Tax Director
Portland, OR · On-site
The ideal candidate will manage a portfolio of clients, review and sign tax returns, mentor staff ... Participate in firm strategy, process improvement, and operational initiatives * Assist with ...
Tax Director
Portland, OR · On-site
The ideal candidate will manage a portfolio of clients, review and sign tax returns, mentor staff ... Participate in firm strategy, process improvement, and operational initiatives * Assist with ...
Marketing Director
$100K - $130K/yr
... across a portfolio of 30+ brands. The Marketing Director will lead the day-to-day operations of a multidisciplinary marketing team and ensure campaigns move effectively from strategy through ...
Marketing Director
$100K - $130K/yr
... across a portfolio of 30+ brands. The Marketing Director will lead the day-to-day operations of a multidisciplinary marketing team and ensure campaigns move effectively from strategy through ...
Vice President of Operations
Medford, OR · On-site
$232K - $280K/yr
... portfolio of PRS communities. This role may be performed remotely; however, candidates must be ... In this role, you will serve as a key operational partner to Executive Directors, helping translate ...
Vice President of Operations
Medford, OR · On-site
$232K - $280K/yr
... portfolio of PRS communities. This role may be performed remotely; however, candidates must be ... In this role, you will serve as a key operational partner to Executive Directors, helping translate ...
The Director will own physical operations, tenant relations, condition reporting, and facility capital projects across the portfolio - building the department's systems of management and deploying ...
The Director will own physical operations, tenant relations, condition reporting, and facility capital projects across the portfolio - building the department's systems of management and deploying ...
The Director will own physical operations, tenant relations, condition reporting, and facility capital projects across the portfolio - building the department's systems of management and deploying ...
The Director will own physical operations, tenant relations, condition reporting, and facility capital projects across the portfolio - building the department's systems of management and deploying ...
The Director will own physical operations, tenant relations, condition reporting, and facility capital projects across the portfolio - building the department's systems of management and deploying ...
The Director will own physical operations, tenant relations, condition reporting, and facility capital projects across the portfolio - building the department's systems of management and deploying ...
Director, Property Management
Portland, OR · On-site
$120 - $180/hr
The Director will own physical operations, tenant relations, condition reporting, and facility capital projects across the portfolio - building the department's systems of management and deploying ...
Director, Property Management
Portland, OR · On-site
$120 - $180/hr
The Director will own physical operations, tenant relations, condition reporting, and facility capital projects across the portfolio - building the department's systems of management and deploying ...
Vice President of Operations
Medford, OR · On-site +1
$232K - $280K/yr
... portfolio of PRS communities. This role may be performed remotely; however, candidates must be ... In this role, you will serve as a key operational partner to Executive Directors, helping translate ...
Vice President of Operations
Medford, OR · On-site +1
$232K - $280K/yr
... portfolio of PRS communities. This role may be performed remotely; however, candidates must be ... In this role, you will serve as a key operational partner to Executive Directors, helping translate ...
Director, Clinical Science
OR · On-site +1
$79K - $108K/yr
... operations, biostatistics, and translational data science teams. PRIMARY RESPONSIBILITIES: Trial ... Lead clinical development activities and protocol design for oncology Signal Studies and portfolio ...
Director, Clinical Science
OR · On-site +1
$79K - $108K/yr
... operations, biostatistics, and translational data science teams. PRIMARY RESPONSIBILITIES: Trial ... Lead clinical development activities and protocol design for oncology Signal Studies and portfolio ...
The Director oversees audit planning, execution, reporting, issue validation, and regulatory ... Lead a portfolio of risk-based operational risk audit and advisory engagements, ensuring timely ...
The Director oversees audit planning, execution, reporting, issue validation, and regulatory ... Lead a portfolio of risk-based operational risk audit and advisory engagements, ensuring timely ...
The Director, Enterprise Epic Applications - Clinical is accountable for the strategic direction, operational performance, and ongoing optimization of enterprise clinical application portfolios that ...
The Director, Enterprise Epic Applications - Clinical is accountable for the strategic direction, operational performance, and ongoing optimization of enterprise clinical application portfolios that ...
Development Director
Portland, OR · On-site
$105 - $123/hr
... operations. This position is personally responsible for raising major and planned gifts, with an ... Leads regular portfolio review meetings to identify leads, ensure assigned prospects have clear ...
Development Director
Portland, OR · On-site
$105 - $123/hr
... operations. This position is personally responsible for raising major and planned gifts, with an ... Leads regular portfolio review meetings to identify leads, ensure assigned prospects have clear ...
Director, Emergency Management Recovery
Portland, OR · On-site
$163K/yr
... portfolios, directing the delivery of federal and state-funded disaster recovery and hazard mitigation programs. The Director is responsible for service line operational performance, technical ...
Director, Emergency Management Recovery
Portland, OR · On-site
$163K/yr
... portfolios, directing the delivery of federal and state-funded disaster recovery and hazard mitigation programs. The Director is responsible for service line operational performance, technical ...
Director, Business Applications (Portland)
Portland, OR · On-site
$241K/yr
As Director, Business Applications, you will define the vision, strategy, and operating model for a portfolio of SaaS platforms supporting Finance, HR, Sales, Marketing, Legal, Operations, and other ...
New
Director, Business Applications (Portland)
Portland, OR · On-site
$241K/yr
As Director, Business Applications, you will define the vision, strategy, and operating model for a portfolio of SaaS platforms supporting Finance, HR, Sales, Marketing, Legal, Operations, and other ...
New
Reporting to the Service Delivery Manager or Service Director ( depending on pod size) , this role ... the assigned portfolio. This position requires a proven leader capable of managing large-scale ...
Quick apply
Reporting to the Service Delivery Manager or Service Director ( depending on pod size) , this role ... the assigned portfolio. This position requires a proven leader capable of managing large-scale ...
Director of Consumer Lending Oregon State Credit Union is built on a foundation of member focus ... Proven ability to analyze portfolio and operational performance data, evaluate market trends ...
Director of Consumer Lending Oregon State Credit Union is built on a foundation of member focus ... Proven ability to analyze portfolio and operational performance data, evaluate market trends ...
Director of Enterprise Project Management Office
$200K - $225K/hr
This role ensures that strategic initiatives, operational programs, and technology investments are ... Define portfolio management processes to prioritize initiatives based on strategic alignment, ROI ...
Director of Enterprise Project Management Office
$200K - $225K/hr
This role ensures that strategic initiatives, operational programs, and technology investments are ... Define portfolio management processes to prioritize initiatives based on strategic alignment, ROI ...
This role ensures that strategic initiatives, operational programs, and technology investments are ... Define portfolio management processes to prioritize initiatives based on strategic alignment, ROI ...
This role ensures that strategic initiatives, operational programs, and technology investments are ... Define portfolio management processes to prioritize initiatives based on strategic alignment, ROI ...
Reporting to the Service Delivery Manager or Service Director ( depending on pod size) , this role ... the assigned portfolio. This position requires a proven leader capable of managing large-scale ...
Reporting to the Service Delivery Manager or Service Director ( depending on pod size) , this role ... the assigned portfolio. This position requires a proven leader capable of managing large-scale ...
Reporting to the Service Delivery Manager or Service Director ( depending on pod size) , this role ... the assigned portfolio. This position requires a proven leader capable of managing large-scale ...
Quick apply
Reporting to the Service Delivery Manager or Service Director ( depending on pod size) , this role ... the assigned portfolio. This position requires a proven leader capable of managing large-scale ...
Director Portfolio Operations information
What is a director portfolio operations?
A Director of Portfolio Operations is a senior executive responsible for overseeing the operational performance and value creation initiatives across a portfolio of companies, often within a private equity or investment firm. They work closely with portfolio company leaders to implement best practices, drive operational improvements, and ensure alignment with the firm’s strategic goals. Their role typically involves analyzing operational metrics, identifying growth opportunities, and supporting management teams to enhance efficiency and profitability. Directors of Portfolio Operations are vital in maximizing returns on investments by ensuring each portfolio company operates at its highest potential.
What are the key skills and qualifications needed to thrive as a director portfolio operations?
To thrive as a Director of Portfolio Operations, you need expertise in portfolio management, strategic planning, and financial analysis, often supported by an advanced degree in business or a related field. Familiarity with project management tools, financial modeling software, and enterprise resource planning (ERP) systems is typically required. Exceptional leadership, communication, and stakeholder management skills distinguish top performers in this role. These competencies ensure effective oversight of multiple projects, alignment with organizational goals, and maximized portfolio value.
How does a director portfolio operations typically collaborate with investment teams and portfolio company leadership?
A Director of Portfolio Operations serves as a crucial bridge between the investment teams and the leadership of portfolio companies. They work closely with investment professionals to identify operational improvement opportunities and then partner with portfolio company executives to implement strategic initiatives. This role often involves facilitating best practice sharing across the portfolio, aligning KPIs, and coordinating cross-functional projects. Effective communication and stakeholder management are key, as the Director must balance the priorities of both investors and company management to drive value creation.
What is the difference between Director Portfolio Operations vs Portfolio Manager?
| Aspect | Director Portfolio Operations | Portfolio Manager |
|---|---|---|
| Credentials | Typically requires a bachelor's degree, often an MBA, with extensive experience in operations or finance | Usually holds a bachelor's degree, with certifications like CFA or CFP often preferred |
| Work Environment | Oversees multiple portfolios, manages teams, and develops operational strategies | Focuses on managing specific investment portfolios, analyzing assets, and making investment decisions |
| Employer & Industry Usage | Common in financial services, asset management, and investment firms | Widely used in asset management, investment firms, and financial institutions |
While both roles involve managing investment assets, the Director Portfolio Operations focuses on overseeing operational processes and team management across portfolios, whereas the Portfolio Manager concentrates on selecting and managing individual investments within a portfolio.
What are popular job titles related to Director Portfolio Operations jobs in Oregon?
For Director Portfolio Operations jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Director Portfolio Operations jobs in Oregon look for?
The top searched job categories for Director Portfolio Operations jobs in Oregon are:
What cities in Oregon are hiring for Director Portfolio Operations jobs?
Cities in Oregon with the most Director Portfolio Operations job openings:
Full-time
Re-posted 20 days ago
Job description
Description:
We are a growing accounting firm providing tax, accounting, and advisory services to closely held businesses and individuals. Our firm is built on strong client relationships, efficient systems, and a commitment to developing leadership from within. We are seeking a Senior Manager or early Director-level CPA who is ready to take ownership of client relationships, lead engagements, and step into a key leadership role within the firm.
This role is designed for an experienced CPA who is ready to move beyond technical execution into true client ownership and firm leadership. The ideal candidate will manage a portfolio of clients, review and sign tax returns, mentor staff, and contribute to the strategic growth of the firm. This is a high-impact role with a clear path to Director (if not already at that level) and future partnership opportunities.
Client Ownership & Advisory
- Serve as the primary relationship manager for a portfolio of business and individual clients
- Provide proactive tax planning and advisory services
- Identify opportunities to expand services and deepen client relationships
Tax Review & Signing Authority
- Review complex tax returns (individual, partnership, S-corp, and corporate)
- Sign returns as a licensed CPA
- Ensure technical accuracy, compliance, and adherence to firm standards
Leadership & Team Development
- Lead engagement teams and manage workflow across multiple staff levels
- Mentor and develop managers and senior staff
- Provide guidance on technical and client service matters
Firm Operations & Growth
- Participate in firm strategy, process improvement, and operational initiatives
- Assist with capacity planning and workflow management, especially during tax season
- Contribute to business development efforts, including networking and referrals
Qualifications
- Active CPA license required
- 7–12+ years of public accounting experience
- Current role as Senior Manager or Director in a CPA firm
- Strong experience reviewing complex tax returns and managing client relationships
- Demonstrated ability to lead teams and manage multiple engagements
- Excellent communication and advisory skills
Preferred Experience
- Experience with closely held small businesses
- Proven track record of client retention and relationship growth
- Exposure to firm leadership, operations, or strategic initiatives
- Experience with modern firm systems and workflow tools (e.g., CCH, Canopy, or similar)