Senior Tax Analyst

Career Area:

Finance

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For more than a century, Caterpillar has helped build a better, more sustainable world. With 2025 sales and revenues of $67.6 billion, Caterpillar Inc. is shaping the future as the world’s leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. Backed by one of the largest independent global dealer networks and financing services through Cat Financial, the company’s primary business segments:
Power & Energy, Construction Industries and Resource Industries are solving customers’ toughest challenges through commercial excellence and advanced technology, driven by a highly skilled, dedicated global team. Learn more at

• As a Senior Tax Analyst in the US Tax Reporting & Analysis group, you will be responsible for aspects of the U.S. Consolidated Federal Income Tax return with a focus on US capital asset book to tax adjustments and US research & development (“R&D”) tax reporting. This experienced tax professional will be a valued member on a team that performs complex compliance and provision activities, leads special projects, and provides support for the IRS income tax audit.
  
  The role will challenge you to combine technical and business knowledge to complete a high-quality work product, adapt to a rapidly changing legislative environment by documenting compliance positions and demonstrate critical thinking skills through the implementation of controls and analysis.

• Analyze high volume of data from disparate systems to prepare complex capital asset book to tax adjustments and perform US R&D tax reporting processes for provision estimates and compliance.
• Work closely with business partners and technical specialists to ensure appropriate preparation and review on technical areas
• Analyze and interpret proposed changes to US tax legislation and regulations with regard to the impact on compliance requirements, including communicating needed updates to capital asset systems
• Lead or support projects related to process improvements, implementation of controls, or other planning initiatives
• Analyze and develop responses to support tax authority inquiries

• Education/
  
  Experience:
  
  The position typically requires a Bachelor’s Degree in accounting, finance, or business related degree and 3+ years of progressively responsible tax related experience.
• Accu r acy and A ttenti on to Deta il: Understanding t he necessity and value of accuracy; ability to c om p lete complex analysis and steward status updates with timeliness and precision.
• Effe cti ve C ommuni c ati ons: Understanding of effecti ve com m unicati on c o ncepts; corresponds with a global audience and avoids tax technical jargon when communicating with business partners.
• Pr ob l em S ol vi n g: Knowled ge of approach es and to ols for rec o gnizing, anticipating, and re s olving pro b lems; ability to apply k nowledge of pr o blem s olving app r o priate ly to alternatives scenarios with understanding of stakeholder perspectives.
• T a x Operations: Knowle dge of tax laws, regulations, and guidance; utilizes tools to identify and gather the information necessary for preparing tax analysis and explains rationale behind U.S. tax impacts.

• Strong tax compliance experience in U.S. federal taxation, including capital assets and R&D tax credit or Sec 174 expensing
• Experience with Corptax software
• Strong knowledge of M365 and familiarity with Microsoft Power Platform
• Strong communication skills, initiative, analysis, and good judgment
• Proven ability to manage projects
• Collaborative and…