Tax Manager + Lutz

Company: Lutz

Level: Manager (5+ Years of Professional Tax Experience)

Location: Omaha, NE or Lincoln, 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 a Tax Manager , you will :

• Oversee and manage tax engagements for a diverse portfolio of clients, ensuring compliance with federal, state, and local tax regulations
• Review complex individual, corporate, partnership, and S-corporation tax returns prepared by staff and seniors
• Provide proactive tax planning and consulting services to clients, identifying strategies to minimize tax liability and support long-term goals
• Supervise, mentor, and develop staff and senior accountants by providing technical training, performance feedback, and career guidance
• Conduct and review technical research on complex tax issues, communicating findings and recommendations to clients and internal stakeholders
• Manage client relationships by serving as a primary point of contact, addressing concerns, and ensuring timely delivery of high-quality work
• Collaborate with firm leadership to identify growth opportunities and contribute to business development efforts
• Oversee engagement budgets, billing, and profitability while ensuring client satisfaction and adherence to deadlines

QUALIFICATIONS

• 5+ years of experience in tax, including supervisory responsibilities
• Bachelor’s degree, required
• Active CPA license, required
• Strong knowledge of federal, state, and local tax regulations and compliance requirements
• Proven experience managing multiple client engagements and leading teams
• Excellent written and verbal communication skills, with the ability to explain complex tax matters clearly to clients and team members
• Strong organizational skills with the ability to manage priorities and meet deadlines
• Proficiency in Microsoft Office, especially Excel, and tax preparation/research software

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