Note: The job is a remote job and is open to candidates in USA. H&R Block is a leader in tax preparation and financial services, dedicated to helping clients and communities. The Small Business Account Manager will create long-term relationships with small business clients, oversee bookkeeping and payroll services, and ensure client satisfaction by managing the entire client acquisition process.
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)
Skills
- 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
Benefits
- Medical and prescription drug coverage
- H&R Block Retirement Savings Plan (401(k) Plan)
- Employee Assistance Program
- (virtual) fitness center programs
- Associate discount program
- Business Travel Accident Insurance
- Associate Tax Prep benefit
Company Overview
- H&R Block is a tax solutions provider that offers tax returns, filings, and advisory services for individuals and businesses. It is a sub-organization of Ameriprise Financial. It was founded in 1955, and is headquartered in Kansas City, Missouri, USA, with a workforce of 10001+ employees. Its website is https://www.hrblock.com.