Tax Manager

Morningstar•Chicago, IL

1d•$121,400 - $186,150•Hybrid

About The Position

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.

Requirements

A bachelor’s degree in accounting is required; tax emphasis preferred.
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.
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.

Nice To Haves

M.S. in Tax and/or CPA is a plus.
Working knowledge of OneSource software is a plus.

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.

Benefits

100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
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
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
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups