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.
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…