Small Business Account Manager

H&R Block, Inc.; Northern (KY); Hybrid; USD 3,458,000 - 5,185,000; Full time

Job summary

H&R Block, Inc. is seeking an Account Manager to build long-term relationships with small business clients, oversee bookkeeping and payroll, and guide client transitions and onboarding. You’ll act as the business partner and accounting department for these clients, helping them succeed as trusted advisors.

You will league with fulfillment teams, answer client queries, identify new opportunities, and serve as the liaison between clients and internal teams to deliver results and ensure retention.

Qualifications

• 2+ years account management experience.
• Basic understanding of GAAP and payroll theory.
• Familiarity with ERP systems (QBO, Xero, Sage).

Responsibilities

• Serve as the lead point of contact for all assigned bookkeeping and payroll clients.
• Oversee entire client acquisition process from referral to onboarding to ensure a great client experience.
• Conduct outreach and follow up with client referrals to maximize conversion to service.
• Negotiate contracts and close agreements to meet client needs and 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 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.

Skills

Account management

CRM experience

GAAP knowledge

Communication skills

Multi-tasking

Education

High school diploma

Bachelor's degree in Finance

CPA certification

Tools

QBO

Xero

Sage

Salesforce (CRM)

Job description

About the Role

We are looking for anAccount Manager to create long-term, trusting relationships with oursmallbusinessclients.The Account Manager'srole is to oversee a portfolio of assigned bookkeeping, lead client transition process for assigned clients,and develop new business from existing clients.

You are the business partner and accounting department for oursmallbusinesses.You willhelpsmallbusinesses succeed as a trusted advisor.In this role,you will haveoversight ofthe entireclient acquisition processincludingdevelopingstrong relationships withsmall business clients, partneringwith fulfillment teams,and deliveringresults.Youwill answer client queries andidentifyn new business opportunities among existing clients.As an account manager,youare the liaise betweensmallbusiness clients and all functional internal teams.

Day today, 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

Required Qualifications

Education

• 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

Education

• 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.