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...TaxWork at officeFlexible hours3 days per week
- SEI Investments Management Corporation in Oaks, PA, seeks an Analyst for Tax Overlay & Portfolio Implementation to support the Managed Account Solutions (MAS) team. You will identify rebalancing opportunities and trade generation, implement account changes, and assist...TaxWork at office
$70k - $118.75k
...Looking For Consultants serve as subject matter experts in the implementation and upgrade of the Charles River Investment Management... ...subject to sales incentive plans); and, eligibility for certain tax‑advantaged savings plans. For a full overview, visit About State...TaxTemporary workWork at officeRemote workFlexible hours$84.38k - $135k
...We are excited to bring on a Wellness Implementation & Enablement Consultant – Retirement Plan... ...monitoring engagement trends across the wellness portfolio. Analyze customer, client, and... ...and/or insurance agents do not provide tax, accounting or legal advice....TaxWork experience placementWork at officeRelocation package3 days per week$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...TaxLocal areaFlexible hours- 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
- ...retirement plan services business succession planning tax-wise investing and wealth management About the Role The... ...This includes asset allocation, manager and strategy selection, portfolio construction, and capital markets research. The successful candidate...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
- 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
- ...- Work Arrangement (1) Black Diamond Group owns and operates a portfolio of businesses specializing in modular buildings and remote and temporary... ...support them as their careers progress. Black Diamond Group’s tax department has a full-time position for Tax Analyst, US. This...TaxFull timeTemporary workWork at officeLocal areaRemote workWork from home
- ...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
$1,972 per week
...wage and expected weekly travel expenses. The payment package is not a guaranteed salary or promise of payment, and does not include taxes, insurance, or other deductions that may occur. Subject to all terms and conditions of the employment offer. Benefits Every job...TaxHourly payFull timeContract workWork at officeShift workNight shift$120.38k - $192.6k
...put in place.What you'll be doingOwn technical direction for a portfolio of customer-facing applications: architecture, design decisions,... ...employees, 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$1,972 per week
...wage and expected weekly travel expenses. The payment package is not a guaranteed salary or promise of payment, and does not include taxes, insurance, or other deductions that may occur. Subject to all terms and conditions of the employment offer. About Atlas MedStaff...TaxHourly payFull timeContract workWork at officeRemote workShift workNight shiftWeekend work- State Street is seeking a CRIMS Consultant to lead implementation and upgrade projects for the Charles River Investment Management Solution. You will define client requirements, configure the solution, train users, test workflows and guide go-live readiness. You should...Work at office
$2,259 per week
...wage and expected weekly travel expenses. The payment package is not a guaranteed salary or promise of payment, and does not include taxes, insurance, or other deductions that may occur. Subject to all terms and conditions of the employment offer. Benefits Every job...TaxHourly payFull timeContract workWork at officeShift workNight shift- ...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
- ...Travel\n \n GHR Healthcare Job ID #80342334. Pay package is based on 12 hour shifts and 36 hours per week (subject to confirmation) with tax-free stipend amount to be determined.About GHR Healthcare\n \n For over 30 years, GHR Healthcare has been the bridge between...TaxShift work
- ...medical and prescription drug coverage, dental and vision plans, tax-saving Flexible Spending Accounts, disability coverage, life... ..., district managers, and key account managers Monitor field implementation and execution of programs for assigned brands to ensure product...TaxFull timeFlexible hours
$2,192 per week
...hours GHR Healthcare Job ID #80203916. Pay package is based on 12 hour shifts and 36 hours per week (subject to confirmation) with tax-free stipend amount to be determined. About GHR Healthcare For over 30 years, GHR Healthcare has been the bridge between...TaxImmediate startShift work- ...management ~ Experience working with large-scale Salesforce implementations, understanding the unique challenges of industrial... ...dismemberment (AD&D) insurance, Employee Assistance Program (EAP), pre-tax commuter transportation benefit, parental leave, vacation, sick...TaxFull timeTemporary workFor contractorsWork at office
- ...architectures for enterprise environments Evaluate business and technical requirements to recommend networking solutions Oversee implementation of network designs and provide technical leadership to engineering teams Assess and integrate emerging technologies (e.g.,...Local area
- ...Are you a Tax Accounting professional who wants more than just a job? Join a company known as one of the best places to work in the Philadelphia area—where culture isn’t a buzzword, work/life balance is real, and careers are built intentionally. We’re looking for a Senior...TaxFlexible hours
$2,348 per week
...NEW ER RN Phoenixville, PA $2348 /Weekly Gross* *Estimated pay package. Does not include taxes, insurance, or other deductions that may occur Job ID: PGUYGVDF Start Date 10/19/2026 Shift 12H Nights (12:00 AM-12:00 PM) Length 13 Weeks Weekly Hours 36 Facility Type Short...TaxWeekly payTemporary workShift workNight shift- ...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
- H&R Block is seeking a team member to assist at the start of tax interviews by entering client and W-2 information into the tax program. You will help close interviews by assembling the tax return, obtaining signatures, and reviewing the finished product with the client...Tax
- ...Bring to the Team:Answer phones and greet clients in a personalized, friendly, and inviting mannerMatch clients with the best-suited tax professional for their needsSchedule clients how they would like to be scheduledHelp to ensure all clients needs have been met during...TaxSeasonal workWork at officeFlexible hours
- A renowned accounting firm in Pennsylvania is seeking a Senior Indirect Tax Accountant to oversee indirect tax compliance, including sales/use, VAT, and other taxes. The ideal candidate should have at least 2 years of indirect tax experience and strong knowledge of multi...TaxFlexible hours
- H&R Block is hiring a seasonal, experienced Tax Professional to assist clients with a range of tax needs, supported by an expert team. You’ll conduct interviews, prepare returns, and provide IRS guidance while growing client relationships. Franchise offices handle hiring...Tax
- ...Exton, PA. The ideal candidate will have substantial experience in payroll projects, specifically within the context of Workday implementations. Responsibilities include supporting payroll conversions and ensuring successful project delivery. This role demands advanced...Contract work
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