H&R Block · 1 day ago
Marketing Manager (B2B)
H&R Block is a leader in tax preparation and financial services, seeking a B2B Marketing Manager for CPA Office Acquisition. This strategic role focuses on generating leads to support CPA firm acquisitions and developing marketing strategies for SMB client acquisition.
ConsultingRetailService IndustryTax Preparation
Responsibilities
Translate the CPA acquisition strategy into targeted, multi-channel marketing plans that generate qualified leads and drive consultations with prospective sellers
Build and manage a scalable lead generation engine using digital media, email, direct mail, events, and outbound tactics to fill the top of the funnel with high-quality CPA office prospects
Leverage internal and external data to identify and prioritize target CPA firms, applying segmentation and personalized messaging to reach the right audience at the right time
Optimize campaign performance through continuous testing of messaging, creative, landing pages, and calls-to-action to improve conversion rates across the acquisition journey
Analyze marketing performance data, run A/B tests, and report on channel-level results to inform strategy and maximize marketing ROI
Collaborate closely with the A&D team, Integration, Legal, and Brand to align marketing efforts with acquisition goals and accelerate deal flow
Direct media agency partners to develop and execute campaigns that effectively reach and convert CPA firm owners, while also cultivating referral networks and strategic partnerships
Stay informed on industry trends, competitor activity, and seller behavior to refine targeting strategies and support special projects that drive innovation and cross-functional impact
Support marketing projects related to the integration of CPA offices into the Block Advisors network
Collaborate with the brand team to evolve and implement the Block Advisors Network brand positioning, voice, and visual identity
Support the development of messaging frameworks that align with the Block Advisors Network brand strategy
Serve as a liaison between the Small Business team and Marketing & Experience to ensure alignment on brand initiatives
Coordinate with cross functional partners to implement changes to branding, messaging, and marketing tools
Qualification
Required
Bachelor's degree in Marketing, Business, Communications, or a related field
7+ years of experience in B2B marketing, ideally in demand generation, ABM, or campaign strategy roles
Proven track record of developing and executing successful marketing campaigns that drive business growth in the B2B sector
Strong strategic thinking and planning skills, with the ability to create and communicate a vision for the future
Excellent verbal and written communication skills, including the ability to create compelling content and deliver impactful presentations
Strong interpersonal skills, with the ability to build and maintain relationships with internal and external stakeholders
Results-oriented mindset, with a focus on achieving measurable business outcomes
Experience in brand marketing or brand strategy in a multi-brand environment
Proven ability to contribute to brand positioning, messaging development, and go-to-market strategies
Strong understanding of brand development, positioning, and consistency across channels
Creative thinking and ability to connect creative brand strategies to results-oriented business outcomes
Preferred
Hands-on knowledge in CRM tools (e.g., Salesforce) and business insights tools (e.g., Buxton or esri) is a plus
Experience in the financial services or professional services industry is a plus
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.
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Recent News
2026-01-23
2026-01-17
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