Small Business Account Manager

Summary

H&R Block provides tax and financial services to clients and communities, with a focus on blending human expertise and digital innovation. The Small Business Account Manager role builds long-term relationships with small business clients, manages bookkeeping and payroll accounts, supports client onboarding and acquisition, and helps drive growth through client retention and new business development.

Responsibilities

• Serve as the lead point of contact for all assigned bookkeeping and payroll clients
• Oversee entire client acquisition process from client referral to platform onboard, ensuring a great client experience and supporting the client throughout the process
• Conduct outreach and follow up with client referrals to maximize conversion to service
• Negotiate contracts and close agreements to meet client needs and meet growth targets
• Assist with client onboarding onto platforms and virtual tools
• 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
• Proactively leverage available resources and ask for help when needed
• Maintain a sizable book of business with strong client retention and revenue per client

Skills

• High school diploma or equivalent
• Ability to anticipate customer needs and match them with appropriate products and services
• 2+ years account management experience
• Basic understanding of Generally Accepted Accounting Principles (GAAP), accounting theory, and payroll theory/payroll taxation
• Comfort with working under pressure in a fast-paced environment
• Familiarity with multiple accounting/Enterprise Resource Planning (ERP) systems (QBO, Xero, Sage, etc.)
• Proven ability to juggle multiple projects at a time, while maintaining sharp attention to detail
• Strong research skills
• Bachelors - Finance
• 2+ years accounting or bookkeeping experience
• Basic tax knowledge
• Certified Public Accountant (CPA) certification
• Exceptional communication and customer service skills, including strong verbal and written communication, listening, negotiation, and presentation abilities
• Experience with customer relationship management (CRM) or workflow management software (e.g. Salesforce or other)

Qualifications

Must Haves

• High school diploma or equivalent
• Ability to anticipate customer needs and match them with appropriate products and services
• 2+ years account management experience
• Basic understanding of Generally Accepted Accounting Principles (GAAP), accounting theory, and payroll theory/payroll taxation
• Comfort with working under pressure in a fast-paced environment
• Familiarity with multiple accounting/Enterprise Resource Planning (ERP) systems (QBO, Xero, Sage, etc.)
• Proven ability to juggle multiple projects at a time, while maintaining sharp attention to detail
• Strong research skills
• Bachelors - Finance
• 2+ years accounting or bookkeeping experience
• Basic tax knowledge
• Certified Public Accountant (CPA) certification
• Exceptional communication and customer service skills, including strong verbal and written communication, listening, negotiation, and presentation abilities
• Experience with customer relationship management (CRM) or workflow management software (e.g. Salesforce or other)

Benefits

• Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage
• H&R Block Retirement Savings Plan (401(k) Plan)
• Employee Assistance Program
• (virtual) fitness center programs
• Associate discount program
• Automatically enrolled in Business Travel Accident Insurance
• Associate Tax Prep benefit