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
$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 EquityTaxFull timeTemporary 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- The Associate Portfolio Manager role at Parametric, part of Morgan Stanley Investment... ..., focuses on managing customized equity portfolios to maximize tax efficiency while tracking client-specific... ...line with client objectives. This hybrid role combines in-office collaboration...Employment EquityTaxWork at officeRemote work3 days per week
$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- ...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
$90k - $110k
...administration services for Managers and General Partners of private equity funds, specifically: Buy... ...operations rapidly and efficiently. The Fund Controller... ...of the audit and tax preparation process Assisting... ...and tracking of portfolio company financings Cash...Employment EquityTaxWork at officeLocal areaFlexible hours$29 per hour
...sales and account management activities by maintaining... ...segment. This hybrid position combines... ...claims, using efficient processes to drive... ...within the assigned portfolio. Develop and manage... ..., internal equity, and other pertinent... ...Retirement Plan - Pre-tax and Roth post-tax...Employment EquityTaxContract workTemporary workWork at office$135.2k - $306.4k
...data layer: document processing, hybrid lexical/vector retrieval,... ..., throughput, memory, storage efficiency, or scalability when the problem... ...annum. May be eligible for bonus, equity, and compensation deferral.... ...Spending Accounts # Pre-tax commuter and parking benefits...Employment EquityTaxFull timeTemporary workFlexible hours$160k - $210k
...preferred DSP, leveraging our managed service DSP, or utilizing our... ...as we continue expanding our hybrid cloud footprint. Past that, we... ...- $210,000 USD Base Salary + Equity What We Offer Compensation... ...WA, Vancouver offices) & pre-tax commuter benefits ~ Employee...Employment EquityTaxWork at officeImmediate startRemote workWork from home$99.74k - $149.61k
...0 - $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$70 - $85 per hour
...Analyst / (3 Month Contract) / Hybrid Work Schedule (2 Days Onsite)... ...discussions with frontline employees, managers, and leadership to gather... ...geographic location, internal equity, and other pertinent job-... ...401(k) Retirement Plan -- Pre-tax and Roth post-tax contributions...Employment EquityTaxContract workTemporary workLocal area2 days per week$80k - $120k
...Portfolio Manager/Paraplanner Opportunity We're partnering with a fast-growing, fee-only RIA to hire a Portfolio Manager/Paraplanner... ...portfolios, and manage cash flow Collaborate with advisors on tax-efficient investment strategies Develop and refine scalable...TaxWork at office$33 - $40 per hour
...Job Description This hybrid litigation paralegal role... ...of agreements and managing administrative aspects... ...processes, and supporting team efficiency. Work Environment... ...geographic location, internal equity, and other pertinent... ...Retirement Plan - Pre-tax and Roth post-tax...Employment EquityTaxContract workTemporary workWork at officeRemote workMonday to Friday$116k - $216k
...The Sr Relationship Manager, Community... ...low-income housing tax credit (LIHTC) investments... ...and manage a portfolio of community development loans and equity investments, including... ...multiple projects efficiently to meet deadlines... ...by law. #LI-Hybrid #J-18808-Ljbffr KeyBankEmployment EquityTaxWork experience placementWork at officeFlexible hoursNight shift$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$50 - $65 per hour
This Project Manager will support a real estate technology... ...focused on improving efficiency for Lease... ...using agile, waterfall, or hybrid project management methodologies... ...location, internal equity, and other pertinent job... ...Retirement Plan - Pre-tax and Roth post-tax contributions...Employment EquityTaxContract workTemporary work$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- Univar Solutions USA Inc. in Bellevue, WA, seeks a Product Manager to lead ChemPoint product lines, aligning supplier investments with... ...strong sales acumen and collaboration across teams. The position is hybrid, based in Bellevue, WA, with travel about 20-25% for customer...
$100k - $150k
...Tax Manager Bellevue, WA; Lacey, WA; Vancouver, WA... ...Backed by private equity from people-focused Alpine... ...Responsibilities Manage client portfolio, consistently... .... Enhance efficiency across project initiatives... ...being. This role can be hybrid or remote. What We...Employment EquityTaxWork experience placementRemote workFlexible hours$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$240k - $270k
...-capacity, energy-efficient data infrastructure... ...Director of Tax to build and lead... ...for our expanding portfolio of data center development... ...under a private equity ownership structure... ...as Beale manages a growing portfolio... ...Location: Seattle, WA (hybrid - in office 2-3 days...Employment EquityTaxWork at officeLocal area2 days per week3 days per week$135.2k - $306.4k
...public cloud to include dedicated, hybrid and multi cloud, edge... ...hoping to enhance engineering efficiency by concentrating our expertise... ...annum. May be eligible for bonus, equity, and compensation deferral.... ...Flexible Spending Accounts ~ Pre-tax commuter and parking benefits...Employment EquityTaxTemporary workWorldwideFlexible hours- ...an environment that fosters diversity, equity, and inclusion. We are intentional in our... ...In conjunction with the VP of Portfolio Management, develop a strategic plan to maximize the... ...application. Valid Driver’s License. Hybrid work schedule: required in‑office Tuesday...Employment EquityContract workWork at office
$90k - $120k
...ARCHITECTURAL PROJECT MANAGER to join our Residential... ...satisfaction. This is a hybrid position, requiring a minimum... ..., to ensure the most efficient and cost-effective... ...to participate in a pre-tax Flexible Spending plan,... ...the importance of pay equity and consider internal equity...Employment EquityTaxWork at officeFlexible hours3 days per week$100k - $110k
...level, and to grow a portfolio of work that... ...INTERIOR DESIGN PROJECT MANAGER to join the team... .... This is a hybrid position, requiring... ...contractual terms. Ensure efficient and cost-effective... ...in a pre‑tax Flexible Spending... ...importance of pay equity and consider internal...Employment EquityTaxFlexible hours3 days per week$216.7k - $325.04k
...Director Of Tax Bellevue, WA TerraPower is... ...economics of nuclear power, hybrid energy and medical... ...Responsibilities: Lead the management of partnership tax... ...tax audits, ensuring efficient resolution. Support... ...range to maintain internal equity and allow room for...Employment EquityTaxTemporary workWork experience placementLocal areaRemote workRelocation package$45 - $50 per hour
...Job Title: Project Manager - Renewable Energy Interconnection... ...to move projects efficiently through utility review... ...This position offers a hybrid work arrangement, with... ...geographic location, internal equity, and other pertinent... ...Retirement Plan - Pre-tax and Roth post-tax...Employment EquityTaxContract workTemporary workLocal areaRemote work$115k - $145k
Senior Tax Accountant (Public Accounting) — Seattle... ...| Full Benefits | Hybrid/Remote Flex Location:... ...structuring, elections, and equity compensation; identify... ...minimize tax liability and manage exposure. Own client... ...to drive accuracy and efficiency. Manage ASC 740 (provision...Employment EquityTaxLocal areaRemote workFlexible hours$131k - $196.7k
...lead a brand-new AI product portfolio spanning our corporate support... ...with us!As Product Portfolio Manager, Enterprise AI, you will build... ...portfolio focused on driving efficiency, cost reduction and... ...life insurance. We offer a pre-tax Health Savings Account option...TaxFull timeTemporary work$135.2k - $306.4k
...to include dedicated, hybrid and multi cloud, edge computing... ...to enhance engineering efficiency by concentrating our... ...work with Engineering Managers and TPMs, and providing... ...be eligible for bonus, equity, and compensation... ...Spending Accounts # Pre-tax commuter and parking benefits...Employment EquityTaxTemporary workWork experience placementWorldwideFlexible hours
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