Small Business Account Manager

H&R Block

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

Posted 9/22/2026full-timeRemote • Missouri • United StatesJuniorMid-Level💰 $25 - $38 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client acquisition, relationship management, and bookkeeping principles, with a strong focus on customer service and communication. Proficient in leveraging accounting software and maintaining client retention while managing multiple projects effectively.

Highest-signal resume keywords

Client AcquisitionBookkeeping ExperienceGAAP KnowledgeCustomer Relationship Management (CRM)Certified Public Accountant (CPA)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BookkeepingPayroll ProcessingAccounting PrinciplesTax KnowledgeProject Management

Soft Skills

Exceptional CommunicationCustomer ServiceNegotiationAttention to DetailResearch Skills

Tools & Technologies

QuickBooks Online (QBO)XeroSageSalesforce

Certifications & Qualifications

Certified Public Accountant (CPA)

Industry Keywords

AccountingPayroll TaxationClient RetentionSmall Business Tax ReturnsEnterprise Resource Planning (ERP)

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Serve as the lead point of contact for all assigned bookkeeping and payroll clients
Oversee the entire client acquisition process from client referral to platform onboarding
Ensure a great client experience and support clients throughout the acquisition process
Conduct outreach and follow up with client referrals to maximize conversion to service
Negotiate contracts and close agreements to meet client needs and growth targets
Assist with client onboarding onto platforms and virtual tools
Develop and maintain trusting, long-lasting advisor relationships with clients
Communicate bookkeeping and/or payroll results on behalf of clients with tax professionals preparing small business tax returns
Proactively leverage available resources and ask for help when needed
Maintain a sizable book of business with strong client retention and revenue per client
Liaise between small business clients and functional internal teams
Identify new business opportunities among existing clients

Requirements

What you’ll need

High school diploma or equivalent
Ability to anticipate customer needs and match them with appropriate products and services
2+ years account management experience
Basic understanding of Generally Accepted Accounting Principles (GAAP), accounting theory, and payroll theory/payroll taxation
Comfort with working under pressure in a fast-paced environment
Familiarity with multiple accounting/Enterprise Resource Planning (ERP) systems (QBO, Xero, Sage, etc.)
Proven ability to juggle multiple projects at a time while maintaining sharp attention to detail
Strong research skills
Preferred: Bachelors - Finance
Preferred: 2+ years accounting or bookkeeping experience
Preferred: Basic tax knowledge
Preferred: Certified Public Accountant (CPA) certification
Preferred: Exceptional communication and customer service skills, including strong verbal and written communication, listening, negotiation, and presentation abilities
Preferred: Experience with customer relationship management (CRM) or workflow management software (e.g. Salesforce or other)

Benefits

Comp & perks

Medical and prescription drug coverage for qualifying associates and eligible dependents
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
Competitive pay
Continuous learning
Support for life both in and outside of work