Small Business Account Manager

H&R Block; Missouri; On-site; USD 34,000 - 52,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

401(k) plan

Employee discounts

Job summary

H&R Block is seeking an Account Manager to build long-term relationships with small business clients, oversee bookkeeping and payroll portfolios, and lead client transitions from onboarding to ongoing success. You will partner with fulfillment teams to deliver results and identify growth opportunities.

Responsibilities include leading client onboarding, negotiating contracts, and maintaining advisor relationships, while supporting cross-functional teams to ensure client satisfaction and

Qualifications

• High school diploma or equivalent required.
• 2+ years account management experience.
• Basic GAAP knowledge and payroll theory understanding.
• Ability to handle fast-paced environment and manage multiple projects.

Responsibilities

• Serve as the lead point of contact for all assigned bookkeeping and payroll clients.
• Oversee the client acquisition process from referral to onboard.
• Negotiate contracts to meet client needs and growth targets.
• Assist with client onboarding onto platforms and virtual tools.
• Develop and maintain advisor relationships with clients.

Skills

Account management

Client relationships

Research skills

Communication skills

Ability to work under pressure

Education

High school diploma or equivalent

Bachelor's degree in Finance

Tools

Salesforce

QBO

Xero

Sage

Job description

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

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.