Small Business Account Manager

About The Role
We are looking for an Account Manager to create long-term, trusting relationships with our small business clients. The Account Manager’s role is to oversee a portfolio of assigned bookkeeping, lead client transition process for assigned clients, and develop new business from existing clients.
As an Account Manager, you are the business partner and accounting department for our small businesses. You will help small businesses succeed as a trusted advisor. In this role, you will have oversight of the entire client acquisition process including developing strong relationships with small business clients, partnering with fulfillment teams, and delivering results. You will answer client queries and identify new business opportunities among existing clients. As an account manager, you are the liaise 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 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
Education:
Required Qualifications
High school diploma or equivalent
Work Experience:
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
Education:
Preferred Qualifications
Bachelors - Finance
Work Experience:
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)
Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
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.

Work arrangement
Yes