Client Resource Assistant

Client Resource Assistant

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.

As a Client Resource Assistant, you will:

• Be a liaison between our accounting professionals and their clients
• Initiate proactive client outreach via phone, email, and other means
• Check-in and prep client documents upon receipt
• Update document request lists; communicate missing items with the client and the relationship manager
• Prepare and follow up on reports as needed to ensure progress of work stays on track
• Work in tandem with the business development and operations teams, to help manage processes

Qualifications:

• Associate or bachelor's degree is preferred
• Accounting knowledge a plus
• Professional client service experience
• Strong work ethic and self- motivated to meet performance standards
• Strong and confident communication skills
• Highly skilled with Microsoft Office
• Detail-oriented and organized
• Positive and professional attitude
• Ability to multi-task
• Self-starter

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 | 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