Associate Tax Estate and Wealth Planning Advisory

About Our Client
Our client is an independent wealth advisory firm that supports individuals, families, and family offices in the organization, protection, management, and transfer of their wealth.
The firm provides tailored solutions that integrate tax, legal, financial, corporate, fiduciary, estate, and succession-planning considerations, working closely with clients and advisors in Mexico and abroad.
About the Role
Tawdi Human Resources is supporting our client in the search for an Associate – Tax, Estate and Wealth Planning Advisory to join its team in Mexico City.
The position is open to professionals with a background in Accounting or Law and relevant experience in tax advisory, estate planning, wealth structuring, succession planning, trusts, private client services, or related areas.
The Associate will be responsible for managing advisory projects, conducting technical analysis, preparing recommendations, and coordinating with clients, partners, and external advisors in Mexico and internationally.
Key Responsibilities
• Analyze tax, legal, corporate, fiduciary, and succession-planning matters.• Participate in the design of wealth protection and transfer strategies.• Prepare memoranda, presentations, technical opinions, and client recommendations.• Coordinate projects from information gathering through final delivery.• Review legal, tax, financial, and corporate documentation.• Work with lawyers, accountants, trustees, financial advisors, and other specialists.• Participate in meetings and projects involving international consultants.• Maintain timely follow-up on deliverables, documentation, and client matters.
Candidate Profile
• Bachelor’s degree in Law, Accounting, or a related field.• At least four years of relevant professional experience.• Experience in tax advisory, estate planning, wealth planning, trusts, private clients, family offices, corporate structuring, or related areas.• Experience preparing technical analyses, opinions, reports, or client presentations.• Strong project management, analytical, and communication skills.• High level of discretion and attention to detail.• Advanced English proficiency is required.
What Our Client Offers
• Exposure to sophisticated domestic and international projects.• Direct interaction with clients, partners, and specialized advisors.• Professional development across tax, legal, fiduciary, financial, and succession-planning matters.• Opportunities for growth within a specialized advisory firm.
Location: Mexico City - Polanco
Interested candidates may submit their resume to: [email protected]