Senior Tax Analyst

Career Area:

Job Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar, youre 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 dont 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.

Your Impact Shapes the World at Caterpillar Inc

When you join Caterpillar, youre 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 dont 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.

Job Summary

We are seeking a skilled and experienced Senior Tax Analyst (Global Tax Reporting Centre of Excellence (COE). You will be part of the COE team tasked with supporting the design and implementation of processes to gather the required financial and other data leveraging US GAAP financial statements for OECD Pillar 2 compliance. You will also support non-US direct tax compliance processes and controls for over 400 non-US entities through the relationship with our global external service provider and in collaboration with our Global Tax organization.

This process and governance-related role entails frequent interactions with external service providers, Corporate Accounting, Global Business Services (GBS) and Global Tax managers. This professional utilizes organizational skills and a high-level of accountability to ensure that tax reporting obligations are prepared and filed in accordance with Caterpillar protocols.

The preference for this role is to be based out of Bangalore, Whitefield office

What you will do

• Pillar 2:
  • Support the data collection process for Pillar 2 compliance
  • Create documentation and work procedures for Pillar 2 datapoints
  • Analyze data received, including validation for completeness and accuracy
  • Support technical research on Pillar 2 topics
• Non-US direct tax compliance:
  • Organize, track and document planning calls with external service provider for regional scope
  • Review additional work requests and support fee and scope discussions and approvals
  • Perform periodic access reviews for external service provider tool access
  • Develop and maintain regional contact lists

• Other:
  • Support master data process management related to Legal Entities
  • Develop system expertise with Pillar 2 software and OneStream
  • Collaborate with GBS on standardization and optimization of tax compliance and other tax processes in support of the wider Global Tax organization
  • Implement identified process efficiencies or dashboards utilizing technology and generating process improvement ideas

What you will have

• Education/Experience: The position typically requires a Bachelor s Degree in accounting, finance, or business-related degree and 3+ years of progressively responsible finance experience.

Top Candidates Will Also Have:

• Strong US GAAP accounting expertise. Experience of working with different local GAAP s (e.g. IFRS) and also accounting for income tax processes is an added strength
• A good understanding of finance and business processes in global organizations. Experience of non-US direct tax compliance requirements including tax returns and transfer pricing is an added strength but not required. Prior Pillar 2 knowledge is not a requirement
• Strong knowledge of M365 and familiarity with SharePoint. Experience with finance related reporting tools such as SAP and Data Lakes is an added strength
• Strong communication skills, accountability, organizational skills, and good judgment
• Strong analytical, critical thinking, problem-solving, and process management & improvement skills
• Collaborative, proactive, team-oriented personality with the ability to build and foster relationships with internal and external business partners
• Fluency in English, both oral and written. Other languages are an added strength

Additional Details:

• Location: Bangalore, India
• Domestic relocation is available for those who qualify
• Travel expectation: 5-10%
• Sponsorship is not available

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 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 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 organizations 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.

• Research Analysis: Knowledge of the concepts, methodologies and methods of research analysis; ability to locate, interpret and evaluate research findings compiled and documented by others.

Level Working Knowledge:

• Researches and evaluates materials that are related to a research topic, under the guidance of a supervisor.
• Reports on validity, relevance and accuracy issues.
• Implements basic research analysis methods and techniques.
• Uses published information to support new research.
• Adheres to an organizations research analysis standards.

What you will get:

• Work Life Harmony
• Earned and medical leave.
• Flexible work arrangements
• Relocation assistance

Holistic Development

• Personal and professional development through Caterpillar s employee resource groups across the globe
• Career developments opportunities with global prospects

Health and Wellness

• Medical coverage -Medical, life and personal accident coverage
• Employee mental wellness assistance program

Financial Wellness

• Employee investment plan
• Pay for performance -Annual incentive Bonus plan.

Additional Information:

Caterpillar is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, Caterpillar offers many job opportunities outside of the U.S. which can be found through our employment website at www.caterpillar.com/careers

Caterpillar is an Equal Opportunity Employer (EEO)

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

Posting Dates:

Caterpillar is an Equal Opportunity Employer (EEO).

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