Eric Chan, Cpa, Mst
About Eric Chan, Cpa, Mst
Eric Chan, CPA, MST, is the Senior Tax Director for Alternative and Traditional Funds at SEI, with over 30 years of experience in the tax industry.
Current Title
Eric Chan is currently serving as the Senior Tax Director for Alternative and Traditional Funds at SEI. In this role, he is responsible for overseeing tax strategies and compliance for a variety of investment funds. His extensive background in both traditional and alternative fund taxation positions him uniquely for this role.
Professional Experience
Eric Chan has built a robust career in the tax industry, amassing over 30 years of experience. He began his career at Coopers & Lybrand, where he progressed from a Tax Associate to Senior Tax Associate between 1990 and 1995. He then joined SEI Investments Inc. as a Tax Manager, where he dedicated 14 years from 1995 to 2009. He was later promoted to Director of Mutual Fund Tax, a position he held for six years. In his current role at SEI, he leverages his deep expertise in mutual fund taxation and tax strategy management.
Educational Background
Eric Chan holds a Bachelor's degree in Accounting and Management Information Systems from La Salle University. He further advanced his knowledge by obtaining a Master of Science in Taxation from Temple University. This strong educational foundation has been pivotal in his successful career in tax management and strategy.
Specializations and Expertise
Eric Chan specializes in tax strategies for both alternative and traditional funds. His expertise includes the intricate details of mutual fund taxation, tax compliance, and strategic tax planning. His long tenure at SEI and experience in public accounting have provided him with a comprehensive understanding of both corporate and fund-related tax challenges.
Career at SEI
Eric Chan has had a remarkable career at SEI, marked by multiple roles and promotions over more than two decades. Starting as a Tax Manager in 1995, he moved up to become the Director of Mutual Fund Tax from 2009 to 2015. Since then, he has been serving as the Senior Tax Director for Alternative and Traditional Funds, demonstrating his enduring commitment and value to the company.