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Advisors manage client service teams, analyze portfolios, prepare reports, and implement strategies for wealth management while mentoring junior staff.

The Lead Advisor manages client relationships and develops comprehensive wealth management strategies across various financial areas while leading a service team and cultivating partnerships.

As a Tax Senior Manager, you will build client relationships, oversee tax compliance, lead service teams, and coach staff, ensuring quality tax planning and advisory services.

As a Tax Senior Manager, you'll manage client relationships, oversee tax compliance and planning, and lead a service team while supporting financial advisors.