Ops Analyst

Role: Ops AnalystAbout LazoLazo 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 responsibilitiesRequest, follow up, and unblock information from clients and internal teamsManage tasks and documentation across our platformsValidate 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 FBARManage 1099 workflowsPrepare documentation such as W-9 or W-8, depending on the caseEnsure everything is ready for the Tax team to move forwardKeep client information up to date across systems 🎯 We’re looking for someone who:Is highly organized and detail-orientedHas strong follow-up and execution skillsCommunicates clearly and confidently with clientsIs proactive and takes ownershipEnjoys 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.