Client Advisory Services Senior Accountant

Company: Lutz 

Level: Senior (3+ Years of Professional experience) 

Type: Full-time (In-person) 

Location: Omaha, NE or Lincoln, NE

ABOUT LUTZ  

Lutz is a business solutions firm, partnering with customers to provide expert advisory and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don’t just offer services; we deliver peace of mind by aligning our work with what matters most to our clients and team members, embodying our promise to Mind What Matters. 

At Lutz, our people are our greatest asset. That’s why we’ve built a supportive, inspiring work environment centered around our core values: INTEGRITY, HUMANITY, BRAINPOWER, and CONFIDENCE. We foster an atmosphere where professional development is encouraged, your ideas are valued, and work-life balance is more than just a buzzword.

ACCOUNTING | CLIENT ADVISORY SERVICES 

Lutz’s Client Advisory Services team is all about being a trusted partner to businesses, providing day-to-day accounting and financial solutions. From managing daily accounting to creating tailored financial reports and data analytics dashboards, our CAS professionals work closely with clients to keep their businesses running smoothly and strategically. What sets us apart? We’re not just crunching numbers—we’re solving problems, automating processes, and offering insights that drive growth. The CAS team at Lutz is the perfect environment to dig into data, find efficiencies, and be a part of a collaborative, forward-thinking group where you can thrive.  

We like it here, and we think you will, too. 

MAKE AN IMPACT 

As a CAS Senior Accountant you will:  

• Manage multiple client engagements by preparing and reviewing monthly financial statements, reconciliations, and supporting schedules 
• Serve as the day-to-day contact for clients, responding to questions and providing timely, accurate information 
• Assist with preparing budgets, forecasts, and cash flow projections to help clients make informed business decisions 
• Support clients with accounting software setup, conversions, and process improvements 
• Identify and research accounting issues, ensuring compliance with GAAP and firm standards 
• Collaborate with tax, audit, and advisory teams to provide coordinated client service 
• Train and mentor staff accountants, reviewing their work and providing feedback to support professional development 
• Identify opportunities to streamline client processes and recommend technology solutions that drive efficiency 

QUALIFICATIONS 

• A minimum of 3+ years of accounting experience, with preference given to experience in client advisory services, or consulting services  
• Bachelor’s degree in Accounting, Finance, or related field required; Master's degree preferred
• CPA designation or eligibility preferred 
• Strong understanding of GAAP and financial reporting 
• Experience preparing and reviewing financial statements, reconciliations, and general ledger work 
• Proficiency with accounting software QuickBooks Online, Microsoft Excel, and other financial management systems   
• Excellent organizational skills with the ability to manage multiple engagements and meet deadlines 
• Strong communication and interpersonal skills, with the ability to build client relationships and work effectively in a team environment 
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Ability to manage multiple clients and projects at the same time

BENEFITS 

• Investments & Incentives 

Competitive Base Salary | Matching 401k Program | Profit-Sharing |New Client Referral Incentives | Professional Certification Exam Incentives 

• Lifestyle Balance 

Paid Holidays | Paid Time Off (PTO) | Flexible Schedule |Employee Appreciation Events | Social Events | Family Outings 

• Professional Development 

Formal Mentor Program | Continuing Education | Leadership Development Program | CPA Exam Fee Reimbursement | CPA Review Course Support | Professional Memberships | Semi-annual Performance Evaluations | Advancement Opportunities | Certification/Professional License Support 

• Health & Wellness 

Comprehensive Medical, Vision, & Dental Insurance | Healthcare and Dependent Care Flex Spending Accounts | Health Savings Account | Short-term and Long-term Disability Insurance | Life Insurance | Company Wellness Events | Employee Assistance Program 

• Office Perks 

“Dress for Your Day” Attire | Firm-sponsored Meals | Breakfast on Fridays | Bottomless Soda and Snacks