Client Resource Assistant + Lutz

Company: LutzLevel: Entry-level (0-1 years of professional experience)Type: Full-timeLocation: Omaha, NE (On-site) 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. We like it here, and we think you will, too. MAKE AN IMPACTAs a Client Resource Assistant, you will: Be a liaison between our accounting professionals and their clientsInitiate proactive client outreach via phone, email, and other meansCheck-in and prep client documents upon receiptUpdate document request lists; communicate missing items with the client and the relationship managerPrepare and follow up on reports as needed to ensure progress of work stays on trackWork in tandem with the business development and operations teams, to help manage processes QUALIFICATIONSAssociate or bachelor's degree is preferredAccounting knowledge a plusProfessional client service experienceStrong work ethic and self- motivated to meet performance standardsStrong and confident communication skillsHighly skilled with Microsoft OfficeDetail-oriented and organizedPositive and professional attitudeAbility to multi-taskSelf-starter BENEFITSInvestments & IncentivesCompetitive Base Salary | Matching 401k Program | Profit-Sharing |New Client Referral Incentives | Professional Certification Exam IncentivesLifestyle BalancePaid Holidays | Paid Time Off (PTO) | Flexible Schedule |Employee Appreciation Events | Social Events | Family OutingsProfessional DevelopmentFormal Mentor Program | Continuing Education | Leadership Development Program | Professional Memberships | Semi-annual Performance Evaluations | Advancement Opportunities | Certification/Professional License SupportHealth & WellnessComprehensive 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