Company: Lutz 

Level: Senior (3+ Years of Professional experience) 

Type: Full-time (In-person) 

Location: Omaha, Lincoln, or Grand Island, 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 bookkeeping and payroll 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:  

• Serve as the firm go-to and in-house expert for all things QuickBooks Online  
• Lead client engagements focused on leveraging accounting and financial systems to streamline processes and improve reporting 
• Serve as the day-to-day contact for clients, assisting with system selection, implementation, and optimization 
• Prepare and review financial statements, reconciliations, and management reports using cloud-based platforms 
• Design and maintain dashboards and key performance indicators (KPIs) to deliver actionable insights to clients 
• Provide training and ongoing support to clients and staff on accounting systems and reporting tools 
• Collaborate with tax, audit, and advisory teams to integrate financial data across systems for accurate, timely reporting 
• Research emerging accounting technology solutions and recommend improvements to enhance client efficiency 
• Mentor staff by reviewing system-related work and providing coaching on both technical accounting and technology applications  

QUALIFICATIONS  

• A minimum of 3+ years of accounting experience, ideally in public accounting, private accounting, advisory services, or a systems-focused accounting role 
• Bachelor’s degree in Accounting, Finance, Management Information Systems, Accounting Information Systems, or related field 
• QuickBooks certification preferred  
• CPA designation or eligibility preferred 
• Strong understanding of GAAP and financial reporting combined with experience in system implementation or optimization 
• Hands-on experience with cloud-based accounting platforms such as QuickBooks Online or similar 
• Familiarity with reporting and analytics tools (Power BI or similar) 
• Ability to translate complex financial data into meaningful insights through dashboards and reporting 
• Excellent project management skills with the ability to balance multiple client engagements and deadlines 
• Strong communication and client service skills, with the ability to explain technical concepts to non-technical audiences 

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