Tax Overlay & Portfolio Implementation Specialist
SEI Investments
SEI is seeking an Analyst for Tax Overlay & Portfolio Implementation. The role involves managing tax for client accounts and ensuring compliance with investment mandates in Oaks, Pennsylvania. The candidate should possess strong financial knowledge, exceptional communication skills, and proficiency in Excel. Benefits include comprehensive health care, 401(k) match, and tuition reimbursement, along with a hybrid working environment. #J-18808-Ljbffr SEI
- The Managed Account Solutions (MAS) team is seeking an Analyst, Tax Overlay & Portfolio Implementation. The MAS team within the Investment Management Unit is responsible for the development, support, and distribution of investment products and services used to support...TaxFull timeWork at officeFlexible hours3 days per week
$72.9k - $131.6k
...GlanceWe are excited to bring on a Wellness Implementation & Enablement Consultant - Retirement... ...monitoring engagement trends across the wellness portfolio.Analyze customer, client, and business... ...and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is...TaxWork experience placement3 days per week$106.7k - $177.9k
...Wilmington, DE. or Syracuse, NYOverview:Provides portfolio management (trading) services across a... ...understand objectives, constraints, and tax budget of portfolio and proactively... ...Wilmington Trust Equity strategy, and implementing trades in a timely manner throughout the...TaxFull timeWork experience placementWork at office- ...Job Description Job Description Portfolio Accounting Team The Portfolio Accountant is a member of the Portfolio Accounting team, which... ...and maintain consultant valuation information and real estate tax assessment data for accuracy and completeness, coordinate with...TaxWork at officeRemote work3 days per week1 day per week
$40 - $42.25 per hour
...AccountsVoluntary Life Insurance, Long-Term & Short-Term Disability InsuranceHospital Indemnity Insurance401(k) including match with pre and post-tax optionsPaid Sick Time LeaveLegal and Identity Protection PlansPre-tax Commuter Benefit529 College Saver PlanMotion Recruitment...TaxFull timeTemporary workFlexible hoursShift workNight shiftRotating shiftDay shift$92.87k - $152.57k
...institutional clients through multiple integrated businesses. The Tax Manager, Personal Tax Services, will be responsible for the... ...research tax issues and collaborate with clients, wealth advisors, portfolio managers and other tax department colleagues to resolve tax...TaxFull timeLocal areaFlexible hours$107.5k - $173.08k
...hire the right talent. Avantor’s Product & Portfolio Management vertical is a crucial part of... ...thinking - Ability to create and implement business plans and strategiesEconomic and... ...today!Pay Transparency:The expected pre-tax pay for this position is $107,500.00 - $1...TaxFull timeFor contractorsLocal areaRemote workWorldwideFlexible hours$72.9k - $131.6k
...analyze and deliver on more complex assignments/projects for AI portfolio management processes, including intake, reporting, and prioritization... ..., representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an...TaxWork experience placement3 days per week- ...generations. Position Summary The Portfolio Strategist serves as the... ..., risk tolerance, tax posture, and liquidity requirements... ...it off to the Investment Implementation team for proposal construction... ...meetings as the investment specialist, addressing strategy, implementation...TaxFull timeContract work
- DeCampli Bender CPAs, LLC is a growing local accounting firm whose partners have been providing high quality accounting and tax services for over 25 years. This is a great opportunity for someone with excellent experience looking for a casual work environment and a flexible...TaxFull timeCasual workLocal areaFlexible hours3 days per week
- ...governance, and decision-support capabilities while ensuring appropriate controls and ethical use of technology. Investment and Portfolio Management: Manage capital and operating budgets, prioritize the technology portfolio, evaluate return on investment, and ensure...Flexible hours
- Bryn Mawr Trust (a WSFS Company) is seeking a Tax Manager, Personal Tax Services to lead the preparation of complex trust and individual returns and tax reporting for investment management accounts. The role requires 7+ years of trust tax experience, 3+ years of management...Tax
- Bryn Mawr Trust, a WSFS Company, seeks a Tax Manager, Personal Tax Services, to prepare complicated trust and individual tax returns and to oversee tax reporting for investment management accounts. The role requires 7+ years of trust tax experience, 3+ years of management...Tax
- ...clients to develop tailored financial plans, manage investment portfolios, and provide ongoing financial guidance. Key Responsibilities Develop... ..., investment strategies, risk management, retirement planning, tax efficiency, and estate planning. Provide personalized...TaxTemporary work
$75 per hour
...Our client, a leading organization in the financial services industry, is seeking a Tax Manager to join their team. As a Tax consultant you will be part of the Finance Department supporting the Tax Compliance and Management team. The ideal candidate will have strong analytical...TaxWeekly payTemporary workRemote workFlexible hours$125k - $175k
...technical expertise, and mentorship skills needed to support a broad portfolio of structural projects. Project types may include building... ...addition to medical, dental, vision, disability, and life insurance.Tax-deferred 401(k) savings plan.Competitive paid-time-off (PTO)...TaxFull timeFor contractorsWork at officeImmediate startRemote work- ...contexts.Lead technology due diligence, integration blueprints, and post-close modernization for M&A activities.Rationalize application portfolio; manage vendor strategy and total cost of ownership.Translate strategy into executable roadmaps with milestones, budgets, and KPIs...Contract work
- Company DescriptionArtech is the 10th Largest IT Staffing Company in the US, according to Staffing Industry Analysts' 2012 annual report. Artech provides technical expertise to fill gaps in clients' immediate skill-sets availability, deliver emerging technology skill-sets...Immediate start
$94k - $151.8k
...insights and recommendations for operating model refinement and engagement focus. The Senior Analyst serves as a key contributor to portfolio tracking, performance metrics, and enterprise enablement activities, ensuring JJOS initiatives are data‑driven, well‑coordinated,...Full timeWork experience placementLocal areaImmediate start$120k - $202.5k
...ensure secure, resilient, and scalable integration patterns are implemented across the enterprise.Why This Role Is Important To UsThe team... ...subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.For a full overview, visit .About...TaxFull timeTemporary workFlexible hoursShift work- ...administration, accounting, tax, order-taking - with high-touch... ....We are looking to grow our specialist team by hiring an... ...capital markets, trading or portfolio management professional willing... ...ETF issuersEnhance our ETF implementation & educational program through...TaxFull timeFlexible hours
- Senior Tax ManagerPosition OverviewWe are seeking a seasoned Senior Tax Manager to lead... ..., and planning for a diverse client portfolio that includes high net worth individuals... ..., ensure timely filing and accuracy, and implement quality control processes across engagements...TaxLocal area
$120k - $202.5k
..., or related technology disciplines. Experience designing and implementing enterprise-scale IAM solutions across cloud, SaaS, and on-premises... ...to sales incentive plans); and, eligibility for certain tax advantaged savings plans. Equal Opportunity Employer As an Equal...TaxTemporary workShift work- ...comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy,... ...with business teams and IT leadership to identify, prioritize, and implement AI tools and workflows that drive meaningful operational improvements...TaxWork at officeLocal area
- ...family’s legacy goals, risk tolerance, and growth objectives. Work closely with the family's wealth managers, estate planners, and tax advisors to integrate corporate financial data with personal wealth and tax strategies. Advise the family ownership on capital allocation...TaxLocal area
$120k - $202.5k
...security strategy, architecture, and roadmap.Lead the evaluation, implementation, and continuous improvement of email security technologies and... ...to sales incentive plans); and, eligibility for certain tax advantaged savings plans.For a full overview, visit .About State...TaxFull timeTemporary workWork at officeFlexible hours- ...will possess deep expertise in household tax planning, estate planning, and financial... ...of various financial planning, tax, and portfolio construction approaches.Represent... ...to be our best.How We WorkVanguard has implemented a hybrid working model for the majority...TaxFull time
- ...Responsibilities Manage and review accounting engagements for a portfolio of business clients. Oversee monthly, quarterly, and annual... ...maintain strong professional relationships. Collaborate with tax and consulting teams to support client needs and ensure seamless...TaxWork at officeLocal area
$94.4k - $157.4k
Overview: Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business; manage... ...departmentAbility to read and analyze financial statements and tax returns.Sound credit skills necessary to evaluate loan requests....TaxFull time- ...CyberCoders in King of Prussia, PA seeks a Senior Tax Manager to oversee tax compliance, consulting, and planning for a diverse client portfolio including high net worth individuals, partnerships, and corporations. The role requires CPA, 10+ years of progressive tax...Tax
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