$85K - $110K/yr
Client Relationship Manager You'll be the key point of contact for clients. Leading engagements ... Strong technical skills in business and individual tax * Excellent communication and client service ...
Quick apply
$85K - $110K/yr
Client Relationship Manager You'll be the key point of contact for clients. Leading engagements ... Strong technical skills in business and individual tax * Excellent communication and client service ...
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 ...
Chesterfield, MO · On-site +1
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 ...
Chesterfield, MO · On-site +1
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 ...
$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 ...
$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 ...
Charlotte, NC · Hybrid
$65K - $90K/yr
Client Relationship Manager Location: Charlotte, NC (hybrid) Who We Are: At Mutual of America ... individual and / or company performance. Base Salary Range: $65,000 - $90,000 Visit www ...
Quick apply
Charlotte, NC · Hybrid
$65K - $90K/yr
Client Relationship Manager Location: Charlotte, NC (hybrid) Who We Are: At Mutual of America ... individual and / or company performance. Base Salary Range: $65,000 - $90,000 Visit www ...
Charlotte, NC · On-site
$65K - $90K/yr
Client Relationship Manager Location: Charlotte, NC (hybrid) Who We Are: At Mutual of America ... individual and / or company performance. Base Salary Range: $65,000 - $90,000 Visit www ...
Charlotte, NC · On-site
$65K - $90K/yr
Client Relationship Manager Location: Charlotte, NC (hybrid) Who We Are: At Mutual of America ... individual and / or company performance. Base Salary Range: $65,000 - $90,000 Visit www ...
Irving, TX · On-site
$59K - $101K/yr
Maintain accurate documentation of client interactions, activities, and outcomes within CRM systems ... Compensation decisions are tailored to individual circumstances. The current salary range for this ...
Irving, TX · On-site
$59K - $101K/yr
Maintain accurate documentation of client interactions, activities, and outcomes within CRM systems ... Compensation decisions are tailored to individual circumstances. The current salary range for this ...
Pittsburgh, PA · 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 ...
Pittsburgh, PA · 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 ...
Garden City, NY · On-site
$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 ...
Garden City, NY · On-site
$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 ...
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 ...
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 ...
Newark, DE · Hybrid
$51K - $62K/yr
Position: Client Relationship Manager Location: Hybrid (Training In-Office, Flexible Hybrid ... This individual serves as the primary operational point of contact for assigned advisors and their ...
Newark, DE · Hybrid
$51K - $62K/yr
Position: Client Relationship Manager Location: Hybrid (Training In-Office, Flexible Hybrid ... This individual serves as the primary operational point of contact for assigned advisors and their ...
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 ...
Industry trends * Develop client communication stratagies. * Leverage data and CRM tools to ... individual performance. To learn more, visit cscglobal.com/service/careers. We offer a range of ...
Industry trends * Develop client communication stratagies. * Leverage data and CRM tools to ... individual performance. To learn more, visit cscglobal.com/service/careers. We offer a range of ...
Irving, TX · On-site
$59K - $101K/yr
Maintain accurate documentation of client interactions, activities, and outcomes within CRM systems ... Compensation decisions are tailored to individual circumstances. The current salary range for this ...
Irving, TX · On-site
$59K - $101K/yr
Maintain accurate documentation of client interactions, activities, and outcomes within CRM systems ... Compensation decisions are tailored to individual circumstances. The current salary range for this ...
Phoenix, AZ · On-site
$70K - $90K/yr
Individual will be responsible for maintaining client retention and fostering brand loyalty through ... data into CRM systems. * Upsells and cross sells additional work to Customer such as but not ...
Phoenix, AZ · On-site
$70K - $90K/yr
Individual will be responsible for maintaining client retention and fostering brand loyalty through ... data into CRM systems. * Upsells and cross sells additional work to Customer such as but not ...
CO · On-site
$60K - $80K/yr
Individual will be responsible for maintaining client retention and fostering brand loyalty through ... data into CRM systems. * Upsells and cross sells additional work to Customer such as but not ...
CO · On-site
$60K - $80K/yr
Individual will be responsible for maintaining client retention and fostering brand loyalty through ... data into CRM systems. * Upsells and cross sells additional work to Customer such as but not ...
Broomfield, CO · On-site
$60K - $80K/yr
Individual will be responsible for maintaining client retention and fostering brand loyalty through ... data into CRM systems. * Upsells and cross sells additional work to Customer such as but not ...
Broomfield, CO · On-site
$60K - $80K/yr
Individual will be responsible for maintaining client retention and fostering brand loyalty through ... data into CRM systems. * Upsells and cross sells additional work to Customer such as but not ...
$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.
$85K - $110K/yr
Full-time
Posted 26 days ago
Be an early applicant
Client Relationship Manager
You’ll be the key point of contact for clients. Leading engagements, managing workflow, and providing hands-on tax and accounting support. This role blends leadership and technical work: you’ll review returns, guide staff, and stay closely involved with clients throughout the year.
We’re looking for someone who is personable, communicative, and confident managing small business clients. If you enjoy direct client interaction and want a clear growth path in a supportive firm, this is a great fit.
Details:
Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.
