Senior SMB Account Manager

at H & R Block in CREST HILL, Illinois, United States

Job Description



Senior SMB Account Manager

What you’ll do… :

We are looking for an Account Manager to create long-term, trusting relationships with our Small Business clients. The Sr. Account Manager’s role is to oversee a portfolio of assigned bookkeeping, lead client transition process for assigned clients and develop new business from existing clients.

Sr. Account Managers are the business partner and accounting department for our Small Businesses. They help Small Businesses succeed as a trusted advisor. Responsibilities include oversight of entire client acquisition process, development of strong relationships with Small Business clients, partner with fulfillment teams, and delivery of results. Account Managers will answer client queries and identify new business opportunities among existing clients. In this role, Account Managers are the liaise between Small Business clients and all functional internal teams.

Duties and 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 onboard, 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 platforms and virtual tools

+ 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

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

+ Maintain a sizable book of business with strong client retention and revenue per client

Job ID:








About H&R Block… :

H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve grown to have approximately 12,000 offices throughout the United States and around the world.

We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more.

H&R Block is committed to diversity and inclusion and is proud to be an equal opportunity employer. We consider qualified applicants regardless of race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. All qualified applicants are welcomed and encouraged to apply.

Employee Type:


It would be even better if you also had… :

+ Experience with CRM or Workflow management software (e.g. Salesforce or other)

+ BA/BS degree in Accounting or Finance

+ Bookkeeping, Payroll, or Accounting certification or experience

+ CPA certification preferred

+ Basic tax knowledge

+ Proven work experience as an Account Manager, Sales Account Manager, or other relevant role

Bilingual candidates strongly encouraged to apply!

Pay Range Information

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed.

Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.

Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

Pay Range Minimum


Pay Range Maximum


What you’ll bring to the team… :

+ 2+ Years account management experience

+ 2+ years of Accounting or bookkeeping experience

+ Familiarity with multiple accounting/ERP systems (QBO, Xero, Sage, etc.)

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

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

+ Proven ability to juggle multiple projects at a time, while maintaining sharp attention to detail

+ Strong verbal and written communication skills as well as excellent listening, negotiation and presentation ability as work is completed remotely with clients across the country

Posting Title:

Sr. Accounting Representative

Sponsored Job:

\#hrbjob #LI-DM1 #LI-HYBRID

Job Family:

Field Operations

WOTC Eligibility Check:


Copy Link

Job Posting: JC230682462

Posted On: Mar 03, 2023

Updated On: Jun 02, 2023

Please Wait ...