Tax Manager

MIO Partners, Inc. (MIO) provides proprietary investment products to McKinsey's retirement plan and partners and offers independent, high-quality financial advice to McKinsey's partners. We manage a wide array of investment vehicles with significant expertise and a long and successful track record in alternative strategies, including hedge funds and private equity. We have a multibillion-dollar portfolio of assets under management, and we manage assets for and advise only McKinsey-related clients; we do not accept outside or third-party investments.

MIO is a values-based organization that is strongly aligned with our investors' interests. MIO measures success as performance relative to a market-based benchmark.

MIO, a 250+ person registered investment adviser, provides ample opportunities for somebody with an entrepreneurial drive to shine. We strive to meet the highest professional standards and build an organization that attracts, develops, and retains exceptional people. MIO is a wholly owned subsidiary of McKinsey, but our activities are kept entirely separate from those of the consulting Firm.

Position

MIO's Finance team seeks a professionally motivated candidate to join the firm as a Tax Manager. This individual will report to the manager in charge of tax compliance and be integrally involved in MIO's tax accounting and compliance functions across various fund investment structures.

Primary responsibilities

• Be a key contributor in the tax compliance process, including supervising service providers to deliver timely tax reporting
• Prepare and review source documents associated with partnership tax returns
• Review of partnership tax returns, including associated K-1s for private equity and hedge funds
• Prepare tax estimates and final tax schedules for more than 20 entities comprised of a diversified group of investors
• Coordinate and review tax allocations of partnership income, inclusive of special allocations and basis tracking
• Elect, calculate, and complete PTET payments to 9+ jurisdictions and keep up to date on the latest rules and regulations
• Gather and analyze complex financial information related to tax reform, PFIC, CFCs, etc.
• Assist in gathering, assembling, and preparing supplemental foreign filing forms, including Form K-2 / 3, 1042, 8865, 8858, 5471, 8621, and 926
• Assist Client Service, Legal, Compliance, Advisory, and Investment teams in fulfilling tax-related requests
• Participate in ad hoc special projects and help develop process improvements related to increasing workstream efficiency
• Assist in gathering and analyzing data to support tax efficiency planning for the funds

Desired background

Certain US states require MIO Partners, Inc. to include a reasonable estimate of the salary range for this role. Actual salaries may vary and may be above or below the range based on various factors, including, but not limited to an individual's assigned office location, experience, and expertise. Certain roles are also eligible for bonuses, subject to MIO's discretion and based on factors such as individual and / or organizational performance. Additionally, MIO offers a comprehensive benefits package, including medical, dental and vision coverage, telemedicine services, life, accident and disability insurance, parental leave and family planning benefits, caregiving resources, a generous retirement program, financial guidance, and paid time off.

Base salary range

$150,000-$150,000 USD

MIO Partners, Inc. (MIO) is an equal opportunity employer. MIO will consider all applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.

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