Small Business Onboarding Partner

What You'll Do...

We are seeking a skilled and innovative Senior Onboarding Strategist to lead new clients 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 Onboarding Strategist, you will guide our clients 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 Onboarding Strategist 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 clients during the onboarding process.
• Develop and execute tailored onboarding plans that align with client needs and business goals.
• Guide clients 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 clients 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 clients 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.
  
  

What You'll Bring To The Team...

Education:

• Bachelor’s Degree
  
  

Work Experience:

• 5+ years of experience in financial accounting, bookkeeping, or payroll.
• Exceptional communication skills to build trust and explain complex concepts effectively.
• 3+ years of experience in client-facing account management roles.
• Familiarity with small business operations, including state and federal business registrations.
• Proven ability to manage multiple projects simultaneously with attention to detail and accuracy.
• Demonstrated experience with CRM platforms (e.g., Salesforce, NetSuite, Monday).
• Proficiency with accounting and payroll software (e.g., QuickBooks, Xero, Gusto, ADP).
• Strong knowledge of GAAP compliance and payroll tax regulations at state and federal levels.
• Experience resolving financial discrepancies, including amending payroll tax filings and creating accurate bookkeeping records.
• Ability to anticipate client needs and align services to meet business objectives.
• Self-starter mentality with a knack for problem-solving in fast-paced, remote environments.
  
  

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.

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