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Individual Tax Client Relationship Manager Jobs (NOW HIRING)

Smoker & Company LLC

Individual Tax Supervisor

Lititz, PA · On-site

$102K - $134K/yr

... trusted relationships, practical solutions, and a commitment to helping clients succeed. Through ... Coordinate with managers, partners, and upper management regarding client issues, deadlines, and ...

Farther

Client Relationship Manager

Greensboro, GA · Hybrid

The Role As the Client Relationship Manager, you're the centralized point of contact for clients ... CFP designation or background in financial planning, tax, or accounting * Experience with portfolio ...

Farther

Client Relationship Manager

Greensboro, GA · On-site +1

The Role As the Client Relationship Manager, you're the centralized point of contact for clients ... CFP designation or background in financial planning, tax, or accounting * Experience with portfolio ...

Farther

Client Relationship Manager

Greensboro, GA · On-site

The Role As the Client Relationship Manager, you're the centralized point of contact for clients ... CFP designation or background in financial planning, tax, or accounting * Experience with portfolio ...

Smoker & Company LLC

Individual Tax Supervisor

Lititz, PA · On-site

$102K - $134K/yr

... trusted relationships, practical solutions, and a commitment to helping clients succeed. Through ... Coordinate with managers, partners, and upper management regarding client issues, deadlines, and ...

Boutique Recruiting

Client Relationship Manager

Raleigh, NC · On-site +1

$90K - $150K/yr

Position Title: Client Relationship Manager The Client Relationship Manager role presents an ... The individual will step into an already established sales territory. The representative will focus ...

Stifel

Client Relationship Manager

San Francisco, CA · On-site

Coordinate enrollment campaigns/meetings for high-net-worth individuals/individual investors ... Partner with the Relationship Manager to assess and evaluate client needs and to create further ...

Jambalaya Group

Client Relationship Manager

Glendale, CA · On-site

$70K - $110K/yr

Client Relationship Manager Castlewatch Wealth | Glendale, California Full-Time | Hybrid Eligible ... This individual will play an important role in preparing for client meetings, managing service ...

New

Recutify Inc.

Private Client Tax Manager

Chicago, IL · On-site

$130K - $200K/yr

The ideal candidate will have strong technical expertise in individual and fiduciary taxation, exceptional client relationship skills, and experience managing complex tax engagements within a public ...

FlexTG

Client Relationship Manager

Manhattan, NY

FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...

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Individual Tax Client Relationship Manager information

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$29K

$57.4K

$98K

How much do individual tax client relationship manager jobs pay per year?

As of Aug 24, 2026, the average yearly pay for individual tax client relationship manager in the United States is $57,383.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,500.00 and $65,000.00 per year, depending on experience, location, and employer.

What is the difference between Individual Tax Client Relationship Manager vs Tax Advisor?

AspectIndividual Tax Client Relationship ManagerTax Advisor
CredentialsTypically requires a degree in accounting, finance, or related field; certifications like CPA or EA are commonOften holds CPA, EA, or tax preparation certifications
Work EnvironmentClient-facing roles in financial firms, accounting firms, or tax service companiesAdvises clients on tax planning and compliance, often in accounting or consulting firms
Employer & Industry UsageFinancial services, accounting, and tax firmsAccounting firms, independent practices, or consulting firms
Search & Comparison IntentUnderstanding client relationship management in tax servicesTax planning and advisory services for clients

The main difference is that an Individual Tax Client Relationship Manager focuses on maintaining client relationships and managing service delivery, while a Tax Advisor provides expert tax planning and advice. Both roles require relevant certifications and work in similar environments, but their primary responsibilities differ.

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Individual Tax Client Relationship Manager jobs near you
Infographic showing various Individual Tax Client Relationship Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 80% Physical, 2% Hybrid, and 18% Remote job distribution, with an average salary of $57,383 per year, or $27.6 per hour.

Client Relationship Manager

Rockefeller Capital Management

Bridgeport, PA • On-site

Full-time

Retirement

Re-posted 14 days ago

Job description

About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.
Position
We are seeking a Client Relationship Manager to serve as a primary day-to-day point of contact for a portion of our client families. This role blends relationship management, financial planning, and operational execution - partnering closely with Private Wealth Advisors to deliver an exceptional, high-touch client experience across every stage of the relationship. Potential for long-term growth into a client facing Advisor role over time, depending upon performance.
About the Team: A top-ranked private wealth advisory team at Rockefeller Capital Management serving HNW and UHNW families, business owners, and retirement plan sponsors. The team combines the intimacy and accountability of a boutique advisory practice with the breadth of Rockefeller's Global Family Office platform, delivering comprehensive wealth planning, investment management, tax-aware strategy, next-generation education, philanthropic advisory, and family office solutions. We are known for a service-first culture, a deeply collaborative investment process, and long-term relationships built on trust, clarity, and execution.
What Makes Our Team Distinctive:
  • Family office mindset: We look beyond portfolios to the full balance sheet, coordinating planning around family goals, estate structures, business interests, philanthropy, taxes, liquidity, and legacy.
  • Deep bench of specialized credentials: Team members have earned advanced designations across private wealth, investment management, alternatives, exit planning, retirement plans, and financial planning.
  • Tax-aware investment discipline: The team leads with thoughtful tax minimization, including custom portfolio construction, direct/custom indexing where appropriate, ongoing tax-loss harvesting, and careful asset-location considerations.
  • Access and connectivity: Clients benefit from Rockefeller's open-architecture platform, alternative investment opportunities, private office resources, lifestyle advisory, philanthropic advisory, and access to specialists across the broader Rockefeller network.
  • High-touch, team-based execution: Advisors, planning, investments, service, and operations work together closely so clients experience one coordinated team rather than disconnected functions.
  • Generational perspective: The team is intentional about educating and engaging spouses, children, and future decision-makers so wealth can support family values across generations.

Responsibilities
  • Serve as the primary contact for 50+ client families: independently running quarterly review meetings, anticipating client needs, and handling requests start to finish
  • Lead financial planning function across entire book, from information gathering to presenting planning recommendations
  • Partner with Private Advisors on various UHNW client opportunities (insurance, estate, trust, philanthropy, etc.), updating Family Wealth Blueprints as needed, and driving action items forward
  • Lead next-generation client engagement by onboarding family members and delivering financial education seminars
  • Identify opportunities to apply AI to team processes and drive implementation
  • Support retirement plan relationships, including plan sponsor engagement and participant education meetings

Qualifications
  • 5+ years of client service or relationship management experience in wealth management or financial services
  • Bachelor's degree, with a business/finance focus preferred
  • Series 7 & 66 required
  • CFP strongly preferred, if not, willing to obtain
  • Experience supporting high-net-worth or ultra-high-net-worth clients strongly preferred
  • Familiarity with retirement plans (401(k), ESOP) a plus
  • Strong Microsoft Office skills including Excel & PowerPoint
  • Experience with eMoney financial planning software a plus

Skills
  • Excellent written and verbal communication skills with a polished, client-ready presence
  • Exceptional organizational skills and attention to detail
  • Strong ability to manage competing priorities in a fast-paced environment
  • Ability to translate complex topics into actionable recommendations
  • Demonstrated initiative and ability to work independently

Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

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