Small Business Account Manager

H&R Block is a leader in tax preparation and financial services, seeking an Accounting Professional to create long-term relationships with Small Business clients. The Account Manager will oversee a portfolio of bookkeeping and payroll clients, develop new business from existing clients, and act as a liaison between clients and internal teams.

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)

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
• 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