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Portfolio manager vs tax manager

The differences between portfolio managers and tax managers can be seen in a few details. Each job has different responsibilities and duties. It typically takes 6-8 years to become both a portfolio manager and a tax manager. Additionally, a portfolio manager has an average salary of $114,671, which is higher than the $96,100 average annual salary of a tax manager.

The top three skills for a portfolio manager include portfolio management, customer service and risk management. The most important skills for a tax manager are CPA, client relationships, and tax planning.

Portfolio manager vs tax manager overview

Portfolio ManagerTax Manager
Yearly salary$114,671$96,100
Hourly rate$55.13$46.20
Growth rate17%17%
Number of jobs43,19279,204
Job satisfaction--
Most common degreeBachelor's Degree, 71%Bachelor's Degree, 68%
Average age4646
Years of experience88

What does a portfolio manager do?

A portfolio manager is responsible for managing the clients' investment portfolios to advise them of the best investment plans to achieve their financial goals and objectives. Portfolio managers determine the most suitable options by evaluating the clients' credit score and risk potential and the client's financial background. A portfolio manager should be highly knowledgeable and updated with the recent financial industry changes to decide on investment plans with maximum returns.

What does a tax manager do?

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

Portfolio manager vs tax manager salary

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

Portfolio ManagerTax Manager
Average salary$114,671$96,100
Salary rangeBetween $66,000 And $198,000Between $70,000 And $131,000
Highest paying CityStamford, CTSan Francisco, CA
Highest paying stateConnecticutNew York
Best paying companyThe CitadelMeta
Best paying industryFinanceFinance

Differences between portfolio manager and tax manager education

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

Portfolio ManagerTax Manager
Most common degreeBachelor's Degree, 71%Bachelor's Degree, 68%
Most common majorBusinessAccounting
Most common collegeUniversity of PennsylvaniaUniversity of Southern California

Portfolio manager vs tax manager demographics

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

Portfolio ManagerTax Manager
Average age4646
Gender ratioMale, 66.6% Female, 33.4%Male, 58.5% Female, 41.5%
Race ratioBlack or African American, 7.5% Unknown, 4.1% Hispanic or Latino, 14.4% Asian, 10.1% White, 63.6% American Indian and Alaska Native, 0.3%Black or African American, 7.5% Unknown, 4.1% Hispanic or Latino, 14.3% Asian, 10.0% White, 63.8% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between portfolio manager and tax manager duties and responsibilities

Portfolio manager example responsibilities.

  • Manage ongoing existing client needs and assist in credit structuring at loan origination.
  • Manage over $900M in U.S. Equities and fixed-income; are simultaneously responsible for monitoring over $1.4b in global assets
  • Manage governance, engage stakeholders and communicate budget impact to senior management.
  • Conduct post-promotion analysis and manage financial reporting to ensure favorable ROI for clients.
  • Create PowerPoint presentation books for clients.
  • Facilitate internal, external, GAAP audits.
  • Show more

Tax manager example responsibilities.

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

Portfolio manager vs tax manager skills

Common portfolio manager skills
  • Portfolio Management, 10%
  • Customer Service, 9%
  • Risk Management, 5%
  • Project Management, 5%
  • Financial Statements, 5%
  • Real Estate, 5%
Common tax manager skills
  • CPA, 16%
  • Client Relationships, 7%
  • Tax Planning, 6%
  • Tax Compliance, 5%
  • Taxation, 4%
  • Tax Research, 4%

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