Career Area:

Job Description:

As a Tax Manager within Caterpillar's Global Tax - Reporting & Analysis organization, you will be responsible for aspects of the U.S. Consolidated Federal Income Tax Return with a focus on U.S federal activities. This role is responsible for coordinating critical compliance, provision, and reporting activities while ensuring complex tax deliverables are completed accurately, timely, and in accordance with established controls and governance requirements.

You will be a process leader for U.S. federal compliance, provision, and estimate processes, partnering with the business, technical specialists, and leadership to coordinate activities supporting quarterly financial reporting and annual compliance obligations. This position plays a critical role in ensuring tax processes run smoothly while proactively coordinating timelines, anticipating and resolving challenges, and improving efficiency across the organization.

The successful candidate will combine strong U.S. Federal income tax expertise with exceptional organization, process leadership, and problem-solving skills. They will be able to connect information across multiple stakeholders, anticipate questions and challenges before they arise, and help others navigate complex tax matters with confidence.

The ideal candidate is detail-oriented, highly collaborative, controls-focused, and comfortable operating within a large multinational organization where high quality, accountability, and execution are critical to success.

What You Will Do

U.S. Federal Tax Compliance & Reporting

• Lead preparation of U.S. Federal income tax compliance activities, including pro-forma 1120 returns and other book-to-tax adjustments, consolidated return computations, and Corporate Alternative Minimum Tax calculations.
• Lead federal quarterly tax estimate and provision processes with comprehensive analysis and coordination of tax data across the enterprise.
• Partner with business stakeholders and technical specialists to ensure consistent application of tax regulations and reporting requirements.

Process Leadership & Execution

• Serve as the process lead for U.S. Federal compliance and reporting activities, ensuring critical deliverables are completed timely with high quality.
• Coordinate annual compliance and quarterly reporting timelines while ensuring stakeholders remain aligned and informed.
• Anticipate potential challenges, identify dependencies, and proactively drive solutions before deadlines are impacted.
• Monitor process performance and identify opportunities to improve efficiency and strengthen execution.

Continuous Improvement

• Lead initiatives focused on  process improvements, implementation of controls, or other planning initiatives.
• Drive continuous improvement efforts aimed at enhancing efficiency, reducing manual effort, and improving reporting quality.
• Support implementation of new technologies, automation tools, and process improvements within the tax organization.

Stakeholder Partnership

• Collaborate with tax professionals, business partners, and leadership to ensure successful execution of tax activities.
• Translate complex tax matters into clear, actionable recommendations for stakeholders.
• Effectively communicate challenges and opportunities to leadership while driving alignment across multiple teams.
• Analyze and develop responses to support tax authority inquiries.

What You Have

U.S. Federal Income Tax Expertise

• Experience supporting U.S. Federal income tax compliance, provision, and reporting activities.
• Strong understanding of federal tax laws, regulations, and reporting requirements.
• Ability to analyze complex tax matters and apply technical guidance effectively.

Process Leadership

• Experience coordinating complex processes involving multiple stakeholders, timelines, and deliverables.
• Ability to manage competing priorities while maintaining exceptional quality.
• Proven ability to identify and resolve challenges and drive timely execution.

Strategic Thinking & Problem Solving

• Ability to connect information across multiple processes and understand downstream impacts of decisions.
• Strong aptitude for anticipating questions, identifying potential roadblocks, and developing practical solutions.
• Ability to simplify complex matters and help others understand key business impacts and required actions.

Communication & Collaboration

• Strong communication and relationship-building skills.
• Ability to effectively present information to both technical and non-technical audiences.
• Proven ability to influence outcomes and build alignment across diverse stakeholder groups.

Attention to Detail

• Demonstrated ability to perform complex analysis while maintaining a high quality.
• Strong focus on controls, validations, and documentation.

What Will Set You Apart

• Experience supporting U.S. Federal income tax compliance for a large multinational corporation.
• Experience with Corptax software.
• Familiarity with Microsoft Copilot.
• Experience utilizing Microsoft Power Platform tools (Power BI, Power Query, etc.).
• Experience implementing process improvements, automated solutions, and enhanced control environments.
• Experience supporting tax authority audits.

What Success Looks Like

The successful candidate will be recognized as a trusted process leader who ensures U.S. Federal tax reporting and compliance activities are executed efficiently, timely, and with high quality. They will proactively identify challenges, connect information across the enterprise, demonstrate continuous improvement in tax processes and controls, and drive collaboration among stakeholders. Their leadership will help ensure successful quarterly reporting and annual compliance outcomes while continuously improving the effectiveness of Caterpillar's U.S. Federal tax processes.

Additional Information

• Locations: Peoria, IL; Irving, TX; Nashville, TN
• Posting Duration: 10 Business Days
• Relocation Assistance: Available for those who qualify
• Travel: 5–10%
• Visa Sponsorship: Not Available

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: