Senior Tax Manager

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 the Senior Tax Manager for U.S. Research & Development ( R&D ), you will be responsible for expert counsel and knowledge of Caterpillar’s U.

S. Federal and State R&D tax credit and Section 174 expenses. This role manages the compliance processes understanding dependent computations, oversees the quarterly estimate and provision process, and manages and makes key decisions to sustain the R&D tax credit upon audit.

The position also regularly interacts with business partners to advise on projects and identify areas of opportunity and risk.

What You Will Do :

• Leading the transformation of U.S. R&D processes to better utilize technology, enhance analytics, and generate insights
• Performing both detailed and quality reviews on the U.S. Federal and State R&D credit computations as well as Section 174 expenses utilizing technical expertise, understanding complexity of data, and applying tax reporting requirements
• Monitoring, analyzing, and determining impact of proposed legislation and court cases by applying Caterpillar facts
• Leading U.S. Tax Reporting & Analysis team members in responding to government requests, analyzing impacts, and guiding resolution in consideration of enterprise impact
• Proactively collaborating with business partners to ensure appropriate information is gathered and analyzed
• Managing team deadlines across the tax calendar and lifecycle and developing opportunities for staff

What You Have :

• Education / Experience : The position typically requires a Bachelor’s Degree in accounting, finance, or business related degree and 6+ years of progressively responsible tax related experience.
• Tax Management : Knowledge of U.S. research & development credit with ability to advise, develop policies and controls, and monitor tax reporting requirements and case law
• Producing Results : Ensures time, resources, and actions are focused on priorities and understands criticality of getting things done
• Influencing through Expertise : Analyzes gaps within organization and provides appropriate solutions; shares expertise on critical issues
• Problem Solving : Ability to apply knowledge of problem solving appropriately to diverse situations; analyzes and synthesizes information and devises alternative resolution strategies

Top Candidates Will Also Have :

• Technical expertise in Section 41 tax credit for a large corporation with numerous business components
• Proven ability to manage a team, multiple projects, and determine prioritization
• 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
• Knowledge of M365 and familiarity with PowerBI

Additional Details :

• This position can be located in Peoria, IL, Chicago, IL or at our new global headquarters in Irving, TX
• Domestic relocation is available for those who qualify
• Travel expectation : 5-10%
• Sponsorship is not available

What You Will Get :

• 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.
• 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 qualified individuals - Including minorities, females, veterans and individuals with disabilities - are encouraged to apply.

About Caterpillar

Caterpillar Inc. is 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 nearly 100 years, we’ve been helping customers build a better, more sustainable world and are committed and contributing to a reduced-carbon future.

Our innovative products and services, backed by our global dealer network, provide exceptional value that helps customers succeed.

Final details :

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