Tax Overlay & Portfolio Implementation Specialist

SEI; Oaks (PA); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health care

401(k) match

Tuition reimbursement

Flexible paid time off

Paid parental leave

Paid volunteer days

Job summary

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.

Qualifications

• Minimum of two years of financial services experience.
• Ability to work with minimal supervision.
• Strong working knowledge of Excel, including use of functions and macros.

Responsibilities

• Identify client accounts for rebalancing and trade generation.
• Facilitate tax management of accounts, monitoring gains budgets.
• Act as a liaison between teams within the firm.
• Contribute to projects focused on improving efficiency.

Skills

Attention to detail

Interpersonal skills

Problem-solving

Strong communication

Excel proficiency

Education

Four-year undergraduate degree in business, finance, or related subject

Job description

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.