Portfolio Analyst - Tax Aware

Join Mangroup as a Portfolio Analyst specializing in Tax Awareness, where you will analyze and manage investment portfolios with a focus on tax efficiency. This role is vital in ensuring that our clients maximize their investment returns while minimizing tax liabilities.

We are seeking a highly skilled Senior Portfolio Analyst to join our dynamic team at Mangroup in Boston, Massachusetts. In this role, you will leverage your analytical expertise to drive investment strategies and optimize portfolio performance. You will collaborate with cross-functional teams to evaluate market trends, assess risks, and provide actionable insights to enhance our investment decisions.

About Man Group Man Group is a global alternative investment management firm with headquarters in London and offices worldwide, including Boston, Massachusetts. The firm manages $227.6 billion* in assets as of 31 December 2025, offering Systematic, Discretionary, and Solutions investment strategies. Man Group plc is listed on the London Stock Exchange (EMG.LN) and is a FTSE 250 member. For more details, see www.man.com. *As at 31 December 2025 Role Overview: Portfolio Risk Analyst This position sits within the Financial Risk team, which oversees business, credit, market, and liquidity risks for Man Group itself (not for third-party investors in managed products). Main Responsibilities Identify, measure, and mitigate business, credit, market, and liquidity risks. Provide independent risk oversight for FRM, AHL, and Structured Products. Develop risk appetite and limit frameworks, and monitor risks against these standards. Conduct economic capital reporting and analysis, including ICAAP submissions. Develop and maintain methodologies, models, systems, and policies to support risk management, including the operational risk model. Oversee structured products by monitoring risks related to Loans to Funds, ensuring transparency in monthly rebalances, assessing impacts on the illiquid buyout pipeline, and reviewing liquidity requirements for new products. Perform investment risk analysis and reporting. Location Boston, Massachusetts

Join our dynamic team at dev2 as a Tax Filer, where your expertise in tax preparation will play a crucial role in helping clients navigate their financial obligations. We are looking for a detail-oriented professional with at least 2 years of hands-on experience in paid tax filing. Your skills will ensure compliance and accuracy in tax returns, providing peace of mind for our clients.

Join dstaff as a Senior Tax Manager and take your career to the next level. In this pivotal role, you will lead tax compliance and planning initiatives while ensuring the organization adheres to all relevant regulations. Your expertise will guide strategic decisions and optimize tax efficiency across various business operations.

Role overview Oscar seeks an Associate Director of Tax in Boston, Massachusetts. This leader oversees tax compliance and helps shape the company’s tax strategy. The position works closely with teams across the business to align tax plans with both organizational goals and regulatory standards. Key responsibilities Lead tax compliance efforts and keep processes current. Work with internal partners to ensure tax strategies support business needs and legal obligations. Spot and assess opportunities for tax savings. Handle tax audits and related communications. Supervise timely and accurate tax reporting. Impact This position shapes Oscar’s financial planning and supports efficient tax operations. The Associate Director of Tax provides expertise in both daily compliance and long-term tax strategy.

COMPANY OVERVIEWKKR is a premier global investment firm specializing in alternative asset management, capital markets, and comprehensive insurance solutions. Our mission is to deliver exceptional investment returns through a disciplined, long-term investment strategy, leveraging top-tier talent to foster growth in our portfolio companies and communities. KKR manages a diverse range of investment funds across private equity, credit, and real assets, alongside strategic partnerships that oversee hedge funds. Our insurance subsidiaries, managed by Global Atlantic Financial Group, provide innovative retirement, life, and reinsurance products. References to KKR’s investments may encompass activities from our sponsored funds and insurance affiliates.The Director of Domestic Insurance Tax will be a pivotal member of KKR’s Global Tax Team, tasked with overseeing and enhancing the tax reporting, compliance, and governance for our U.S. insurance group. This role not only leads financial reporting and compliance efforts but also collaborates closely with our insurance tax structuring and planning teams to seamlessly integrate ongoing tax activities with the firm’s broader strategic objectives. The ideal candidate will possess extensive technical knowledge in insurance taxation, particularly regarding ASC 740 implications for insurance entities, and will have a proven track record in managing relationships with external advisors and internal stakeholders within a complex global framework. Strong leadership, communication, and organizational skills are essential, as is the ability to thrive in a dynamic, collaborative environment.

Join dstaff as a Senior Corporate Tax Specialist, where your expertise will play a critical role in shaping our clients' tax strategies. In this dynamic position, you will leverage your knowledge to navigate complex tax regulations, ensuring compliance while optimizing tax positions for our corporate clients.

Join our dynamic team at dev2 as a Credentialed Tax Expert, where your expertise will play a pivotal role in assisting clients with their tax-related needs. We are looking for candidates with a minimum of 2 years of paid tax experience, who are passionate about providing exceptional service and guidance in tax matters. This is an excellent opportunity to grow your career in a supportive environment.

Join our team at dev2 as a Tax Associate, where you can work from the comfort of your home while contributing to our mission of providing exceptional tax services. In this role, you will engage with clients to ensure their tax needs are met with accuracy and professionalism.You will collaborate with a dynamic team and gain valuable experience in the field of taxation, applying your analytical skills to help clients navigate complex tax regulations.

Join our dynamic team at dstaff as a Financial Services Tax Senior. In this pivotal role, you will leverage your expertise to assist clients in navigating complex tax regulations and providing strategic insights to optimize their tax positions. You will work closely with a talented team, ensuring compliance while enhancing service delivery.

At Acadian Asset Management, we're pioneering the future of data-driven investing as a global systematic investment manager with a legacy that dates back to 1986. Our headquarters in Boston, coupled with our international offices in Singapore, London, and Sydney, empower us to manage over $120 billion for prestigious institutions worldwide, including pension funds, endowments, foundations, and sovereign wealth funds. We leverage state-of-the-art technology, extensive datasets, and diverse expertise to assist our clients in navigating intricate markets and uncovering insights often missed by conventional methods. What truly distinguishes Acadian is our people. We cultivate a collaborative and intellectually stimulating environment where innovative ideas are encouraged, diverse viewpoints are embraced, and creativity flourishes. United by a common goal, we strive to deliver exceptional outcomes for our clients while supporting each other in fulfilling work that is both challenging and rewarding. We proudly offer a hybrid work setting, comprehensive benefits, and a relaxed yet focused office atmosphere—everything designed to foster meaningful collaboration that defines the Acadian experience. Position Overview: The Associate Portfolio Manager, Implementation will be an integral part of our Implementation Team at a leading global equity management firm known for its quantitative approach. In this role, you will apply advanced portfolio construction methodologies and cutting-edge technology to effectively manage client portfolios. Additionally, you will collaborate closely with the broader Implementation and Portfolio Management teams, as well as other investment professionals, to research and implement innovative portfolio construction techniques and trading strategies, enhance the investment process, and elevate the Firm's capabilities. Acadian supports a hybrid work model, requiring employees to be on-site in the Boston office three days per week.

Are you ready to make a significant impact in the world of wealth management? At Brighton Jones, we pride ourselves on being a purpose-driven, client-centric team dedicated to helping individuals lead richer, more fulfilling lives. As one of the largest Registered Investment Advisors (RIAs) in the country, we have cultivated a culture of continuous growth, collaboration, and community. This commitment has earned us 15 consecutive “Best Places to Work” awards, including recognition in Inc.com’s 2025 list, as well as national accolades for our community contributions. We are at the forefront of aligning wealth with passion and purpose, empowering our clients to thrive. With over $30 billion in assets under advisement and a team of more than 300 professionals nationwide, we adopt a dynamic, team-based approach to our services. Our rapid growth means we are looking for driven and inquisitive individuals to join our #OneTeam. As one of the fastest-growing wealth management firms in the U.S., Brighton Jones is seeking a Tax Senior Manager to elevate our client service offerings in individual, small business, fiduciary, and related estate, gift, and charitable tax planning and compliance. We seek a passionate and talented Tax Lead Advisor who thrives on building and nurturing long-lasting client relationships. Our approach emphasizes rapport, a comprehensive understanding of client goals—both personal and business—and the delivery of high-quality tax planning advice through a consultative method. Interested? Take our Values in Action Self-Assessment to discover how our values align!

About Acadian Asset Management Acadian Asset Management is a global investment manager focused on systematic, data-driven investing since 1986. Headquartered in Boston, with offices in Singapore, London, and Sydney, the firm manages over $170 billion in assets for institutional clients such as pension funds, endowments, foundations, and sovereign wealth funds. The company values collaboration and diverse perspectives, encouraging innovative thinking and teamwork. Acadian offers a hybrid work model, comprehensive benefits, and a supportive office culture designed to foster meaningful work and strong cooperation. Role Overview: Associate, Investment Operations (Portfolio Control) This Associate position sits within the Portfolio Control team in Investment Operations. The team serves as a central point between operations, fund accounting, and external service providers, focusing on oversight, controls, and resolving issues across client portfolios and Acadian funds. The Associate is responsible for maintaining accurate portfolio data, managing key operational relationships, and supporting the full lifecycle of client accounts, from onboarding through ongoing maintenance. The role provides exposure to a wide range of asset classes, global markets, and operational processes, with opportunities to improve efficiency and collaborate with both internal teams and external partners. This is a hybrid role based in Boston, with three days per week in the office. Main Responsibilities Fund Oversight: Oversee portfolio accounting, custody, and middle-office functions. Investigate and resolve discrepancies between internal systems and external providers. Work with custodians, prime brokers, and derivative counterparties (including ISDA relationships) to support new fund launches, trading, collateral management, and account maintenance. Reconcile proxy-voting reports and respond to questions from both internal and external contacts. New Account Startup/Onboarding: Prepare documentation for counterparty welcome packages for separately managed accounts, complete internal system setups, and coordinate between stakeholders. Fund Administration: Oversee and participate in fund expense processes, including budgeting, accruals, invoice review, and payments.

Acadian Asset Management LLC seeks a Senior Associate to join the Investment Operations team, focusing on Portfolio Control. This role is based in Boston, Massachusetts and centers on maintaining the integrity of portfolio data and supporting operational efficiency. Key Responsibilities Maintain accurate and reliable portfolio data across multiple systems. Perform reconciliations to detect and resolve any discrepancies. Oversee trade settlements, ensuring investment activities proceed smoothly. Collaborate with teams throughout the firm to enhance and streamline operational processes. Contribute to refining data management practices for improved efficiency and control. What We Look For Keen attention to detail and strong organizational skills, with an interest in finance and investment operations. Ability to work effectively with colleagues from various groups to address challenges and improve workflows.

Veeva Systems is a mission-driven leader in the industry cloud sector, dedicated to accelerating the delivery of therapies to patients within the life sciences field. As one of the fastest-growing SaaS companies in history, we achieved over $3 billion in revenue last fiscal year, demonstrating significant potential for future growth. At Veeva, our core values—Do the Right Thing, Customer Success, Employee Success, and Speed—guide our actions. We are not just a public company; in 2021, we made history by becoming a public benefit corporation (PBC), committed to balancing the needs of our customers, employees, society, and investors. As a Work Anywhere organization, we provide the flexibility to work from home or in the office, ensuring you can thrive in your preferred environment. Join us in transforming the life sciences industry, as we strive to make a positive impact on our customers, employees, and communities.

At Withum, we foster an environment where talent flourishes and individuality is celebrated. Our organization is built on the foundations of opportunity and growth, where entrepreneurial spirit combined with collaborative teamwork leads to exceptional outcomes.Join us to explore various industries, acquire new skills, and connect with our diverse professional teams to shape the career you aspire to. Your journey begins with you.Experience the Transformative Potential of Withum Plus You - that's the Power in the Plus!The Innovation team is actively seeking a Senior Manager of Product Management for our Innovation Department, which operates from our offices located in New York, NY; Whippany, NJ; East Brunswick, NJ; Red Bank, NJ; Princeton, NJ; Philadelphia, PA; Boston, MA; Burlington, MA; Providence, RI; Tysons, VA; or Columbia, MD.This pivotal role entails overseeing a suite of custom-built tax products and services, effectively translating the firm’s tax strategy, regulatory mandates, and client requirements into tangible business results. The Senior Manager will work collaboratively with teams, engaging in technical and strategic insight sessions to pinpoint and address business and product challenges, ensuring alignment between technical processes and the overarching business/product vision.Withum’s brand epitomizes our people, our culture, and our collective strength. We have established ourselves as a leader in teamwork and client service excellence. The foundation of our success is attributed to the dedicated professionals who work tirelessly to empower our clients to grow and succeed, ensuring they are positioned for strength. Our commitment extends beyond our clients, as we embody the Withum Way, fostering personal and professional development for all team members and communities.This role is responsible for defining the product vision, roadmaps, releases, and ROI for our tax products and serves as the people leader for Product Managers and Product Analysts. The Senior Manager holds full authority over priorities, releases, and budget, with a mandate to enhance the quality and consistency of product management across teams.How You’ll Spend Your Time:Develop and communicate an inspirational vision for a portfolio of tax products and services, ensuring clarity in how individual products integrate to achieve overarching goals.

Essential Qualifications:Minimum of 4 years of Business Analyst experience.Proven expertise in crafting comprehensive user stories.Robust experience in requirements gathering and documentation.Familiarity with implementing business process enhancements.Previous experience in an Agile environment is required.

Join our dynamic team at Sonsoft Inc. as a Tibco Analyst. In this role, you will leverage your analytical skills to optimize our Tibco systems, ensuring seamless integration and functionality. You will work collaboratively with cross-functional teams to gather requirements, troubleshoot issues, and enhance system performance. As a Tibco Analyst, you will play a crucial role in driving our projects forward and supporting our clients’ needs.

Join usm2 as a Technical Business Analyst specializing in claims management. In this contract role, you will leverage your analytical skills to improve processes and drive solutions. Collaborate with cross-functional teams to analyze requirements and implement effective strategies that enhance our claims operations.