Lazo
United States
ABOUT US
Lazo is a fintech company that helps U.S. startups and small businesses stay on top of their accounting, bookkeeping, and tax compliance — all in one place. Our team operates fully remotely and serves clients across different states and entity types. We're growing fast and looking for a seasoned tax professional to join our review team.
THE ROLE
As a Tax Reviewer, you'll be responsible for reviewing U.S. federal tax returns prepared by our team of preparers — ensuring accuracy, compliance, and quality before filings go out to clients. You'll work closely with preparers, flag issues, provide guidance, and help maintain our high standards across a diverse client portfolio.
RESPONSIBILITIES
• Review federal tax returns prepared by the team for accuracy, completeness, and compliance with IRS regulations
• Identify and communicate technical issues, inconsistencies, or missing information to preparers
• Ensure proper application of tax law for entities such as partnerships, C-corps, and foreign-owned companies
• Review international tax reporting disclosures and cross-border transactions
• Provide technical guidance and mentorship to preparers on complex tax matters
• Coordinate with clients when additional documentation or clarification is needed
• Stay current on changes in U.S. federal tax law and IRS guidance
• Help with AI adoption for the reviewing process
REQUIREMENTS
• 5+ years of experience preparing and reviewing U.S. federal tax returns for companies
• Strong command of Form 1065, Form 1120, Form 5471, and Form 5472
• Solid understanding of IRS compliance standards and federal tax regulations
• Professional working proficiency in English & Spanish (written and verbal)
• Strong attention to detail and ability to manage multiple reviews simultaneously
• Ability to communicate technical tax concepts clearly to clients and team members
NICE TO HAVE (NOT REQUIRED)
• Experience working with startups or early-stage companies
• Familiarity with multi-state tax considerations or state filings
• Background in public accounting or tax advisory firms
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.
Lazo, we provide peace of mind to fast-growing startups by ensuring all financial, accounting, tax, and legal needs are being met while they focus on product and traction. We provide information in a timely manner, ready to be shared with investors, ensuring the startup is always investment-ready.