What are the responsibilities and job description for the Client Advisory Services Manager position at Lutz?
Lutz is an expert accounting and business solutions firm that partners with clients to simplify complexities. We have a sharp, experienced team that believes looking you in the eye to get where you’re coming from is a vital part of getting to the bottom line and taking you where you want to go. We say that we mind what matters, and that really sums it up.
We are currently seeking a Client Advisory Services Manager. Responsibilities, qualifications, and highlights below:
- Minimum of 6 years of accounting experience required with experience managing a team; CPA license preferred but not required
- This is an in-person opportunity.
- Experience with QuickBooks Online, performing a month-end close, training team members, and setting accounting processes and procedures.
- Oversee staff members who are working to complete a month-end close and prepare monthly financial statements; be the primary contact for client accounting questions and needs
- Will be responsible for adding value to our clients, seeking out new ways that we may be able to enhance their business.
- Must be a lean-forward, client-focused, relationship-based individual who enjoys working collaboratively as a team to achieve goals.
- Must have the ability to own a business relationship and take new relationships to that partnership level.
- Work with entrepreneurial clients, entrepreneurial partners and entrepreneurial coworkers.
- In addition to work-life balance that most firms cannot offer, our size enables us to look at each person as an individual when considering development, recognition, rewards, and support. Let us show you how we can create a personal experience for your skill set!
We are a strong firm because we invest wholeheartedly in bright people and genuine partnerships. We will make the most of individual and comprehensive strengths for those who are as passionate about their business as we are. Seeing happiness on clients’ faces and one another’s will assure us that we are living up to the highest standards of success: our own.
For confidential consideration, please visit our website at https://www.lutz.us/current-opportunities
