Small Business Account Manager

H&R Block • United States, United States • 5d ago

Our Company

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. Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit blockbenefits.com (https://www.blockbenefits.com/public/welcome) . 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 stereo@types 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.

LI-CS1

Similar Jobs

Associate Director III - Associate Director of Student Account Services

Sam Houston State University • Huntsville, TX • 31min ago

Management & Administrative

Requisition: 202600091S Occupational Category (Staff Positions Only): Professional Hiring Salary: Monthly-Staff Department: Student Account Services General Requirements: Bachelor's degree in Business, Finance, Higher Ed...

31min ago

Go to Apply

Director Of Purchasing

North Carolina Agriculture & Technical State Unive • Greensboro, NC • 34min ago

Management & Administrative

Description: The Director of Purchasing provides leadership and operational oversight for the University's purchasing function, ensuring the effective, economical, and legally compliant acquisition of goods and services...

34min ago

Go to Apply

Lifeguard 1&2, Assistant Chief Lifeguard, Chief Lifeguard - Long Island Region

New York State Civil Service • New York, New York • 34min ago

Management & Administrative

NY HELP No Agency Parks, Recreation & Historic Preservation, Office of Title Lifeguard 1&2, Assistant Chief Lifeguard, Chief Lifeguard - Long Island Region Occupational Category No Preference Salary Grade Hourly...

34min ago

Go to Apply

Manager I - Student Athlete Academic Manager

Sam Houston State University • Huntsville, TX • 36min ago

Management & Administrative

Requisition: 202600100S Occupational Category (Staff Positions Only): Professional Hiring Salary: Monthly-Staff Department: Athletics General Requirements: Bachelor's degree in related field. One year of experience in a...

36min ago

Go to Apply

Project Manager II

Sam Houston State University • Huntsville, TX • 36min ago

Management & Administrative

Requisition: 202600096S Occupational Category (Staff Positions Only): Professional Hiring Salary: Monthly-Staff Department: Homeland Security Institute General Requirements: Bachelor's degree in Security Studies, Public...

36min ago

Go to Apply

Director, Software Product Management & Reliability Engineer

Morgan Stanley Services Group Inc. • New York, NY • 37min ago

Management & Administrative

Company Profile: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment, and wealth management services. The Firm's employees serve clients worldwi...

37min ago

Go to Apply

Human Resources Partner

Iowa State University • Ames, IA • 37min ago

Management & Administrative

Position Title:Human Resources Partner Job Group:Professional & Scientific Required Minimum Qualifications:Bachelor's degree and 5 years of related experience Preferred Qualifications:Supervisory and leadership exper...

37min ago

Go to Apply

Change Management Practitioner

State of Vermont • Waterbury, VT • 37min ago

Management & Administrative

This job was posted by https://www.vermontjoblink.com : For more information, please see: https://www.vermontjoblink.com/jobs/1358694 Overview Are you passionate about employee engagement, workplace culture, and helping...

37min ago

Go to Apply

Education Consultant 3

State of Minnesota • Saint Paul, MN • 38min ago

Management & Administrative

Working Title: Education Consultant 3 Job Class: Education Consultant 3 Agency: Prof Educator Licensing Std Bd Job ID : 93631 Location : St. Paul Telework Eligible : Yes Full/Part Time : Full-Time Regular/Temporary : Unl...

38min ago

Go to Apply

State Energy Conservation Office - Contract Manager

STATE ENERGY CONSERVATION • Austin, TX • 39min ago

Management & Administrative

Please paste the following URL into a browser to view the entire job posting in the CAPPS Career Section: https://capps.taleo.net/careersection/ex/jobdetail.ftl?job=00057525 You may apply to the job directly through the...

39min ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.