Tax Technical Lead
IT
United States
Posted on Jun 13, 2026
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
Role Purpose: Act as a tax authority and the guardian of legal and tax quality across the Tax Vertical. The Tax Technical Lead defines institutional criteria, shields the team from fiscal risks, leads the resolution of complex IRS cases, and acts as the "tax logic architect"—translating tax regulations into automated features within our proprietary software (LazoOne). Additionally, this role is responsible for designing the workflows of supporting operational roles (Tax Admin) and fully documenting the department's internal processes.
Establish Institutional Tax Positions: Define, update, and unify the company’s official tax stances regarding grey areas in US tax law (e.g., tech startup-specific deductions, crypto, R&D credits, international tax structures), ensuring all operational cells apply a consistent, professional standard.
High-Risk Final Review: Audit and grant the final sign-off for the top 20% of high-revenue, high-complexity corporate structures (C-Corps with foreign investors) and forms with high penalty exposure (Forms 5472, 8805, 5471, 1120).
IRS Defense & Penalty Management: Design the legal strategy and draft response letters (Reasonable Cause) to dispute, abate, or mitigate penalty notices and audits issued by the IRS to clients, acting as the primary technical representative.
Quality Metrics & Error Tracking: Monitor, categorize, and log technical errors caught during reviews, implementing immediate feedback loops to eliminate systemic risks in delivery.
Comprehensive Process Documentation: Lead the mapping and formal documentation of all internal tax department workflows—from data collection and onboarding to preparation, review, and final electronic filing.
Internal Knowledge Base Maintenance: Build, curate, and maintain the internal Tax Wiki (standardized working papers, step-by-step form completion guides, self-review checklists) to ensure operational scaling without loss of quality.
Software Business Rules Architect (LazoOne): Translate complex tax regulations, IRS instructions, and manual workflows into logical flowcharts, decision trees, and business rules so the Product and Software Development teams can automate them within the platform.
AI Validation & Training: Audit, refine, and validate the technical prompts and knowledge bases of any internal or client-facing Artificial Intelligence tools, guaranteeing that technical output is 100% accurate and up to date.
Preparation Software Optimization: Maximize efficiency in the usage and integration of professional e-filing software (specifically Intuit ProConnect) and document management tools.
Continuous Education Programs: Design and deliver advanced technical workshops to consistently elevate the tax knowledge, bookkeeping acumen, and professional criteria of Seniors and Preparers.
Cell Autonomy Certification: Formally evaluate and certify when a preparer or reviewer possesses the required technical soundness to handle accounts or perform filings independently without direct supervision.
Tax Planning Structuring: Develop the methodological framework, templates, and scope to package Strategic Tax Planning as a high-value premium product that drives upsells and mitigates churn.
Tax Credits & Incentives: Build and validate the technical delivery process for Research & Development (R&D) credits and other critical tax incentives tailored for the tech startup ecosystem.
Enterprise & Complex Deal Support: Partner with the Sales team to act as the primary technical expert during late-stage sales cycles for High-Value, Enterprise, or highly complex leads (e.g., multi-tier international structures, tech startups with heavy R&D, or crypto-active companies).
Technical Validation & Scoping: Review and validate complex commercial proposals before they are signed, ensuring that the pricing matches the actual technical scope of work required and that the Tax Vertical has the internal capability to fulfill it.
Sales Content & Advisory: Provide the Sales and Marketing teams with technical insights, breakdown of new tax laws, and marketing angles (e.g., explaining why a startup needs a specific form) to help them create accurate, high-converting sales materials.
Education: Bachelor’s Degree in Accounting or CPA, with advanced certifications in US Tax (highly desirable to be an Enrolled Agent - EA or actively pursuing it).
Experience: 5+ years of proven experience preparing and reviewing Federal and State tax returns for Startups and SMEs (C-Corps, LLCs, corporate tax returns, and individual returns for foreign founders).
Software Mastery: Expert command of tax preparation software (specifically Intuit ProConnect) and project management platforms (Monday.com, TaxDome, or similar).
Mindset: Tech-savvy profile with a strong passion for scalable processes, system architecture, and automation.
Languages: Bilingual or professional native English fluency with excellent written communication skills for drafting legal documentation and correspondence to the IRS. Portuguese is a plus.
In our cell-based organization, the technical lead is liberated from the administrative micromanagement of daily account assignments and client onboarding logistics.
The Tax Vertical Lead / Coordinator manages the people, the pipelines, the deadlines, and the commercial business health.
The Tax Technical Lead holds absolute ownership over the law, the risk, the training, the documentation, and the software. This is a role of high methodological authority that cuts horizontally across all operational cells in the company.
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.
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