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Retail Financial Asset Manager
Combined Properties, Incorporated 3.9
Portfolio manager job in Bethesda, MD
Combined Properties, Incorporated is a privately held real estate investment, development, and management company with approximately $2 billion in assets under management, consisting of retail and residential properties. The firm owns and operates a diverse, high-quality portfolio across multiple markets. Combined Properties maintains an entrepreneurial private-company culture, minimal joint-venture complexity (only two partnered assets), and direct access and exposure to best-in-class senior decision-makers. The company values intellectual curiosity, adaptability, and the thoughtful use of technology and data to continuously improve how assets are operated and decisions are made. We are currently seeking a Retail Financial Asset Manager to join our team.
The Retail Financial Asset Manager is a central partner to the retail platform, reporting directly to the EVP of Retail Asset Management and supporting the strategic, analytical, and operational decision-making across the company's retail portfolio. This unique role offers exposure to asset management, leasing, property management, construction, and capital markets, with a particular focus on value-add initiatives, redevelopment, re-leasing strategies, and portfolio performance analytics.
What You'll Do
The Retail Financial Asset Manager will lead underwriting and feasibility analysis, market research, portfolio and tenant analytics, budgeting and forecasting, and cross-functional coordination, while also presenting memos to leadership on asset performance, opportunities, and risks. The position works closely with the EVP, CFO, SVP of Leasing, and the Property Management and Construction teams, and is expected to function as a trusted, business / analytical thought partner as well as a highly capable executor.
What We're Looking For
Experience
Minimum 4 years in commercial real estate required, with exposure to retail assets strongly preferred.
Background may include financial analysis, underwriting, asset management, development, project management, or a combination thereof.
Experience preparing financial projections, feasibility analyses, and portfolio reporting.
Familiarity with acquisitions, dispositions, refinancing, and other capital transactions is highly desirable.
Skills
Strong financial modeling, underwriting, budgeting, and analytical skills.
Highly Quantitative Skillset - Advanced proficiency in Excel, tech-forward skillset, and knowledge of AI-enabled technology and tools.
Passion for market analytics/trends with the ability to think critically to enhance decision-making and asset performance.
Clear communicator with the ability to work effectively across all departments and with external consultants.
Collaborative, thinks long-term, and builds credibility through consistent high-quality work - Has a “learn-it-all” mindset.
Interested? Please apply for immediate consideration.
$84k-127k yearly est. 2d ago
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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 1d ago
Senior Manager, Asset Management - Federal Tax
KPMG 4.8
Portfolio manager job in Washington, DC
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm
KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax Services practice.
Responsibilities:
Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of Asset Management clients
Work as part of a multi-disciplinary team helping to provide industry knowledge and experiences
Oversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients
Manage teams of tax professionals and assistants working on client projects
Advise clients and be accountable for delivering high quality tax service and advice
Participate in and contribute to market and business activities external to the firm
Additional responsibilities for Senior Manager:
* Manage risk and financial performance of engagements including billing, collections, and project budgets
* Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice
Qualifications:
Minimum five years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm
Bachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
Prior experience with pass-through entities and partnerships
Experience managing multiple client engagements and client service teams
Additional qualifications for Senior Manager:
* Minimum eight years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm
* Experience mentoring and counseling staff level team members
KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
Follow this link to obtain salary ranges by city outside of CA:
***********************************************************************
California Salary Range: $135700 - $273400
KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
$63k-89k yearly est. 7d ago
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. 6d 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. 1d 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 7d ago
Transfusion Services Manager OR Blood Bank Manager in Virginia
K.A. Recruiting, Inc.
Portfolio manager job in Leesburg, VA
Location is close to Washington DC area and other East Coast cities like Baltimore and Philadelphia
Ranked as one of Forbes' Best Small Places for Business & Careers
Affordable Housing Market
Position Highlights:
Nationally-recognized medical center which offers advanced services
Hospital is an "A" Grade for Patient Safety Recipient
Day Shift position with flexible start of 8 hour shift (6:00am -8:00am)
Reports to Laboratory Director
Direct Reports include Technical Coordinator and a Team of 5 Laboratory Technologists
Requirements:
Bachelor's degree or Master's degree preferred.
ASCP certification (or equivalent) required; Specialist in Blood Banking (SBB) certification is preferred
Must have at least 4 years of blood bank experience
Offering highly competitive compensation and benefits packages! Benefits vary from facility to facility but all include health, dental and vision benefits; generous PTO and holiday packages; Life Insurance; retirement benefits; educational benefits and/or relocation assistance or sign on bonuses!
Interested in learning more? Contact Andrea at andrea@ka-recruiting.com or call/text 617-746--2745.
ACC 25131210
$77k-120k yearly est. 7d ago
Senior Tax Manager
Aprio, LLP 4.3
Portfolio manager job in Washington, DC
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
$125k-220k yearly 2d 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 1d ago
Financial Reporting Manager
Andrews & Cole
Portfolio manager job in Bethesda, MD
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.
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$89k-122k yearly est. 3d ago
Tax Manager - Consumer Goods
Cybercoders 4.3
Portfolio manager job in Washington, DC
*This is with a Public Accounting Firm and requires Public Accounting experience as well as an active CPA license* Job Title: Tax Manager Requirements: 5+ Years of Public Accounting Tax Experience - Strength in Consumer Goods
Tax Manager - Consumer Goods
Position Overview
The Tax Manager - Consumer Goods will oversee and manage all aspects of tax planning and compliance for the organization, focusing on the consumer goods sector. This role is essential in ensuring that the company adheres to all federal, state, and international tax regulations while optimizing tax liabilities and providing strategic guidance to enhance financial performance.
Key Responsibilities
Develop and implement tax strategies that align with the company's business objectives.
Manage the preparation and filing of federal, state, and international tax returns.
Perform tax research and analysis to support tax planning initiatives.
Monitor changes in tax legislation and assess their impact on the organization.
Collaborate with internal teams to ensure compliance with accounting principles and regulatory requirements.
Lead tax audits and respond to inquiries from tax authorities.
Provide guidance and training to team members on tax-related issues.
Engage with stakeholders to communicate tax strategies and compliance matters.
Qualifications
Bachelor's degree in Accounting, Finance, or a related field; CPA or equivalent certification preferred.
Minimum 5 years of experience in tax management, preferably within the consumer goods industry.
Strong knowledge of federal, state, and international tax regulations.
Proficient in tax planning, financial reporting, and compliance.
Experience with auditing and regulatory compliance processes.
Excellent analytical and strategic thinking skills.
Demonstrated leadership abilities and experience in team management.
Strong stakeholder management and communication skills.
Benefits
Vacation/PTO
Medical
Dental
Vision
401k
Bonus
Relocation
Telecommute
$82k-121k 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. 3d 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.
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$87k-122k yearly est. 4d 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.
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$87k-123k yearly est. 4d 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 1d 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. 30d ago
Army Portfolio Lead
Valinor Enterprises
Portfolio manager job in Washington, DC
Valinor is a new type of defense and government tech company focused on solving the problems others don't. Our unique model of centralized go-to-market and decentralized engineering allows us to move with unparalleled efficiency to identify unmet needs, build right-sized solutions, and get products where they matter most - in the hands of users. Unlike others in the space, who focus on the flashy problems, Valinor exists to solve the quiet, unaddressed problems-the small but significant ones that lead to cracks in the country's strength, stability, and security.
Backed by General Catalyst, Founders Fund, and Friends & Family Capital, Valinor was founded in 2024 and has established strategic partnerships with Palantir, Anduril, and Helsing. We are building the dream team, and we want you on it.
About The Role
The Army Portfolio Lead will serve as the senior individual representing Valinor's Product Companies to the U.S. Army. This role is responsible for end-to-end business development, translating the U.S. Army's needs and Valinor's wide range of cutting-edge technologies into mission-relevant solutions. This role is for an experienced acquisition professional with a strong sense of ownership, who thrives in ambiguity, is the ultimate team player, and delivers results.
What You'll Do
Own Army business development end-to-end: identify opportunities, shape deals, support proposals, and close contracts, with full accountability for results.
Develop a deep understanding of the existing and prospective client base, know the current or planned programmatic and technical roadmaps, and understand the competitive landscape.
Rapidly learn and deeply understand technical products across multiple product companies, translating complex capabilities into clear, compelling value for Army customers.
Develop and maintain effective working relationships with critical U.S. Army program office stakeholders to identify new business opportunities, proactively communicate and resolve program issues, and provide strategic direction across Valinor's growth, delivery, engineering, and manufacturing teams.
Work hands-on with distributed internal teams to align customer needs, product strategy, and execution across a broad Army footprint.
Build and own a pipeline in an ambiguous, startup environment: move fast, unblock yourself, and drive deals forward.
What We're Looking For
4+ years of direct government sales or business development experience with the U.S. Army (required); experience in a defense technology startup environment is a strong plus.
Technically curious and fast-learning; able to quickly grasp complex systems and confidently sell them to both technical and non-technical Army stakeholders.
High-ownership, low-ego person who thrives with minimal structure, takes initiative, and follows through from first meeting to contract award.
Demonstrated success leading acquisition, management, development, and/or capture of U.S. Army programs of record.
Extensive knowledge of and experience working with program offices, acquisition executives, major defense acquisition programs, prime contractors, and other stakeholder organizations across the U.S. Army.
Ability to identify, establish, and leverage key relationships with senior level officials and program stakeholders within the U.S. Army and broader DoD.
Understanding of and experience navigating the Defense acquisition process.
Excellent written and verbal communication skills with experience presenting to senior executives and customers.
Ability to travel up to 30% for required meetings and conferences.
This role is based in Washington, D.C., but strong candidates will be considered who live near select customer locations.
What Valinor offers
Competitive salary, equity packages, and benefits, including health, dental, and vision insurance - fully covered for employees, 401K, development stipends, among others.
Unlimited PTO and two-week company holiday at the end of every calendar year.
We are a pro-mental health and pro-family company - we actually
encourage
employees to spend time with themselves and their families. Valinor also provides fertility benefits to those just beginning that journey.
Fun work environment - we like to laugh and take care of each other, but we also deeply respect the mission in front of us.
Headquartered in Washington, D.C., with additional coworking spaces throughout the country. We also host team offsites and colocations around the U.S.
This role requires the candidate be eligible to obtain and maintain a U.S. security clearance at the SECRET level.
Valinor is an equal-opportunity employer committed to creating a diverse and inclusive workplace. The Valinor team is made up of incredibly talented and unique individuals, who together are disrupting industry norms by creating new paths towards the future of defense and government technology. All qualified applicants will be treated with respect and receive equal consideration for employment without regard to race, color, creed, religion, sex, gender identity, sexual orientation, national origin, disability, uniform service, Veteran status, age, or any other protected characteristic per federal, state, or local law, including those with a criminal history, in a manner consistent with the requirements of applicable state and local laws, including the CA Fair Chance Initiative for Hiring Ordinance. We actively encourage members of recognized minorities, women, Veterans, and those with disabilities to apply, and we work to create a welcoming and supportive environment for all applicants throughout the interview process. If you are someone passionate about working on problems that have a real-world impact, we'd love to hear from you!
$105k-170k yearly est. Auto-Apply 12d 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
Manager or Senior Manager, Tax - SALT Asset Management
KPMG 4.8
Portfolio manager job in Washington, DC
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm
KPMG is currently seeking a Tax Manager or Senior Manager to join our State and Local Tax (SALT) practice.
Responsibilities:
Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax compliance
Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and experience
Review information presented on state income tax returns before, during and after preparation
Build and manage client relationships, and supervise, mentor, and develop staff
Additional Responsibilities for Senior Manager:
* Oversee risk and financial performance of engagements including billing, collections, and project budgets
* Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice
Qualifications:
Minimum five years of recent experience preparing state income tax returns for pass-through and corporate entities, providing technical advice on multi-state tax issues
Licensed CPA, EA, JD/LLM or MTX, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
Experience providing services to pass-through entities and a solid knowledge of relevant state tax concepts
Ability to foster relationships both internally as well as with clients and desire to perform in a high-energy team environment
Exceptional writing, compliance, communication, management and tax research skills
Additional Qualifications for Senior Manager:
* Minimum eight years of recent experience
* Experience mentoring and counseling staff level team members
KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
Follow this link to obtain salary ranges by city outside of CA:
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California Salary Range: $130900 - $284400
KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
$63k-89k yearly est. 7d 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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How much does a portfolio manager earn in Centreville, VA?
The average portfolio manager in Centreville, VA earns between $62,000 and $186,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.
Average portfolio manager salary in Centreville, VA
$108,000
What are the biggest employers of Portfolio Managers in Centreville, VA?
The biggest employers of Portfolio Managers in Centreville, VA are: