Senior Portfolio Implementation Lead - Tax-Smart Trading
Range
Range is hiring a Senior Portfolio Implementation Analyst for their Investment Team. This role involves managing account trading and model implementation, ensuring compliance and efficiency in financial plans. The position requires 5+ years of trading experience, CFA/CFP designations, and strong interpersonal skills to work with high-net-worth individuals. The office is in New York City, with a focus on building a robust trading infrastructure. #J-18808-Ljbffr Range
- JPMorgan Chase is seeking a Tax-Smart Portfolio Manager - Associate in New York. You will manage tax-aware portfolios, ensuring the alignment of investment objectives with tax benefits. The ideal candidate possesses 2-5 years of relevant experience, strong analytical skills...SeniorTax
- CFA Institute in New York is seeking a Tax-Smart Portfolio Manager - Associate to oversee tax-managed investment strategies. The position involves daily portfolio management of tax-aware separately managed accounts, ensuring investment objectives are met while maximizing...SeniorTax
- ...including a full complement of sales, trading and research capabilities, to... ...is seeking an Executive Director, Senior Lead Commercial Real Estate Portfolio Manager / Underwriter to manage a group... ..., including the Low-Income Housing Tax Credit program 5+years’ experience...SeniorTaxPermanent employmentFull timeWork experience placementWork at officeLocal area
- The Tax‑Smart team within Customized Managed Account Solutions is part of J.P. Morgan Asset... ...passive direct‑indexing. As a Tax‑Smart Portfolio Manager - Associate, you will focus on partnering with research teams to build, implement and oversee tax managed investment...SeniorTaxFull timeWork experience placement
- ...administration, accounting, tax, order-taking with... ...ETF capital markets, trading or portfolio management... ...issuers Enhance our ETF implementation & educational program... ...marketplace ~ A knack for smart questions and... ...business, SEI remains a leading global provider of...SeniorImplementationTaxFlexible hours
- TwinThread is seeking a Tax-Smart Portfolio Manager - Vice President in New York, NY. In this role, you will manage tax-aware investment strategies... ...is beneficial. This position offers the opportunity to lead and innovate in investment strategy design. #J-18808-Ljbffr AumniTax
- Job Description The Tax-Smart team within Customized Managed Account Solutions is part of... ...passive direct-indexing. As a Tax-Smart Portfolio Manager - Associate, you will focus on partnering with research teams to build, implement and oversee tax-managed investment strategies...SeniorTaxFull timeWork experience placement
$105k - $115k
...united and analytics leads the way. We’re... ...consulting, analytics and smart tools in support.... ...team and client portfolio, Croud New York... ...NY in here! As a Senior Account Manager,... ...Delivering day-to-day implementation of Programmatic,... ...bonus Pre-tax commuter benefits...SeniorImplementationTaxFull timeSummer workWork at officeHome office3 days per week$172k - $215k
...Web App, Wallet, and Trading API. Uniswap Labs is also... ...-defining UX. As a Senior Product Designer at Uniswap... ..., prototyping, and implementation of user-facing... ...skills, with a strong portfolio that reflects independent... ...subject to applicable taxes and based on eligibility...SeniorImplementationTaxFull timeWork at officeRemote workHome office$90k - $130k
Tidal Financial Group is seeking an AVP of Trading and Portfolio Management in New York. The role involves implementing and managing ETF portfolios with responsibilities including trade execution and compliance reporting. Candidates should possess a bachelor's degree in...Senior$90k - $130k
Tidal Financial Group is seeking an AVP of Trading and Portfolio Management in New York City. The role involves managing ETF portfolios, providing operational support, and liaising with clients. Ideal candidates have a Bachelor's degree in finance or related fields and...Senior$78.96k - $85k
Senior Lease Administrator - Client Lead (RENT) Responsible for managing Lease Administration functions and implementations, client and vendor relationships, and centralizing... ..., real estate portfolio strategy, and service... ...CAM, Operating Expense, Tax and Insurance payments...SeniorImplementationTaxFull timeContract workTemporary workWork experience placementWork at officeRemote workWork from homeVisa sponsorshipWork visaFlexible hours$128k - $175k
...through some of the world’s leading and most valued brands... ...and strategic Senior Accounting Manager to... ...contact for auditors, tax advisors, shared services... ...deficiencies Drive systems implementations, process automation,... ...working within a portfolio company, subsidiary, or...SeniorImplementationTaxContract workLocal area$155.7k - $208.7k
...Disney Company ' s media portfolio to advance the... ...Innovation: We develop and implement groundbreaking products... ...Technology is looking for a Senior Product Manager to... ...compliant, and reliable tax and billing infrastructure... ...and financial risks. * Lead projects for scalable...SeniorImplementationTax$122k - $200k
Senior Engineer - Commodity Technology Bank of America... ...a Senior Engineer to lead an engineering team... ...based Commodities sales & trading desks. The role... ...aligns with the broader portfolio solution Defines the... ...Delivers real‑time risk by implementing and supporting...SeniorImplementationShift workDay shift$150k - $200k
Silvercrest Asset Management Group is seeking a Taxable Fixed Income Trader and Senior Portfolio Associate to manage investment-grade bond portfolios for high-net-worth clients. The ideal candidate will have 5-10 years of relevant experience and strong credit analysis...Senior- Tabs is the leading AI-native revenue platform for modern... ...We're looking for a Senior Product Manager to own... ...powers our Solutions, Implementation, Customer Success, and... ...product releases. We work smart. Get in front of the... ...leave up to 12 weeks Tax free commuter and parking...SeniorImplementationTaxFull timeContract workWork at officeShift work
$125.6k - $209.4k
...The Commercial Credit Senior Associate plays a pivotal... ..., monitoring loan portfolio, and ensuring compliance... ...financial statements, tax returns, due diligence... ..., including timely implementation of internal and external... ...approvals. Ability to lead a transaction...SeniorImplementationTaxWork experience placementInterim roleWork at office- ...lender relationships, industry‑leading deal volume and a proprietary... ...is available at As a Lead Senior Counsel on the Advisory team... ...Assist in the drafting and implementation of policies for CBRE DSF; participate... ...(e.g., Finance, People, Tax, Digital & Technology, Ethics...SeniorImplementationTax
$110k - $160k
Webull is a leading digital brokerage platform... ...do. From low-fee trading and robust market... ...a detail-oriented Senior Accountant to join... ...manages a diverse portfolio of entities, including... ...to support tax requirements (quarterly... ...the development, implementation, and ongoing...SeniorImplementationTaxTemporary workWork at officeWorldwideMonday to Friday- A leading professional services firm is seeking a Tax Senior Manager specialized in sales and use tax and indirect tax roles. Located in Parsippany, New Jersey, the candidate must have 7+ years of experience, relevant certifications, and exceptional client service skills...SeniorTax
$78.75k - $90k
...part of that movement—we’re leading it. United by a desire to build... ...Regarding Payroll, the Senior Lead would be responsible for... ..., and eager to assist in the implementation of new processes, best practices... ...other Payrolls, withholding taxes and benefits, and Travel & Expense...SeniorImplementationTaxFull timeWork experience placementWorldwideFlexible hours$150k - $250k
...Tradeweb is a global leader in electronic trading across asset classes. As financial... ...workstream end-to-end - architecture decisions, implementation, and quality bar Strongly Preferred... ...: You may elect to set aside pre-tax earnings to pay for eligible health care...ImplementationTaxFull timeWork at officeImmediate startFlexible hours- ...York. Come help us scale! The Role As a Portfolio and Trading Associate, you will play a critical... ...including cash reviews, drift analysis, and tax‑loss harvesting Execute cash raises,... ...and manage client portfolios at scale Implement new accounts into SWIM and execute...ImplementationTaxWork at office
$170.6k - $390k
...- Microsoft Enterprise Platform - Senior Manager (Architect & Solution Lead Roles) - Location OPEN Role Tracks:... ...AI, Security, and Cloud Design and implement enterprise‑scale Microsoft solutions... ...services in assurance, consulting, tax, strategy and transactions. Fueled...SeniorImplementationTaxSummer holidayWork at officeFlexible hours- ...operations. As a Senior Director of... ...Engineering team, you will lead complex, multi-... ...technology portfolio. Portfolio Management... ...driving adoption and implementation of modern, AI-... ...Customer, Legal, Credit, Tax, and Operations... ...team relies on smart, driven people like...SeniorImplementationTaxWork at officeLocal area
$31.72 - $52.86 per hour
...Responsible for the credit portfolio administration of Commercial... ...overdrafts, status of real estate taxes, hazard insurance, loan... ...standards, including timely implementation and adherence to internal control... ...for improvements, leading projects, and data clean-up...ImplementationTaxHourly payWork at office- ...assets platform spans trading, investment banking, asset... ...are an experienced smart contract engineer who... ...Do Own the design and implementation of new on‑chain... ...with or without a formal lead title. Strong written... ...Developer Crypto Jobs, Senior Web3 Jobs, Contract Web...SeniorImplementationFull timeContract workLocal areaFlexible hours
$110k - $188.75k
...Summary The Senior Business Analyst will become a Charles River product... ...aid our end users with their trading and front office workflows. In... ...development to help develop, implement, and refine features Plan and... ...including position and tax lot reconciliation. Familiarity...SeniorImplementationTaxTemporary workWork at office$179.85k - $340.97k
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing... ...and Baker Tilly US, LLP, trading as Baker Tilly, are independent... ...currently searching for a Senior Manager to join our CFO... ...client Play major role in implementation of technical/industry/functional...SeniorImplementationTaxWork at officeLocal areaWorldwideShift work
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