Collaborate with Client Activation Managers to facilitate client onboarding, including sales tax registrations, system configuration, and obtaining e-file credentials. * Assist in the setting up of ...
Collaborate with Client Activation Managers to facilitate client onboarding, including sales tax registrations, system configuration, and obtaining e-file credentials. * Assist in the setting up of ...
Tax Manager - Family Office
Atlanta, GA · On-site
$106K - $139K/yr
... individual tax returns, managing staff performance, ensuring tax compliance, and building strong relationships with clients. The Tax Manager plays a pivotal role in shaping the client experience and ...
Tax Manager - Family Office
Atlanta, GA · On-site
$106K - $139K/yr
... individual tax returns, managing staff performance, ensuring tax compliance, and building strong relationships with clients. The Tax Manager plays a pivotal role in shaping the client experience and ...
Client Relationship Associate
$39K - $48K/yr
Vident Asset Management, LLC is seeking an experienced Sub-Advisory Client Relationship Associate (CRA) to join our dynamic team. This role is responsible for managing the lifecycle of Vident's Sub ...
Client Relationship Associate
$39K - $48K/yr
Vident Asset Management, LLC is seeking an experienced Sub-Advisory Client Relationship Associate (CRA) to join our dynamic team. This role is responsible for managing the lifecycle of Vident's Sub ...
Tax Manager - Real Estate
Atlanta, GA · On-site
$106K - $139K/yr
You will manage partnership and individual tax engagements, lead staff development, conduct technical research, oversee compliance for real estate investment structures, and support client service ...
Tax Manager - Real Estate
Atlanta, GA · On-site
$106K - $139K/yr
You will manage partnership and individual tax engagements, lead staff development, conduct technical research, oversee compliance for real estate investment structures, and support client service ...
Director, Relationship Manager II
Atlanta, GA · On-site
$99K - $130K/yr
... client relationship management experience; Institutional experience of working with plan sponsors over Individual advisor experience of working with individual clients * Proven track record of ...
Director, Relationship Manager II
Atlanta, GA · On-site
$99K - $130K/yr
... client relationship management experience; Institutional experience of working with plan sponsors over Individual advisor experience of working with individual clients * Proven track record of ...
Collaborate with Client Activation Managers to facilitate client onboarding, including sales tax registrations, system configuration, and obtaining e-file credentials. * Assist in the setting up of ...
Collaborate with Client Activation Managers to facilitate client onboarding, including sales tax registrations, system configuration, and obtaining e-file credentials. * Assist in the setting up of ...
... on client goals. * Provide proactive tax-related support, working closely with clients' CPAs to ... Ability to self-manage, prioritize, and produce quality work in both individual and team ...
... on client goals. * Provide proactive tax-related support, working closely with clients' CPAs to ... Ability to self-manage, prioritize, and produce quality work in both individual and team ...
This role blends high-touch client relationship management with administrative and paralegal ... tax, compliance, and business strategy. With offices in Knoxville, Atlanta, Tampa, Charlotte ...
Quick apply
This role blends high-touch client relationship management with administrative and paralegal ... tax, compliance, and business strategy. With offices in Knoxville, Atlanta, Tampa, Charlotte ...
Tax Manager
Atlanta, GA · On-site
$106K - $139K/yr
... client relationships and contributing to firm leadership. Office Environment: Professional ... individual and business tax matters, supervise staff, and support firm leadership while staying ...
Tax Manager
Atlanta, GA · On-site
$106K - $139K/yr
... client relationships and contributing to firm leadership. Office Environment: Professional ... individual and business tax matters, supervise staff, and support firm leadership while staying ...
Tax Manager
Atlanta, GA · On-site
$106K - $139K/yr
... client relationships and contributing to firm leadership. Office Environment: Professional ... individual and business tax matters, supervise staff, and support firm leadership while staying ...
Tax Manager
Atlanta, GA · On-site
$106K - $139K/yr
... client relationships and contributing to firm leadership. Office Environment: Professional ... individual and business tax matters, supervise staff, and support firm leadership while staying ...
Tax Manager
Atlanta, GA · On-site
$106K - $139K/yr
... client relationships and contributing to firm leadership. Office Environment: Professional ... individual and business tax matters, supervise staff, and support firm leadership while staying ...
Tax Manager
Atlanta, GA · On-site
$106K - $139K/yr
... client relationships and contributing to firm leadership. Office Environment: Professional ... individual and business tax matters, supervise staff, and support firm leadership while staying ...
Tax Manager
Atlanta, GA · On-site
$106K - $140K/yr
... individual income taxes. Interact closely with client's advisors such as attorneys and financial ... relationships. * Ability to manage multiple engagements and competing priorities in a rapidly ...
Tax Manager
Atlanta, GA · On-site
$106K - $140K/yr
... individual income taxes. Interact closely with client's advisors such as attorneys and financial ... relationships. * Ability to manage multiple engagements and competing priorities in a rapidly ...
Senior Relationship Manager
Atlanta, GA · Hybrid
$175K - $240K/yr
Manage client relationships: Oversee a portfolio to ensure client retention and business growth ... Bring 15+ years of experience in portfolio management, wealth management, personal tax, or ...
Senior Relationship Manager
Atlanta, GA · Hybrid
$175K - $240K/yr
Manage client relationships: Oversee a portfolio to ensure client retention and business growth ... Bring 15+ years of experience in portfolio management, wealth management, personal tax, or ...
Senior Relationship Manager
Atlanta, GA · Hybrid
$175K - $240K/yr
Manage client relationships: Oversee a portfolio to ensure client retention and business growth ... Bring 15+ years of experience in portfolio management, wealth management, personal tax, or ...
Senior Relationship Manager
Atlanta, GA · Hybrid
$175K - $240K/yr
Manage client relationships: Oversee a portfolio to ensure client retention and business growth ... Bring 15+ years of experience in portfolio management, wealth management, personal tax, or ...
Tax Manager
Atlanta, GA · On-site
$120K - $140K/yr
Tax Managers will be working with other members of our tax practice to develop and strengthen client relationships. They advise clients on a full spectrum of individual, partnership, corporate, and ...
Quick apply
Tax Manager
Atlanta, GA · On-site
$120K - $140K/yr
Tax Managers will be working with other members of our tax practice to develop and strengthen client relationships. They advise clients on a full spectrum of individual, partnership, corporate, and ...
Tax Manager
Kennesaw, GA · On-site
$102K - $134K/yr
Tax Managers will be working with other members of our tax practice to develop and strengthen client relationships. They advise clients on a full spectrum of individual, partnership, corporate, and ...
Quick apply
Tax Manager
Kennesaw, GA · On-site
$102K - $134K/yr
Tax Managers will be working with other members of our tax practice to develop and strengthen client relationships. They advise clients on a full spectrum of individual, partnership, corporate, and ...
Tax Manager
Kennesaw, GA · On-site
$102K - $134K/yr
Tax Managers will be working with other members of our tax practice to develop and strengthen client relationships. They advise clients on a full spectrum of individual, partnership, corporate, and ...
Tax Manager
Kennesaw, GA · On-site
$102K - $134K/yr
Tax Managers will be working with other members of our tax practice to develop and strengthen client relationships. They advise clients on a full spectrum of individual, partnership, corporate, and ...
Tax Manager
Atlanta, GA · On-site
$105K - $138K/yr
Tax Managers will be working with other members of our tax practice to develop and strengthen client relationships. They advise clients on a full spectrum of individual, partnership, corporate, and ...
Tax Manager
Atlanta, GA · On-site
$105K - $138K/yr
Tax Managers will be working with other members of our tax practice to develop and strengthen client relationships. They advise clients on a full spectrum of individual, partnership, corporate, and ...
Tax Manager
Kennesaw, GA · On-site
$102K - $134K/yr
... client relationships and deliver responsive, high-quality service. • Conduct performance reviews ... individual taxation and advanced tax planning strategies. • Skilled with multi-state and ...
Tax Manager
Kennesaw, GA · On-site
$102K - $134K/yr
... client relationships and deliver responsive, high-quality service. • Conduct performance reviews ... individual taxation and advanced tax planning strategies. • Skilled with multi-state and ...
Tax Manager
Atlanta, GA · On-site
$105K - $138K/yr
Tax Managers will be working with other members of our tax practice to develop and strengthen client relationships. They advise clients on a full spectrum of individual, partnership, corporate, and ...
Quick apply
Tax Manager
Atlanta, GA · On-site
$105K - $138K/yr
Tax Managers will be working with other members of our tax practice to develop and strengthen client relationships. They advise clients on a full spectrum of individual, partnership, corporate, and ...
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?
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.

Full-time
Posted 22 days ago
Job description
Position Summary
Hybrid Work Environment - This role is based in our Alpharetta, GA office and follows a hybrid schedule, offering flexibility while maintaining in-office collaboration.
TaxConnex is looking for a detail-oriented Client Activation Specialist (CAS) to join our high-performing Operations Services team. In this full-time role, you'll play a critical part in helping new clients launch successful indirect tax compliance programs, working closely with internal teams and client contacts to support onboarding, data transformation, registration, and the return filing process.
As a CAS, you'll be essential to ensure our clients stay compliant with Sales & Use Tax obligations across jurisdictions. You'll provide hands-on support throughout the onboarding and compliance cycles-gathering and validating client data, preparing and submitting returns, and maintaining exceptional attention to detail and customer service.
Key Responsibilities
Client Onboarding & Activation Support
- Collaborate with Client Activation Managers to facilitate client onboarding, including sales tax registrations, system configuration, and obtaining e-file credentials.
- Assist in the setting up of clients' tax calendar and ensure timely delivery of all required information and documentation.
- Translate and import client sales and use tax data into tax compliance software.
Compliance Process Management
- Prepare and submit accurate, on-time tax returns according to each client's tax calendar.
- Process monthly billing activities and manage payments, including handling of cash requests, debits, credits, and jurisdictional check payments.
- Support compliance efforts by identifying and resolving data inconsistencies and ensuring tax setup aligns with state and local requirements.
Operational Excellence
- Contribute to internal data audits and assist with special projects to improve service quality and data accuracy.
- Stay current on best practices in compliance tools and processes and support ongoing process improvements.
Why Join TaxConnex?
At TaxConnex, we value initiative, teamwork, and client-first mindset. You'll be part of a fast-paced environment where your contributions have a real impact. We're growing rapidly, and this is a great opportunity to grow your career while supporting clients navigating complex tax landscapes.
What We Offer:
- Meaningful Work - Be a vital player in activating and supporting clients as they launch their compliance journey.
- Professional Growth - Build your tax and technology expertise working with experienced professionals and diverse clients.
- Collaborative Culture - Work with a close-knit, innovative team committed to high standards and continuous improvement.
- Hybrid Work Environment - This role is based in our Alpharetta, GA office and follows a hybrid schedule, offering flexibility while maintaining in-office collaboration.
Requirements
We're Looking For:
- 1-3 years of experience in indirect tax (Sales & Use, Communications Tax), preferably with exposure to tax jurisdictions and return filing.
- Bachelor's degree in accounting, Finance, Business, or a related field-or equivalent experience.
- Familiarity with tax compliance software and solid skills in MS Excel.
- Strong analytical abilities-you can troubleshoot, validate, and make sense of transactional data.
- Excellent written and verbal communication, you're comfortable working across departments and with external clients.
- Organized, detail-driven, and deadline-oriented-you thrive in a fast-paced, team environment.
Join TaxConnex and help shape how businesses manage tax compliance-one client at a time. If you're analytical, service-minded, and ready to grow in the indirect tax space, we'd love to hear from you. Come build your future with TaxConnex!
About TaxConnex
Sourced by ZipRecruiter
Company size
11 - 50 Employees
Headquarters location
Roswell, GA, US
Year founded
2006