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Senior Analyst- Real Estate Investment
Talentsource360
Portfolio manager job in Fairfax, VA
Senior Analyst - Commercial Real Estate Investments
Schedule: Hybrid
Annual Compensation range: $100,000-$130,000
Industry leading benefits program
TalentSource360 is seeking a Senior Analyst to join one of our real estate investment clients in the Washington DC area. This role will play a critical part in evaluating new investment opportunities through rigorous buy-side due diligence, credit analysis, and financial modeling. The Senior Analyst will prepare investment analyses and recommendations that directly support decision-making by the Investment Committee.
This position is ideal for a detail-oriented professional with strong analytical skills and hands-on experience in real estate underwriting or investments.
Responsibilities:
Conduct comprehensive buy-side due diligence for prospective real estate acquisitions across targeted asset classes
Perform credit analysis, including evaluation of borrower, sponsor, and property-level risk
Build and maintain detailed financial models (e.g., cash flow projections, IRR, NPV, sensitivity analyses) to evaluate investment performance
Analyze market data, comparable transactions, rent comps, operating expenses, and capital structures
Prepare investment memoranda and presentations for review by senior leadership and the Investment Committee
Coordinate with internal teams and external partners (brokers, lenders, legal counsel, third-party consultants) during the diligence process
Review third-party reports (appraisals, engineering, environmental, market studies) and incorporate findings into investment recommendations
Support portfolio monitoring and post-acquisition analysis as needed
Qualifications
2 - 4 years of experience in a real estate investment, acquisitions, underwriting, or credit analysis environment (Commercial Real Estate- CRE preferred)
Bachelor's degree in real estate, finance, accounting, or a related field
Strong proficiency in financial modeling and Excel; experience with ARGUS is a plus
Solid understanding of real estate fundamentals, capital structures, and investment metrics
Excellent written and verbal communication skills, with the ability to clearly present complex analyses
Strong attention to detail, organization, and ability to manage multiple projects under deadlines
$100k-130k yearly 17h ago
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Transportation Asset Manager
Aecom 4.6
Portfolio manager job in Washington, DC
Work with Us. Change the World.
At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world's most complex challenges and build legacies for future generations.
There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big dreams and become part of a global team of over 50,000 planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects that create a positive and tangible impact around the world.
We're one global team driven by our common purpose to deliver a better world. Join us.
Job Description
AECOM are seeking a qualified and experienced Transportation Asset Manager to support the development and implementation of Transportation Asset Management Plans (TAMPs) for State Departments of Transportation. This role requires a strong engineering background, deep knowledge of transportation infrastructure, and familiarity with federal asset management requirements under MAP-21 and the FAST Act.
The successful candidate will play a key role in helping DOTs manage transportation assets strategically, improve performance outcomes, and ensure long-term sustainability of infrastructure investments.
If your desired office location is not listed, and you are qualified and interested, please apply for further discussion.
Key Responsibilities:
Lead or contribute to the development of federally-compliant TAMPs for state DOTs.
Conduct engineering analysis of transportation assets including pavements, bridges, and ancillary infrastructure.
Evaluate asset condition data and develop performance targets and investment strategies.
Collaborate with DOT staff, consultants, and stakeholders to align asset management practices with agency goals.
Prepare technical documentation, reports, and presentations for internal and external audiences.
Support risk management, lifecycle cost analysis, and financial planning activities.
Stay current with FHWA regulations, engineering standards, and asset management technologies.
Qualifications
Required Qualifications:
* BA/BS and 6 years of relevant experience demonstrated equivalency of experience and/or education
Preferred Qualifications:
Master's degree in Civil Engineering, Transportation Systems, or Infrastructure Management.
Professional Engineer (PE) license
Certification in asset management (e.g., IAM, ISO 55000, CAMA).
Experience with GIS, data visualization, and transportation modeling software.
Familiarity with state DOT operations, funding mechanisms, and capital planning
Minimum of 5 years of experience in transportation asset management, with direct involvement in developing or contributing to TAMPs for state DOTs.
Strong understanding of FHWA TAMP requirements and performance-based planning.
Proficiency in asset management systems (e.g., AgileAssets, Deighton, AASHTOWare) and engineering analysis tools.
Excellent written and verbal communication skills.
Additional Information
About AECOM
AECOM is proud to offer comprehensive benefits to meet the diverse needs of our employees. Depending on your employment status, AECOM benefits may include medical, dental, vision, life, AD&D, disability benefits, paid time off, leaves of absences, voluntary benefits, perks, flexible work options, well-being resources, employee assistance program, business travel insurance, service recognition awards, retirement savings plan, and employee stock purchase plan.
AECOM is the global infrastructure leader, committed to delivering a better world. As a trusted professional services firm powered by deep technical abilities, we solve our clients' complex challenges in water, environment, energy, transportation and buildings. Our teams partner with public- and private-sector clients to create innovative, sustainable and resilient solutions throughout the project lifecycle - from advisory, planning, design and engineering to program and construction management. AECOM is a Fortune 500 firm that had revenue of $16.1 billion in fiscal year 2024. Learn more at aecom.com.
What makes AECOM a great place to work
You will be part of a global team that champions your growth and career ambitions. Work on groundbreaking projects - both in your local community and on a global scale - that are transforming our industry and shaping the future. With cutting-edge technology and a network of experts, you'll have the resources to make a real impact. Our award-winning training and development programs are designed to expand your technical expertise and leadership skills, helping you build the career you've always envisioned. Here, you'll find a welcoming workplace built on respect, collaboration and community-where you have the freedom to grow in a world of opportunity.
As an Equal Opportunity Employer, we believe in your potential and are here to help you achieve it. All your information will be kept confidential according to EEO guidelines.
$72k-100k yearly est. 7d ago
Strategic Portfolio Lead
Scale Ai, Inc. 4.1
Portfolio manager job in Washington, DC
Scale AI is seeking an accomplished Strategic Portfolio Lead to drive growth of our partnership with the Chief Digital and Artificial Intelligence Office (CDAO) across the Autonomy Factory and Data Foundry initiatives. In this role, you will shape and accelerate Scale's strategic expansion in data labeling, model development, and test & evaluation (T&E), leading a complex portfolio anchored by Scale AI's multi-year Production OTA with CDAO. As a strategic and growth leader within the Go-To-Market (GTM) organization, you will align internal teams and senior government stakeholders around a unified vision, convert that vision into measurable outcomes, and strengthen Scale AI's position as a key enabler of mission-ready AI capabilities. This is a quota-carrying role, responsible for sourcing and closing new opportunities to meet annual bookings targets, while collaborating closely with Deployment Strategists driving Service-specific initiatives across the Army, Navy, Air Force, and other mission areas.
Key Responsibilities
Strategic Account Leadership - CDAO Autonomy Factory & Data Foundry
Own and drive the overall relationship with CDAO's Autonomy Factory & Data Foundry, one of Scale AI's most complex and strategically significant government partnerships.
Define and execute the strategic direction across data labeling, model development, and T&E initiatives, ensuring alignment with CDAO's mission priorities.
Lead quarterly business reviews to assess progress, address challenges, and reinforce Scale's value proposition across multiple contracts.
Co-develop and validate the "AI Incubator" model with CDAO, creating a repeatable framework for scaling small AI projects into self-funded, mission-critical capabilities.
Growth & Partnership Expansion
Identify, qualify, and capture high-impact growth opportunities with new and existing mission partners across the Department of War, emphasizing autonomy, computer vision, and AI-ready data.
Own the end-to-end development and execution of Mission Partner Growth Plans, including relationship mapping, engagement cadences, funding strategies, and measurable value creation metrics.
Develop and execute renewal and expansion strategies-understanding stakeholder priorities, navigating review processes, and driving mutual close plans that ensure long-term continuity and growth.
Track and communicate progress against growth objectives, proactively managing risks and dependencies while driving scope expansion, sustainable funding, and strategic alignment.
Executive Relationship & Stakeholder Engagement
Build and foster trusted relationships with senior government officials, military leaders, and technical industry partners to advance Scale AI's mission and credibility.
Serve as a trusted advisor to executive stakeholders across multiple organizations, demonstrating responsiveness, business acumen, and a deep understanding of their mission and operational needs.
Represent Scale AI in high-stakes discussions and strategic negotiations, demonstrating thought leadership, adaptability, and a long-term perspective.
Cross-Functional Leadership & Customer Advocacy
Drive collaboration across GTM, Delivery & Operations (D&O), Engineering, Product, and Government Relations to define SMART growth objectives, set KPIs, and deliver actionable engagement plans that create measurable mission and business outcomes.
Act as the voice of the customer internally-advocating for partner needs, providing feedback to influence product direction, and ensuring delivery excellence.
Foster alignment and clarity across internal teams by establishing transparent communication channels, reducing silos, and driving unified execution.
Establish a centralized "homeroom" for all CDAO contract materials to enhance internal knowledge management and operational efficiency.
Deployment Strategist Enablement
Partner with Deployment Strategists to ensure strategic alignment across service-specific initiatives, providing escalation support and enabling high-quality deal execution.
Oversee the creation of sales and customer enablement materials that equip DSs to position Scale AI's capabilities effectively and consistently.
Thought Leadership & Continuous Learning
Stay current on defense, autonomy, and AI industry trends, consistently sharing insights to inform account strategy and strengthen Scale AI's competitive positioning.
Thrive in a dynamic, fast-paced environment-managing multiple priorities while maintaining strategic focus and execution excellence.
Qualifications & Experience
7+ years in strategic roles involving account growth, cross-functional leadership, or executive stakeholder engagement in AI, defense tech, SaaS, or government
Familiarity with basic concepts of Machine Learning & Machine Learning Operations
Demonstrated success orchestrating complex multi-party strategies across government and industry
Strong experience working alongside sales teams to define winning approaches and support deal execution - without directly owning quotas
Excellent communicator with strong executive presence; comfortable leading high-stakes conversations and aligning senior stakeholders
Proven ability to drive clarity and progress in ambiguous, high-velocity environments
Experience leading cross-functional collaboration and aligning diverse teams around shared goals
Bachelor's degree in a relevant field (Computer Science, Engineering, Business, or similar); Master's preferred
PMP, CSM, or similar certifications a plus, but not required
Compensation packages at Scale for eligible roles include base salary, equity, and benefits. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position, determined by work location and additional factors, including job-related skills, experience, interview performance, and relevant education or training. Scale employees in eligible roles are also granted equity based compensation, subject to Board of Director approval. Your recruiter can share more about the specific salary range for your preferred location during the hiring process, and confirm whether the hired role will be eligible for equity grant. You'll also receive benefits including, but not limited to: Comprehensive health, dental and vision coverage, retirement benefits, a learning and development stipend, and generous PTO. Additionally, this role may be eligible for additional benefits such as a commuter stipend.
The base salary range for this full-time position in the location of Washington DC is:$189,420-$236,775 USD
PLEASE NOTE:
Our policy requires a 90-day waiting period before reconsidering candidates for the same role. This allows us to ensure a fair and thorough evaluation of all applicants.
About Us:
At Scale, our mission is to develop reliable AI systems for the world's most important decisions. Our products provide the high-quality data and full-stack technologies that power the world's leading models, and help enterprises and governments build, deploy, and oversee AI applications that deliver real impact. We work closely with industry leaders like Meta, Cisco, DLA Piper, Mayo Clinic, Time Inc., the Government of Qatar, and U.S. government agencies including the Army and Air Force. We are expanding our team to accelerate the development of AI applications.
We believe that everyone should be able to bring their whole selves to work, which is why we are proud to be an inclusive and equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or Veteran status.
We are committed to working with and providing reasonable accommodations to applicants with physical and mental disabilities. If you need assistance and/or a reasonable accommodation in the application or recruiting process due to a disability, please contact us at . Please see the United States Department of Labor's
Know Your Rights poster
for additional information.
We comply with the United States Department of Labor's
Pay Transparency provision
.
PLEASE NOTE: We collect, retain and use personal data for our professional business purposes, including notifying you of job opportunities that may be of interest and sharing with our affiliates. We limit the personal data we collect to that which we believe is appropriate and necessary to manage applicants' needs, provide our services, and comply with applicable laws. Any information we collect in connection with your application will be treated in accordance with our internal policies and programs designed to protect personal data. Please see our privacy policy for additional information.
$189.4k-236.8k yearly 3d ago
Multifamily Asset Manager
Veritas Partners 4.5
Portfolio manager job in Bethesda, MD
Responsibilities:
· Evaluate diligence materials including regulatory approvals, legal documents (including easements, contracts and site plans), 3rd party reports (Phase 1 & Phase 2 environmental and Geotech reports) on preferred equity and other structured investments
· Review organization and investment docs to aggregate compliance obligations and establish systems to manage those requirements spelled out in organizational documents
· Identify potential risks, develop mitigation strategies and recommend key decisions for investments
· Import sponsor-provided financial data
· Track, review, and analyze performance of preferred equity investments; and Freddie Mac K-Series bond pools and their underlying collateral
· Coordinate with Development Management and Asset Management groups regarding ongoing oversight and project accounting compliance
· Create valuation models based on monthly and quarterly updates
· Analyze strategic decisions such as Property manager selection, operating budget, marketing plan, lease up strategy etc. and ongoing property-level financial statements and integrate findings into financial models
· Manage outfacing relationships with venture partners, lenders and investors, in conjunction with Originations team
· Conduct due diligence and periodic property site inspections across markets for preferred equity and K-Series investments
· Collect compliance materials related to ongoing operations and dispositions
· Assist in preparation of quarterly presentations providing project and performance updates; deliver presentations to entire company
Requirements:
· Bachelor's Degree with excellent academic credentials
· 3+ years of work experience in Finance, Real Estate (finance or project management)
· Experience with real estate development analysis or project work including multifamily and mixed-use development
· Ability to analyze qualitative and quantitative information and translate into strategic deliverables
· Familiarity with capital structures including mezzanine debt, preferred equity & common equity
$83k-109k yearly est. 5d ago
Commercial Banking Manager
Accenture 4.7
Portfolio manager job in Arlington, VA
Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation-led company with 7 50 ,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ******************
We Are:
In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life.
Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X
Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects.
Responsibilities include:
+ Industry experience within business, commercial, or corporate banking segments.
+ Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfoliomanagement.
+ Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations
+ Manage all parts of projects, from client buy-in to planning, budgeting, and execution.
+ Source and coordinate work from other internal workforces.
+ Develop our next-generation Wholesale credit technology offerings.
+ Become a trusted advisor for C-suite clients looking to solve critical business problems.
+ Drive business development to originate new client opportunities.
+ Build your reputation as an industry thought leader.
+ Travel, as required, up to 80%.
Here's What You Need:
+ Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development
+ Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfoliomanagement, trading) project management experience with relevant systems
+ A Bachelor's degree
Bonus Points If You Have:
+ Extensive transformation strategy or operating model design experience in commercial banking.
+ Launched new product offerings in the banking industry.
+ Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business.
+ Advanced degree or financial industry certification.
+ Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfoliomanagement.
+ Demonstrated experience developing and managing relationships with senior client executives.
+ Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle.
+ Structured problem-solving and ability to simplify complex initiatives to improve execution.
+ Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino , Loan IQ, AFS, ACBS)
Professional Skills
+ Proven ability to operate within a collaborative environment.
+ Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian.
+ High energy level, focus, and ability to work well in demanding client environments.
+ Excellent communication (written and oral) and interpersonal skills.
+ Strong leadership, problem-solving, and decision-making abilities .
+ Unquestionable professional integrity, credibility, and character.
What's in it for you?
+ You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters.
+ At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design.
+ Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications.
+ You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies.
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. (************************************************************
Role Location Annual Salary Range
California $94,400 to $293,800
Colorado $94,400 to $253,800
District of Columbia $100,500 to $270,300
Illinois $87,400 to $253,800
Minnesota $94,400 to $253,800
Maryland $94,400 to $253,800
New York/New Jersey $87,400 to $293,800
Washington $100,500 to $270,300
What We Believe
We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.
Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here (***********************************************************************
Equal Employment Opportunity Statement
Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation.
All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.
Accenture is committed to providing veteran employment opportunities to our service men and women.
For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement (********************************************************************************************************************************************** .
Requesting An Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at ****************, send us an email (************************************************* or speak with your recruiter.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
$100.5k-270.3k yearly 1d ago
Tax Manager / Senior Manager
Solid Rock Recruiting LLC
Portfolio manager job in Gaithersburg, MD
💼 Work Style: Hybrid (flexible in-office schedule) 💰 Compensation: $140,000 - $185,000 base + bonus (DOE)
About the Opportunity
Our client is a well-established public accounting firm known for their collaborative culture, long-term client relationships, and consistent year-over-year growth. They take pride in offering a modern approach to work-life balance without compromising technical excellence.
We're partnering with them to identify an experienced Tax Manager who's ready to lead engagements, mentor staff, and be a trusted advisor to clients.
Key Responsibilities
Manage complex tax engagements for individuals, partnerships, S-corps, and closely-held businesses
Review returns prepared by staff and seniors for technical accuracy and compliance
Research complex tax issues and provide practical solutions for clients
Support client relationships through proactive communication and planning discussions
Lead, mentor, and develop team members through review and training
Assist partners with business development, client onboarding, and workflow efficiency
What They're Looking For
Active CPA license (required)
6+ years of experience in public accounting (preferably within a regional or mid-sized firm)
Strong technical knowledge in federal and state tax compliance
Excellent communication and leadership skills
Experience with CCH Axcess, UltraTax, or similar tax software (a plus)
Why This Firm
Hybrid flexibility - typically 2-3 days in office
Stable, growing client base in multiple industries (real estate, construction, manufacturing, professional services, etc.)
Real promotion potential - leadership succession planning is a key focus
Competitive compensation package, comprehensive benefits, and strong PTO
Confidential inquiries encouraged.
If you're open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation.
📧 joey@solidrockrecruiting.com
📞 (605) 601-4597
#J-18808-Ljbffr
$140k-185k yearly 5d ago
Tax Manager
Super Recruiter LLC
Portfolio manager job in Washington, DC
Main Responsibilities
Lead the preparation and review of U.S. federal, state, and international tax filings for corporations and partnerships.
Manage ASC 740 tax provision calculations and ensure compliance with GAAP and other regulatory standards.
Conduct complex tax research, interpret evolving tax laws, and advise on implications for business operations.
Partner with cross-functional teams on tax planning strategies, M&A activity, and business structuring.
Represent the company during audits and manage communication with tax authorities.
Drive continuous process improvements in tax compliance, reporting, and internal controls.
Qualifications
6+ years of tax experience, ideally in public accounting and/or corporate tax departments.
Deep knowledge of U.S. federal and state income tax laws, GAAP, and ASC 740.
Experience with corporate, partnership, and/or international tax compliance and planning.
CPA or MST strongly preferred.
Strong research, documentation, and presentation skills.
Bachelor's degree in Accounting, Finance, or a related field.
#J-18808-Ljbffr
$87k-122k yearly est. 3d ago
Tax Manager, Partnerships - Lead Client-Facing Tax & Planning
Staff Financial Group
Portfolio manager job in Washington, DC
A leading financial services firm in Washington, DC is seeking an experienced Tax Manager to lead complex tax compliance and planning initiatives. The role requires at least five years of public accounting experience and a CPA license, with a focus on partnership taxation. The Tax Manager will oversee individual and partnership returns, analyze tax planning opportunities, and provide exceptional client service. This is a full-time position offering competitive compensation and extensive benefits in a collaborative work environment.
#J-18808-Ljbffr
$87k-122k yearly est. 2d ago
Tax Manager, Partnerships - Lead Client-Facing Tax & Planning
Northpoint Search Group 4.0
Portfolio manager job in Washington, DC
A leading recruitment firm in Washington, DC is seeking a Tax Manager to oversee tax compliance and planning for diverse clients. The ideal candidate should have a CPA license, 5+ years of public accounting experience, and strong project management skills. Key responsibilities include managing client engagements and leading tax staff. This full-time position offers competitive compensation and a collaborative work environment focused on professional development and client service.
#J-18808-Ljbffr
$87k-123k yearly est. 3d ago
Tax Manager
Beale Personnel, Inc.
Portfolio manager job in Washington, DC
About the Company
Due to the impending retirement of one of the founding partners, a CPA firm in Bethesda, MD founded more than 50 years ago is in search of an experienced public accounting Tax Manager. Typical clients include real estate, professional services, not for profits, high net worth individuals, start ups and well established small, mid-size and large businesses of various industries.
About the Role
This opportunity offers a potential trip to partnership in three to five years.
The Tax Manager will be responsible for overseeing tax-related activities and providing expert advice to clients while mentoring junior staff.
This is a hybrid position for candidates residing in the Washington, DC metro area. At least three days per week are required in the Bethesda, MD office.
Responsibilities
Review income tax returns for individuals, partnerships, and corporations
Prepare, analyze, and review tax-related financial statements
Research and resolve complex tax issues
Analyze financial data and provide strategic tax insights
Mentor and supervise junior tax staff
Collaborate with clients and provide expert tax advice
Ensure compliance with tax regulations and standards
Support business development initiatives (generous bonus paid for new business brought to the firm.)
Qualifications
CPA certification
Bachelors degree
Five - 10 years of public accounting experience at the Senior Associate or Manager level
Required Skills
Strong analytical and problem-solving skills
Extensive knowledge of tax regulations opportunities
Attention to detail and accuracy
Pay range and compensation package
The salary range for this position is based upon experience, but in the range of $110,000 - $130,000. A comprehensive benefit plan is also provided. Generous bonus for new business brought to the firm.
For More Information:
If you would like more information on a totally confidential basis, please reach out to Joseph Beale via email at beale@bealepersonnel.com or call (240) 482-3290.
$110k-130k yearly 17h ago
Oracle ERP Financial Manager
Office of The Chief Financial Officer
Portfolio manager job in Maryland City, MD
Government of the District of Columbia Office of the Chief Financial Officer (OCFO) Oracle ERP Financial Manager $122,503.00 - $157,830.00(Hybrid; Location: Washington, DC) The Office of the Chief Financial Officer (OCFO) whose mission is to enhance the fiscal and financial stability, accountability and integrity of the Government of the District of Columbia is in search of an Oracle ERP Financial Manager (ERP Business Analyst Manager). This position is located in the Office of the Chief Financial Officer (OCFO), Office of Financial Operations and Systems (OFOS), District Integrated Financial System (DIFS) Support Center. The incumbent is accountable for providing efficient and effective functional support for the ERP system.
Duties include, but are not limited to:
Serving as a primary resource in troubleshooting post-go-live production issues
Designing and implementing methods to gather and document business requirements for implementing enhancement requests
Leading fit-gap analysis
Assisting with prototyping, system configuration, testing, and end user training
Developing a system or process for reviewing internal and external data feeds into the Oracle ERP Cloud system
Reconciling and validating the data feeds and identifying the causes of any differences noted
Planning, designing and implementing policies and procedures for quarterly updates and patches for Oracle ERP Cloud
Developing a detailed workplan for testing Oracle ERP Cloud functionalities, issuing fixes and enhancements in the system after updates/patches have been made
Responding to requests for information and providing feedback on efforts that affect the Support Center's daily operations and activities
Managing the performance of the ERP Business Analysts and Subject Matter Experts
Performing other related duties as assigned
Minimum Qualifications: Six (6) years of progressive work experience performing related duties and responsibilities such as: evaluating ERP systems and providing end user support to improve effectiveness; evaluating and identifying business requirements; designing and developing solutions; leading business teams to implement system enhancements and resolve issues; and providing project management oversight. Experience utilizing Oracle Cloud Enterprise Resource Planning (ERP) and Oracle Cloud Enterprise Performance Management (EPM) is required. Excellent oral and written communications skills are required. Incumbent must have at least one (1) year of work experience supervising or providing direction and guidance to lower-level staff.
For initial review, please submit your resume to the Office of the Chief Financial Officer, Human Resources Division, located at 1101 4th Street, SW, Suite W220, Washington, DC 20024.
The OCFO offers a competitive salary and benefits package including medical, dental, retirement, and educational assistance.
The Office of the Chief Financial Officer is an EQUAL OPPORTUNITY EMPLOYER
$122.5k-157.8k yearly 1d ago
Tax Manager
Realterm 3.8
Portfolio manager job in Washington, DC
Realterm is a real estate operator whose employees have a track record of capitalizing on durable insights into the supply and demand of real assets through the global supply chain. Realterm seeks to build and invest in value-added business platforms that have a proprietary position in their markets, source investments with favorable supply/demand dynamics and bring intense focus to operating results.
Realterm offers several career fields such as Accounting, Asset Management, Capital Markets and Investor Relations, Construction, Finance, Investments, Leasing, and Property Management that make working here unique, challenging, stimulating, and rewarding. With offices in Amsterdam, Annapolis, Baltimore, Chicago, Frankfurt, Houston, Los Angeles, Montreal, New York, Singapore and Sydney, you are empowered to take your career where you want it to go.
A career at Realterm allows you thrive in a fast-paced workplace environment with tremendous scale. Enjoy working in a collaborative environment with supportive teammates where you will be challenged to grow and be at your best every day. We offer our employees a robust and competitive benefits package. If you are looking for a rewarding career in private equity commercial real estate, apply today.
Essential Duties and Responsibilities
Partner with the VP of Tax and Managing Director of Finance to provide and execute advice related to the tax implications of business activities and initiatives as well as tax risks the company faces.
Oversee, prepare, and review tax models and work papers related to the quarterly tax estimates and annual tax return process.
Plan and manage preparation and review of all US federal, state, and local partnership and corporate income tax returns for Realterm's holding companies and asset management companies.
Ongoing planning and coordination of internal teams to understand, document and calculate detailed tax related transactions required as part of the annual corporate compliance process.
Responsible for the review and delivery of K-1s related to the Firm's holding companies and asset management activities.
Responsible for the maintenance of partner demographic data, including W-9 and W-8, partner transfers, and state filing information.
Plan and manage an efficient tax compliance process and maintain audit-ready work papers.
Design strategies for transactions, acquisitions, and other initiatives to minimize tax risk and maximize tax efficiency.
Manage the filing of personal property tax returns and other ad-hoc regulatory filings.
Develop good working relationships with key stakeholders with an emphasis on Accounting and Finance, Legal and Compliance, Human Resources, Technology, and external tax advisors.
Liaise with private equity teams as well as the third parties with respect to accounting packages, partner allocations, underlying K-1s, and investor information for the tax preparation.
Serve as a primary point of contact with external tax advisors.
Conduct tax research and draft memorandum.
Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, participating in professional organizations.
Responsible for the creation of training tools and checklists to support the compliance process.
Assist with and understand complex federal, state, international, corporate, and partnership tax issues.
Competencies
Accountability
Character, Trust, Integrity
Planning, Decision-Making & Initiative
Development & Learning
Collaboration, Communication & Teamwork
Qualifications
Demonstrated working knowledge of tax issues related to partnership and corporate structures
Demonstrated working knowledge of tax issues related to the asset management industry (real estate specific preferred)
Comfortable in complex ownership structures
State and local tax experience
International tax experience, preferred
Effective and proven project management skills
Effective communicator (both oral and written) and be able to communicate with all staff and executive levels within the organization
Able to work effectively as a team member across business groups
Able to engage others (that they do not directly supervise) to actively participate in projects
Ability to multi-task in a fast-paced environment.
Education and/or Experience
5+ years of total experience with at least 3 years in a public accounting firm
Bachelor's degree in accounting, taxation, law or other related field
CPA license required
Tax experience required
Experience with partnership tax required
Experience with state tax required
Experience with corporate tax preferred
Experience with international tax preferred
Self-starter and entrepreneurial mentality
Strong Excel skills essential
Strong tax research skills
Work Environment
The position will work in a general office setting and may require travel, up to 10% of time annually, to remote office locations based on organizational/business needs.
Physical Demands
Must be able to remain in a stationary position for the majority of the workday, sitting at a desk, consistently operating a computer. The person in this position must be able to access file cabinets and office machinery (to include a computer, copier, and fax machine). On occasion, may need to lift boxes of up to 10 lbs.
Realterm prioritizes, embraces and values safe, inclusive and collaborative environments and is committed to intentionally building a workplace where our employees can succeed. Full-time eligible employees may participate in our robust benefits program which includes healthcare (single and family coverage available), retirement plan with matching contributions, paid leave, volunteer time off, wellness/lifestyle benefits and more. More information regarding benefits and total compensation will be provided during the hiring process.
Realterm is an equal opportunity employer, as we value and respect diversity. We encourage diversity in ideas, opinions, experiences and identities. We do not discriminate in our employment practices based upon protected class, to include race, color, religion, sex, national origin, age, disability or genetic information.
$87k-122k yearly est. 1d ago
Branch Manager
Loudoun County Government 4.0
Portfolio manager job in Leesburg, VA
Loudoun County Government has been named one of Forbes' 2025 Best Large Employers! We're proud to be recognized nationally for our commitment to employee satisfaction and excellence in public service. At Loudoun County, we bring together talented professionals from all backgrounds to make a meaningful impact in a dynamic, growing community - that's
The Loudoun Difference
.
Welcome and thank you for your interest in employment with Loudoun County Government!
ALL SECTIONS OF THE APPLICATION MUST BE COMPLETED IN ITS ENTIRETY. THE RESUME IS CONSIDERED SUPPLEMENTAL INFORMATION ONLY. APPLICATIONS THAT ARE INCOMPLETE OR INDICATE 'SEE RESUME' WILL NOT BE TAKEN INTO CONSIDERATION.
Introduction
Loudoun County Public Library (LCPL) builds community by promoting the joy of reading and learning. Serving as the civic center of the community, LCPL provides free and equal access to a full variety of library resources and innovative technologies to enhance the quality of life and meet the informational, educational, and cultural interests of the entire community.
Job Summary
Loudoun County Public Library (LCPL) is offering energetic, creative, community-oriented leaders the opportunity to become a Branch Manager at the Rust Library in Leesburg, Virginia. A passion for exceptional customer service and the ability to forge strong ties within the community are paramount for success. Promoting the joy of reading and learning, fostering an organizational culture of Inspiration, Information, Innovation, and Inclusion are among the core missions of Loudoun County Public Library. The Branch Manager will oversee day-to-day operations of the branch, maintain high staff morale and serve as a member of the LCPL leadership team. The successful candidate will be an inspiring and effective leader, focused on customer service and community engagement; be a team player with excellent interpersonal and communication skills; and stay aware of emerging trends and best practices in public library services.
Duties include:
Oversees and supervises Branch operations and services
Monitors use of materials, supplies, and equipment
Oversees the implementation of new technologies
Defines goals of the Service Plan
Collaborates with other Branch Managers and works with Advisory Board/Friends to establish priorities
Oversees services provided by Branch to ensure compliance with applicable federal and state regulations and Department policies and procedures
Ensures that established systems and processes are operating in compliance with licensure standards and other applicable regulatory standards; manages resources effectively
Assesses program effectiveness, efficiency, outcomes, and quality through various measures.
Reviews financial data to assess expected vs actual revenue
Identifies opportunities to improve service delivery
Monitors specific finance reports and identifies changes in regulations that impact revenue.
The Rust Library is the only passport acceptance facility in the system, and the Branch Manager will oversee all passport-related duties alongside other responsibilities.
LCPL provides services seven (7) days a week. Work schedule will vary and will include weekends, evenings and holidays. Location is subject to change based on the operational needs of the Library system.
Hiring salary is commensurate with experience.
Minimum Qualifications
Requires a Master's degree in Library Science, or related fields such as Business Administration, Public Administration, Public Policy, Law, Education, etc.; three (3) years of related professional work experience with library technology and operations, including at least one (1) year of supervisory experience, or equivalent combination of education and experience.
Administrative oversight experience and a thorough knowledge and understanding of trends and best practices in public libraries is preferred. Prefer prior experience as a Branch Manager and management of a physical facility. Prefer prior experience in multiple aspects of library branch operations such as collection management and program implementation.
Loudoun County provides a language stipend for individuals who pass a language proficiency test.
Job Contingencies and Special Requirements
Ability to lift books and other materials and move heavy book carts. Some bending and stooping required. Successful candidates will undergo background checks as required.
$48k-65k yearly est. 1d ago
Value Based Platform - Portfolio Planning Lead
Risant Health
Portfolio manager job in Washington, DC
Risant Health, a nonprofit affiliate of Kaiser Foundation Hospitals, is transforming healthcare by accelerating the adoption of value-based care across community health systems. Headquartered in the Washington, DC area, Risant Health partners with nonprofit, community-based systems-starting with Geisinger-to expand access to care that prioritizes health outcomes and affordability.
Backed by nearly 80 years of Kaiser Permanente's value-based care expertise, Risant Health operates independently to support its portfolio of health systems with shared resources, strategic guidance, and operational support-while preserving their community roots.
Job Description
The Value-Based Platform (VBP) Product team plays a key role in shaping and delivering solutions that advance aspects of value-based care within Risant Health Organizations (RHOs). The portfolio of solutions drives outcomes - total cost of care reduction, clinical quality improvement, better experiences, health equity, and simplicity - to achieve business and financial objectives.
The Portfolio Planning Lead drives strategic alignment and investment prioritization across the Value-Based Platform (VBP) portfolio. This role leads concept pipeline development, proposal creation, and governance processes in close partnership with clinical, operational, and economic stakeholders to ensure high-impact solutions for clinicians, members, and patients. Strong domain expertise in value-based care, financial acumen, and cross-functional collaboration are essential to guide roadmap development and maximize portfolio value.
Qualifications
Required Qualifications: Technical and Interpersonal Competencies
Domain Expertise in Value-Based Care: Understanding of value-based care models, including experience working with different physician employment relationships.
Product Roadmap Development: Experience in developing and maintaining product roadmaps that align with strategic goals and stakeholder needs.
Requirements Gathering & Prioritization: Skilled in gathering and organizing product requirements from diverse stakeholders, with the ability to prioritize features based on impact, feasibility, and urgency.
Financial Modeling & Value Assessment: Ability to build and apply basic financial models to estimate product costs, benefits, and ROI, with a strong understanding of how product performance connects to financial outcomes in healthcare.
PortfolioManagement & Prioritization: Demonstrated experience managing a project portfolio across products and institutionalizing prioritization methods to align with investment goals.
Preferred Qualifications: Technical Competencies
Agile Methodology Knowledge: Understanding of Agile project management principles and experience in applying Agile methodologies in portfoliomanagement.
Change Management Experience: Proven experience in managing change initiatives and driving organizational transformation.
Strong Analytical Skills: Proficiency in data analysis and financial modeling, with the ability to interpret complex data sets and make data-driven decisions.
Technical Proficiency: Familiarity with portfoliomanagement software and tools, as well as proficiency in Microsoft Office Suite (e.g., Excel, PowerPoint, Power BI) for reporting and presentations.
Required Qualifications: Education and Experience
Bachelor's degree in Business, Health Care Administration, Public Health, Operations, or equivalent.
Additional equivalent work experience in a directly related field may be substituted for the degree requirement.
Ten (10) years in portfoliomanagement, finance, investment banking, asset management, or a related strategic field.
Preferred Qualifications: Education and Experience
Master's degree in Business Administration (MBA), Health Administration (MHA), Public Health (MPH), Finance, or a related field is preferred.
Five (5) years in finance, investment banking, asset management, solution/product portfoliomanagement, or related field.
Five (5) years in healthcare (e.g., payer, provider, enablement company).
Five (5) years as a people leader with direct reports and demonstrated ability to lead cross-functional teams and manage multiple stakeholders effectively.
Certifications and Licensure (Preferred)
Project Management Professional (PMP)
Certified Scrum Product Owner (CSPO)
Certified Product Manager (CPM)
Certified ScrumMaster (CSM) - focuses on Agile project management and Scrum methodologies
Lean Six Sigma Green Belt or Black Belt - emphasizes process improvement and efficiency
Financial Modeling and Valuation Analyst (FMVA) - provides financial modeling and valuation skills
Executive Leadership Programs - focusing on leadership, strategic planning, and organizational management
Healthcare Management Certificate
Other Background Assets
Experience with Value-Based Care: Familiarity with value-based care models and healthcare industry trends, particularly in relation to portfoliomanagement.
Additional Information
Compensation and Benefits: The projected base salary for this position ranges from $212,250 to $280,170 depending on experience and qualifications. This role is also eligible for comprehensive benefits package, including wellness programs, retirement savings, and relocation support as applicable.
Join Us! If you are passionate about improving healthcare through innovative solutions and want to make a meaningful impact, we encourage you to apply. Risant Health is an equal opportunity employer committed to creating a diverse and inclusive workplace. We welcome applicants from all backgrounds and experiences. All your information will be kept confidential according to EEO guidelines.
$212.3k-280.2k yearly 40d ago
Portfolio Acquisition Lead
MMC Consulting 4.1
Portfolio manager job in Washington, DC
Job Description
MMC Consulting (MMC) is a customer-centric provider of transformative solutions whose mission is to help government clients become better fiduciaries of taxpayer resources.
Through management consulting activities that include program management, acquisition support, and workforce development training, we collaborate with our clients to deliver value added solutions to their mission critical activities.
A disadvantaged, certified woman-owned small business, MMC is dedicated to enhancing our client's ability to efficiently engage, empower, and execute our missions with excellence.
Position Description
MMC Consulting has an exciting new opportunity to support the protection of our nation's borders. Responsibilities include the following: Work closely with Portfolio Assistant Program Managers for Business (APMBs) to support Acquisition Management, Program Financial Management, Budget Development, Spend Plan Development, OMB 300 Business Cases, Asset Capitalization, and Fund Execution and Accountability.
The Acquisitions professionals will:
Provide life cycle management and sustainment of PMOD-deployed systems. This shall include:
Collecting, monitoring, and tracking deployed system performance.
Identifying, reporting, and assisting with the resolution of operating and support deficiencies.
Developing strategies to optimize system performance.
Preparing for and participating in system CCBs and supporting the planning and implementation of system engineering changes.
Providing input for the operations and maintenance budget formulation and reporting process for assigned systems and programs.
Preparing for and participating in technical interchange meetings.
Provide acquisition support and expert advice in the preparation and review of acquisition documents for the PMOD. Specific tasks include providing system acquisition and program management services to facilitate the cradle-to-grave system acquisition process within the PMOD.
Provide acquisition support services to the PMOD during the acquisition life cycle. Common activities include integration planning with other pre-award efforts and providing source selection tools and support. Provide services for the Planning, Programming, Budgeting, and Accountability process for resource allocation planning, congressional justifications, and acquisition planning. Have knowledge of and follow DHS MD 102 and be able to successfully support the PMOD through complex system acquisitions.
Provide support to the PMOD Portfolio PMs regarding contract issues involving scope, compliance, modifications, and alternative contract solutions. Identify requirements, deliverables, and specifications that should be included in acquisitions. Support the PMOD to develop and update documentation to support acquisition strategy, planning, and execution.
Work closely with the Assistant Program Managers for Business (APMBs).
We are searching for incumbent personnel and external talent.
Minimum Qualifications
BA/BS & 6+ Yrs Exp
Preferred Qualifications
Department of Homeland Security / Customs and Border Protection experience desired.
Additional Information
1. Telework will be authorized.
2. Must be a U.S. citizen.
3. If required, degree must be from a US-accredited institution.
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$135k-219k yearly est. 24d ago
Senior Investment Analyst
American Chemical Society 4.7
Portfolio manager job in Washington, DC
Key Responsibilities: * Contribute to the development and implementation of investment strategies across all asset classes. * Source and lead due diligence processes for external investment managers across public and private markets; draft and present investment recommendations.
* Monitor existing investments and conduct qualitative and quantitative analysis; lead update meetings with external managers, and attend annual meetings.
* Serve as the primary liaison to current and prospective investment managers; negotiate terms and coordinate with external service providers.
* Participate in investment decision-making, including manager selection, rebalancing, and termination across asset classes. Support asset allocation reviews and risk management initiatives.
* Coordinate legal due diligence and operational due diligence for prospective private investment funds.
* Build and maintain strong relationships with external asset managers, vendors, legal counsel, peer investors, and other industry stakeholders.
* Prepare and present materials to the Pensions and Investments Committee as needed. Manages ad hoc projects that aid in the management of the ACS investment portfolios, retirement plans, and debt financings.
* Conduct in-depth research on investment managers, portfolios, and market trends.
Requirements:
* Bachelor's degree in finance, accounting, economics, or a related field with a minimum of 7 years of professional experience. Prior experience in investments and valuation, such as in investment banking, consulting, asset management, alternative investments, is a strong plus.
* Progress toward the Chartered Financial Analyst (CFA) designation is strongly preferred.
* Demonstrated passion for investing and a strong understanding of institutional investment practices.
* Advanced proficiency in Microsoft Excel; familiarity with statistical analysis and comfort working with data platforms such as Bloomberg.
* Exceptional oral and written communication skills.
* Ability to work independently in a fast-paced and dynamic environment.
* Meticulous attention to detail and a commitment to high-quality work.
* Willingness and ability to mentor junior staff and contribute to team development.
* Openness to adopting new technologies and evolving processes.
* Genuine interest in the mission and values of the non-profit sector.
This role is based in our Washington, D.C. office. A reasonable rate of compensation for this position is between $125,000-$140,000 per year.
ACS currently provides the following benefits for this position: paid vacation leave, paid sick leave, paid holidays, health insurance, flexible spending account or health care savings account, dental insurance, life insurance, vision insurance, retirement benefits, short- and long-term disability, and 4-week work from anywhere; each benefit is subject to the terms of the applicable program. Additional benefits may apply based on skills, experience, and location.
Any actual offer of employment, reflecting the total compensation package and benefits, will be made in the sole discretion of ACS. ACS reserves the right to amend or modify its employment benefits and compensation structure at any time.
$125k-140k yearly 15d ago
Senior Analyst, Feasibility and Investment Analysis
Host Hotels & Resorts 4.5
Portfolio manager job in Bethesda, MD
The individual's primary focus is to support the Portfolio Strategy & Feasibility team and the company's investment decision-making process to ensure disciplined and rational allocation of capital. This is accomplished through completion of hotel valuations, and market, corporate, and industry analyses. The position requires a solid foundation of lodging real estate valuation experience, as well as comprehensive knowledge of the real estate and hospitality industries.
The principal functions of the position include:
As a member of the Enterprise Analytics team, prepare analyses in support of the development and implementation of Host's corporate strategic plan
Support Portfolio Strategy & Feasibility team through completion of ad-hoc analyses focused on asset performance, market dynamics, and portfolio evaluation
Develop/maintain a thorough understanding of lodging industry dynamics for assigned markets
Feasibility and underwriting of capital projects
Preparation of valuations of owned assets for dispositions or management agreement negotiations with oversight.
Assisting with underwriting of acquisition targets
KEY RESPONSIBILITIES:
Assess historical market dynamics; prepare supply, demand, financial, market penetration and valuation analyses - extensive Excel financial modeling required
Perform market research and analysis for properties and markets considered for acquisition, disposition or major capital projects
Utilize benchmarking tools and work collaboratively with the Enterprise Analytics, Investments, and Asset Management teams to identify potential opportunities and risks
Create portfolio analytics and dashboards to support Host's strategic plan and capital allocation
Conduct market and industry research used in the development of business plans and presentations
EDUCATION AND EXPERIENCE:
Bachelor's Degree with a concentration in Hospitality, Real Estate, Finance or related field
At least three years of relevant experience in hotel/lodging valuation, asset management, investments, feasibility, or commercial real estate underwriting with direct hotel exposure.
Position requires a thorough knowledge of the lodging industry and real estate finance
REQUIRED SKILLS:
Advanced pro-forma and financial structure Excel spreadsheet modeling
Understanding of industry data sets (STR, CoStar) and demonstrated ability to gather, interpret, and synthesize complex data from various sources
Exceptional report writing, verbal and written communication skills, including ability to effectively present assumptions and conclusions for assigned projects
Ability to work independently and manage multiple assignments
A very thorough / detail oriented approach to work product, with commitment to quality and accuracy
A strong desire to achieve team goals and the flexibility to provide assistance where needed
It is the policy of Host Hotels & Resorts to provide equal employment opportunity (EEO) to all persons regardless of race, color, religion, national origin, gender, age, sexual orientation, gender identity, gender expression, ancestry, genetic information, disability, marital status, or veteran status, or any other characteristic protected by federal, state or local law. In addition, Host will provide reasonable accommodations for qualified individuals with disabilities.
$80k-125k yearly est. Auto-Apply 60d+ ago
Tax/Senior Manager
Solid Rock Recruiting LLC
Portfolio manager job in Rockville, MD
Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm
Job Type: Full-time
About the Firm
We're partnering with a fast-growing, well-respected CPA firm that combines the resources of a larger practice with the close-knit culture of a boutique environment. The firm serves a diverse portfolio of clients across industries and is looking for a Tax Manager (CPA) to lead engagements, guide staff, and contribute to the firm's continued strategic growth.
This is an outstanding opportunity for a tax professional who values flexibility, collaboration, and career advancement-all while working with high-quality clients in a supportive environment.
Key Responsibilities
Lead and manage multiple tax engagements for corporations, partnerships, and high-net-worth individuals
Provide strategic tax planning and compliance services, identifying opportunities for savings and improved efficiency
Review complex returns and research technical tax issues to ensure compliance with federal and state regulations
Build and maintain strong client relationships, serving as a trusted tax advisor
Mentor, train, and develop staff members
Stay current with evolving tax laws and advise clients proactively
Support business development initiatives, including new client opportunities and firm growth efforts
Qualifications
Active CPA license required
Bachelor's degree in Accounting or related field
4+ years of public accounting experience focused on tax
Strong technical knowledge of federal and state tax regulations
Excellent analytical, communication, and client service skills
Ability to work independently and collaboratively in a hybrid or remote environment
Why Join This Firm?
✅ Hybrid work environment with flexible scheduling
✅ Competitive compensation including base salary + performance bonuses
✅ Comprehensive benefits: health, dental, 401(k) match, and profit sharing
✅ Generous PTO and paid holidays
✅ A leadership team that invests in professional development and long-term career growth
If you're a motivated Tax Manager seeking a hybrid opportunity with a growing public accounting firm that values balance, autonomy, and excellence - we'd love to connect.
📩 Apply by sending your resume to Steve@solidrockrecruiting.com
📞 Direct: 605-273-2108
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$89k-128k yearly est. 5d ago
Tax Manager - Partnerships
Staff Financial Group
Portfolio manager job in Washington, DC
Tax Manager - Partnerships - Washington, DC
Who: A CPA-certified tax professional with at least five years of public accounting experience, including two years of managerial experience.
What: Manages complex client tax compliance, identifies planning opportunities, leads partnership and high-net-worth engagements, and develops staff while serving as the main client contact.
When: Full-time position available immediately.
Where: Washington, DC Metro market.
Why: To support and grow a dynamic tax practice by delivering expert technical guidance, exceptional client service, and strong leadership across a diverse client base.
Office Environment: A collaborative, inclusive, integrity-driven environment focused on professional development, innovation, and work-life balance.
Salary: Competitive compensation with a comprehensive total rewards and benefits package.
Position Overview: The Tax Manager will oversee tax compliance, planning, and advisory services for middle‑market clients across industries such as manufacturing, real estate and construction, and professional services. This role includes managing complex individual and partnership returns, providing estate, gift, and trust planning support, leading staff, and maintaining strong client relationships. Ideal candidates excel in technical tax matters, communication, and project management and thrive in a fast‑paced, collaborative environment.
Key Responsibilities:
Manage and review complex individual and partnership tax engagements.
Provide tax planning and compliance support for partnerships and high-net-worth individuals.
Address tax needs for clients across manufacturing, real estate, construction, and professional services.
Identify tax and business issues and propose planning opportunities.
Serve as the main client point of contact, overseeing workflows, deadlines, and deliverables.
Lead, train, and develop tax staff and seniors.
Demonstrate exceptional client service and communication skills.
Qualifications:
Bachelor's degree in Accounting (Master's preferred).
Active CPA license required.
Minimum 5 years of public accounting experience, including 2+ years in management.
Strong background with C and S corporations, LLCs, and partnerships.
Experience with pass-through entity taxation, particularly partnerships.
Preferred experience with entity structuring, operating agreement review, allocations, and partner transactions.
Experience with complex individual, estate, and gift tax planning is a plus.
Strong understanding of client industries and business operations.
If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.
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$87k-122k yearly est. 2d ago
Oracle ERP Financial Manager
Office of The Chief Financial Officer
Portfolio manager job in Washington, DC
Government of the District of Columbia Office of the Chief Financial Officer (OCFO) Oracle ERP Financial Manager $122,503.00 - $157,830.00(Hybrid; Location: Washington, DC) The Office of the Chief Financial Officer (OCFO) whose mission is to enhance the fiscal and financial stability, accountability and integrity of the Government of the District of Columbia is in search of an Oracle ERP Financial Manager (ERP Business Analyst Manager). This position is located in the Office of the Chief Financial Officer (OCFO), Office of Financial Operations and Systems (OFOS), District Integrated Financial System (DIFS) Support Center. The incumbent is accountable for providing efficient and effective functional support for the ERP system.
Duties include, but are not limited to:
Serving as a primary resource in troubleshooting post-go-live production issues
Designing and implementing methods to gather and document business requirements for implementing enhancement requests
Leading fit-gap analysis
Assisting with prototyping, system configuration, testing, and end user training
Developing a system or process for reviewing internal and external data feeds into the Oracle ERP Cloud system
Reconciling and validating the data feeds and identifying the causes of any differences noted
Planning, designing and implementing policies and procedures for quarterly updates and patches for Oracle ERP Cloud
Developing a detailed workplan for testing Oracle ERP Cloud functionalities, issuing fixes and enhancements in the system after updates/patches have been made
Responding to requests for information and providing feedback on efforts that affect the Support Center's daily operations and activities
Managing the performance of the ERP Business Analysts and Subject Matter Experts
Performing other related duties as assigned
Minimum Qualifications: Six (6) years of progressive work experience performing related duties and responsibilities such as: evaluating ERP systems and providing end user support to improve effectiveness; evaluating and identifying business requirements; designing and developing solutions; leading business teams to implement system enhancements and resolve issues; and providing project management oversight. Experience utilizing Oracle Cloud Enterprise Resource Planning (ERP) and Oracle Cloud Enterprise Performance Management (EPM) is required. Excellent oral and written communications skills are required. Incumbent must have at least one (1) year of work experience supervising or providing direction and guidance to lower-level staff.
For initial review, please submit your resume to the Office of the Chief Financial Officer, Human Resources Division, located at 1101 4th Street, SW, Suite W220, Washington, DC 20024.
The OCFO offers a competitive salary and benefits package including medical, dental, retirement, and educational assistance.
The Office of the Chief Financial Officer is an EQUAL OPPORTUNITY EMPLOYER
How much does a portfolio manager earn in Arlington, VA?
The average portfolio manager in Arlington, VA earns between $62,000 and $187,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.
Average portfolio manager salary in Arlington, VA
$108,000
What are the biggest employers of Portfolio Managers in Arlington, VA?
The biggest employers of Portfolio Managers in Arlington, VA are: