Lutz · 20 hours ago
Senior Tax Consultant
Lutz is partnering with a well-respected regional firm to find a Senior Tax Consultant who specializes in agricultural and closely-held business taxation. This role involves hands-on compliance work and strategic advisory, helping clients make informed decisions regarding their operations and long-term goals.
Responsibilities
Prepare and review returns for C Corps, S Corps, Partnerships, and Trusts—with an emphasis on agriculture and family-owned businesses
Coordinate owner and entity-level returns to ensure accuracy and alignment
Develop and implement proactive tax strategies including entity structuring, succession planning, and timing strategies for income and capital purchases
Advise on complex agricultural issues (Section 199A, depreciation, conservation expenses, cooperative dividends, etc.)
Partner with internal teams and outside advisors (bankers, wealth planners, attorneys) to deliver holistic client solutions
Research evolving federal and state tax laws, particularly those affecting Midwest ag operations
Mentor junior staff and support collaborative team development
Qualification
Required
CPA or EA designation required
5+ years of experience in tax preparation and planning
Deep understanding of agricultural and business entity taxation
Experience advising family-owned and multi-generational clients
Strong research, analytical, and communication skills
Comfortable balancing deadlines during peak seasons
Benefits
Comprehensive health, dental, and life insurance
401(k) with company match
Generous PTO + paid holidays
Tuition and professional development reimbursement
Gym and wellness perks
Paid volunteer time
Company
Lutz
Lutz is an accounting company offering accounting, technology, and talent services.
Funding
Current Stage
Growth StageRecent News
2025-05-01
2024-12-09
2024-02-05
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