Tax Senior Accountant + Lutz

Lutz; Omaha (NE); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary

401k matching

Profit sharing

CPA exam incentives

Flexible schedule

PTO

Job summary

Lutz, a business solutions firm, partners with clients to provide expert advisory and compliance services in Accounting, Financial, Tech, M&A, and Talent. The Senior Tax Accountant will prepare returns, supervise staff, and advise clients with minimal supervision.

We value integrity, humanity, brainpower, and confidence, and offer growth opportunities, collaborative teamwork, and a balanced work environment.

Qualifications

• 3+ years of experience in accounting or tax.
• Bachelor's degree in accounting.
• CPA license or working toward CPA.
• Excellent written and verbal communication skills.
• Strong problem solving, organizational, and prioritization skills.
• Experience with Microsoft Office, especially Excel.

Responsibilities

• Prepare individual and business tax returns, conduct basic tax research, and collaborate with senior team members to ensure compliance and accuracy.
• Prepare and review complex returns, supervise and mentor staff, provide technical guidance, and manage client relationships with minimal supervision.
• Prepare individual, corporate, partnership, and s-Corporation income tax returns among other types of returns.
• Assist in tax planning and research, respond to tax notices, complete elections, and assist with tax accruals and depreciation reporting.
• Analyze financial data and supporting documentation for tax compliance.
• Develop client relationships, participate in management meetings, and take on increasing responsibilities in mentoring and technical guidance.

Skills

CPA

Communication

Analytical

Excel

Education

Bachelor's degree in accounting

CPA license or CPA in progress

Tools

Excel

Job description

Level: Senior (3+ years) of professional experience

Type: Full-Time

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

The Accounting team at Lutz forms the backbone of our business, providing expert tax, audit, and assurance services with a personal touch. From working with family-owned businesses to navigating complex financial structures, our accountants do more than deliver compliance—they serve as trusted advisors helping clients achieve their goals. With dedicated niche groups and a focus on continuous learning, Lutz offers opportunities to specialize, grow, and make an impact.

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

MAKE AN IMPACT

As a Senior Tax Accountant, you will:

• Prepare individual and business tax returns, conduct basic tax research, and collaborate with senior team members to ensure compliance and accuracy
• Prepare and review complex returns, supervise and mentor staff, provide technical guidance, and manage client relationships with minimal supervision
• Prepare individual, corporate, partnership, and s-Corporation income tax returns among other types of returns
• Assist in tax planning and research, respond to tax notices, complete elections, and assist with tax accruals and depreciation reporting
• Analyze financial data and supporting documentation for tax compliance
• Develop client relationships, participate in management meetings, and take on increasing responsibilities in mentoring and technical guidance

QUALIFICATIONS

• 3+ Years of experience in accounting or tax
• Bachelor's degree in accounting
• Has a CPA license or is working toward obtaining a CPA
• Excellent written and verbal communication skills
• Strong problem solving, organizational, and prioritization skills
• Experience with Microsoft Office, especially Excel

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