing tax reporting and compliance within an organization. They provide innovative tax planning and prepare state and federal tax returns for companies.

Lead portfolio manager vs tax manager salary

Lead portfolio managers and tax managers have different pay scales, as shown below.

Lead Portfolio ManagerTax Manager
Average salary$131,603$96,100
Salary rangeBetween $83,000 And $207,000Between $70,000 And $131,000
Highest paying CitySan Francisco, CASan Francisco, CA
Highest paying stateAlaskaNew York
Best paying companyDeutsche BankMeta
Best paying industryPharmaceuticalFinance

Differences between lead portfolio manager and tax manager education

There are a few differences between a lead portfolio manager and a tax manager in terms of educational background:

Lead Portfolio ManagerTax Manager
Most common degreeBachelor's Degree, 60%Bachelor's Degree, 68%
Most common majorBusinessAccounting
Most common collegeUniversity of PennsylvaniaUniversity of Southern California

Lead portfolio manager vs tax manager demographics

Here are the differences between lead portfolio managers' and tax managers' demographics:

Lead Portfolio ManagerTax Manager
Average age4646
Gender ratioMale, 69.0% Female, 31.0%Male, 58.5% Female, 41.5%
Race ratioBlack or African American, 7.6% Unknown, 4.1% Hispanic or Latino, 14.5% Asian, 10.1% White, 63.4% American Indian and Alaska Native, 0.3%Black or African American, 7.5% Unknown, 4.1% Hispanic or Latino, 14.3% Asian, 10.0% White, 63.8% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between lead portfolio manager and tax manager duties and responsibilities

Lead portfolio manager example responsibilities.

  • Manage internal pricing system for exchange trade securities and over-the-counter instruments by verifying all instruments have valid daily closing exchange price.
  • Push accountability to appropriate levels through transparent dashboards and KPIs accessible across the dispersed organization.
  • Collaborate with cross sector portfolio managers on overall public fix income allocation decisions and deep dives into pertinent global macro issues.
  • Start a consistently profitable duration-neutral credit arbitrage portfolio invest in investment grade corporate bonds.

Tax manager example responsibilities.

  • Test and learned to analyze accounting processes managing SOX testing including accumulating documentation and reviewing other testers work.
  • Perform tax provision review to ensure compliance with ASC 740 and ASC 740-10 for public trade companies and private companies.
  • Pull data and work with Hyperion.
  • Used Lexis Nexis, RIA, and CCH to research multiple tax projects.
  • Prepare and review ASC 740 tax balances for the company s fifteen largest foreign subsidiaries.
  • Calculate, prepare and submit quarterly estimate payments without need for review from third party CPA.
  • Show more

Lead portfolio manager vs tax manager skills

Common lead portfolio manager skills
  • Project Management, 21%
  • Financial Models, 19%
  • Customer Satisfaction, 18%
  • ROI, 15%
  • Portfolio Management, 5%
  • Business Development, 3%
Common tax manager skills
  • CPA, 16%
  • Client Relationships, 7%
  • Tax Planning, 6%
  • Tax Compliance, 5%
  • Taxation, 4%
  • Tax Research, 4%

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