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. 

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

MAKE AN IMPACT 

The CIO is accountable for the technology strategy, infrastructure, information security posture, and digital enablement of the firm. This role owns every dimension of technology, not as a support function, but as a strategic enabler of growth, client service, and operational efficiency across all four divisions. 

Lutz operates in an environment of exceptional data sensitivity: tax records, financial data, healthcare information, and HR data. The CIO enables bold technology adoption while ensuring the firm never compromises on security, compliance, or data integrity. 

This role requires a business leader first and a technologist second. Someone who translates technology capability into measurable business outcomes and competitive advantage. 

As the Chief Information Officer (CIO), you will: 

• Own the firm’s multi-year technology roadmap aligned to growth targets, division needs, and competitive positioning 
• Own infrastructure, application portfolio, and data architecture across on-premise, cloud, and hybrid environments. Ensure reliability against defined SLAs 
• Own cybersecurity posture end-to-end: threat detection, identity management, endpoint protection, incident response, and security training 
• Evaluate emerging technologies that create measurable advantages in service delivery, efficiency, or client experience 
• Drive technology adoption across the firm, including AI, automation, and cloud-based tools that improve delivery and quality 
• Ensure technology investments deliver measurable ROI; manage IT spend with the same discipline as any P&L owner 
• Establish and enforce data governance standards, ensuring the firm meets all regulatory and client obligations related to data privacy 
• Collaborates cross-functionally with executive leadership (COO, CFO, CHRO, and division leads) to align technology with business strategy—driving solution design, process automation, cost optimization, systems governance, and data-driven workforce insights 

QUALIFICATIONS 

• 15+ years of progressive technology leadership experience, including senior leadership responsibility 
• Experience in professional services, financial services, accounting or a similarly client-centric environment, preferred 
• Proven ability to lead in a growth-oriented, mid-market environment where adaptability and execution are critical 
• Demonstrated ability to operate as a strategic business partner, translating technology into measurable business outcomes and communicating risks, trade-offs, and investments in clear, actionable terms for executive leadership. 
• Proven track record of leading through business outcomes rather than technical specifications, with the ability to proactively drive adoption across the organization. 
• Builds credibility through consistent, reliable execution while promoting a culture of security awareness and responsible AI use to ensure secure, high-impact technology delivery 

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