Lazo
SaaS • Fintech • B2B
Lazo is a technology company that provides end-to-end back-office and financial operations services for startups. It combines an AI-powered SaaS platform (Lazo One) with human experts to handle incorporation, US registration and EIN, bookkeeping, tax filings (including 1099s and Delaware franchise tax), CFO/controller services, data rooms, and fundraising support (CRM, investor discovery and fundraising documents). Lazo targets early-stage and scaling startups, helping them stay compliant, organize investor-ready documentation, forecast finances, and connect with investors.
11 - 50 employees
Founded 2021
☁️ SaaS
💳 Fintech
🤝 B2B
SME, US Tax
Job not on LinkedIn
October 23
Lazo
SaaS • Fintech • B2B
Lazo is a technology company that provides end-to-end back-office and financial operations services for startups. It combines an AI-powered SaaS platform (Lazo One) with human experts to handle incorporation, US registration and EIN, bookkeeping, tax filings (including 1099s and Delaware franchise tax), CFO/controller services, data rooms, and fundraising support (CRM, investor discovery and fundraising documents). Lazo targets early-stage and scaling startups, helping them stay compliant, organize investor-ready documentation, forecast finances, and connect with investors.
11 - 50 employees
Founded 2021
☁️ SaaS
💳 Fintech
🤝 B2B
📋 Description
• 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. • 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. • Research and Analysis: Conduct thorough research on income tax legislation, rulings, and trends relevant to startups. • Training and Development: Design and deliver training sessions, workshops, and seminars for internal teams and clients on startup-specific income tax matters. • Documentation: Prepare, review, and maintain comprehensive documentation of tax policies, procedures, and compliance efforts, particularly as they relate to startups. • Client Support: Provide high-quality support to startup clients, addressing their income tax queries and concerns effectively. • Risk Management: Ensure that robust processes and controls are in place to mitigate tax-related risks for startups and their stakeholders.
🎯 Requirements
• Education: Bachelor’s degree in Accounting, Finance, Taxation, or related field. • CPA, CMA, EA, or similar certification is preferred. • 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. • 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.
🏖️ 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. • 🚀 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.
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