Legal Assistant (Tax Controversy & Planning) – Position Summary

Key Responsibilities:

- Prepare and draft preliminary legal documents, IRS and state tax forms, client correspondence, and case files for attorney review.
- Organize, collect, and summarize financial information, tax transcripts, and sensitive client records while ensuring accuracy and confidentiality.
- Collaborate closely with attorneys, production managers, and team members to support case progression and maintain efficient workflow management.

Key Requirements:

- 1-2+ years of experience as a Legal Assistant or Paralegal; experience in tax controversy, tax resolution, or civil litigation is preferred.
- Strong ability to draft legal documents and work efficiently in a fast-paced, deadline-driven environment.
- Excellent written and verbal English communication skills; bilingual Spanish/English is a plus.
- High attention to detail and commitment to maintaining confidentiality when handling sensitive financial information.




- Dedicated home office with reliable internet connectivity and a distraction-free work environment.

Idóneo Candidate Profile: An organized and proactive legal professional with experience supporting attorneys through document preparation, case management, and client file administration. The ideal candidate is detail-oriented, adaptable to feedback, comfortable handling sensitive financial records, and capable of working collaboratively in a fast-paced remote legal environment.

Job Types: Full-time, Part-time

Pay: $10,837.65 - $24,714.82 per month

Application Question(s):

- What are your salary expectations in pesos?
- What is your English level?
- Are you able to work on site or just remote? Location: C. 13 102, entre Avenida Shutan Medina, Residencial Montecristo, 97133 Mérida, Yuc.
- How soon would you be available to start?

Work Location: In person

📌 Legal Assistant (Tax Controversy & Planning) (Mérida)
🏢 Solvo Global
📍 Mérida