Tax MD — Private Client & Family Office Leader

A renowned financial advisory firm is seeking a Managing Director for Family Office Services in San Jose. This leadership role involves overseeing practice operations, driving business development, and maintaining client relationships. Ideal candidates will possess extensive experience in finance and accounting, strong leadership skills, and the ability to mentor staff. The position requires collaboration with firm leadership to ensure service excellence and client satisfaction.

Excellent communication and analytical skills are essential, along with a proven track record in the financial services industry.
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