Small Business Account Manager

🕒 September 22

🏰 Missouri – Remote

🏰 Missouri – Remote

💵 $25 - $37 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🚫👨‍🎓 No degree required

👻 Ghost score 14%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 that provides in-person and online tax filing, tax professionals, small business bookkeeping and payroll, and related financial products such as refund advances and prepaid cards. Founded in 1955, it operates retail tax offices, franchises, and digital platforms to serve consumers and small businesses with tax, accounting, and financial solutions.

📋 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 • Ensure a great client experience and support clients throughout the acquisition 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, long-lasting advisor relationships with clients • Communicate bookkeeping and/or payroll results on behalf of clients with tax professionals preparing 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 • Liaise between small business clients and functional internal teams • 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 • Continuous learning • Support for life both in and outside of work

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