Ops Analyst

About Lazo

Lazo is building a tech-enabled back office for startups operating across the U.S., combining software + human expertise.

At Lazo, we're growing fast and looking for a key addition to our Tax team: someone who can help us bring structure, unblock processes, and ensure everything is ready before tax preparation begins.

This role is ideal for someone highly organized, proactive, and with at least 1 year of experience in US tax — whether in a firm, accounting team, or similar environment. You don't need to be a tax technician, but you do need to understand the landscape well enough to coordinate confidently.

Your main goal will be to ensure clients are "ready to prep" — meaning all information is complete, organized, and ready for the technical team to work efficiently. You'll act as a key link between clients, the bookkeeping team, and the tax team.

• Request, follow up, and unblock information from clients and internal teams
• Manage tasks and documentation across our platforms
• Validate that the information received is complete and consistent (non-technical review)
• Maintain direct communication with clients (platform + email)
• Coordinate compliance-related processes with clients:
  • Collect information for FBAR
  • Manage 1099 workflows
• Prepare documentation such as W-9 or W-8, depending on the case
• Ensure everything is ready for the Tax team to move forward
• Keep client information up to date across systems

• Has at least 1 year of experience in US tax (firm, in‑house team, or accounting services — not purely administrative roles)
• Is highly organized and detail-oriented
• Has strong follow‑up and execution skills
• Communicates clearly and confidently with clients
• Is proactive and takes ownership
• Enjoys bringing structure to processes and managing multiple tasks at once

This is not a technical tax role, but you'll gain strong exposure to the tax and accounting world — and your prior experience in the field will help you hit the ground running.