What are the responsibilities and job description for the Ops Analyst position at Lazo?
Role: 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 interested in getting exposure to the tax world from an operational perspective.
🧠 What will you be doing?
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.
⚙️ Key responsibilities
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
🎯 We’re looking for someone who:
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.