Senior Tax Analyst

Job Description

Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live.

Together, we are building a better world, so we can all enjoy living in it.

Finance

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.
• Accuracy and Attention to Detail:
  Understanding the necessity and value of accuracy; ability to complete complex analysis and steward status updates with timeliness and precision.
• Effective Communications:
  Understanding of effective communication concepts; corresponds with a global audience and avoids tax technical jargon when communicating with business partners.
• Problem Solving:
  Knowledge of approaches and tools for recognizing, anticipating, and resolving problems; ability to apply knowledge of problem solving appropriately to alternatives scenarios with understanding of stakeholder perspectives.
• Tax Operations:
  Knowledge 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 team-oriented personality with the ability to build and foster relationships throughout the organization.
• Understanding of accounting and business processes.

• Our goal at Caterpillar is for you to have a rewarding career. Our teams are critical to the success of our customers who build a better world. You will have the opportunity to expand your U.S. income tax technical expertise as well as having opportunities for career progression within the broader U.S. direct tax team.
• Here you earn more than just a salary because we value your performance. We offer a total rewards package that provides benefits on day one (medical, dental, vision, RX, and 401K) along with the potential of an annual bonus. Additional benefits include paid vacation days and paid holidays.
• All…