Specialist I, FATCA Position Available In Montgomery, Pennsylvania

Remote Specialist

I, FATCA SEI

parental leave, paid time off, paid holidays, tuition reimbursement, 401(k), retirement plan United States, Pennsylvania, Oaks 1 Freedom Valley Drive (Show on map) Jun 17, 2025 SEI Regulatory Services (RS) is seeking a Specialist for our Foreign Account Tax Compliance Act (FATCA) team. SEI RS helps investment managers and institutions meet reporting and compliance requirements for pooled vehicles, alternative vehicles, separate accounts, sovereign wealth funds, family offices, and more-benefiting from a unique data warehouse approach, team of industry experts, and a single comprehensive platform. The primary goal of the FATCA team is to provide exceptional customer service and ensure the successful and accurate administrative servicing for assigned clients’ hedge and private equity funds. This position may be eligible to be performed in a fully remote fashion, from a home office in Pennsylvania, or in a hybrid fashion (at an SEI office 3+ days/week and from a home office up to 2 days/week). Remote FATCA Specialists may occasionally be required to travel to SEI’s corporate headquarters in Oaks, PA.

What you will do:

Review tax certification forms for completeness and appropriateness
Validate document accuracy against client-provided account information and tax treaty benefits claimed, identifying and resolving any exceptions
Identify and classify payees, for FATCA/CRS and other tax reporting and withholding purposes
Identify U.S. indicia in initial on-boarding documentation
Monitor assigned funds for changes and perform additional diligence, as regulations require
Interpret policy and regulations and manage day to day activities accordingly
Leverage your subject matter expertise and the team’s tools and process documents, to take judicious and appropriate risks, when decision-making is required; appropriately escalate exceptions, if additional resource knowledge or special consideration is needed
Collaborate with various functional teams to ensure quality of service and identify opportunities for process improvement and value-added enhancements for clients
Support regulatory Anti-Money Laundering (AML) requests, as necessary
Attend and actively participate in ongoing training opportunities to deepen your subject matter expertise and continue your professional development, within the unit and broader organization What we need from you: BA/BS in Business, Accounting, Finance, Economics, Mathematics or equivalent experience
2+ years’ experience in a relevant transfer agency or investor services role
A fundamental understanding of investment principles, terminology and technology
Intermediate skills in Microsoft Office suite, especially Excel
Initiative and detail-orientation to balance responsibilities, navigate competing priorities, and deliver timely, accurate and complete work, under tight deadlines, with limited supervision What we would like from you: Minimum 2 years of FATCA experience/tax background preferred
In-depth knowledge of alternative investments/hedge funds, private banking, mutual funds, investment advisory, asset management and investment processing
Excellent written and verbal communication, customer service and soft skills
Openness to view feedback as an opportunity to maximize impact
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information: https://www.seic.com/ SEI’s competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more. We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at

SEI. SEI

is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.