Small Business Account Manager

H&R Block

15h•$25 - $38•Remote

About The Position

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.

Requirements

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

Nice To Haves

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

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 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)

Benefits

competitive compensation and benefits to support your health and well-being
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.

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