[Remote] Small Business Account Manager

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, seeking an Accounting Professional to manage relationships with Small Business clients. The Account Manager will oversee client acquisition, maintain advisor relationships, and ensure compliance with accounting principles while delivering exceptional service to clients.

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