H&R Block · 1 week ago
Small Business Account Manager
United States
Full-time
Remote
Entry Level
$25.10/hr - $37.64/hr
1+ years expH&R Block is dedicated to helping people and inspiring confidence in clients and communities. They are seeking a Small Business Account Manager to create long-term relationships with small business clients, oversee bookkeeping and payroll services, and develop new business opportunities.
ConsultingRetailService IndustryTax Preparation
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)
Qualification
Required
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
Preferred
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
H&R Block
H&R Block is a tax solutions provider that offers tax returns, filings, and advisory services for individuals and businesses. It is a sub-organization of Ameriprise Financial.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Andy Phillips
Vice President - The Tax Institute at H&R Block
George Agurkis
Vice President, Government Relations
Recent News
2026-01-23
2026-01-17
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