Small Business Account Manager

🔥 4 minutes ago

🏰 Missouri – Remote

🏰 Missouri – Remote

💵 $25 - $37 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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H&R Block

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1955

💸 Finance

👥 B2C

🤝 B2B

Finance • B2C • B2B

H&R Block is a U. S. -based tax preparation and financial services company founded in 1955 that helps individuals and small businesses with tax filing, bookkeeping, payroll, business-formation services, and related financial products. The company operates retail and franchise tax offices, offers online filing and tax-software options, provides financial products (refund advances, a branded debit card and other bank products in partnership with Pathward), and serves both consumer and small-business customers. H&R Block also runs training and seasonal staffing programs, and provides resources such as The Tax Institute and audit/notice support.

📋 Description

• Serve as the lead point of contact for all assigned bookkeeping and payroll clients • Oversee the entire client acquisition process from client referral to platform onboarding, 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 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 clients with tax professionals who prepare 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 • Oversee a portfolio of assigned bookkeeping clients • Lead client transition processes for assigned clients • Develop new business from existing clients • Partner with fulfillment teams and liaise between small business clients and functional internal teams • Answer client queries and identify new business opportunities among existing clients

🎯 Requirements

• High school diploma or equivalent • 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: Bachelors - Finance • Preferred: 2+ years accounting or bookkeeping experience • Preferred: Basic tax knowledge • Preferred: Certified Public Accountant (CPA) certification • Preferred: Exceptional communication and customer service skills, including strong verbal and written communication, listening, negotiation, and presentation abilities • Preferred: Experience with customer relationship management (CRM) or workflow management software (e.g. Salesforce or other)

🏖️ Benefits

• Medical and prescription drug coverage for qualifying associates and eligible dependents • 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 • Competitive pay • Comprehensive benefits • Support for life both in and outside of work • Continuous learning • High Performing, Connected Culture built on strong relationships

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