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  • Retail Financial Asset Manager

    Combined Properties, Incorporated 3.9company rating

    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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  • Director of Community Investment Initiative (PROGRAM MANAGER III)

    State of Maryland 4.3company rating

    Portfolio manager job in Baltimore, MD

    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
    $63k-104k yearly est. 2d ago
  • 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
  • Transportation Asset Manager

    Aecom 4.6company rating

    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
  • Commercial Banking Manager

    Accenture 4.7company rating

    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 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.
    $100.5k-270.3k yearly 7d ago
  • Senior Tax Manager

    Cerity Partners LLC 3.5company rating

    Portfolio manager job in Baltimore, MD

    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
    $230k-275k yearly 5d 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. #J-18808-Ljbffr
    $89k-122k yearly est. 3d ago
  • Senior Tax Manager

    Aprio, LLP 4.3company rating

    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
  • 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. #J-18808-Ljbffr
    $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. #J-18808-Ljbffr
    $87k-122k yearly est. 4d ago
  • Tax Manager, Partnerships - Lead Client-Facing Tax & Planning

    Northpoint Search Group 4.0company rating

    Portfolio manager job in Washington, DC

    A leading recruitment firm in Washington, DC is seeking a Tax Manager to oversee tax compliance and planning for diverse clients. The ideal candidate should have a CPA license, 5+ years of public accounting experience, and strong project management skills. Key responsibilities include managing client engagements and leading tax staff. This full-time position offers competitive compensation and a collaborative work environment focused on professional development and client service. #J-18808-Ljbffr
    $87k-123k yearly est. 4d ago
  • Portfolio Acquisition Lead

    MMC Consulting 4.1company rating

    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. Powered by JazzHR FepPjVZ0pg
    $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 4.5company rating

    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
  • Payments Banking Manager

    Accenture 4.7company rating

    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 approximately 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data, and AI 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 Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners, and communities. Visit us at ***************** . In Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent, and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention. Financial Services Payments Practice The Payments practice is a part of the Financial Services North America Banking Client Service Group, which provides consulting and outsourcing services to retail banking and payments clients throughout the U.S. and Canada. We serve more than 600 unique clients in 24 countries including banks, networks, merchants, and fin-techs, payment platforms. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience. These offerings include: · Payment Innovation (e.g., digital payments, wallets, etc.) · Card Issuing · Retail Bank Payments · Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering strategic solutions that achieve compliance, mitigate risks, and seize revenue growth opportunities. Key Responsibilities: · Develop world-class business and technology solutions for Consumer and Commercial Payments clients across a wide range of payment methods. · Conduct operating model assessments (people, process, org) and client needs assessments. · Perform vendor assessment and due diligence of packaged platforms, e.g. Card platforms, Pricing & Profitability and Workflow solutions, Treasury Management portals · Participate in process design, requirements gathering, and functional design as part of Payments systems implementation engagements. · Serve as a business architect during client engagements. · Participate in the development of best-in-class, reusable assets. · Participate in business development to originate new client opportunities. · Must be willing to travel up to 80% (Monday - Thursday) Here's What You Need: · 5 + years of relevant experience in one or more specific payment areas in any of the following payment domains: o Card: Private label, Credit, Online Debit, Offline Debit, Prepaid, ATM, Acquirer/Issuer o Retail: P2P, Bill Payment, Mobile Payments, Electronic Bill Presentment, Micro Payments o Electronic: ACH, Domestic Wire, International Wire, Fedwire/CHIPS, SWIFT o Cash / Treasury Management: Sales, Relationship, Operations and/or Product Delivery · 5 + years' experience with consulting project delivery including managing or creating project deliverables, and managing projects within timelines and budgets within management consulting or industry experience within a large commercial bank or payment provider. Preferred Qualifications: · Industry experience within Consumer, Commercial or new payment flows. Demonstrated business and technology expertise across the end-to-end payment lifecycles and operating models · Successful track record of performing operating model design, business process design, and system functional design. · Experience with vendor platforms enabling seamless delivery of payments products is preferred. · Ability to develop and manage relationships with client management. · Payments industry expertise in alternative/emerging payments · Understanding of end-to-end payments lifecycle · Business Architecture - Applied in solution planning, and requirements definition and analysis · Baseline understanding of the principles of technology · Requirements Analysis · Functional Design · Professional Skills Required: · Proven ability to work independently and as a team member · Proven ability to work creatively and analytically in a problem-solving environment · Excellent leadership, communication (written and oral) and interpersonal skills 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. (https://*****************/us-en/careers/local/total-rewards) 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 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 such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. 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. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (https://*****************/content/dam/accenture/final/accenture-com/document-3/Accenture-Equal-Employment-Opportunity-Statement.pdf#zoom=50) Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. 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. Further, at Accenture a criminal conviction history is not an absolute bar to employment. 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. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
    $100.5k-270.3k yearly 7d ago
  • Tax Manager, Partnerships - Lead Client-Facing Tax & Planning

    Staff Financial Group

    Portfolio manager job in Washington, DC

    A leading financial services firm in Washington, DC is seeking an experienced Tax Manager to lead complex tax compliance and planning initiatives. The role requires at least five years of public accounting experience and a CPA license, with a focus on partnership taxation. The Tax Manager will oversee individual and partnership returns, analyze tax planning opportunities, and provide exceptional client service. This is a full-time position offering competitive compensation and extensive benefits in a collaborative work environment. #J-18808-Ljbffr
    $87k-122k yearly est. 3d ago
  • Tax/Senior Manager

    Solid Rock Recruiting LLC

    Portfolio manager job in Baltimore, 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 #J-18808-Ljbffr
    $89k-128k yearly est. 1d 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 14d ago
  • Senior Manager or Tax Director

    Solid Rock Recruiting LLC

    Portfolio manager job in Annapolis, MD

    Onsite Senior Tax Manager / Tax Director Opportunity Job Type: Full-time About the Firm: We're partnering with a well-established, fast-growing CPA firm that is looking to add a Senior Tax Manager or Tax Director to their onsite team. This is a great opportunity for someone who thrives in a collaborative environment and is ready to take on a leadership role with a clear path for growth. Highlights of the Role: Lead and manage diverse tax engagements (corporations, partnerships, individuals, and trusts). Review and sign complex federal and state returns. Provide strategic tax planning and consulting on entity structuring, transactions, and compliance. Mentor and develop staff while managing client relationships. Research complex issues and provide practical, actionable solutions. Work closely with firm leadership on practice development initiatives. What They're Looking For: CPA required. 8+ years of progressive tax experience in public accounting, including management responsibilities. Strong technical expertise across corporate, partnership, and individual taxation. Experience with ASC 740 or transaction planning is a plus. Excellent leadership and client service skills. What's Offered: Competitive compensation package. Full benefits (health, retirement, PTO, etc.). Onsite role with a strong, collaborative team culture. Opportunity to step into a visible leadership position with long-term growth potent If you're a highly motivated and looking for a opportunity with a growing public accounting firm, we'd love to hear from you! 📩 Apply today by sending your resume to Steve@solidrockrecruiting.com to learn more! Direct Phone: 605-273-2108 #J-18808-Ljbffr
    $89k-128k yearly est. 1d ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Rockville, MD?

The average portfolio manager in Rockville, MD earns between $63,000 and $187,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Rockville, MD

$108,000

What are the biggest employers of Portfolio Managers in Rockville, MD?

The biggest employers of Portfolio Managers in Rockville, MD are:
  1. Capital One
  2. Atlantic Capital Bank
  3. Comtech
  4. Ernst & Young
  5. Pennington & Company
  6. CTC
  7. Penfed Credit Union
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