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Individual Tax Client Relationship Manager Jobs in Decatur, GA

FlexTG

Client Relationship Manager

Atlanta, GA · On-site

JOB SUMMARY The Client Relationship Manager, or CRM, is the primary relationship owner for an assigned portfolio of clients after implementation. The CRM is responsible for customer satisfaction ...

FlexTG

Client Relationship Manager

Atlanta, GA

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

FlexTG

Client Relationship Manager

Atlanta, GA · On-site

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

Aprio

Tax Manager, Private Client

Atlanta, GA · On-site +1

$98K - $164K/yr

... client relationships. Responsibilities: Tax Review & Compliance: * Review complex individual tax ... Engagement Management: * Manage multiple client relationships and engagements simultaneously.

Staff Financial Group

Tax Manager (Hybrid)

Atlanta, GA · Hybrid

$106K - $139K/yr

Strong technical knowledge of individual, corporate, partnership, and pass-through taxation. * Proven ability to independently manage client relationships and multiple engagements. * Experience ...

JR Management Company Inc

Senior Tax Manager

Atlanta, GA · On-site

$100K/yr

Review complex business and individual tax returns (1120S, 1065, 1120, 1040) * Ensure accuracy ... Build long-term client relationships through proactive communication * Identify opportunities to ...

Aprio

Senior Tax Manager

Atlanta, GA · On-site +1

Client Relationship & Planning Leadership * Serve as the primary relationship lead for Atlas ... Possess significant hands-on individual tax experience, including the ability to sign simple 1040 ...

Aprio

Senior Tax Manager

Atlanta, GA · On-site

Client Relationship & Planning Leadership * Serve as the primary relationship lead for Atlas ... Possess significant hands-on individual tax experience, including the ability to sign simple 1040 ...

Aprio

Senior Tax Manager

Atlanta, GA · On-site

$120 - $180/hr

Client Relationship & Planning Leadership * Serve as the primary relationship lead for Atlas ... Possess significant hands-on individual tax experience, including the ability to sign simple 1040 ...

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All JobsIndividual Tax Client Relationship JobsIndividual Tax Client Relationship Manager JobsIndividual Tax Client Relationship Manager Jobs in Decatur, GA

Individual Tax Client Relationship Manager information

See Decatur, GA salary details

$28.3K

$56K

$95.7K

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

As of Aug 27, 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?

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.

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:

Individual Tax Client Relationship Manager jobs near you
Infographic showing various Individual Tax Client Relationship Manager job openings in Decatur, GA as of June 2026, with employment types broken down into 79% Full Time, 19% Part Time, and 2% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $56,025 per year, or $26.9 per hour.

Client Relationship Manager

Rockefeller Capital Management

Atlanta, GA

Full-time

Re-posted 10 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 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 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.

Employment Type: FULL_TIME

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