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The Resource Management Specialist collaborates with leaders to allocate resources effectively, forecasts staffing needs, and manages workforce planning while resolving scheduling conflicts and enhancing employee development.

The Tax Manager oversees client engagements, reviews complex tax returns, leads staff development, and maintains client relationships. The role requires deep tax knowledge and the ability to mentor junior staff while ensuring compliance and accuracy.

The Wealth Management Operations Specialist is responsible for managing client documentation, maintaining accurate records, ensuring compliance, and supporting operational efficiency within the wealth management team.