Senior SMB Client Onboarding Partner

About the Role

We are seeking a skilled and innovative Senior Small Business

Client

Onboarding

Partner to lead new client s through a seamless integration process into our Small Business Services. This role is vital in creating exceptional first impressions and ensuring a fast, consistent, and strategic client experience. As a Senior Small Business

Client

Onboarding

Partner

, you will guide our client s through converting their bookkeeping and payroll services to new systems while collaborating with internal teams to ensure they are prepared for long-term success.

The Senior Small Business

Client

Onboarding

Partner will serve as a trusted advisor, identifying opportunities to maximize client workflows and ensuring compliance with financial and payroll regulations.

Day-to-day, you'll...

Act as the primary point of contact for new client s during the onboarding process.

Develop and execute tailored onboarding plans that align with client needs and business goals.

Guide client s through setup on accounting, payroll, and virtual platforms, including assisting with state ID registrations and compliance requirements.

Review and optimize historical client data, including bookkeeping, payroll records, tax filings, and financial statements.

Identify and address discrepancies by preparing adjustments, amendments, or corrective filings as needed.

Proactively communicate with client s via email, text, and phone to gather necessary documents and ensure timely completion of onboarding tasks.

Partner with internal teams, including sales and account management, to ensure a smooth handoff to ongoing services.

Conduct quality assurance reviews to ensure client s meet compliance standards and are set up for success with recurring services.

Document and share insights on onboarding trends and client needs to refine processes and enhance the overall client experience.

Required Qualifications

Education:

Bachelors

Work Experience:

• Ability to anticipate customer needs and match them with appropriate products and services
• 1 year Client onboarding experience
• Comfort with working under pressure in a fast-paced environment
• Excellent listening, negotiation, and presentation abilities
• Knowledge or familiarity with bookkeeping, payroll, or accounting
• 5 years minimum related work experience
• Proven ability to juggle multiple projects at a time, while maintaining sharp attention to detail
• Strong verbal and written communication skills as you will work remotely with clients across the country

Preferred Qualifications

• Work Experience: account management experience
• Bachelor's degree in Accounting or related field.
• Bilingual skills
• Experience with CRM, Xero, Small Business Service, Client Service
• Why work for us
• At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
• That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

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

$62,800.00 - $94,200.00/Yr.

Responsibilities

• We are seeking a skilled and innovative Senior Small Business
• Client
• Onboarding
• Partner to lead new client s through a seamless integration process into our Small Business Services. This role is vital in creating exceptional first impressions and ensuring a fast, consistent, and strategic client experience. As a Senior Small Business
• Client
• Onboarding
• Partner
• , you will guide our client s through converting their bookkeeping and payroll services to new systems while collaborating with internal teams to ensure they are prepared for long-term success.
• The Senior Small Business
• Client
• Onboarding
• Partner will serve as a trusted advisor, identifying opportunities to maximize client workflows and ensuring compliance with financial and payroll regulations.
• Day-to-day, you'll...
• Act as the primary point of contact for new client s during the onboarding process.
• Develop and execute tailored onboarding plans that align with client needs and business goals.
• Guide client s through setup on accounting, payroll, and virtual platforms, including assisting with state ID registrations and compliance requirements.
• Review and optimize historical client data, including bookkeeping, payroll records, tax filings, and financial statements.
• Identify and address discrepancies by preparing adjustments, amendments, or corrective filings as needed.
• Proactively communicate with client s via email, text, and phone to gather necessary documents and ensure timely completion of onboarding tasks.
• Partner with internal teams, including sales and account management, to ensure a smooth handoff to ongoing services.
• Conduct quality assurance reviews to ensure client s meet compliance standards and are set up for success with recurring services.
• Document and share insights on onboarding trends and client needs to refine processes and enhance the overall client experience.

Qualifications

• Work Experience: account management experience
• Bachelor's degree in Accounting or related field.
• Bilingual skills
• Experience with CRM, Xero, Small Business Service, Client Service