Client Relationship Manager
Atlanta, GA · On-site
Position A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Client Relationship Manager. The Client ...
Client Relationship Manager
Atlanta, GA · On-site
Position A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Client Relationship Manager. The Client ...
Position A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Client Relationship Manager. The Client ...
Position A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Client Relationship Manager. The Client ...
Client Relationship Manager
Atlanta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Atlanta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Atlanta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Atlanta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Atlanta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Atlanta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Atlanta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Atlanta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Atlanta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Atlanta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Atlanta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Atlanta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Atlanta, GA · Hybrid
$120K - $129K/yr
As a Client Relationship Manager (CRM) for the Retirement, Insurance, and Subadvisory channel, you will deliver high-quality client service across the full client lifecycle, with a focus on Defined ...
Client Relationship Manager
Atlanta, GA · Hybrid
$120K - $129K/yr
As a Client Relationship Manager (CRM) for the Retirement, Insurance, and Subadvisory channel, you will deliver high-quality client service across the full client lifecycle, with a focus on Defined ...
Client Relationship Manager
Decatur, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Decatur, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Marietta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Marietta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Atlanta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Atlanta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Atlanta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Atlanta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Atlanta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Atlanta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Marietta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Marietta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Decatur, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Decatur, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Atlanta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Atlanta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Smyrna, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Smyrna, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Tucker, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Tucker, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Atlanta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Client Relationship Manager
Atlanta, GA · On-site +1
Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...
New
Individual Tax Client Relationship Manager information
See Decatur, GA salary details
$28.3K - $34.4K
5% of jobs
$34.4K - $40.6K
14% of jobs
$42.5K is the 25th percentile. Wages below this are outliers.
$40.6K - $46.7K
18% of jobs
The median wage is $51K / yr.
$46.7K - $52.8K
18% of jobs
$52.8K - $58.9K
15% of jobs
$61.2K is the 75th percentile. Wages above this are outliers.
$58.9K - $65.1K
13% of jobs
$65.1K - $71.2K
7% of jobs
$71.2K - $77.3K
3% of jobs
$77.3K - $83.4K
3% of jobs
$83.4K - $89.6K
2% of jobs
$89.6K - $95.7K
1% of jobs
$28.3K
$56K
$95.7K
How much do individual tax client relationship manager jobs pay per year?
As of Jun 10, 2026, the average yearly pay for individual tax client relationship manager in Decatur, GA is $56,025.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $63,500.00 per year, depending on experience, location, and employer.
What is the difference between Individual Tax Client Relationship Manager vs Tax Advisor?
| 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.
What job categories do people searching Individual Tax Client Relationship Manager jobs in Decatur, GA look for? The top searched job categories for Individual Tax Client Relationship Manager jobs in Decatur, GA are:
What cities near Decatur, GA are hiring for Individual Tax Client Relationship Manager jobs? Cities near Decatur, GA with the most Individual Tax Client Relationship Manager job openings:
Full-time
Posted 27 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 $212 billion in client assets as of April 30, 2026.
Position
A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Client Relationship Manager. The Client Relationship Manager will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities
Qualifications
Skills
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.
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 $212 billion in client assets as of April 30, 2026.
Position
A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Client Relationship Manager. The Client Relationship Manager will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities
- Account opening and maintenance
- Transferring assets and money movement
- Completing investment subscription documents
- Cash management & RMDs
- Assisting with client online access
- Responding to account activity and statement inquiries
- Managing life events
- Administrative work as needed
- Provide top quality service to clients and complete administration of client accounts
- Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
- Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed, and approved
- Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
- Prepare client correspondence, obtain necessary management approvals, and transmit
- Review daily activity and reconcile current client activity, funds transfers and previous day's activity and trades against various clearing firm systems to ensure accuracy
- Oversee client insurance and annuities processes
- Assist in the preparation of key documents and reports for client meetings
- Attend client meetings as necessary
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
- Additional duties as assigned
Qualifications
- BA/BS degree
- At least 5 years of experience in the industry preferred
- Registered with Series 7 & 66 (or 7, 65 & 63)
- On-site position in Atlanta
Skills
- Works effectively within a collaborative, engaging, and fun team culture while maintaining professionalism and accountability
- Excellent client facing, interpersonal, organizational, and client service skills
- Detail-oriented with ability to prioritize and organize workflow
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.