What are the responsibilities and job description for the Tax Senior Accountant position at Lutz?
Company: Lutz
Level: Experienced Staff (1-2 years) or Senior (3-4 years) of professional experience
Type: Full-Time
Location: Omaha, NE / Lincoln, NE / 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
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 an Experienced Staff or Senior Accountant, you will:
- At the experienced staff level (1–2 years), responsibilities include preparing individual and business tax returns, conducting basic tax research, and collaborating with senior team members to ensure compliance and accuracy
- As a senior tax accountant, additional responsibilities include preparing and reviewing complex returns, supervising and mentoring staff, providing technical guidance, and managing 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
- 1-4 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
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