Senior Tax Manager

Job Title: Senior Manager – Global Tax (Tax Centre of Excellence)

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.

• Review tax disclosures for non-US statutory filings and internal management

reporting.

• Support tax accounting aspects of business combinations, reorganizations, and

other significant transactions.

• Participate in maintenance of transfer pricing program across our

international operations.

Controls, Governance & Audit Support

• Build and maintain robust audit files and technical documentation to support

tax positions, estimates, and judgments.

• Partner with external auditors to ensure timely and smooth audit closure of

tax accounting matters.

• Assist in identifying, documenting, and evaluating uncertain tax positions in

accordance with US GAAP (ASC 740) or local requirements.

Tax Technology, Automation & Process Excellence

• Act as a key contributor to tax process standardization and automation

initiatives within the Tax CoE.

• Manage and optimize tax provision systems and technology tools (e.g.,

ONESOURCE or similar), including data integrity, templates, and reporting

outputs.

• Identify opportunities to improve data flow, controls, and efficiency between

Finance, Accounting, and Tax systems in coordination with Information

Technology

• Continuously assess emerging tax technology and best practices to enhance

scalability and control.

Business Partnering & Stakeholder Management

• Serve as a global tax partner to regional finance teams, providing guidance

on tax accounting, reporting requirements, and year‑end close matters.

• Collaborate with external advisors on tax accounting, compliance support, and

technical matters.

• Contribute to tax planning initiatives and special projects, including

modeling and impact analyses.

Leadership & Team Development

• Act as a senior individual contributor and mentor within the Tax CoE,

providing technical guidance and reviewing work prepared by junior team

members.

• Support the development of tax knowledge and documentation to enable

consistent global execution.

• Drive a culture of quality, ownership, and continuous improvement within

global tax operations.

Qualifications & Experience

Required

• Chartered Accountant (CA) with 8–12 years of progressive tax experience,

including public accounting (Big 4 preferred) and/or corporate tax in a

US-based multinational, publicly traded environment.

• Strong hands‑on experience with US GAAP (ASC 740) income tax accounting and

global tax provision processes.

• Understanding of US and international tax concepts and global tax reporting

considerations.

• Strong Excel skills and experience working with large data sets across

multiple entities.

• Proven ability to manage multiple deadlines in a complex, global environment.
• Excellent written and verbal communication skills with the ability to explain

complex tax topics to non‑tax stakeholders.

Preferred

• Experience supporting US multinationals (specifically with respect to income

tax reporting under US GAAP) and statutory audits for non-US companies.

• Exposure to tax technology and provision software, automation tools, or

finance transformation initiatives.  Experience with AI and other tools (e.g.

Alteryx, etc.) is a plus.

• Prior experience working in a shared services or centre of excellence model.
• Experience partnering across regions, time zones, and cultures.

Key Competencies

• Strong technical tax accounting background with critical thinking skills and

judgment.

• Process orientated and continuous improvement mindset.
• Effective stakeholder and auditor management.
• Ability to balance detail with management perspective.
• High ownership, resilience, and problem‑solving ability in fast‑paced

environments.

Why This Role Matters

This role is critical to building a scalable, high‑quality global tax operating

model, strengthening controls, improving efficiency, and enabling the tax

function to support Morningstar’s growth with confidence and consistency.

Morningstar is an equal opportunity employer

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.

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