Tax Overlay Support Specialist

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Tax Overlay Support Specialist

Location:

Berwyn, PA, United States

Date Posted:
May 7, 2026

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Description

Job Location

The primary work location for this role is Berwyn, PA with a hybrid work model.

About Envestnet

Envestnet is an adaptive Wealth Tech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.

For a deeper look at how Envestnet is shaping the future of financial advice, visit 

The Team You'll Join

As a Tax Overlay Support Specialist, you'll join a highly collaborative, innovative team responsible for the day-to-day monitoring and administration of customized client accounts. Overlay Services delivers flexible solutions-Tax Overlay and Impact Overlay-that help investors manage gains, diversify concentrated portfolios, and apply personalized social responsibility screens within SMA and UMA structures.

What makes this team stand out is the variety: no two accounts are the same, which means the work stays fresh and intellectually engaging. You'll be encouraged to think creatively, solve complex problems, and take an "out-of-the-box" approach to client needs. You'll also partner closely with developers, contributing to projects from concept through execution-making it especially rewarding to see your ideas come to life and directly impact client outcomes.

How You'll Contribute

A general breakdown of the Tax Overlay Support Specialist responsibilities is as follows:

* Executing the Account Management Process - Daily, Weekly, Monthly, and Quarterly Action Items (75%)

* Working with Envestnet's proprietary investment management system, the Tax Overlay Support Specialist will identify client accounts for optimization (potential trading), execute trade instructions, review recommended transactions based on established guidelines, and consolidate & execute transactions across accounts for execution and allocation.

* Reviewing Audit Reports and Performing Necessary Follow Up (10%)

* The Tax Overlay Support Specialist must ensure that results are consistent across accounts and ensure that accounts are managed within their specific tax settings as defined by the client and their financial advisor (for Tax Overlay accounts), or are managed within the specific security restriction constraints defined by the client and their financial advisor (for Impact Overlay accounts). The Tax Overlay Support Specialist will run and review various audit reports and will execute additional follow up action as required based on those reports.

* Working with Overlay Services Specialists / Sales Teams (10%)

* The Tax Overlay Support Specialist will work with the Overlay Services Specialists and the Sales team to provide superior service to financial advisors and clients. This typically requires researching and answering account-specific questions that arrive from an advisor or client through the

* Overlay Services Specialist team or the Sales team.

* Participating in Enhancement Discussions and Testing Changes Designed to Improve the Process (5%)

* The Tax Overlay Support Specialist will participate in discussions with business and technical analysts to define and test process and technology improvements expected to improve the effectiveness and efficiency of the investment process.

* Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.

* As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal…