Senior Tax Analyst

Role 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.

As a U.S. International Tax Manager in the Reporting & Analysis group, you will be responsible for aspects of the U.S. Consolidated Federal Income Tax return with a focus on US International activities for foreign tax credit limitation, including expense apportionment, and earnings and profits, including Subpart F and GILTI. 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.

What You Will Do:

• Prepare complex International compliance computations for foreign tax credit limitation including expense apportionment, earnings and profits, income inclusion and U.S. International forms, including Forms 1118, 5471, and 8858.
• 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 legislations and regulations with regard to the impact on compliance requirements.
• Lead projects related to process improvements, implementation of controls, or other planning initiatives.
• Analyze and develop responses to support tax authority inquiries.

Qualifications

• Bachelor’s Degree in accounting, finance, or business related degree.
• 5+ years of progressively responsible tax related experience.

Requirements

• Understanding of effective communication concepts; corresponds with a global audience and avoids tax technical jargon when communicating with business partners.
• 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.
• 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.
• Understanding the necessity and value of accuracy; ability to complete complex analysis and steward status updates with timeliness and precision.

What Will Set You Apart

• Strong tax compliance experience in U.S. international taxation, including foreign tax limitation, earnings & profits, and income inclusion.
• 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.

Benefits

• Medical, dental, and vision benefits*
• Paid time off plan (Vacation, Holidays, Volunteer, etc.)*
• 401(k) savings plans*
• Health Savings Account (HSA)*
• Flexible Spending Accounts (FSAs)*
• Health Lifestyle Programs*
• Employee Assistance Program*
• Voluntary Benefits and Employee Discounts*
• Career Development*
• Incentive bonus*
• Disability benefits
• Life Insurance
• Parental leave
• Adoption benefits
• Tuition Reimbursement

Additional Details

• Location: Peoria, IL; Irving, TX; Remote
• Travel expectation: 5-10%
• Summary Pay Range: $112,710.00 - $169,060.00