Ops Analyst
Lazo · Miami, FL
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- Hybrid
- Contract
- $60,000 / year
- Miami, FL
Job highlights
- Ensure clients are tax-ready by organizing information.
- Liaise between clients, bookkeeping, and tax teams.
- Manage client communication and data collection.
- Coordinate compliance processes and documentation.
- Gain exposure to the tax and accounting world.
About the role
Operations Analyst
About 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 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.
Key skills/competency
- Operations Analyst
- Client Communication
- Process Management
- Task Management
- Information Gathering
- Data Validation
- Compliance
- FBAR
- 1099
- W-9
Skills & topics
- Operations Analyst
- Tax Operations
- Client Relations
- Process Improvement
- Task Management
- Compliance Coordination
- Data Organization
- Startup Support
- Administrative Support
- Back Office Solutions
- Software
- Human Expertise
- FBAR
- 1099
- W-9
- W-8
- Bookkeeping
- Accounting
- Organization
- Communication
How to get hired
- Tailor your resume: Highlight organizational, communication, and process management skills relevant to an Operations Analyst role at Lazo.
- Showcase proactive skills: Emphasize instances where you've taken ownership, unblocked processes, or managed multiple tasks effectively.
- Prepare for behavioral questions: Be ready to discuss how you handle follow-ups, client communication, and bringing structure to workflows.
- Understand Lazo's mission: Research how Lazo supports startups with tech-enabled back-office solutions and integrate this into your answers.
Technical preparation
Familiarize yourself with FBAR and 1099 forms.,Understand basic W-9 and W-8 documentation requirements.,Practice organizing and validating data sets.,Learn about tax preparation workflow basics.
Behavioral questions
Describe a time you managed multiple tasks.,How do you ensure information accuracy?,Share an experience of client communication.,How do you handle follow-ups proactively?
Frequently asked questions
- What does an Operations Analyst do at Lazo?
- As an Operations Analyst at Lazo, you will ensure clients are 'ready to prep' for tax season by organizing and validating all necessary information. You'll act as a crucial link between clients and internal teams, managing tasks, communication, and compliance-related processes.
- Is this a technical tax role?
- No, this is not a technical tax role. The focus is on operations and organization, but you will gain significant exposure to the tax and accounting industry.
- What kind of clients will I be working with?
- You will be working with startups operating across the U.S. that utilize Lazo's tech-enabled back-office solutions.
- What are the key responsibilities for a Lazo Operations Analyst?
- Key responsibilities include requesting and following up on information from clients and internal teams, managing tasks and documentation, validating data completeness, maintaining client communication, coordinating compliance processes (like FBAR and 1099s), and keeping client information updated.
- What skills are essential for this Operations Analyst position?
- Essential skills include being highly organized, detail-oriented, having strong follow-up and execution abilities, clear communication, proactivity, ownership, and the ability to structure processes and manage multiple tasks.
- How does Lazo leverage technology in its operations?
- Lazo combines software with human expertise to provide tech-enabled back-office solutions. As an Operations Analyst, you will utilize their platforms for task and documentation management.