Tax Overlay Specialist — WealthTech Support
Envestnet
Envestnet in Berwyn, PA is seeking a Tax Overlay Support Specialist to manage customized client accounts within a hybrid work model. The role involves executing account management processes, reviewing audit reports, and optimizing client accounts while collaborating closely with developers and clients. Candidates should possess a Bachelor's Degree and knowledge of investment management operations, with a focus on vibrant, problem-solving environments. Envestnet offers competitive benefits, including medical insurance and education reimbursement. #J-18808-Ljbffr Envestnet
Vacancy posted 2 days ago
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