Client Accounting Services

Lutz; Omaha (NE); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive Base Salary

Matching 401k Program

Flexible Schedule

Professional Certification Exam Incentives

Comprehensive Medical, Vision, & Dental Insurance

Job summary

A leading business solutions firm in Omaha seeks a Senior Accountant to manage client accounts and ensure compliance with GAAP. The role involves preparing financial statements, assisting clients with financial decisions, and mentoring junior staff. Competitive salary and comprehensive benefits package offered, including flexibility and professional development opportunities.

Qualifications

• Minimum of 3+ years of accounting experience, ideally in public accounting or client advisory.
• Strong understanding of GAAP.
• Ability to manage multiple engagements and meet deadlines.

Responsibilities

• Prepare and review monthly financial statements and reconciliations.
• Serve as the day-to-day contact for clients.
• Assist with preparing budgets, forecasts, and cash flow projections.
• Collaborate with tax, audit, and advisory teams.

Skills

GAAP understanding

Financial reporting

QuickBooks Online proficiency

Microsoft Excel proficiency

Organizational skills

Communication skills

Interpersonal skills

Education

Bachelor’s degree in Accounting, Finance, or related field

CPA designation or eligibility

Tools

QuickBooks Online

Microsoft Excel

Job description

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:

• 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, ideally in public accounting, client advisory services, or consulting services
• Bachelor’s degree in Accounting, Finance, or related field
• 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

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

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