Tax Manager

Key Responsibilities

• Lead the preparation and review of quarterly and annual tax provisions and disclosures required for the 10Q/10K reporting.
• Identify uncertain tax positions and determine the potential impact on the company’s financial statements in accordance with ASC 740.
• Lead the preparation and review of the US Income tax compliance filings and related processes, including calculation of book-tax differences, preparation of supporting documentation, coordination with external providers, review of extensions/estimated tax payments, and return-to-provision activities.
• Support external audits and tax authority inquiries by preparing reconciliations, technical documentation, and other supporting materials.
• Research the applicability of any new accounting pronouncements and tax legislation and the impact to Morningstar’s tax profile.
• Aid in maintenance and compliance of key tax SOX controls.
• Lead research and implementation of US tax planning and incentive opportunities including providing tax support on legal entity changes, internal reorganizations, and other business initiatives, as needed.
• Assist with M&A activities including due diligence, purchase accounting considerations and integration.
• Identify opportunities to improve process and automate including reducing manual effort and enhancing the overall scalability of the tax function.
• Supervise and develop junior team members, while strengthening delegation, supporting workpapers, efficiencies and execution quality across the function.
• Participate in other ad-hoc projects as assigned.

  Requirements

  • A bachelor’s degree in accounting is required; tax emphasis preferred.
  • An M.S. in Tax and/or CPA is a preferred.
  • 5-7 years of tax experience with Big 4 accounting firm or large multi-national publicly held corporate tax department.
  • At least two years of experience as a people-manager or in a similar supervisor capacity is required.
  • ASC 740 review experience required.
  • Working knowledge of tax provision software and familiarity with business intelligence tools (Alteryx, Power BI, Tableau, etc.) is preferred.
  • Experience introducing operational and cost efficiencies by leveraging emerging or existing technology solutions (e.g. AI or automation).
  • 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

    • Total Cash Compensation Range: $121,400.00-186,150.00 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.
    • 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.
    • Legal Entity: 001_MstarInc Morningstar Inc.