Small Business Account Manager

Account Manager

We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It's an exciting time to be a part of H&R Block!

What You'll Do...

We are looking for an Accounting Professional to create long-term, trusting relationships with our Small Business clients by serving as their Account Manager. The Account Manager’s role is to oversee a portfolio of assigned bookkeeping and payroll clients and develop new business from existing clients.

Account Managers are the business partner and accounting department for our small businesses. They help small businesses succeed as trusted advisors. Account Managers are responsible for the oversight of the entire client acquisition process, development of strong relationships with small business clients, partnering with fulfillment teams, overseeing client production quality assurance, and delivering results and reports. Account Managers will answer client queries and identify new business opportunities among existing clients. In this role, Account Managers are the liaison between small business clients and all functional internal teams.

Day To Day, You'll...

• Serve as the lead point of contact for all assigned bookkeeping and payroll clients
• Oversee entire client acquisition process from client referral to platform onboarding, ensuring a great client experience and supporting the client throughout the process
• Responsible for outreach and follow up of client referrals to maximize conversion to service
• Negotiate contracts and close agreements to meet client’s needs and meet growth targets
• Assist client onboarding onto accounting, payroll platforms, and virtual tools
• Examine and request source documentation and financial statements
• Review client financial statements for accuracy, making manual journal entries and corrections as needed
• Develop and maintain trusting and long-lasting advisor relationships with clients
• Communicate bookkeeping and/or payroll results on behalf of the client with tax professionals who prepare the small business tax returns
• Research various payroll laws and requirements along with financial accounting research for compliance with Generally Accepted Accounting Principles (GAAP)

What You'll Bring To The Team...

• High school diploma or equivalent
• Ability to anticipate customer needs and match them with appropriate products and services
• One year Account management experience
• Advanced problem resolution skills and communication abilities
• Comfort with working under pressure in a fast-paced environment
• Demonstrable ability to communicate, present, and influence key stakeholders
• Excellent listening, negotiation, and presentation abilities
• Experience delivering client-focused solutions to customer needs
• Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail
• Solid experience with CRM software (e.g. Salesforce or other)
• Strong verbal and written communication skills as you will work remotely with clients across the country

It Would Be Even Better If You Also Had...

• BA/BS degree in business administration, sales or relevant field
• Basic tax knowledge
• Bilingual skills are preferred
• Bookkeeping, payroll, or accounting certification or experience
• Certified Public Accountant (CPA)
• Experience with CRM, Xero, Small Business Service, Client Service

Why Work For Us

Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You'll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being.

Equal Opportunity Employer: H&R Block does not tolerate discrimination based on a person's race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law.

Pay Range Information: The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

Pay Range: $25.10 - $37.64/Hr.

Sponsored Job: #LI-CS1