Sr Tax Analyst

Job Summary

Caterpillar is seeking a Senior Tax Analyst to join our US Reporting & Analysis - Global Finance Services Division.

As a Senior Tax Analyst in the US Tax Reporting and Analysis group, you will be responsible for aspects of the U.S Consolidated Federal Income Tax return for Caterpillar Inc. and its subsidiaries. This experienced tax professional will be a valued member on a team that performs compliance and provision activities, supports special projects, and provides support for the US IRS and state income tax audits.

You will have the opportunity to expand your US direct income tax experience in multiple tax technical areas as well as having great opportunities for career progression. 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.

• Tax Compliance Management & Review: Prepares US international tax returns and computations. Liaises with technical specialists to ensure appropriate preparation and review on technical or higher risk areas.
• Tax Projects: Applies tax research results to optimize enterprise tax effects. Participates on process improvement projects. Participates on teams within or outside of the US Reporting and Analysis group on Global Tax initiatives.
• IRS & State Audit Support: Provides analysis for US tax audits and develops responses to inquiries from taxing authorities.

What you will have

• Bachelors level degree related to accounting or an approved certification (CPA/CMA)
• 4-6 years of progressively responsible tax or accounting experience at Big 4 public accounting firm and/or large multinational manufacturing organization

Desired Qualifications

• Strong tax compliance experience in U.S. federal and/or international income tax compliance
• Experience with tax processes/systems/software (CorpTax, SAP BPC, Excel)
• Demonstrate high levels of initiative, good judgment, and superior communication skills
• Collaborative and team-oriented personality with the ability to build and foster relationships throughout the organization
• Understanding of accounting and business processes, and enterprise operations
• Strong conceptual understanding of US State taxation, along with hands-on experience in preparing and reviewing multiple US state returns
• This position requires the candidate to work a 5-day-a-week schedule in the office

Skills desired

• Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision. Level Working Knowledge: Accurately gauges the impact and cost of errors, omissions, and oversights; Utilizes specific approaches and tools for checking and cross-checking outputs; Processes limited amounts of detailed information with good accuracy; Learns from mistakes and applies lessons learned; Develops and uses checklists to ensure that information goes out error-free.
• 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 Basic Understanding: Explains the value of a disciplined approach to problem solving; Describes problem reporting and escalation practices; Utilizes accepted procedures for problem analysis and resolution; Identifies key aspects of problem-solving techniques used in own area.
• 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.

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