Lutz · 1 week ago
Full Charge Bookkeeper
Omaha, NE
Full-time
Onsite
Senior Level
5+ years expLutz is a business solutions firm that provides expert advisory and compliance services. As a Full Charge Bookkeeper, you will manage accounts payable and receivable, execute monthly billing, oversee purchase order workflows, and ensure compliance with taxes, all while mentoring team members.
ConsultingHuman ResourcesInformation Technology
Hiring Manager
Christina Holton
Responsibilities
Process Accounts Payable Daily, including entering vendor invoices and matching to purchase orders, processing recurring/monthly invoices (~300), coding invoices to corporate credit card transactions, and scheduling ACH/check payments
Manage Accounts Receivable, recording and applying customer deposits/payments, preparing monthly AR statements, and reconciling PSA to QuickBooks daily
Execute Monthly Billing, setting up new agreements and managing onboarding/offboarding of projects, creating monthly down payment and progress billings for projects, preparing ancillary cost worksheets, and generating invoices for labor, items, and products received
Oversee Purchase Order Workflow, running received reports, printing vendor invoices and POs, and serving as backup for procurement processing
Perform Monthly Reconciliations, including credit cards, bank statements, petty cash, inventory, down payments, progress billings, and PSA invoices to QuickBooks invoices to ensure accuracy
Handle Taxes & Compliance, preparing, submitting and paying monthly sales tax returns, maintaining 1099 vendor records, and completing annual 1099 reporting
Support Year-End Close, providing documentation for external CPA/auditors and recommending/implementing process improvements within accounting workflows
Supervise, Train, & Mentor Team Members while modeling integrity, self-discipline, and attention to detail
Qualification
Required
5+ Years of Experience in bookkeeping or accounting with hands-on AP, AR, billing, and reconciliations; familiarity with QuickBooks and a PSA/project system
Education: High school diploma required; Associate's degree in Accounting, Finance, or related field preferred
Skills: Proficiency in accounting software (QuickBooks or similar) and strong Microsoft Excel/Office skills; ability to learn PSA or similar platforms
Core Competencies: Exceptional attention to detail, organizational and time-management skills, strong written and verbal communication, and ability to work independently while maintaining confidentiality
Problem-Solving: Analytical mindset with ability to research and resolve discrepancies efficiently
Preferred
Associate's degree in Accounting, Finance, or related field
Benefits
Competitive Base Salary
Matching 401k Program
Profit-Sharing
New Client Referral Incentives
Professional Certification Exam Incentives
Paid Holidays
Paid Time Off (PTO)
Flexible Schedule
Employee Appreciation Events
Social Events
Family Outings
Formal Mentor Program
Continuing Education
Leadership Development Program
Professional Memberships
Semi-annual Performance Evaluations
Advancement Opportunities
Certification/Professional License Support
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
Dress for Your Day Attire
Firm-sponsored Meals
Breakfast on Fridays
Bottomless Soda and Snacks
Company
Lutz
Lutz is an accounting company offering accounting, technology, and talent services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Neil Wardyn
Virtual Chief Technology Officer
Reed Samson
Tax & Consulting Partner
Recent News
2025-05-01
2024-12-09
2024-02-05
Company data provided by crunchbase