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Senior tax manager vs portfolio manager

The differences between senior tax managers and portfolio 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 senior tax manager and a portfolio manager. Additionally, a portfolio manager has an average salary of $114,671, which is higher than the $92,363 average annual salary of a senior tax manager.

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

Senior tax manager vs portfolio manager overview

Senior Tax ManagerPortfolio Manager
Yearly salary$92,363$114,671
Hourly rate$44.41$55.13
Growth rate17%17%
Number of jobs65,32343,192
Job satisfaction--
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 71%
Average age4646
Years of experience88

What does a senior tax manager do?

A senior tax manager is responsible for overseeing an organization's tax responsibilities and ensuring that the accounting processes adhere to the state regulations and local procedures. Senior tax managers evaluate tax documents and prepare tax returns timely and efficiently. They assess the accuracy of tax provisions and implement strategic methods to resolve taxation issues by conducting research on existing tax laws and obligations. A senior tax manager must have excellent communication and organizational skills, especially in coordinating with clients to inform them of their tax updates and completion.

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.

Senior tax manager vs portfolio manager salary

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

Senior Tax ManagerPortfolio Manager
Average salary$92,363$114,671
Salary rangeBetween $66,000 And $128,000Between $66,000 And $198,000
Highest paying CityWashington, DCStamford, CT
Highest paying stateNew HampshireConnecticut
Best paying companyMicrosoftThe Citadel
Best paying industryFinanceFinance

Differences between senior tax manager and portfolio manager education

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

Senior Tax ManagerPortfolio Manager
Most common degreeBachelor's Degree, 68%Bachelor's Degree, 71%
Most common majorAccountingBusiness
Most common collegeUniversity of Southern CaliforniaUniversity of Pennsylvania

Senior tax manager vs portfolio manager demographics

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

Senior Tax ManagerPortfolio Manager
Average age4646
Gender ratioMale, 62.2% Female, 37.8%Male, 66.6% Female, 33.4%
Race ratioBlack or African American, 7.6% Unknown, 4.1% Hispanic or Latino, 14.6% Asian, 10.2% White, 63.2% American Indian and Alaska Native, 0.3%Black 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%
LGBT Percentage11%11%

Differences between senior tax manager and portfolio manager duties and responsibilities

Senior tax manager example responsibilities.

  • Prepare and review returns, assist accounting in establishing practices, manage SOX compliance and controls.
  • Manage information requests from IRS audit team and participate in discussions regarding audit procedures, propose adjustments and issue resolutions.
  • Experience on Onesource, Gosystem and Corptax
  • Review all ASC 740/FIN 48 reporting for office.
  • Implement OneSource tax compliance software, improving various process initiatives.
  • Involve in all aspects of tax accounting: monthly close process, tax provision per ASC 740 and journal entries.
  • Show more

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

Senior tax manager vs portfolio manager skills

Common senior tax manager skills
  • CPA, 18%
  • Client Relationships, 7%
  • Taxation, 5%
  • Tax Research, 5%
  • Tax Issues, 5%
  • Excellent Client, 4%
Common portfolio manager skills
  • Portfolio Management, 10%
  • Customer Service, 9%
  • Risk Management, 5%
  • Project Management, 5%
  • Financial Statements, 5%
  • Real Estate, 5%

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