Lazo is an AI-powered platform built to make startup life radically easier. We help founders stay focused on building by handling their back office: finance, legal, tax, payroll, and fundraising — all in one place, VC-ready from day one.

Joining Lazo means working directly with early-stage founders, shaping go-to-market and growth strategy, and scaling a product that makes real impact in the startup ecosystem.

We’re backed by AlleyCorp, AWS Startups, Google for Startups, Endeavor, and Tampa Bay Wave.

Check us out at www.lazo.us

Responsibilities:

Expert Consultation:

• Provide expert advice and guidance on complex income tax issues to internal teams, clients, and stakeholders, with a particular focus on the unique tax challenges faced by startups.

• Advise on the tax obligations of individual partners and shareholders within startups, including personal income tax matters and equity compensation.

Compliance Oversight:

• Ensure compliance with federal, state, and local income tax laws and regulations, staying updated on changes and implications for startups and their stakeholders.

• Develop and maintain processes to ensure ongoing compliance with tax regulations, reducing risk and ensuring quality in all tax-related deliverables.

Research and Analysis:

• Conduct thorough research on income tax legislation, rulings, and trends relevant to startups. Analyze and interpret tax laws and regulations to provide actionable insights.

• Standardize tax matters related to startups, including capital raising, equity compensation, and tax obligations of partners and shareholders.

Training and Development:

• Design and deliver training sessions, workshops, and seminars for internal teams (including Tax, Customer Support, Sales, and Product) and clients on startup-specific income tax matters.

• Ensure that all internal teams are equipped with up-to-date knowledge on tax regulations and compliance requirements.

Documentation:

• Prepare, review, and maintain comprehensive documentation of tax policies, procedures, and compliance efforts, particularly as they relate to startups.

• Develop standardized templates and guidelines for startup tax matters to streamline internal processes and client deliverables.

Cross-Functional Collaboration:

• Work closely with finance, legal, and bookkeeping teams to ensure cohesive and comprehensive tax strategies and compliance for startups.

Client Support:

• Provide high-quality support to startup clients, addressing their income tax queries and concerns effectively.

• Handle the most complex tax cases for clients, ensuring a high standard of service and satisfaction.

Risk Management:

• Ensure that robust processes and controls are in place to mitigate tax-related risks for startups and their stakeholders.

• Continuously monitor and update risk management practices to adapt to new tax regulations and business developments.

Qualifications:

Education:

• Bachelor’s degree in Accounting, Finance, Taxation, or related field. CPA, CMA, EA, or similar certification is preferred.

Experience:

• Minimum of 5-7 years of experience in income tax, with a strong background in both corporate and individual tax matters, particularly within the startup ecosystem.

Knowledge:

• In-depth knowledge of federal, state, and local income tax laws and regulations. Familiarity with international tax laws is a plus.

• Specialized knowledge of tax issues specific to startups, including equity compensation, capital raising, and the tax obligations of partners and shareholders.

• A thorough understanding of Forms 1120, 1120F, 1065, 5471, 5472 is required

• Knowledge of Form 1040 is considerable a plus

Skills:

• Strong analytical and problem-solving skills.

• Excellent communication and interpersonal abilities.

• High attention to detail and accuracy.

• AI first mindset.

Preferred Qualifications:

• Advanced degree in Taxation, Law, or related field.

• Previous experience in a consulting or advisory role.

• Proven track record of successfully managing complex tax projects.

• Experience in training and developing internal teams on tax matters.

Benefits.

💰 Compensation in USD.

🧑‍💻 #Flexible work culture - we focus on goal achievement!

📍 100% remote.

🏖️ 3 weeks of vacation.

🧑‍🎄 Week off between Christmas and New Year's Eve.

💆 Health benefits.

🎂 Birthday day off.

👪 Marriage leave, maternity/paternity/adoption leave.

And it gets better:

🚀 Develop in a fast-paced and challenging environment.

⭐ Be part of a highly committed team with an excellent work environment.

🌎 Work for one of the most challenging ecosystems: the United States.