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Individual Tax Client Relationship Manager Jobs (NOW HIRING)

Cutter Aviation

CLIENT RELATIONSHIP MANAGER

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 ...

FlexTG

Client Relationship Manager

New York, NY

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

Chicago, IL

$55K - $65K/yr

FTG is looking for a Client Relationship Manager who will work with existing customers to foster ... Finally, the Company prohibits the harassment of any individual based on their protected status.

FlexTG

Client Relationship Manager

Mesa, AZ

FTG is looking for a Client Relationship Manager who will work with existing customers to foster ... Finally, the Company prohibits the harassment of any individual based on their protected status.

Mai Placement

Client Relationship Manager

Brooklyn, NY

$120K/yr

Client Relationship Manager Location: Brooklyn, NY (On-Site + Local Travel) Compensation: $120,000 Base + Performance Bonus Build Relationships. Retain Clients. Drive Growth. We're seeking a Client ...

TrxNow®

Client Relationship Manager

Johnson City, TN

$20 - $25/hr

We are seeking a qualified Client Relationship Manager to help sustain partner relationships for long-term growth and revenue. The position is responsible for effectively handling day-to-day client ...

One, Inc.

Client Relationship Manager

Client Relationship Manager Reporting to: SVP Client Success Department: Sales, Client Success Overview:The role of the Client Relationship Manager owns the retention, client health, and revenue ...

Alphabe Insight Inc

Client Relationship Manager

Modesto, CA · On-site

$59K - $67K/yr

You will be responsible for building strong client relationships, managing accounts, and coordinating with internal teams to achieve exceptional outcomes. Responsibilities * Serve as the main liaison ...

FlexTG

Client Relationship Manager

Cockeysville, MD

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

New York, NY

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

Baltimore, MD · 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

Houston, TX · Hybrid

$60K - $70K/yr

Description Client Relationship Manager Location: Remote (Hybrid if within 35 miles of a FlexTG office - 3 days onsite) Salary: $60,000-$70,000 base + quarterly bonuses + commission incentives About ...

FlexTG

Client Relationship Manager

Chicago, IL

$55K - $65K/yr

FTG is looking for a Client Relationship Manager who will work with existing customers to foster ... Finally, the Company prohibits the harassment of any individual based on their protected status.

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All JobsIndividual Tax Client Relationship JobsIndividual Tax Client Relationship Manager Jobs

Individual Tax Client Relationship Manager information

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$29K

$57.4K

$98K

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

As of Aug 15, 2026, the average yearly pay for individual tax client relationship manager in the United States is $57,383.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,500.00 and $65,000.00 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.

More about Individual Tax Client Relationship Manager jobs

What cities are hiring for Individual Tax Client Relationship Manager jobs?

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Individual Tax Client Relationship Manager jobs near you
Infographic showing various Individual Tax Client Relationship Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 12% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $57,383 per year, or $27.6 per hour.

Client Relationship Manager

Sunrise Landscape

Pinellas Park, FL • On-site

Full-time

Re-posted 12 days ago

Job description

Sunrise Landscape, an established commercial landscape organization for more than 40 years, is excited by our vision to deliver excellent customer service in the areas of landscape design, installation and maintenance to our clients with the help of our 1,000+ employees. We are proud to have achieved the Lawn & Landscape Top 100 honor and are continuing to build a great place to work with a commitment to landscape and service excellence.
Position Summary
The Client Relationship Manager (CRM) is a strategic account leader responsible for building trusted partnerships with high-value clients, driving client retention, and growing revenue through proactive service communication and enhancement sales. This role serves as the primary client contact and is accountable for ensuring all client activity, proposals, communication notes, and service requests are accurately tracked in Aspire, allowing for full transparency and operational alignment between sales, service, and production teams. The Client Relationship Manager will manage a book of business generally between $1.5-2M in annual revenue.
Key Responsibilities
Client Engagement & Retention
  • Serve as the strategic relationship owner for assigned accounts, acting as the visible face of the company and trusted client advisor.
  • Develop, build, nurture and maintain exceptional client relationships for a portfolio of commercial landscape clients, act as the primary relationship and escalation contact with client. The primary functions include relationship management, operational partnership and coordination, service readiness, proactive communication, and problem solving, both strategic/tactical.
  • Ensure a high level of client retention; addresses issues proactively and develops solutions to mitigate client retention risk. Monitor client trends to ensure renewal success.
  • Partner with Sales (Business Development Managers) to ensure successful turnover of client accounts with deep understanding of client expectations. Ensure expectations match operational delivery.
  • Create Executive Summaries outlining issues/problems and solutions, present findings and solutions to clients and leadership as applicable.
  • Lead interactions within Sunrise Landscape and with clients to arrive at expected service delivery outcomes while achieving a high level of "Client Delight".

Growth & Revenue Expansion
  • Identify enhancement and upsell opportunities during site reviews and document opportunities to create visibility in the enhancement pipeline.
  • Collaborate with operations to generate accurate enhancement proposals, ensuring clean pricing, approval capture, and margin visibility.
  • Monitor opportunity pipeline, proposal status, and close rates driving disciplined proposal follow-up and client engagement.

Operational Partnership & Quality Assurance
  • Partner closely with Operations Managers, Production Managers, Superintendents, and Crew Leads to align site priorities and ensure service consistency. This role does not lead operations crews.
  • Use Aspire work tickets and job notes to communicate client expectations and execution priorities to field teams.
  • Participate in production meetings to review upcoming work, client feedback, and enhancement schedules.

Qualifications
  • 5+ years of professional client service, account management, property management, or related B2B service industry experience.
  • Experience using Aspire or similar service management/CRM platforms to log communication, manage proposals, and track revenue pipeline is a plus.
  • Polished written, verbal, and interpersonal communication skills are critical to this position, as are a strong professional presence.
  • Must be a good listener and able to respond to clients in a professional manner.
  • Proven ability to grow accounts through relationship-based selling and disciplined follow-up.
  • Valid driver's license and ability to travel locally to client sites.

Core Competencies & Attributes
  • Relationship Builder - creates trust and credibility with clients through consistent, proactive communication.
  • Data-Driven & Aspire Fluent - uses Aspire as the system of record to track all account activity, proposals, notes, and performance metrics.
  • Growth Oriented - actively seeks enhancement opportunities and drives pipeline progression.
  • Operationally Connected - leverages detailed notes and ticketing to align operations with client expectations.
  • Financial Awareness - understands job costing and margin performance through reporting.
  • Professional Influence - leads client walkthroughs, business reviews, and proposal conversations with confidence.

To qualify as a Driver, in addition to the above, you must:
  • Possess a valid driver's license (must be issued from United States for at least 3 years).
  • Clean driving history for at least 3 years.
  • Pass a drug test.

Apply