Manhattan, NY · Remote
$95K - $110K/yr
As an Individual Tax Manager, you will oversee tax compliance and planning for individual clients ... Your expertise will be essential in managing client relationships and providing high-quality ...
New
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Manhattan, NY · Remote
$95K - $110K/yr
As an Individual Tax Manager, you will oversee tax compliance and planning for individual clients ... Your expertise will be essential in managing client relationships and providing high-quality ...
New
$120K - $130K/yr
Senior Tax Manager (CPA) - Business Tax Advisory & Client Services Position Overview: The Tax ... This individual will lead client relationships, oversee complex tax engagements, and play a key ...
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$120K - $130K/yr
Senior Tax Manager (CPA) - Business Tax Advisory & Client Services Position Overview: The Tax ... This individual will lead client relationships, oversee complex tax engagements, and play a key ...
$141K - $170K/yr
Client Relationship Management * Build trusted relationships with clients and serve as a strategic ... Review complex individual, fiduciary, gift, and related tax returns, including Forms 1040, 1041 ...
$141K - $170K/yr
Client Relationship Management * Build trusted relationships with clients and serve as a strategic ... Review complex individual, fiduciary, gift, and related tax returns, including Forms 1040, 1041 ...
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 ...
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 ...
Stamford, CT · On-site
$70K - $125K/yr
Position A Private Advisor team, located in our Stamford, CT office, is seeking a motivated individual to join our growing team as a Client Relationship Manager. The Client Relationship Manager will ...
Stamford, CT · On-site
$70K - $125K/yr
Position A Private Advisor team, located in our Stamford, CT office, is seeking a motivated individual to join our growing team as a Client Relationship Manager. The Client Relationship Manager will ...
$60K - $130K/yr
Position An Advisor teamwithin our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Relationship Manager.The Client Relationship ...
$60K - $130K/yr
Position An Advisor teamwithin our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Relationship Manager.The Client Relationship ...
Fresno, CA · Hybrid
$65K - $90K/yr
Client Relationship Manager Location: Fresno, CA or San Francisco, CA Who We Are: At Mutual of ... individual and / or company performance. Base Salary Range: $65,000 - $90,000 Visit www ...
Fresno, CA · Hybrid
$65K - $90K/yr
Client Relationship Manager Location: Fresno, CA or San Francisco, CA Who We Are: At Mutual of ... individual and / or company performance. Base Salary Range: $65,000 - $90,000 Visit www ...
Position An Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Relationship Manager. The Client Relationship ...
Position An Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Relationship Manager. The Client Relationship ...
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 ...
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 ...
This individual will develop and maintain client relationships, identify strategic growth ... Track and manage opportunities within KLJ's CRM system. Project & Client Success * Partner with ...
New
Quick apply
This individual will develop and maintain client relationships, identify strategic growth ... Track and manage opportunities within KLJ's CRM system. Project & Client Success * Partner with ...
New
This individual will develop and maintain client relationships, identify strategic growth ... Track and manage opportunities within KLJ's CRM system. Project & Client Success * Partner with ...
New
This individual will develop and maintain client relationships, identify strategic growth ... Track and manage opportunities within KLJ's CRM system. Project & Client Success * Partner with ...
New
$70K - $125K/yr
Position A Private Advisor team, located in our Stamford, CT office, is seeking a motivated individual to join our growing team as a Client Relationship Manager.The Client Relationship Manager will ...
$70K - $125K/yr
Position A Private Advisor team, located in our Stamford, CT office, is seeking a motivated individual to join our growing team as a Client Relationship Manager.The Client Relationship Manager will ...
$71K - $106K/yr
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 ...
$71K - $106K/yr
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 ...
Phoenix, AZ · Hybrid
$880 - $1.2K/wk
As a Client Relationship Manager, you will play a crucial role in maintaining and enhancing client satisfaction, fostering long-term relationships, and driving business growth. You will be involved ...
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Phoenix, AZ · Hybrid
$880 - $1.2K/wk
As a Client Relationship Manager, you will play a crucial role in maintaining and enhancing client satisfaction, fostering long-term relationships, and driving business growth. You will be involved ...
$71K - $106K/yr
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 ...
$71K - $106K/yr
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 ...
This individual will develop and maintain client relationships, identify strategic growth ... Track and manage opportunities within KLJ's CRM system. Project & Client Success * Partner with ...
New
This individual will develop and maintain client relationships, identify strategic growth ... Track and manage opportunities within KLJ's CRM system. Project & Client Success * Partner with ...
New
Be Seen First
Elk Grove, CA · On-site
$30 - $40/hr
Client Relationship Manager Harlow Wealth Management, LLC Elk Grove, CA USA Part-Time Bonus Opportunity $30,000 - $40,000 per year Compensation is determined based on relevant experience and ...
New
Quick apply
Be Seen First
Elk Grove, CA · On-site
$30 - $40/hr
Client Relationship Manager Harlow Wealth Management, LLC Elk Grove, CA USA Part-Time Bonus Opportunity $30,000 - $40,000 per year Compensation is determined based on relevant experience and ...
New
This individual will develop and maintain client relationships, identify strategic growth ... Track and manage opportunities within KLJ's CRM system. Project & Client Success * Partner with ...
New
This individual will develop and maintain client relationships, identify strategic growth ... Track and manage opportunities within KLJ's CRM system. Project & Client Success * Partner with ...
New
Garden City, NY · On-site
$71K/yr
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 ...
Garden City, NY · On-site
$71K/yr
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 ...
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 ...
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 ...
$29K - $35.3K
5% of jobs
$35.3K - $41.5K
14% of jobs
$43.6K is the 25th percentile. Wages below this are outliers.
$41.5K - $47.8K
18% of jobs
The median wage is $52.2K / yr.
$47.8K - $54.1K
18% of jobs
$54.1K - $60.4K
15% of jobs
$62.7K is the 75th percentile. Wages above this are outliers.
$60.4K - $66.6K
13% of jobs
$66.6K - $72.9K
7% of jobs
$72.9K - $79.2K
3% of jobs
$79.2K - $85.5K
3% of jobs
$85.5K - $91.7K
2% of jobs
$91.7K - $98K
1% of jobs
$29K
$57.4K
$98K
| Aspect | Individual Tax Client Relationship Manager | Tax Advisor |
|---|---|---|
| Credentials | Typically requires a degree in accounting, finance, or related field; certifications like CPA or EA are common | Often holds CPA, EA, or tax preparation certifications |
| Work Environment | Client-facing roles in financial firms, accounting firms, or tax service companies | Advises clients on tax planning and compliance, often in accounting or consulting firms |
| Employer & Industry Usage | Financial services, accounting, and tax firms | Accounting firms, independent practices, or consulting firms |
| Search & Comparison Intent | Understanding client relationship management in tax services | Tax 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.
$95K - $110K/yr
Full-time
Posted 4 days ago
New
Yellow Business Services Co. is excited to announce an opening for an Individual Tax Manager to join our dedicated team in New York. This full-time remote position provides an exceptional opportunity for a mid-senior level professional to make a significant impact in the accounting industry, helping clients navigate complex tax regulations and optimizing their tax strategies.
As an Individual Tax Manager, you will oversee tax compliance and planning for individual clients, ensuring adherence to all regulatory requirements while maximizing tax savings. Your expertise will be essential in managing client relationships and providing high-quality service that aligns with our mission to deliver exceptional tax solutions. We offer a competitive salary range of $95,000 - $110,000 annually, along with comprehensive benefits and a supportive work environment that fosters professional growth.
Responsibilities
