MIO is seeking a professionally motivated candidate to join the firm as a Senior Tax Specialist. The position entails supporting the MIO Investment Advisory team in advising Partners on tax-related investment and wealth planning issues. The new hire will report to MIO’s Global Head of Investment Advisory. This is a full-time, permanent opportunity based in New York City. The new hire will be expected to report to our offices 2-3 days/week. COVID-19 vaccination is mandatory for this position (subject to accommodation for health and religious reasons).

• Function as an in-house expert on sophisticated financial, trust, estate, and gift tax planning matters as well as personal income tax matters and issues for our HNW/UHNW Partners 
• Support MIO investment advisors in Partner discussions regarding tax-related portfolio and wealth planning topics
• Directly engage with Partners’ personal tax advisors and estate attorneys
• Serve as a liaison with other outside financial planners to help Partners frame the right questions and confirm suitability of trust and account structures
• Proactively research the tax environment for HNW/UHNW Partners in the US and provide updates on proposed tax changes as well as written knowledge briefs
• Provide coaching and training to the MIO Investment Advisory team regarding the aforementioned tax matters
• Build tax knowledge base in international jurisdictions where McKinsey has a large footprint such as parts of Europe, South America, and Asia
• Coordinate and collaborate with major law and accounting firms (that have preexisting tax expertise in the country in which they are located) to obtain and review international tax opinions
• Participate in ad hoc special projects and help develop process improvements related to increasing efficiency of the group

• Undergraduate degree in accounting or taxation
• Licensed CPA or attorney with an LLM in tax, and/or master’s in taxation (MST) from an accredited university, ideally with an additional qualification as CFP
• 8-15 years of professional experience with a strong background in personal tax, retirement, multi-generational, and estate planning topics for HNW/UHNW individuals in a wealth management, legal, hedge fund, private equity, or family office environment
• Deep understanding of personal income taxes, investment taxation, and estate taxes as well as planning strategies
• Excellent verbal and written communication skills
• Attention to detail and accuracy; problem analysis and resolution
• Ability to work efficiently in a deadline-oriented environment
• Interest in engaging with investors and their external advisors as well as cross-functionally with MIO colleagues (investment advisory, finance/tax, and senior management)
• Integrity and maturity in dealing with confidential financial matters
• Awareness of and interest in international taxation is a plus
• Experience in using trust or insurance products for estate planning purposes is a plus