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H&R Block - Florida City, FL
posted 2 months ago
Full-time - Entry Level
Florida City, FL
10,001+ employees
Professional, Scientific, and Technical Services
About the position
The Accounting Professional will serve as an Account Manager, responsible for building long-term relationships with Small Business clients. This role involves overseeing a portfolio of bookkeeping and payroll clients, ensuring client satisfaction, and developing new business opportunities. The Account Manager acts as a trusted advisor, guiding clients through the entire client acquisition process and maintaining high-quality service delivery.
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.
- 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 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 preparing small business tax returns.
- Research various payroll laws and requirements along with financial accounting research for compliance with GAAP.
Requirements
- High school diploma or equivalent.
- Strong verbal and written communication skills for remote client interactions.
- Excellent listening, negotiation, and presentation abilities.
- Proven ability to manage multiple account management projects while maintaining attention to detail.
- Experience delivering client-focused solutions to customer needs.
- Solid experience with CRM software (e.g., Salesforce or other).
- Demonstrable ability to communicate, present, and influence key stakeholders.
- 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 of account management experience.
