Client Account Manager - SMSF

Job Description

Client Account Manager (SMSF)

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H&R Block is known as Australia's leading preparer of Income Tax Returns, but that's only part of the story.

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Through our Accounting and Advisory division, we provide specialist Self-Managed Super Fund (SMSF) services to clients across Australia. Backed by Australia's most recognised taxation accounting brand and a national network of tax offices, our SMSF team continues to grow through referrals, client demand and a commitment to exceptional service.

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If you're an experienced SMSF professional who enjoys building relationships, helping clients achieve their goals and growing a successful client portfolio, we'd love to hear from you.

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Join a business where your expertise is valued and your ability to grow client relationships can make a real impact.

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Location:

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Adelaide (Hybrid Work from Home)

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Type:

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Full Time, Permanent

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Perks & Benefits

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• Hybrid working model
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• 8 RDOs per annum
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• 24 paid CPD training days per annum
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• Bonus scheme
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• Free Knowledge Shop subscription
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• Discretionary training budget
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• Career development opportunities within a national organisation
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About The Role

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We are seeking an experienced SMSF professional to join H&R Block as a Client Account Manager (SMSF). This role is responsible for building and retaining the Company's SMSF client base, increasing the number of clients served and growing revenue through exceptional relationship management and business development activities. The position would suit an experienced SMSF accountant who has managed a client portfolio, team or fee base and is looking to transition away from day-to-day technical production work into a role focused on client relationships, business growth and strategic account management.

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Key Responsibilities

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• Follow up leads, referrals and client enquiries received through H&R Block's retail office network, website and contact centre.
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• Conduct meetings, phone calls and correspondence with prospective and existing clients regarding SMSF services.
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• Prepare quotations and pricing proposals in accordance with company pricing policies.
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• Manage client re-engagement activities and improve client retention outcomes.
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• Develop and maintain strong client relationships to drive satisfaction and long-term retention.
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• Utilise CRM system to manage leads, opportunities and reporting.
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• Contribute to marketing initiatives, client communications and business development activities.
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• Build relationships with external referral partners and service providers.
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• Support the successful onboarding of new clients and setup across relevant systems.
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• Achieve revenue, growth and retention targets.
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About You

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To be successful in this role, you will possess:

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• An Accounting, Finance or Financial Planning qualification.
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• Membership of CPA Australia, CA ANZ and/or the SMSF Association.
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• A minimum of 8 years' experience in SMSF public practice accounting.
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• Strong knowledge of SMSF compliance, taxation and accounting requirements.
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• Experience using Class Super or similar SMSF administration software.
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• Proven ability to build and maintain strong client relationships.
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• Excellent written and verbal communication skills.
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• Strong commercial awareness and business development capabilities.
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• High levels of professionalism, integrity and confidentiality.
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• The ability to work independently while also contributing to a collaborative team environment.
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Highly Regarded

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• SMSF Specialist Advisor (SSA) qualification.
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• Experience managing a professional team and/or client fee base.
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Why Join H&R Block?

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At H&R Block, you'll be part of a nationally recognised organisation with a strong reputation, an established referral network and a growing SMSF client base. You'll have the opportunity to focus on building meaningful client relationships while being supported by experienced professionals, ongoing learning opportunities and a business committed to growth.