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
$84.38k - $135k
...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$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- Bryn Mawr Trust, a WSFS Company, seeks an experienced Tax Manager, Personal Tax Services, to manage complex trust and individual tax... ...and research issues. You will collaborate with wealth advisors, portfolio managers, and tax colleagues to resolve notices and ensure accurate...Tax
$200k - $250k
...institutions. Our investment managers, tax and estate planning professionals work together... ...strategies to optimize clients’ portfolios while mitigating the impact of taxes on... ...Sr. Portfolio Manager (PM) develops and implements overall client portfolio investment strategy...TaxFull timeLocal area$111k - $125k
...Job Description Job Description PLM Implementation Specialist Location: Blue Bell, PA Salary Range: $ 111,000.00 to $ 125,000.00... ...she will carry out all needed support activities within the portfolio to achieve exceptional results through personal effectiveness...Temporary workWork experience placementLocal areaWork from homeFlexible hours$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- 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
- ...Position* Commercial Real Estate Finance Portfolio Manager The Commercial Real Estate... ...managers (RM) to suggest, cross-sell, and implement appropriate banking products and services... ...statements-annually, semi-annually, quarterly, tax returns, personal financial statements,...TaxPermanent employmentWork at officeLocal area
- ...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) 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
- ...have strong knowledge in investment management data domains - portfolio holdings, portfolio attributes, indexes, reference data (country... ...Suite (including Outlook, Word, PowerPoint, Visio & Excel)Implement strategic and technical solutions for problems reported by business...
- ...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
$50 per hour
...the strategic deterrence.We are seeking a highly skilled Systems Engineer, Staff - System Security Engineering (SSE) Integration Portfolio Project Lead across several programs in the FBM Reentry directorate. As the SSE Integration Portfolio Project Lead, duties will include...Full timeTemporary workFor contractorsWork experience placementCasual workFlexible hours$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$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- ...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
- Tourmaline Capital Partners is seeking a Portfolio Technology Lead to own the day-to-day performance of our tech stack across properties and to deploy it at new assets. You will coordinate vendors, manage hardware like networking, AV, access control, and security, and ensure...
- ...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
$57k - $78k
...Implementation Specialist The Implementation Specialist executes implementation strategy and delivers MRO's release of information (ROI) solutions and services to new and existing client sites. Responsibilities Manages, leads, and or provides support to all implementations...Work at office- ...growing rapidly, both globally and in the US, to meet that demand, and that’s exactly why we’re looking for experienced Implementation Specialists who want to be at the heart of that transformation. This is not a support or maintenance role. This is where strategy...For contractorsWorldwide
- 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
- ...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
- ...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
- ...monitor and manage the company’s investment portfolio and interest rate risk exposure. This... ...debt management.Primary Duties· Develop and implement strategies for cash flow forecasting,... ...the board.· Collaborate with accounting, tax, legal, FP&A, and other departments to support...TaxTemporary work
$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- ...User Stories with Features / Business ObjectivesDocuments decisions as neededCoordinates teams operating under architectural and portfolio governance, system level integration and System DemosParticipates in the Scrum of Scrums and coordinates with other Scrum Masters...2 days per week
$30 - $35 per hour
...and now provides the most comprehensive portfolio of products in the SI joint fusion space... ...Responsibilities The Patient Support Specialist/Patient Coach, part of the patient success... ...401k matching, ample vacation time, pre-tax savings perks, tuition reimbursement,...TaxHourly payFull timeTemporary workRemote work
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