Tax-Efficient Equity Portfolio Manager - Hybrid
Morgan-Stanley
Morgan Stanley, based in Seattle, seeks an Associate Portfolio Manager to craft tax-efficient equity portfolios for separately managed accounts. You will rebalance, analyze benchmarks, and monitor events to optimize after-tax outcomes while aligning with client objectives. You will apply quantitative research and portfolio analytics, collaborating with technology, research, and trading teams to improve efficiency and insight. A CFA/MBA path is preferred as you advance. #J-18808-Ljbffr Morgan-Stanley
$78k - $140k
...securities, wealth management and investment management... ...to build portfolios focused on what's important... ...investors access efficient market exposures,... ...part of Parametric's hybrid working model,... ...DESCRIPTIONManages structured equity portfolios maximizing tax efficiency while...Employment EquityTaxTemporary workWork at officeLocal areaRemote workWorldwide3 days per week$70k - $140k
...securities, wealth management and investment... ...consultants to build portfolios focused on what's... ...investors access efficient market exposures,... ...part of Parametric's hybrid working model, which... ...customized equity portfolios designed to maximize tax efficiency while closely...Employment EquityTaxTemporary workWork at officeLocal areaRemote workWorldwide3 days per week$70k - $140k
...securities, wealth management and investment... ...consultants to build portfolios focused on what's... ...investors access efficient market exposures,... ...part of Parametric's hybrid working model, which... ...customized equity portfolios designed to maximize tax efficiency while closely...Employment EquityTaxTemporary workWork at officeLocal areaRemote workWorldwide3 days per week$150k - $180k
...power of our distinctive investment management capabilities, we provide a wide... ...provide investors with customizable and tax-efficient exposure to equity and fixed income asset classes. The... ...long-only and long/short equity portfolios that allow, among other things, a range...Employment EquityTaxFull timeWork at officeFlexible hours$85k - $100k
...administration services for Managers and General Partners of private equity funds,... ...operations rapidly and efficiently. Job Description:... ...of the audit and tax preparation... ...management and tracking of portfolio company financings... ...We provide a hybrid work environment for...Employment EquityTaxWork at officeLocal areaFlexible hours$191.5k - $277.2k
...net worth and institutional clients as Portfolio Manager within Baird Trust Company. Ongoing tasks... ...education and experienceKnowledge of global equity and fixed income markets along with... ...investment conceptsGeneral understanding of the tax codeLicenses/Certifications:CFA / CFP...Employment EquityTaxFull timeWork at officeRemote work$28 - $32 per hour
...supporting the company's energy efficiency and clean energy initiatives.... ...geographic location, internal equity, and other pertinent job-... ...401(k) Retirement Plan – Pre-tax and Roth post-tax contributions... ...) Workplace Type This is a hybrid position in Bellevue,WA. Application...Employment EquityTaxContract workTemporary workFor contractorsWork experience placementCurrently hiringLocal areaRemote workRelocation- ...cycles with precision, designing automated processes, and leading tax strategies. The ideal candidate will have over 5 years of... ...offers competitive compensation, stock options, and supports a hybrid work model allowing flexibility between office and home work. #J...Employment EquityTaxWork at officeWork from home
$250k - $290k
...CEOs, Boards, Private Equity and Governments every... ...delivery, operational efficiency, and business value across... ...organization. The Portfolio Manager serves as a strategic... ...and leader-enabled hybrid model. Our expectation... ...assurance, consulting, tax, strategy and transactions...Employment EquityTaxFull timeWork experience placementSummer holidayWork at officeFlexible hours- ...independent wealth and asset management business serving high net worth... ...investment team, driving portfolio research and analysis across... ...and an understanding of the tax and estate planning considerations... ...intelligence tools Manage equity and fixed income investments...Employment EquityTax
$85.51k - $149.61k
...attention. This role allows for a hybrid schedule requiring weekly... ...analyze data and present results to management. Assist Financial Planning... ...for legal, regulatory and tax implication issues and coordinate... ...experience and internal equity. If you have questions about Overlake...Employment EquityTaxLocal areaImmediate startShift work$99.74k - $149.61k
...- $149,614.00 Work Location Hybrid in Bellevue WA after introductory... ...for Workday Human Capital Management and related HR technology platforms... ...with immediate vesting. Pre‑tax and Roth after tax retirement... ...experience and internal equity. If you have questions about Overlake...Employment EquityTaxLocal areaImmediate startShift work- ...based on experience, internal equity and market. Job Summary The Office... ...Affordable Housing Planning Manager to help us shape and catalyze... ...such as the multifamily tax exemption program, capital investment... ...moderately quiet. Flexible/Hybrid Working A hybrid work schedule...Employment EquityTaxFull timeWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hoursAfternoon shift
$70.93k - $141.86k
...federal and state estate tax returns and federal... ...tax returns. • Manages intestate and insolvent... ...and concurrent deadlines efficiently. • Work directly with... ...conditions, and internal equity. Washington... ...range: $70,930 to $141,860 annually #LI-HybridEmployment EquityTax$99k - $266k
...advisory needs such as audit, tax compliance, and planning... ...their operational efficiency and to free up time that... ...key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and... ...; CA-Sacramento; US-Hybrid; NJ-Florham Park; CA-San...Employment EquityTaxFull timeContract workH1b$225k - $260k
...energy, energy transition, tax credit transactions,... ...Assistance and Management: Assist/Manage a variety... ....Familiarity with tax equity financings, transferable... ...correspondence in an efficient and responsive manner;... ...applicable policy and law.#LI-Hybrid#LI-AH1DLA Piper is an...Employment EquityTaxFull timeWork at officeImmediate startRelocationRelocation package$95 - $100 per hour
...fulfillment, inventory management, and retail... ...experiences that improve efficiency, productivity, and... ...spaces.Strong portfolio showcasing systems... ..., internal equity, and other pertinent... ...Retirement Plan - Pre-tax and Roth post-tax... ...Workplace TypeThis is a hybrid position in...Employment EquityTaxContract workTemporary work$100k - $150k
...Tax ManagerBellevue, WA; Lacey, WA; Vancouver... ..., leading quality management resources, best-of... ..., and modernized equity incentives so that... ...client portfolio, consistently delivering... ...engagements.Enhance efficiency across project... ...This role can be hybrid or remote.What We...Employment EquityTaxWork experience placementRemote workFlexible hours$115.6k - $160k
We're seeking a Portfolio Manager to transform how our Tax organization operates. You'll lead the strategic planning cycles, prioritization processes,... ...relationships that keep our fast-growing team aligned and efficient, ensuring we can focus on what matters most: serving...TaxFlexible hoursShift work$105k
...Engagement Manager Seattle, Washington, United States... ...General Partners of private equity funds, specifically:... ...operations rapidly and efficiently. Job Description: The... ...Supervise the audit and tax preparation process Review... ...closure We provide a hybrid work environment for...Employment EquityTaxWork at officeFlexible hours$81.43k - $121.8k
...position is responsible for managing all payroll functions,... ...supports efficient, accurate, and timely payroll... ...deductions, garnishments, taxes, paycheck issuance, and... ...Corporate Office and Culture.Hybrid Work Model: At The... ...factors, including internal equity, experience, education,...Employment EquityTaxFull timeWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...is hiring an Accounting Manager to join our client's... ...accounting team. This role is a hybrid position, and will work... ...with accuracy, efficiency, and a sense of purpose... ...most: supporting people, equity, and community well-... ..., including audits and tax filingsLeading and developing...Employment EquityTaxWork at office
$117.98k - $132.89k
...Director Of Portfolio ManagementSalary: $117,978 - $1... ...Greater Seattle, WA (Hybrid)Join Our Mission To End... ...Director of Portfolio Management (DPM) provides leadership... ...and advancing equity. The DPM ensures building... ...service delivery and efficiency.Knowledge, Skills, And...Employment EquityPermanent employmentFull timeWork at officeLocal area$105k
Standish Management UK in Seattle is seeking an Engagement Manager to lead client engagements in fund administration services. Responsibilities... ...strong proficiency in Microsoft Office. The position offers a hybrid work environment and a salary starting at $105,000 annually. #J...Employment EquityWork at office$375.4k
...internal legal team and manage a network of... ...authority on nonprofit, tax, and philanthropic... ...legacy for‑profit portfolio, stewarded by our... ..., ensuring value, efficiency, and mission... ...currently operating in a hybrid capacity, with... .... ON manages pay equity seriously and new...Employment EquityTaxFull timeWork at office$210.8k - $263.5k
...the company. Location Hybrid and based in either our... ...Lead equity and strategic financing... ...across finance, legal, tax, operations, and technical teams. Manage investors, bankers, counsel... ...problem‑solver—independent, efficient, and organized. Thrives...Employment EquityTaxWork at officeFlexible hours$260k - $390k
...Acquisitions, and Private Equity Lifecycle Management § Location: Seattle, WA... ...§ Schedule: Full-time, Hybrid 3/2 onsite, 1,850 hours yearly... ...specialist departments such as tax, regulatory, and... ...legal support staff to ensure efficient project delivery. !Notice...Employment EquityTaxFull timeWork at officeImmediate start$110k - $170k
CompanyFounded by CPAs, tax attorneys, and engineers... ...problems that are elegant and efficient. Partner with designers and product managers to solve the right... ...incentive compensation, equity, and benefits. Actual compensation... ..., low fees and more Hybrid working model: 3 days in...Employment EquityTaxWork at officeWork from home- ...Director will report to the Managing Director, Capital... ...finance, and portfolio finance teams, as well... ...corporate loan facilities, tax equity partnerships, tax credit... ...transactions are executed efficiently and accurately while... ...Ability to work in a hybrid office environment within...Employment EquityTaxWork at office
$225k - $260k
...energy, energy transition, tax credit transactions,... ...Assistance and Management: Assist/Manage a variety... .... Familiarity with tax equity financings, transferable... ...to correspondence in an efficient and responsive manner;... ...the firm's discretion. Hybrid - Regular in-office presence...Employment EquityTaxWork at officeImmediate startWork from homeRelocationRelocation package
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