Senior Tax Manager

The Team

Morningstar’s Global Tax team is part of the broader Finance organization and is responsible for worldwide tax accounting, compliance and reporting, planning , and tax processes. Morningstar is establishing a Tax Centre of Excellence (“Tax CoE”) to support the global tax operation by driving consistency, quality, automation, and strong governance across jurisdictions, while partnering closely with regional finance teams, external advisors, and auditors.

The Role

The Senior Manager – Global Tax will be a key member of the Tax CoE, supporting global tax accounting, compliance and reporting, planning and process excellence initiatives. This role will play a critical part in the timely filing and review of income tax returns, preparing of supporting calculations for quarterly and annual global income tax provision under US GAAP (ASC 740), and transformation of tax processes through standardization and automation.

The role will work closely with the Global Tax leadership, regional accounting, finance and tax teams, as well as external advisors to ensure accurate, timely, and efficient planning and compliance for a US-based multinational, publicly listed organization.

This role will report directly to the Global Head of Tax based in Chicago and will require overlap with Europe and US Timezones.

Key Responsibilities

Global Tax Accounting & Reporting

• Support the preparation of the quarterly and annual global income tax provisions under US GAAP (ASC 740), including coordination with regional finance and tax teams.

• Review income tax general ledger rollforwards for accuracy.

• Review current and deferred tax calculations for non‑US entities, including permanent and temporary differences, valuation allowances, uncertain tax positions, and effective tax rate analysis.

• Assist with certain US-specific international tax calculations (e.g., GILTI, FDII, BEAT, FTC, Subpart F, APB 23, foreign currency translation impacts, etc.) in coordination with subject matter experts.