Tax Manager

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.

Our common values and focus on inclusion and respect drive the decisions made by our company, teams, and people. This is why we are committed to hiring and building diverse teams representative of the customers we serve globally. When you join our team, you can apply your unique life and job experiences and work in an environment where your ideas are heard, your contributions are celebrated, and your whole self matters.

About Cat Financial

Cat Financial is a subsidiary of Caterpillar Inc., 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 more than 40 years, Cat Financial has provided a wide range of financing solutions to customers and Cat dealers for machines, engines, Solar gas turbines, genuine Cat parts, and services. Headquartered in Nashville, Tennessee, Cat Financial serves customers globally with offices and subsidiaries located throughout North and South America, Asia, Australia, Europe, and Africa. Visit cat.com to learn more about Cat Financial.

Role Definition:

• As a Tax Manager, you will support the U.S. GAAP (ASC 740) reporting and related Sarbanes-Oxley Controls and issues for Caterpillar Financial Services Corporation (CFSC) and its Subsidiaries and Caterpillar Financial Insurance Services (CFIS) and its related companies.
• This experienced tax and accounting professional will be a valued member of a team that performs complex compliance and income tax provision activities, leads and/or supports special projects, and provides support for income tax accounting related matters in financial statement audits in partnership with our local finance managers around the world.
• The role will challenge you to combine technical and business knowledge to complete and/or review a high-quality work product, adapt to rapidly changing legislative and regulatory environments by documenting accounting for income tax positions, and demonstrate critical thinking skills through the implementation of controls and analysis.

Responsibilities:

• Timely and accurately prepare and/or review complex income tax provision calculations and comparisons for U.S. and non-U.S. based companies and subsidiaries.
• Work closely with finance managers, accounting managers, tax compliance professionals, and technical specialists to ensure appropriate preparation and review on technical areas relating to U.S. GAAP Accounting for Income Tax (ASC 740) matters.
• Provide support for income tax provision calculations, return to provision calculations, and deferred tax balance validations from a U.S. GAAP Accounting for Income Tax (ASC 740) perspective for U.S. and non-U.S. companies and subsidiaries.
• Work closely with internal accounting management for the accurate and timely external reporting of U.S. GAAP Accounting for Income Tax (ASC 740) disclosures.
• Lead or support the analysis and development of responses to support internal management, external financial statement audits, and Sarbanes-Oxley (SOX) control testing inquiries with respect to U.S. GAAP Accounting for Income Tax (ASC 740) matters and controls.
• Lead or support projects, process improvements, implementation of controls, or other planning initiatives.

What You Have:

• Education/Experience: This position typically requires a bachelor’s degree in accounting and 4+ years of progressively responsible tax and/or accounting related experience. A master’s degree in accounting or taxation and a CPA are preferred. Equivalent experience may be substituted for education.
• Effective Communications: Understanding of effective communication concepts; corresponds with a global audience and avoids tax technical jargon when communicating with finance managers and business partners.
• Problem Solving: Knowledge of approaches and tools for recognizing, anticipating, and resolving problems; initiative and ability to apply knowledge of problem solving appropriately to alternative scenarios with understanding of stakeholder perspectives.
• Accounting for Income Taxes Operations: Knowledge of U.S. GAAP Accounting for Income Taxes (ASC 740) concepts and SEC reporting for income taxes; utilizes tools to identify and gather the information necessary for preparation or review of tax accounting analysis and explains rationale behind U.S. GAAP impacts.

Top Candidates Will Also Have:

• Base understanding of U.S. international taxation.
• Strong knowledge of Microsoft Excel.
• Collaborative and team-oriented personality with the ability to build and foster relationships throughout the organization.
• Understanding of accounting and business processes.

Additional Information:

• This role is a hybrid position and would require any successful candidate to commit to a 3 day per week in-office requirement.

This Job Description is intended as a general guide to the job duties for this position and is intended for the purpose of establishing the specific salary grade. It is not designed to contain or be interpreted as an exhaustive summary of all responsibilities, duties, and effort required of employees assigned to this job. At the discretion of management, this description may be changed at any time to address the evolving needs of the organization. It is expressly not intended to be a comprehensive list of “essential job functions” as that term is defined by the Americans with Disabilities Act.

Relocation is available for this position. Visa Sponsorship is not available for this position. This employer is not currently hiring foreign national applicants that require or will require sponsorship tied to a specific employer, such as H, L, TN, F, J, E, O. As a global company, Caterpillar offers many job opportunities outside of the U.S which can be found through our employment website at

Posting Dates: October 22, 2024 - October 29, 2024

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

EEO/AA Employer. All qualified individuals - Including minorities, females, veterans, and individuals with disabilities - are encouraged to apply.

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