Tax Manager

The Role:

In this role, the candidate will assist the head of the tax department with the supervision and management of Morningstar’s tax accounting function including SEC reporting. This role reports directly to the Director of Tax and is based in Chicago. We anticipate this role to work collaboratively with other tax team members on specialty projects outside of ASC 740.

Responsibilities:

• Assist with preparation and review of quarterly and annual tax provisions and disclosures required for the 10Q/10K reporting. This will include the consolidation and review of the global tax provision.
• Assist with modeling of key international calculations (FDII, GILTI, BEAT, FTC, etc.)
• Identify uncertain tax positions and determine the potential impact on the company’s financial statements in accordance with ASC 740.
• Research the applicability of any new accounting pronouncements and standards. Oversee the implementation, where necessary, of such provisions and coordinate with financial reporting team and accounting.
• Assist with maintenance and compliance of key tax SOX controls.
• Lead research, structure, proposal and implementation of tax planning and incentive opportunities.
• Participate in maintenance of transfer pricing program across our international operations.
• Provide support, when needed, for US income tax compliance filings.
• Manage OneSource tax provision and other system driven templates (HFM Smartview).
• Participate in other projects or duties as assigned.

Qualifications:

• A bachelor’s degree in accounting is required; tax emphasis preferred. M.S. in Tax and/or CPA is a plus.
• 8-10 years of tax experience with public accounting firm (Big 4 preferred) or corporate tax department (of a publicly traded company). Three to five years of experience as a people-manager or in a similar supervisor capacity is required.
• ASC 740 review experience required.
• Proficient skills in Microsoft Word and Excel. Working knowledge of OneSource software is a plus.
• Ability to work well under pressure and manage multiple deadlines.
• Excellent written and verbal communication skills including a comfort level in communicating complex tax concepts (both internally and externally).
• Enthusiastic, self-starter with strong work ethic and excellent organizational, prioritization, and multi-tasking skills.

Compensation and Benefits

At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

• Financial Health

  • 100% 401k match up to 6% of salary

  • Stock Ownership Potential

  • Company provided life insurance - 1x salary + commission

• Physical Health 

  • Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages

  • Additional medical Wellness Incentives - up to $300-$600 annual

  • Company-provided long- and short-term disability insurance

• Emotional Health 

  • Trust-Based Time Off

  • 6-week Paid Sabbatical Program

  • 6-Week Paid Family Caregiving Leave

  • Competitive 8-24 Week Paid Parental Leave

  • Adoption Assistance

  • Leadership Coaching & Formal Mentorship Opportunities

  • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses

  • Tuition Reimbursement

• Social Health 

  • Charitable Matching Gifts program

  • Dollars for Doers volunteer program

  • Paid volunteering days

  • 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

Inclusive of annual base salary and target incentive

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.