Tax specialist

Sustainalytics is a Morningstar company dedicated to responsible investment with over 25 years' experience in ESG research and ratings. With an extensive client base across asset managers, asset owners and investment banks, our mission is to provide the insights required for investors and companies to make more informed decisions that lead to a more just and sustainable global economy.

As Morningstar’s ESG center of excellence we are responsible for driving both the commercial success and innovation of its ESG products as well as its overall ESG strategy.

In these times, we rely on virtual team meetings and management practices, as well as a remote buddy program, to support a smooth integration in our virtual offices. New team members are onboarded and start their first day with the company from the safety of their homes.

The Tax Specialist will provide support to the Sustainalytics Associate Tax Director based in Timisoara and will work closely on tax projects with the Finance Team.

Job Responsibilities

• Manage the international tax compliance calendar and support the timely delivery of statutory income tax provisions, corporate income tax and VAT filings and support required audits for Sustainalytics’ subsidiaries
• Liaise with external tax advisors for obtaining various tax forms required by the sales and legal teams (tax residency certificates, withholding tax specifics forms)
• Update on a monthly basis the tax provisioning files and tax cash flows for the group entities
• Work closely with the accounting team on tax entries, tax processes set-ups, tax return reconciliations
• Liaise with the sales and legal teams for support on tax items in each jurisdiction (. regional tax inquiries, review of tax clauses in contracts)
• Liaise and work closely with Accounting, Finance, Legal and Tax teams on a range of integration tax projects
• Proactively analyze and update the Tax team on changes in international tax legislation

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• Degree in law or accounting (CPA or equivalent) or graduate degree in taxation
• 5+ years of relevant tax experience in a corporate environment, public accounting firm or ma-jor law firm
• Significant experience in Canada and international taxation concepts, with an understanding or practical experience with US GAAP, OECD transfer pricing regulations and Sarbanes-Oxley compliance requirements
• Demonstrate a solid understanding of transfer pricing concepts and current practice
• Strong technical writing and tax research skills
• Strong communication skills and ability to articulate complex tax laws in a business setting
• Demonstrated ability to successfully lead complex, milestone driven projects, including the ability to work effectively across cross-functional teams
• Demonstrated ability to manage others, both directly and indirectly
• Strong technical, analytical and problem-solving ability
• Detail-oriented individual who takes ownership of projects, is organized, possesses excellent analytical and problem-solving skills, and is able to deliver on tight deadlines
• Highly motivated, hard-working, and able to work in a fast paced, informal, and often ambiguous environment
• Ability to build collaborative partnerships with internal and external business partners
• Intermediate/advanced skills in the use of Excel and other relevant software programs