Client Advisory Services Senior Accountant

Senior AccountantLutz 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.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 daily accounting 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.As a CAS Senior Accountant you will:Manage multiple client engagements by preparing and reviewing monthly financial statements, reconciliations, and supporting schedulesServe as the day-to-day contact for clients, responding to questions and providing timely, accurate informationAssist with preparing budgets, forecasts, and cash flow projections to help clients make informed business decisionsSupport clients with accounting software setup, conversions, and process improvementsIdentify and research accounting issues, ensuring compliance with GAAP and firm standardsCollaborate with tax, audit, and advisory teams to provide coordinated client serviceTrain and mentor staff accountants, reviewing their work and providing feedback to support professional developmentIdentify opportunities to streamline client processes and recommend technology solutions that drive efficiencyQualifications:A minimum of 3+ years of accounting experience, with preference given to experience in client advisory services, or consulting servicesBachelor's degree in Accounting, Finance, or related field required; Master's degree preferredCPA designation or eligibility preferredStrong understanding of GAAP and financial reportingExperience preparing and reviewing financial statements, reconciliations, and general ledger workProficiency with accounting software QuickBooks Online, Microsoft Excel, and other financial management systemsExcellent organizational skills with the ability to manage multiple engagements and meet deadlinesStrong communication and interpersonal skills, with the ability to build client relationships and work effectively in a team environmentAbility to manage multiple priorities and meet deadlines in a fast-paced environmentAbility to manage multiple clients and projects at the same timeBenefits:Investments & Incentives: Competitive Base Salary | Matching 401k Program | Profit-Sharing | New Client Referral Incentives | Professional Certification Exam IncentivesLifestyle Balance: Paid Holidays | Paid Time Off (PTO) | Flexible Schedule | Employee Appreciation Events | Social Events | Family OutingsProfessional 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 SupportHealth & 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 ProgramOffice Perks: "Dress for Your Day" Attire | Firm-sponsored Meals | Breakfast on Fridays | Bottomless Soda and Snacks