Senior Manager, US Domestic Tax Planning & Technical

Description

Career Area:

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.

As a Senior Manager, U.S. Domestic Tax Planning & Technical, you will be the technical advisor on Caterpillar’s most significant U.S. income tax matters, including complex tax positions, material audit matters, and legislation. You will analyze and implement planning strategies, review material U.S. federal and state tax positions, guide the development of effective controls, and document your advice in technical memoranda or transaction presentations. You will also provide timely legislative and regulatory analysis to support policy advocacy, along with state tax analysis and audit support as needed.

This role is particularly well suited for a CPA, tax attorney, or experienced tax advisor who enjoys solving complex tax issues, developing technical tax positions, and communicating sophisticated tax concepts to both technical and non-technical audiences. The successful candidate will serve as a trusted advisor on some of Caterpillar's most significant U.S. tax matters.

The ideal candidate combines in depth knowledge of U.S. federal income tax, including inventory, accounting methods, and consolidated return rules, plus audit experience, with strong project leadership, business judgment, and communication skills. You will connect technical analysis with practical execution, consider cash tax and financial statement consequences, and deliver clear recommendations that help both technical and non-technical stakeholders make informed decisions.

What You Will Do

U.S. Domestic Tax Planning & Technical Advice

• Serve as a strategic U.S. tax advisor to Global Tax colleagues and partners in Corporate Accounting, Corporate Treasury, and the business units. Apply complex technical rules to business facts, assess enterprise and cross-tax implications, and communicate clear conclusions.
• Proactively identify tax planning opportunities, quantify their financial statement and cash tax impacts, and drive implementation.
• Lead tax analysis for internal restructurings and transactions. Provide specific, actional guidance and document conclusions in technical memoranda or transaction presentations.

Project Leadership & Stakeholder Partnership

• Partner with internal teams and outside advisors to develop, implement, and manage complex transactions.
• Manage multiple projects simultaneously, establishing priorities and driving each one from planning through execution.
• Understand stakeholder needs and timelines and plan deliverables to support key business decisions and deadlines.

Tax Policy & Legislative Analysis

• Monitor and evaluate tax legislation, regulations, and case law developments. Assess the cash tax and financial statement impacts and recommend planning or implementation responses.
• Develop clear recommendations for Caterpillar leadership and external industry coalitions to support advocacy efforts.

Tax Audits, Compliance Review, & Controls

• Guide the resolution of federal and state income tax authority inquiries and audits involving material and complex issues, including drafting or reviewing responses, advising team members, and coordinating with the responsible tax teams to manage enterprise impact.
• Provide technical oversight of material U.S. federal income tax positions in the tax returns and tax provision, reviewing technical conclusions and related calculations by the responsible teams.
• Lead the development and maintenance of control procedures and policies for U.S. domestic tax positions.

What You Have

Education/Experience

• Bachelor’s degree and 8+ years of progressively responsible U.S. federal income tax experience
• Hands-on experience and strong understanding of inventory, accounting methods, consolidated return rules, including responding to tax audit inquiries.
• Ability to model and quantify tax impacts of complex transactions.

Tax Management

• In-depth knowledge of U.S. federal income tax provisions and how they interact across entities, transactions, and tax areas.
• Experience developing and maintaining tax controls and monitoring tax reporting requirements
• Experience analyzing proposed tax legislation and regulation, assessing their impact on the business, and turning the analysis into clear recommendations for implementation or advocacy efforts.

Producing Results

• Track record of focusing time and resources on the highest priorities and delivering accurate, timely work with a view of the full tax lifecycle.
• Ability to adjust priorities and project plans as facts, requirements, and business needs change.
• Composure and sound judgment under pressure and tight deadlines.

Influencing through Expertise

• Leads teams within tax and across business functions, scaling the approach to the complexity, risk, and business significance of each issue.
• Ability to identify gaps in tax processes, technical analysis, or controls and put practical solutions in place.
• Clear, concise writing and presentation skills, tailored to technical and non-technical audiences.

What Will Set You Apart

Preferred Credentials & Technical Expertise

• CPA, JD, LLM (Tax), MST, or equivalent advanced tax credentials preferred.
• 10+ years of progressive experience in tax advisory, tax planning, tax controversy, or technical tax consulting.
• Experience within a multinational corporation, Big Four public accounting firm, large law firm tax practice, or a combination of both.
• Ability to model and quantify tax impacts on complex transactions.
• Demonstrated experience drafting technical memoranda, IRS responses, and position papers supporting complex tax matters.
• Expertise in financial products, state income tax, or Subchapter C.
• Hands-on experience preparing or reviewing U.S. income tax returns and provision support.
• Understanding of accounting and business processes.

What Success Looks Like

Success in this role means being the trusted U.S. tax advisor whose analysis shapes business decisions. You’ll deliver well-supported, timely advice that is implemented effectively, mitigates tax risk, and optimizes results. You will guide the resolution of material audit matters, strengthen controls behind U.S. tax positions, and help Caterpillar anticipate and implement legislative changes.

Additional Information

• Locations: Peoria, IL; Irving, TX

• Relocation: Domestic relocation is available for those who qualify
• Travel 5-10%

Summary Pay Range:

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

Posting Dates:

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

Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply.

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