Senior Tax Analyst - International Tax

Career Area:

Finance

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.

Your Work Shapes the World at Caterpillar Inc.

Our common values and focus on inclusion and respect drive the decisions made by our company, teams and people. This is why we are committed to hiring and building diverse teams representative of the customers we serve globally. When you join our team, you can apply your unique life and job experiences and work in an environment where your ideas are heard, your contributions are celebrated, and your whole-self matters.

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.

About Cat Financial

Cat Financial is a subsidiary of Caterpillar Inc., the world’s leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For more than 40 years, Cat Financial has provided a wide range of financing solutions to customers and Cat® dealers for machines, engines, Solar® gas turbines, genuine Cat parts and services. Headquartered in Nashville, Tennessee, Cat Financial serves customers globally with offices and subsidiaries located throughout North and South America, Asia, Australia, Europe and Africa. Visit cat.com to learn more about Cat Financial.

Role Definition

As a Senior Tax Analyst – International Tax, you will support the U.S. international tax, transfer pricing and local international tax issues relating to Caterpillar Financial Services Corporation (CFSC) and its Subsidiaries.  This experienced tax professional will be a valued member on a team that performs complex compliance and provision activities, leads and/or supports special projects, and provides support for income tax audits. 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.

Responsibilities

•    Prepare complex international compliance computations for earnings and profits, Subpart F, GILTI, and U.S. International forms, including Form 5471 and 8858
•    Work closely with business partners and technical specialists to ensure appropriate preparation and review on technical areas
•    Prepare accurate and timely analysis and reporting for U.S. GAAP Accounting for Income Tax (ASC 740) related to federal tax provision estimates
•    Provide support for Canadian tax issues relating to CFSC’s Canadian Subsidiaries, including preparation of the Canadian federal and provincial income tax returns, estimated tax payments and thin cap analysis
•    Leading or supporting projects related to process improvements, implementation of controls, or other planning initiatives
•    Analyzing and developing responses to support tax authority inquiries with oversight by management

Degree Requirement

This position typically requires a Bachelor’s Degree in accounting and 4+ years of progressively responsible tax related experience.  A Master’s Degree in Taxation and a CPA are preferred.  

What You Have

•    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.
•    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.

Top Candidates Will Also Have:
•    Base understanding of U.S. international taxation, including earnings & profits and income inclusions
•    Experience with Corptax software
•    Strong knowledge of M365 and familiarity with PowerBI

Skill Descriptors
Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
Level Extensive Experience: 
•    Evaluates and makes contributions to best practices.
•    Processes large quantities of detailed information with high levels of accuracy.
•    Productively balances speed and accuracy.
•    Implements a variety of cross-checking approaches and mechanisms.
•    Demonstrates expertise in quality assurance tools, techniques, and standards.
•    Employs techniques for motivating employees to meet or exceed accuracy goals.

Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Level Working Knowledge: 
•    Delivers helpful feedback that focuses on behaviors without offending the recipient.
•    Listens to feedback without defensiveness and uses it for own communication effectiveness.
•    Makes oral presentations and writes reports needed for own work.
•    Avoids technical jargon when inappropriate.
•    Looks for and considers non-verbal cues from individuals and groups.

Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.
Level Working Knowledge: 
•    Identifies and documents specific problems and resolution alternatives.
•    Examines a specific problem and understands the perspective of each involved stakeholder.
•    Develops alternative techniques for assessing accuracy and relevance of information.
•    Helps to analyze risks and benefits of alternative approaches and obtain decision on resolution.
•    Uses fact-finding techniques and diagnostic tools to identify problems.

Financial and Accounting Systems: Knowledge of functions, features and capabilities of financial and accounting systems; ability to use financial and accounting applications specific to the organization.
Level Working Knowledge: 
•    Selects key business and technical contacts in the event of a production problem.
•    Works with a specific financial or accounting system and sub-systems.
•    Implements data flows between financial and accounting systems.
•    Utilizes operating requirements for the financial environment.
•    Coordinates major system interfaces and criticalities.

Tax Management: Knowledge of tax laws, organizational tax practices, obligations; ability to manage organization tax related issues.
Level Working Knowledge: 
•    Collects and prepares documentation for tax filing or tax defense activities.
•    Works with applying tax law to a specific industry or line of business.
•    Interprets and explains all locally relevant tax laws.
•    Documents government regulations that deal with organizational taxes.
•    Follows tax accounting practices and explains the rationale behind these practices.

Tax Operations: Knowledge of tax practices and regulations; ability to prepare and file federal, state and local tax returns.
Level Working Knowledge: 
•    Documents practices, standards and procedures for maintaining and reporting tax information.
•    Interprets and explains key tax-related documents and reports.
•    Utilizes basic tools to identify and gather the information necessary for preparing a tax return.
•    Participates in maintaining tax-related records for a specific area of the business.
•    Resolves common tax-related errors and problems.

Tax Regulations: Knowledge of federal, state and local tax procedures and regulations; ability to adhere to tax regulations when filing forms as they pertain to a particular business or industry.
Level Working Knowledge: 
•    Explains the impact of taxation on the organization's bottom line.
•    Prepares basic tax forms for filing.
•    Assists in analyzing tax liability in at least one area of the business.
•    Follows current general tax regulations as they pertain to own industry.
•    Clarifies the rationale behind specific tax rates and regulations.

Research Analysis: Knowledge of the concepts, methodologies and methods of research analysis; ability to locate, interpret and evaluate research findings compiled and documented by others.
Level Working Knowledge: 
•    Researches and evaluates materials that are related to a research topic, under the guidance of a supervisor.
•    Reports on validity, relevance and accuracy issues.
•    Implements basic research analysis methods and techniques.
•    Uses published information to support new research.
•    Adheres to an organization's research analysis standards.

This Job Description is intended as a general guide to the job duties for this position and is intended for the purpose of establishing the specific salary grade.  It is not designed to contain or be interpreted as an exhaustive summary of all responsibilities, duties and effort required of employees assigned to this job.  At the discretion of management, this description may be changed at any time to address the evolving needs of the organization.  It is expressly not intended to be a comprehensive list of “essential job functions” as that term is defined by the Americans with Disabilities Act.

#LI-Hybrid

Summary Pay Range:

$92,880.00 - $160,788.00

Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar. 

Benefits:

Subject to plan eligibility, terms, and guidelines. This is a summary list of 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

* These benefits also apply to part-time employees

Relocation is available for this position.Visa Sponsorship is not available for this position. This employer is not currently hiring foreign national applicants that require or will require sponsorship tied to a specific employer, such as, H, L, TN, F, J, E, O. As a global company, Caterpillar offers many job opportunities outside of the U.S which can be found through our employment website at www.caterpillar.com/careers.

Posting Dates:

February 20, 2025 - February 27, 2025

Any offer of employment is conditioned upon the successful completion of a drug screen.     

EEO/AA Employer.  All qualified individuals - Including minorities, females, veterans and individuals with disabilities - are encouraged to apply.

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