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Portfolio accountant vs senior tax accountant

The differences between portfolio accountants and senior tax accountants can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a portfolio accountant and a senior tax accountant. Additionally, a senior tax accountant has an average salary of $77,537, which is higher than the $69,877 average annual salary of a portfolio accountant.

The top three skills for a portfolio accountant include reconciliations, financial reports and real estate. The most important skills for a senior tax accountant are CPA, state income, and tax research.

Portfolio accountant vs senior tax accountant overview

Portfolio AccountantSenior Tax Accountant
Yearly salary$69,877$77,537
Hourly rate$33.59$37.28
Growth rate6%6%
Number of jobs41,32357,686
Job satisfaction--
Most common degreeBachelor's Degree, 84%Bachelor's Degree, 74%
Average age4444
Years of experience44

What does a portfolio accountant do?

Portfolio accountants must have effective communication and time management skills in addition to a bachelor's degree in accounting. They maintain and improve processes and systems by keeping and compiling records on monthly and quarterly reports. They also prepare financial statements, assist in fund pricing, and calculate losses, profits, and net asset values.

What does a senior tax accountant do?

Senior Tax Accountants recommend tax strategies, as well as assist the preparation of federal, state, and local taxes. They contact clients to resolve minor tax issues and work with the senior tax manager to ensure compliance with federal, state, and local tax legislation.

Portfolio accountant vs senior tax accountant salary

Portfolio accountants and senior tax accountants have different pay scales, as shown below.

Portfolio AccountantSenior Tax Accountant
Average salary$69,877$77,537
Salary rangeBetween $47,000 And $102,000Between $60,000 And $99,000
Highest paying CityNew York, NYWashington, DC
Highest paying stateNew YorkNew York
Best paying companyAQR Capital ManagementRiverbed Holdings, Inc.
Best paying industryFinanceProfessional

Differences between portfolio accountant and senior tax accountant education

There are a few differences between a portfolio accountant and a senior tax accountant in terms of educational background:

Portfolio AccountantSenior Tax Accountant
Most common degreeBachelor's Degree, 84%Bachelor's Degree, 74%
Most common majorAccountingAccounting
Most common collegeUniversity of PennsylvaniaUniversity of Southern California

Portfolio accountant vs senior tax accountant demographics

Here are the differences between portfolio accountants' and senior tax accountants' demographics:

Portfolio AccountantSenior Tax Accountant
Average age4444
Gender ratioMale, 58.1% Female, 41.9%Male, 50.6% Female, 49.4%
Race ratioBlack or African American, 7.6% Unknown, 3.9% Hispanic or Latino, 9.9% Asian, 17.9% White, 60.3% American Indian and Alaska Native, 0.5%Black or African American, 8.4% Unknown, 3.9% Hispanic or Latino, 10.7% Asian, 14.3% White, 62.3% American Indian and Alaska Native, 0.5%
LGBT Percentage7%7%

Differences between portfolio accountant and senior tax accountant duties and responsibilities

Portfolio accountant example responsibilities.

  • Manage and monitor accounting procedures for compliance with Sarbanes-Oxley and coordinate and facilitate external audit requirements.
  • Verify accrual parameters against Bloomberg.
  • Utilize Bloomberg to research information regarding different financial instruments.
  • Record equity, derivative and corporate action transactions in an accurate and timely manner.
  • Perform fund management for financial services institutions, including cash position reconciliations link to trade executions.
  • Prepare recoverable income reconciliations, which include understanding tenant lease provisions as well as ensuring accurate calculations.
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Senior tax accountant example responsibilities.

  • Research technical topics in taxation to present to the tax department and clients on areas of concern in the IRS code.
  • Participate in monthly accounting close with preparation and ownership of tax accrual journal entries and reconciliations.
  • Help implement, and maintain federal and state tax provision information into OneSource.
  • Work with internal and external resources to ensure implementation of CCH software on shopping cart is successful.
  • Assist and review the maintenance of the OneSource database relative to coding & mapping of the trial balance.
  • Conduct research with CCH and RIA on tax exposures, savings, refund, recovery, and credits.
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Portfolio accountant vs senior tax accountant skills

Common portfolio accountant skills
  • Reconciliations, 12%
  • Financial Reports, 9%
  • Real Estate, 7%
  • Journal Entries, 7%
  • Yardi, 6%
  • Accruals, 4%
Common senior tax accountant skills
  • CPA, 14%
  • State Income, 5%
  • Tax Research, 5%
  • Income Tax Returns, 4%
  • Tax Planning, 4%
  • Tax Compliance, 4%

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