168 applicants

Company

H&R Block · 9 hours ago

Small Business Onboarding Account Manager

Full-time

Remote

Entry, Mid Level

$21.15/hr - $31.73/hr

1+ years exp

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Responsibilities

Serve as the lead point of contact for all assigned bookkeeping and payroll clients

Oversee entire client onboarding process from new sale transfer to platform onboarding and quality assurance, ensuring a great client experience and supporting the client throughout the process

Assist client onboarding onto accounting, payroll platforms and virtual tools, including state ID registrations

Examine and Request Source Documentation and Financial Statements to create accurate client records, including payroll and bookkeeping records, ID numbers and registrations, and tax filings

Review client financial statements for accuracy, making manual journal entries and corrections as needed

Review past payroll tax filings for accuracy, preparing amendments or late filings as necessary

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

Communicate with internal team members as you transfer out completed clients to Account Managers to engage ongoing services

Resourcefulness. You’ll be building something new. Proactively leveraging available resources and knowing when to ask for help

Research various payroll laws and requirements along with financial accounting research for compliance with GAAP

File after-the-fact payroll tax returns as needed in order to onboard clients into our platforms and bring them back into compliance

Be proactive in communicating with clients via e-mail, text, and phone to gather outstanding documents and collect on past due invoices

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

AccountingClient ManagementPayroll ProcessingGAAPCRM SoftwarePayroll SoftwareAccounting Software

Required

Bachelors degree or equivalent work experience

Exceptional verbal and written communication skills to communicate difficult concepts as you will work with clients across the country with vastly different knowledge levels and technical proficiency

Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail.

Experience delivering client-focused solutions to customer needs.

Solid experience with CRM software (e.g. Salesforce or other)

Solid experience with payroll processing software (e.g. ADP, Quickbooks, Gusto, etc.)

Solid experience with accounting software (e.g. Xero, Quickbooks, etc.)

Demonstrated knowledge of payroll tax filings at the state and federal level

Demonstrated knowledge of GAAP

Demonstrable ability to communicate, present and influence key stakeholders.

Knowledge of business types and registrations on both the state and federal level

Comfort with working under pressure in a fast-paced environment.

Ability to anticipate customers’ needs and match them with appropriate products and services.

Advanced problem resolution skills and communication abilities.

One year Account management experience.

A proven self-starter with the ability to prioritize their workload in a remote environment.

Preferred

Five Years Financial Accounting or Bookkeeping experience.

Five Years Payroll experience.

Three years Account Management experience.

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

Glassdoor

3.8

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.

Founded in 1955

Kansas City, Missouri, USA

10001+ employees