Portfolio manager jobs in Baltimore, MD - 1,658 jobs

Introduction If you are looking for an exciting career with great benefits, pension, generous leave, competitive salary, and the opportunity for advancement and professional growth, apply to join the DPSCS team today! The Department of Public Safety and Correctional Services (DPSCS) is seeking dedicated candidates to fill important roles within our department. We are one of the largest departments in Maryland with nearly 12,000 employees and a budget of more than $1 billion. In order to fulfill our mission of promoting safety, we have increased security at our institutions while leading the way in innovative restorative justice projects that will help offenders reintegrate into society upon release. As a member of the DPSCS team, you can have a fulfilling career, while also enjoying a wide range of benefits such as medical and dental coverage, paid time off (i.e. vacation, sick leave), becoming vested in the State pension, supplemental retirement options, and even joining the Maryland State Employees Credit Union. This position is a special appointment. The incumbent will work at the pleasure of the appointing authority. Grade 21 Location of Position Baltimore City 6776 Reisterstown Road, Baltimore, MD 21215 Position Duties The Director of Community Investment leads special projects and reform initiatives within DPSCS. This role involves close collaboration with the Office of the Secretary to partner with communities statewide, delivering impactful events and programming. The Director strategically invests public and private resources in both institutional and non‑institutional settings to enhance overall community and institutional well‑being. The Director serves as the Department's community engagement liaison. The Director is responsible for building and maintaining strong relationships with diverse stakeholders, including community leaders, state, local and federal government agencies, donors, corporate partners, facilities leadership and internal departments. Collaborate with community groups to co‑create initiatives that are community‑led and impactful within and outside of the agency, such as the DPSCS Health and Wellness program, trauma response programming, back‑to‑school events, turkey‑drive events, job fairs (in conjunction with Human Resources), reentry simulations, and statewide reentry conferences. Provide leadership, guidance, and mentorship to a team of staff focused on community investment/engagement. Coordinate and oversee the department's Citizen Advisory Boards within the Baltimore, Cumberland, Hagerstown, Jessup, and Eastern regions. The Director will also assist with hosting the board meetings within the regions. Minimum Qualifications Education: Bachelor's degree Experience: 4 years of experience planning, implementing, and executing project management in Public Safety and/or Trauma‑Informed Care sectors Desired or Preferred Qualifications Possession of a Master's degree 3 years of experience managing grants and loans for community development and improvement Selection Process Please make sure that you provide sufficient information on your application to show that you meet the qualifications for this recruitment. All information concerning your qualifications must be submitted by the closing date. We will not consider information submitted after this date. Successful candidates will be ranked as Best Qualified, Better Qualified, or Qualified and placed on the eligible (employment) list for at least one year. Examination Process The assessment may consist of a rating of your education, training, and experience related to the requirements of the position. It is important that you provide complete and accurate information on your application. Please report all experience and education that is related to this position. Benefits As an employee of the State of Maryland, you will have access to outstanding benefits, including health insurance, dental, and vision plans offered at a low cost. Click on this link for more details: STATE OF MARYLAND BENEFITS Personal Leave - new State employees are awarded six (6) personnel days annually (prorated based on start date) Annual Leave - ten (10) days of accumulated annual leave per year Sick Leave - fifteen (15) days of accumulated sick leave per year Parental Leave - up to sixty (60) days of paid parental leave upon the birth or adoption of a child Holidays - State employees also celebrate at least twelve (12) holidays per year Pension - State employees earn credit towards a retirement pension Further Instructions Online applications are highly recommended. However, if you are unable to apply online, the paper application, supplemental questionnaire, and required documents may be emailed to **************************. Paper application materials must be received in our office by the closing date for the recruitment. Only additional materials that are requested will be accepted for this recruitment. If you are having difficulties with submitting your online application, please contact the DBM Recruitment Examination Division at ***************************** or ************. We thank our veterans for their service to our country. People with disabilities and bilingual candidates are encouraged to apply. As an equal opportunity employer, Maryland is committed to recruiting, retaining, and promoting employees who are reflective of the State's diversity. #J-18808-Ljbffr

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.

Senior Tax Manager page is loaded## Senior Tax Managerremote type: Hybridlocations: Encino, CA: Norfolk, VA: Baltimore, MD: Reston, VA: Denver, COtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R366We are seeking a CPA with at least 12+ years of experience from a mid-to-large sized local firm with business accounting and tax experience to join our firm. You will be reviewing and adjusting the accounting prepared by our tax accountants and preparing and reviewing tax returns for Partnership, S-Corporation, Individual, and Trust Tax Returns. Our firm has a broad base of clients in many industries, but the largest concentration is in real estate and experience in this area and partnerships is required.The qualified candidate is committed to public accounting, their peers, and clients with a high degree of integrity and professionalism. Collaboration is essential to the success of this role.**Primary Responsibilities*** Prepare complex real estate partnership returns.* Review accounting, workpapers, and tax returns, including partnership, S corporation, C corporation, trust, and individual (1040) returns.* Conduct detailed reviews with occasional preparation work as needed.* Manage client relationships, including client groups with multiple entities (up to 100+).* Provide direct client contact and develop tailored solutions for client needs.* Oversee and train staff, assisting with technical development and mentoring.* Apply advanced knowledge of multi-state tax issues, 1031 exchanges, 163(j) limitations, Qualified Business Income (QBI) deductions, 704(b) target allocation rules, allocation of non-recourse debt, 754 step-ups, and cost segregation studies.* Provide tax planning and manage special projects requiring analysis, judgment, and creative thinking.* Handle federal and state tax audits and assist with tax controversy matters.* Maintain expertise in multi-state tax and foreign compliance policies, ensuring adherence to relevant regulations.* Assist in preparing firm memos and technical documentation.* Keep up with industry best practices and tax law updates.* Support the development of staff through structured training programs.* Lead and execute other tax-related projects as they arise.**Required Qualifications:*** A college degree in accounting or a similar field is required.* Certified Public Accountant (CPA) designation.* A minimum of 12+ years of experience in public accounting is required, with a strong preference for candidates from a mid-to-large-sized local firm.* Experience with trusts, estate tax returns, and/or private foundations is preferred* Experience training, managing and mentoring teams* Experience with partnership tax matters, including capital account maintenance under the 704(b) regulations, 1031 exchanges, 754 elections, Section 163(j), 199A, and Pass-Through Entity Tax (PTET).* Multi-state tax experience is required, and international tax experience is considered a plus.* Proficiency in Excel and experience working in a paperless office environment are essential.* Familiarity with software such as Lacerte, QuickBooks, and CCH Engagement is desirable.**Compensation Range:****$230,000-275,000****Why Cerity Partners****:**Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:* Health, dental, and vision insurance - day 1!* 401(k) savings and investment plan options with 4% match* Flexible PTO policy* Parental Leave* Financial assistance for advanced education and professional designations* Opportunity to give back time to local communities* Commuter benefits*Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.**Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to **************************. Applicants must be authorized to work for any employer in the U.S.*Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set.Cerity Partners is one of the nation's leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don't just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron's Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs. #J-18808-Ljbffr

💼 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

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 portfolio management. + 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, portfolio management, 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 portfolio management. + 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.

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast‑growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top‑rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Tax team and you will help clients maximize their opportunities. Aprio is a progressive, fast‑growing firm looking for a Senior Tax Manager to join their dynamic team. Position Responsibilities Client Relationship & Planning Leadership Serve as the primary relationship lead for Atlas clients Lead planning‑focused conversations, including structured touchpoints throughout the year. Build trusting, long‑term relationships using open‑ended questions, curiosity, and empathy. Identify planning cues from questionnaires, tax returns, system prompts, and client interactions. Translate cues into actionable next steps using standardized playbooks and frameworks. Simplify financial concepts and guide clients through important decisions with clarity. Tax & Technical Responsibilities Possess significant hands‑on individual tax experience, including the ability to sign simple 1040 returns immediately. Serve as the Tax Job Lead on designated clients when appropriate. Provide light technical explanation during planning discussions without performing full prep or review unless assigned. Identify complexity, planning triggers, and out‑of‑scope work; elevate items to the CSA and Tax Lead for proper billing and workflow support. Cross‑Functional Coordination Collaborate closely with CSAs, Wealth Advisors, Tax Leads, and specialist teams. Serve as the central coordinator for client‑related tasks, ensuring handoffs are clear and timely. Activate overlays and planning workflows based on client attributes and cues. Maintain and update client notes, planning actions, and engagement details in HubSpot. Process & Systems Responsibility Apply Aprio's Tier + Overlay model consistently across all assigned clients. Use HubSpot, Practice Engine, HubSync, planning dashboards, and standardized workflows to manage client engagements. Monitor cue dashboards and ensure timely completion of planning tasks. Support margin protection by upholding minimum fees, proper scoping, and structured delivery expectations. Qualifications Required Active CPA or EA license Ability to sign simple individual tax returns Significant experience preparing or reviewing 1040s Strong communication and relationship skills Ability to translate tax, financial, and personal context into planning actions High digital and systems fluency Demonstrated curiosity, empathy, and commitment to proactive client service Required Within 18 Months CFP certification (or completion of all requirements to obtain the certification within 18 months) $125,000 - $220,000 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. Why Work for Aprio Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future‑focused, innovative firm. Benefits Medical, Dental, and Vision Insurance on the first day of employment Flexible Spending Account and Dependent Care Account 401(k) with Profit Sharing 9+ holidays and discretionary time off structure Parental Leave - coverage for both primary and secondary caregivers Tuition Assistance Program and CPA support program with cash incentive upon completion Discretionary incentive compensation based on firm, group and individual performance Incentive compensation related to origination of new client sales Top rated wellness program Flexible working environment including remote and hybrid options What's in it for you Working with an industry leader: Be part of a high‑growth firm that is passionate for what's next. An awesome culture: Thirty‑one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team‑member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. A great team: Work with a high‑energy, passionate, caring and ambitious team of professionals in a collaborative culture. Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. Competitive compensation: You will be rewarded with competitive compensation, industry‑leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, pregnancy, sexual orientation, gender identity and/or expression, age, disability, genetic information, citizenship status, military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non‑attest tax and consulting services, and Aprio, LLP providing CPA firm services. #J-18808-Ljbffr

Would you like to work in a world-class tax practice working on complex and interesting technical issues? Deloitte's Washington National Tax (WNT) Passthroughs Group is looking for an experienced professional to join our tax practice. What you'll do Deloitte's WNT practice provides deep technical subject‑matter expertise and works closely with the firm's tax professionals and clients to provide a comprehensive approach to analyzing complicated issues and managing risks. Our WNT Passthroughs Group specializes in the intricacies of passthrough entities (partnerships and S corporations), including domestic and cross‑border restructurings, joint ventures, mergers, acquisitions, dispositions, and financing transactions. As a Manager in WNT's Passthroughs Group, you will collaborate directly with some of the leading experts in federal, state, and international taxation to consult with our clients throughout the transaction cycle - from negotiations right up to and including tax rulings and examinations. You will work on a variety of matters and will have significant opportunities to engage in legal research, analyze novel technical issues, and draft tax opinion letters and memoranda. You will frequently participate in speaking, writing, and professional association activities that address current developments in legislative proposals, judicial decisions, regulatory and administrative guidance, as well as tax administration and tax policy. The Team Deloitte Tax's WNT professionals represent a wide array of Fortune 500 companies and many leading private equity funds in some of their larger and more complex passthrough‑related transactions. Our professionals have extensive experience and expertise built on years in private practice at law firms and public accounting firms as well as public practice at the IRS and Treasury. Our team's significant government experience offers clients relevant insights into how the government approaches issues and actively contributes to the development of WNT's substantial private letter rulings practice. Our culture promotes strong interpersonal relationships among our team through an emphasis on professional development, collaboration, and investment in the technical and career development goals of all of our members. Qualifications Required: Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co‑locate in person 2 - 3 days per week Limited immigration sponsorship may be available 5+ years' experience in taxation in a law firm or 5+ years' experience in a public accounting firm practice Bachelor's degree in accounting, finance, JD or related field One of the following accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA If not CPA eligible: Licensed attorney Enrolled Agent Located in, or willingness to relocate to, the Washington, D.C. metro area Ability to travel 10-20%, on average, based on the work you do and the clientsandindustries/sectorsyou serve Preferred: An advanced degree such as MS in Taxation or JD and/or JD/LLM Strong analytical abilities. Excellent oral and written communication skills. For individuals assigned and/or hired to work in Washington, DC, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to Washington, DC, and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $132,930 to $246,870. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Information for applicants with a need for accommodation: ************************************************************************************************************ #J-18808-Ljbffr

Responsibilities Partner with senior leadership and external auditors to perform GAAP analyses for complex transactions and technical accounting matters; document conclusions in formal accounting position papers and support communication with cross-functional business partners. Research proposed transactions and collaborate with operations and corporate development to evaluate alternative structures and financial outcomes. Provide technical accounting support for recurring areas including capitalized software, impairments, joint ventures, receivables, revenue recognition, acquisitions, and divestitures. Research newly issued accounting standards and assist with the development and execution of related implementation plans. Support alignment between operational teams and technical accounting requirements, including the adoption of new accounting standards. Regularly review and enhance accounting policy documentation, identifying inefficiencies and leading process improvement initiatives. Develop strong relationships with peers and leaders across the organization to promote adherence to company policies and procedures. Assist in the preparation of quarterly and annual financial statements and SEC filings, including current reports, in compliance with U.S. GAAP and SEC regulations. Drive continuous improvements through process enhancements. Support proposed changes to the presentation of SEC filings based on research of literature, implementation guidance, and industry filings, in coordination with external auditors. Prepare, compile, and present statements of cash flows. Lead internal control and process improvement initiatives in response to evolving business needs, industry best practices, and new accounting or financial reporting guidance. Serve as a key liaison with external auditors, supporting the planning and coordination of financial reporting aspects of the audit. Qualifications Bachelor's Degree CPA 3-7+ years of relevant experience, including public accounting. Experience researching and implementing US GAAP and SEC rules and regulations. Experience or familiarity with ASC 606, ASC 842, ASC 810, ASC 350, ASC 805, ASC 718, ASC 326, ASC 323 Detail oriented, and can manage multiple workstreams simultaneously. Strong project management skills Self-motivated with drive to continuously improve communication, processes, and systems. Must have strong communication and interpersonal skills and be able to delegate and manage effectively. #J-18808-Ljbffr

Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: This role is requiring the oversight of multiple client service teams and the proven ability to plan, direct, execute and complete tax projects and compliance efforts across a variety of industries. This Senior Manager is a critical member of the local tax office team, providing thought leadership to the partner group while actively developing and mentoring staff and managers. Responsibilities include: Will economically and efficiently manage projects including billing and accounts receivable responsibilities Conduct review of federal and state income tax returns for corporate, S corp., partnership and individual clients Develop and maintain strong client relationships Provide innovative tax planning strategies and compliance expertise to clients; perform research and prepare/review technical tax memorandum Understand and manage firm risk on tax services performed Manage, develop, and mentor staff/managers on projects and assess performance through formal periodic reviews and informal feedback Qualifications: BS in Accounting required, Masters in Taxation or LLM is a plus CPA required Minimum of 8 years of experience in public accounting or corporate/public blend Working with the tax team to identify and resolve client issues Anticipating and addressing client concerns and resolving problems as they arise Successful engagement and client management skills, and experience with growing client relationships Possess effective writing, communication and tax research skills Sub C and Provision experience Sub K experience preferred Strong leadership and mentorship experience We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $106,500.00 - $267,500.00 per year. Our Benefits: Your exceptional people experience starts here. At Crowe, we know that great peopleare what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you! How You Can Grow: We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper! More about Crowe: Crowe (************** is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world. Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge. Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable. #J-18808-Ljbffr

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. #J-18808-Ljbffr

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

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

Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C Position Summary: We are seeking an experienced Portfolio Manager to join our OCIO Investment Team. This individual will play a senior role in managing multi-asset class portfolios, advising clients, and driving OCIO investment strategy. The ideal candidate will combine strong investment expertise with a client-first mindset, capable of both leading portfolio construction and fostering trusted relationships with boards, committees, and stakeholders. The primary duties and responsibilities include but are not limited to: As a senior member of the OCIO Investment Team: * Lead the design, construction, and ongoing management of customized multi-asset portfolios. * Oversee asset allocation, risk management, and rebalancing strategies. * Conduct manager selection and due diligence across traditional and alternative asset classes. * Contribute to the firm's overall investment philosophy, research agenda, and capital market views. * Serve as the lead investment advisor for a set of institutional clients. * Monitor portfolio performance, attribution, and liquidity, providing actionable recommendations. * Present investment strategy, performance, and market insights to investment committees and boards. * Build long-term, consultative relationships, ensuring alignment with each client's objectives, risk tolerance, and governance structure. * Partner with client service and operations teams to ensure seamless delivery of investment solutions. * Mentor and develop junior investment professionals. * Collaborate with business development to support new client growth and retention. * Uphold fiduciary standards, regulatory compliance, and best practices in portfolio management. Qualifications: Specific qualifications for the Portfolio Manager position include: * Minimum of 10+ years of investment experience required, within an Endowment or other OCIO firm preferred * CFA and/or MBA required * Must be an experienced investor who is creative, innovative, and possesses a high level of familiarity across a broad range of investment strategies and client management disciplines * Is self-motivated, a team player and has experience mentoring junior team members * Must be dedicated to the "client first" principles of the firm and must possess uncompromising personal integrity * Ability to work in our Boston, Richmond, Charlottesville, or Baltimore office location; Preference on Boston and Charlottesville locations Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship). Salary: $200-225k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility, which are applicable to this position. Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. * Medical * Dental * Vision * Wellness program participation incentive * Financial wellness program * Fitness event fee reimbursement * Gym membership discounts * Colleague Assistance Program * Telemedicine Program (for those enrolled in Medical) * Adoption Benefits * Daycare late pick-up fee reimbursement * Basic Life & Accidental Death & Dismemberment Insurance * Voluntary Life & Accidental Death & Dismemberment Insurance * Short Term Disability * Paid parental leave * Group Long Term Disability * Pet Insurance * 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer.

MD Energy Advisors (MDEA) is a rapidly growing energy management company that provides Commercial, Utility, and financial solutions for clients across the United States. As we continue to expand our operations, we are seeking a talented and driven Energy Portfolio Manager to expand our Commercial Solutions division. The Energy Portfolio Manager for Energy Procurement will be responsible for identifying, cultivating, and securing new business opportunities within the energy sector. This role requires a strategic thinker with a deep understanding of energy markets, procurement strategies, and client relationship management. PRIMARY RESPONSIBILITIES Develop and execute business development strategies to acquire new clients and expand the company's market presence. Research and identify potential clients, industries, and market segments for targeted outreach and lead generation. Build and maintain a robust pipeline of prospects, nurturing relationships from initial contact to contract closure. Collaborate with the sales team and other departments to tailor solutions and proposals to meet client needs. Responsible for the selling of energy procurement service and other energy products. Build and maintain strong relationships with key stakeholders, including energy suppliers, utilities, and potential clients. Direct all sales activities from opportunity identification through deal closure for all industry accounts. Prepare and deliver persuasive presentations, proposals, and pitches to prospective clients. Develop a sales plan to achieve annual business objectives. Develop and manage strategic relationships with consultants and partners that contribute to the achievement of annual targets as defined in the sales plan. Stay updated on industry trends, regulatory changes, and technological advancements to provide innovative and competitive solutions. Maintains professional, technical and product knowledge by attending developmental sessions when needed. Communicate with the manager and cross-functional team to ensure availability, accuracy and execution of activities. Leverages existing market contacts and relationships to drive direct and indirect prospecting and business development. Achieve sales targets and contribute to the overall revenue growth of the energy procurement division. Provide regular reports and analysis on sales activities, market trends, and competitor strategies to the management team. QUALIFICATIONS Bachelor's degree in business, economics, engineering, or equivalent related work experience. Proven track record of at least 10 years in business development or sales within the energy procurement, utilities, or related industry. Exceptional communication, negotiation, and presentation skills. Ability to analyze data, identify trends, and develop strategic solutions. Self-motivated, results-oriented, and capable of working independently as well as part of a team. Strong knowledge of energy markets, procurement processes, and regulatory frameworks. Strong Emotional Intelligence: ability to understand needs and feelings, then responding appropriately. Strong Communication Skills: ability to build relationships, identify customer concerns and articulate solutions. Active Listening: ability to understand a customers' needs, by offering clarifying questions and responses. Agile-Thinking: Ability to think deftly, identifying customer needs, overcoming objections, and delivering an impactful solution. Receptive to Feedback: ability to receive feedback, identifying opportunities and implementing changes Demonstrated track record of building a direct book of business Ability to develop, cultivate, maintain and leverage contact networks and business relationships Proficient in Microsoft Office and Salesforce CRM. Ability to travel for client meetings, customer events, conferences, trade shows and other company functions as required. BENEFITS MD Energy Advisors offers competitive salaries and benefits. We put a premium on work-life balance, offering flexibility with our remote team. We also offer: Performance based incentives Medical, dental and vision health insurance 401k Paid time off and paid holidays Wellness Reimbursement Professional Development Reimbursement Regular team meetings and in-person gatherings Maryland Energy Advisors is an Equal Opportunity Employer/M/F/Disability/Vet.

Why join our team? With a mission that spans the globe, the USO provides a rewarding and fulfilling work environment. Our team is exceptional, and we offer generous paid time off, including volunteer days and military leave. We have a remarkable 401k match, comprehensive benefits, and opportunities for training and education reimbursement. Our team members are passionate about putting the mission first, and we have a lot of fun while doing it. Working for the USO isn't just a job it's a calling, and we believe in doing what you love and loving what you do. Dont take our word for it. The external Great Place To Work survey found that: * The USO is a Certified Great Place to Work 2025-2026 * 96% feel good about the ways we contribute to the community. * 94% are proud to tell others they work here. * 92% feel their work has special meaning: this is not "just a job." * 91% feel that when you join the company, you are made to feel welcome. * 92% feel people here are treated fairly regardless of their race. * 88% feel people here are treated fairly regardless of their gender. The Prospect Research & Portfolio Management Manager is responsible for providing prospect research, portfolio management, data analysis, pipeline reporting and related policy and procedural training for a specific group of fundraisers in support of the USOs Major Gifts and Corporate fundraising initiatives. Principal Duties and Responsibilities (*Essential Duties) Prospect Research: * Conduct proactive and responsive research on individuals, corporations, foundations, and other entities in support of the USOs fundraising efforts in line with internal policies and procedures * Provide fundraisers and support staff training research strategy and best practices in support of donor qualification, cultivation, and solicitation efforts * Serve as project lead and/or collaborate with teammates on research projects throughout the year * Prepare high-quality donor and prospect briefings, including event bios, meeting briefs, and leadership profiles, tailored to specific cultivation, solicitation, and stewardship objectives * Configure, review, and route substantive news alerts and philanthropic leads to fundraisers * Proactively identify, qualify, and recommend new prospective donors through data analysis, external research tools, and philanthropic intelligence, with an emphasis on major and leadership-level giving Prospect Assignments and Portfolio Management: * Review assignment requests and action them in line with internal policies and procedures * Provide fundraisers and support staff training on how and when to request assignments * Proactively develop, analyze, and monitor fundraiser portfolios to ensure appropriate size, composition, capacity alignment, and optimization relative to fundraising goals and pipeline coverage * Facilitate scheduled and impromptu portfolio consultation meetings with fundraisers to ensure portfolio information and assignments are up-to-date and reflected accurately in the Salesforce CRM * Aid in implementation of moves management processes and reporting to ensure prospects and donors move efficiently and effectively through the fundraising cycle * Monitor portfolio health and performance, identify under-managed or misaligned prospects, and recommend strategic rebalancing, upgrades, or transitions to maximize fundraiser effectiveness Data Analysis: * Review and analyze portfolio, prospect, and donor data utilizing pivot tables, data-modeling tools, and analytical methods to deliver actionable insights, portfolio health assessments, and strategic intelligence to fundraising teams and actionable insights * Perform fundraising data analysis/analytics methodologies including Recency, Frequency, Monetary (RFM) scoring, donor capacity ratings, and predictive modeling to support prospect qualification, portfolio optimization, upgrade identification, and pipeline prioritization demonstrated proficiency with diverse fundraising data and research systems such as Kindsight, Candid, Relationship Science, and LexisNexis and apply insights from these systems to drive proactive prospect identification and strategic portfolio development. Pipeline Reporting: * Review pipeline reports for accuracy and ensure all planned solicitations are reflected in the Salesforce CRM * Identify opportunities for improving pipeline processes and reporting for the purpose of accurately forecasting fundraising revenue * Provide fundraisers and support staff training on how and when to add opportunities to the Salesforce CRM Partner proactively with fundraisers to support opportunity strategy, validate ask readiness, and ensure pipeline entries reflect realistic probability, timing, and revenue expectations * Other duties as assigned. Job Specifications - minimum Knowledge, Skills, Abilities and Behaviors necessary to perform the job successfully. Equivalent combination of education and experience is acceptable. * Bachelors Degree in a broad array of study areas preferred. * 5+ years work experience in a development or fundraising role, specifically expertise in Prospect Management and Tracking principles and methods. Relevant experience in a not-for-profit, military, multicultural and/or global organization preferred. * Skill in applying technical knowledge of donor database and CRM technologies including Salesforce Strong interpersonal and problem-solving skills. Ability to interact with USO Leadership, the general public and military audiences at a variety of levels with integrity and professionalism. * Demonstrated ability to exercise sound judgment related to controversial and/or culturally sensitive subjects. Ability to handle confidential information with tact and poise. * Working knowledge of basic business and data analysis functions including pivot tables and project management. * Demonstrated initiative/self-motivation, with the ability to quickly and easily adapt to changing organizational needs. * Proficiency using computers and electronic equipment. Working knowledge of various software, applications, and programs including but not limited to Microsoft Office suite. * Ability to obtain and maintain proper credentials necessary to access USO Center locations and facilities including but not limited to security, credit and/or background screening, SOFA status, valid drivers license. * Must be a strong advocate of the USOs mission. Details * This position is located in Arlington, VA. Preference will be given to local candidates within commuting distance to the location. * Resume and cover letter are required for full consideration. * Background check education, criminal and driving required. * The statements contained herein describe the scope of the responsibility and essential functions of this position but should not be considered to be an all-inclusive listing of work requirements. Individuals may perform other duties as assigned including work in other areas to cover absences or relief to equalize peak work periods or otherwise balance the workload. If thats not enough to convince you, here are some direct quotes from employees: * The organization truly cares about the people who work here. * I have been with the USO for 4 years and have consistently been able to grow in my knowledge and position. It is a fun place to work and my work/life balance is manageable. The way the organization has handled COVID has been top notch - I never felt fearful that I would lose my job or be put in a situation where I did not feel safe. The benefits are great - PTO and 401k matching are top level. * There is great consideration given and extended in the following areas: organizational core values for all, work-life balance, impact we can actually see (and even experience as a staff member- the feeling of making an impact is priceless), autonomy with respect to current position within the organization. * Everyone is friendly and easy to talk to. We collaborate well together and share ideas and interests to create fun activities for our overall goal in the community. I couldn't think of a better organization to work for. * The mission alone provides a positive and meaningful purpose, where people should want to work and be a part of. Most of the people who work for the USO and volunteer for the USO have giving hearts and want to make a difference. This also makes the organization a place where people would want to work. * The mission and opportunities to make a Difference are amazing. There is no doubt that the USO is one of the most forward-facing, frontline serving nonprofits that I know of. #the USO Apply today. Join the mission. Join Team USO.

The Portfolio Manager position requires a broad and deep understanding of wealth management, fiduciary practices and investment strategies. The Portfolio Manager actively participates in the retention of existing clients, including assisting in the preparation and presentation of client proposals and reconciling account assets. The ideal candidate will have extensive investment expertise and will be able to operate in a semi-autonomous and entrepreneurial environment while maintaining a sales and client-centered focus. Portfolio Managers are team players and methodical business builders with experience and expertise as trusted portfolio managers serving the sophisticated needs of high net worth individuals, families, and institutions. The position requires a strong understanding of the full range of investment expertise in wealth management and related products, services, and processes. RESPONSIBILITIES * Participate in discussions on asset allocation, risk, investment performance, economic, and financial market trends with clients * Meet with clients on a quarterly basis, or as needed, to review portfolio performance and present appropriate recommendations * Prepare and present pitch materials to prospective clients * Evaluate financial products and services on the Wealth Management platform and recommend changes when necessary * Analyze investment performance of designated accounts and third-party portfolio managers utilized within the Wealth Management department * Buy, sell, and trade securities for accounts in accordance with policies established by the Investment Committee * Maintain a high service level by working closely with Private Wealth Advisors, Trust Officers, and department managers * Complete assigned account annual reviews ("Reg-9" reviews) and related paperwork and records maintenance * Guide and mentor Investment Analysts on assigned work as needed Qualifications * Bachelor's degree required * MBA or advanced degree in Finance or related fields, with desire to obtain the Chartered Financial Analyst designation preferred * Minimum of five years of experience in investment management and fiduciary portfolio management required * Chartered Financial Analyst (CFA) designation highly desired * Strong, successful track record that meets or exceeds goals set consistently required * Ability to foster teamwork and motivate colleagues required * Client-centered focus with excellent strategic thinking ability and consultative skills * Proficiency in Microsoft Office products (Microsoft Word, Excel, and PowerPoint) required * Strong proficiency with research/analytics tools (Bloomberg, FactSet, Morningstar, Investor's View, FirstRate) * Demonstrated experience in effective client relationship management required * Excellent verbal and written communication and interpersonal skills required * Flexibility to accommodate work outside normal business hours * Capacity to work with challenging clients and diverse groups of people * Ability to travel up to 25% is required KEY COMPETENCIES * Account management * Business Acumen * Presentation skills * Entrepreneurial spirit * Enthusiastic, positive energy Essential Functions: * Sitting / standing for extended periods of time * Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data * Ability to travel via air, rail, automobile, and/or bus Company Profile In Washington, DC, the expected base pay salary range for this role is $111,709 - $195,491, placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs. Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Washington DC Job Segment: CFA, Financial Analyst, Bank, Banking, MBA, Finance, Management

Job Description Computer Technologies Consultants (CTC) is seeking a Portfolio Manager to support the U.S. Centers for Medicare & Medicaid Services (CMS) in the National Capital Region (NCR). With offices in Washington DC and San Diego, CA, CTC is a leading technology company providing lifecycle IT, data analytics, cloud managed hosting services, agile software development, DevOps, Test Automation, Cyber Security, and infrastructure solutions. Additionally, we provide Professional Talent Acquisition Services as we proudly support the unique needs of U.S. Defense, Intelligence, and Federal Civilian agencies as well as Fortune 1000 companies. Got the Government Contractor Blues? Looking for a company that cares and goes beyond just filling another contract billet? Well look no further! Experience this family-oriented company who takes pride in you and will help you grow where your passions lie. Holding many Defense & Federal government contracts around the globe, with our client you have the opportunity to take on new and evolving challenges, aim beyond what you think you are capable of and work in collaborative, dynamic, and high-tempo environments. Our clients' employees are their most valued asset and they invest in their people because they are in it for the long term. They are committed to your success and well-being and offer competitive benefits packages, salaries, bonus/award programs, and a high potential for professional growth and job opportunities world-wide. Why Should You Be Interested? Direct hire full-time position Competitive base salary and comprehensive benefits Mid-size company with room for growth Position Title: Portfolio Manager Position Location: This position is full time, on-site at our client's facility in the National Capital Region Daily Responsibilities: Provides overall portfolio management across multiple initiatives, including strategy alignment, governance, and financial integration. Leads enterprise portfolio(s) with approximately five (5) or more initiatives, providing decision support, Budget Portfolio Integration (BPI) (or equivalent) execution support, and portfolio-level risk and issue management. Establishes and leads portfolio-level governance, including prioritization, dependency coordination, and escalation of portfolio risks/issues to appropriate stakeholders. Ensures delivery of timely, high-quality, and compliant deliverables in accordance with contract requirements. Oversees work planning, staffing alignment, and performance across portfolio initiatives; coordinates staffing needs and monitors execution against plans. Oversees portfolio-level financial tracking to ensure alignment between planned work and executed work. Ensures required portfolio/program documentation is properly maintained and kept current. Required Years of Experience (min): At least eight (8) years of relevant portfolio or program management experience. Required Degree/Certifications: Bachelor's degree or equivalent additional years of experience. Required Experience & Expertise in the following areas: Demonstrated success delivering complex projects and initiatives on time and within budget. Experience supporting Federal or commercial health related programs; CMS and/or HHS experience preferred. Ability to manage priorities and meet critical deadlines in a fast-paced environment. Strong written and oral communication skills, including executive-level communication and stakeholder coordination. Required Clearance: Security/Background Check Pay Information Full-Time Salary Range: TBD Please note: This range is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to: business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. Computer Technologies Consultants, Inc. is an Equal Opportunity Employer that provides employment opportunities for all qualified applicants without regard to race, color, religion, gender identity and/or expression, sexual orientation, age, mental or sensory differing abilities, protected veteran status, sex, national origin, or any other characteristic protected by applicable law. Computer Technologies Consultants, Inc. is devoted to diversity, equity, and inclusion.

John Marshall Bank has an immediate opening for a Portfolio Manager in our Alexandria office to be responsible for supporting the Commercial Lending team by providing front-end loan analysis, portfolio management, loan review, and credit underwriting. The Portfolio Manager will have an opportunity to participate in sales calls and learn the fundamentals of loan structuring, deal negotiation, and play an active role in navigating through the credit lifecycle. This person will also be responsible for providing assistance to and directly interacting with our customers on a regular basis. In this role you will: Identify credit and non-credit sales opportunities for the Bank and refer to the appropriate individual. Provide direct support to lending officers. Coordinate with Credit Administration to ensure proper documentation, loan closing and file preparation. Coordinate with the Credit Department to maximize their use for underwriting and compliance review. Coordinate underwriting and due diligence review of new loans. Handle ongoing customer service issues. Monitor transactions with responsibility for following up with customers for financial statements and other information as requested. Safeguard the quality of the Bank's loan portfolio by aggressively managing the level of exceptions and delinquencies. Assist with compiling portfolio reports for management. Monitor loan review process for each loan portfolio for compliance with financial reporting and covenants. Prepare summary, present facts and offer opinions concerning creditworthiness to lenders and/or committees. Determine the need for more thorough investigation or additional information and contacts appropriate sources for such information Review all pertinent credit and financial information, including information from reporting services, credit bureaus, banks and bank files Be responsible for complying with the various rules, regulations, policies and ethical standards governing the financial services industry including compliance with the Bank Secrecy Act. Perform other duties and/or special projects of a similar level of complexity as assigned Requirements 3 years of experience within a financial organization Skilled at Credit Underwriting & Risk Management Working Knowledge of accounting, financial statements and banking Proficient with Microsoft Suite, especially Excel Ability to motivate or influence internal and external senior level professionals and stakeholders Professional level verbal and written communication skills Must be extremely organized, accurate and demonstrate the ability to carry out responsibilities Attention to detail Critical problem-solving skills Proven customer service skills Results focused John Marshall Bank is an Equal Opportunity Employer At John Marshall Bank, we pride ourselves on being able to attract the best talent in the industry, therefore we offer a comprehensive benefits package which includes: Medical Dental 401K Retirement Plan w/ an Employer Match (4% match on 5% contributions - this is highly competitive compared to other organizations) Vision Employee Assistance Program Flexible Spending Transit Reimbursement Long Term Care Paid Time Off Life and Disability Coverage At this time, John Marshall Bank will not sponsor a new applicant for employment authorization for this position.

Category Project and Program Management Tracking Code TAS 5257 Type Full-Time/Regular CALIBRE Systems, Inc., an employee-owned Mission Focused and Digital Transformation company, is seeking an experienced Program Manager to oversee a diverse portfolio of projects supporting U.S. Army, National Guard, and Marine Corps programs. The ideal candidate will have a strong background in program and project management, familiarity with financial and ERP systems such as Costpoint, and prior experience working with Army organizations. Preference will be given to candidates with prior military service, particularly within TRADOC, Army Futures Command, PEO STRI, or Space Force. Key Responsibilities * Manage a portfolio of disparate projects, ensuring alignment with organizational goals and client requirements. * Develop and maintain project schedules, budgets, and performance metrics. * Coordinate across internal teams and external stakeholders to ensure timely delivery. * Utilize Costpoint or similar systems for financial tracking, reporting, and compliance. * Provide strategic guidance and risk management for Army-related programs. * Prepare and present status reports to leadership and clients. * Lead proposal development efforts and support business development/capture activities to grow Army-related work. Required Skills * Bachelor's degree in Business, Management, Engineering, or related field. * Strong communication and leadership skills. * Experience with proposal development and BD/capture processes. Travel Requirements Approximately 25% travel to client sites, program offices, and industry events. Required Experience * 5+ years of experience in program or portfolio management. * Hands-on experience with Costpoint or similar ERP systems. * Proven track record managing projects for U.S. Army programs. Preferred Qualifications * Prior military service, ideally within TRADOC, Army Futures Command, or PEO STRI. * PMP or PgMP certification. * Experience with acquisition processes and Army program lifecycle. * Familiarity with DoD compliance and reporting requirements. CALIBRE and its subsidiaries are an Equal Opportunity Employer and supports transitioning service members, veterans and individuals with disabilities. We offer a competitive salary and full benefits package. To be considered, please apply via our website at ******************* Come join our dynamic team. #CALIBRECareers This position is located at 6361 Walker Lane, suite 1100, Alexandria, VA. View the Google Map in full screen.