Senior Tax Analyst

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.

Your Impact 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.

Job Summary We are seeking a skilled and experienced Senior Tax Analyst to join our Compensation Tax - Global Finance Services Division.

The incumbent would play a key role in supporting accounting, expatriate taxation, and payroll functions.

This position offers the opportunity to collaborate with diverse business partners across global operations, ensuring compliance and accuracy in expatriate tax and U.S. payroll tax processes.

The preference for this role is to be based out of Whitefield Office, Bangalore, India What you will do Expatriate Tax Compliance: Assist the Manager in globally managing the expatriate tax compliance process across nearly 50 host countries to ensure timely filing of tax returns and adherence to tax equalization policies.

Collaborate with internal and external partners to coordinate expatriate tax filings, payments, and settlements for approximately 1,500 current and repatriated expatriates.

Analyse & compile data and respond to U.S. federal and state tax authority notices and communicate with tax authorities to address and resolve tax notices/audits Lead the Global Tax Equalization Acceptance process, manage tax files with external service providers, create supporting documentation for U.S. federal and state income tax payments.

Lead tax-related accounting activities, including accruals, reconciliations, and providing detailed tax information.

Analyses and opines on proposed changes to U.S. tax legislations and regulations with regard to the impact on compensation compliance requirements or calculations, requiring in-depth experience, knowledge and judgment.

Participates on teams within or outside of the U.S. on tax and business initiatives.

Payroll Tax Compliance: Support the daily import of payroll tax payment files for all U.S. payroll entities.

Review daily tax payments and assist with the preparation of monthly, quarterly, and annual federal, state, and local tax filings, including Forms 940 and 941 for all payroll entities.

Communicate with tax authorities to address and resolve tax notices, facilitate the application process for tax identification numbers, and manage related correspondence Phone call to tax authorities to resolve tax notices, applying for tax identification numbers etc.

Assist the Manager to support the U.S.

Federal/state Reporting & Analysis team (1120 team) with compensation/payroll related information including Schedule M for Executive Officer Aircraft, Executive Compensation 162(m) and payroll apportionment for state tax allocation.

Key Partnerships: Collaborate with business partners such as Ernst & Young, Cartus, eTrade, Global Payroll, the Global Mobility team (HR), Legal, Treasury, Compensation & Benefits, Executive Compensation, and Legal Entity/Business Unit Accounting teams across global operations.

What you will have Bachelor's or master’s level degree related to Accounting or Finance 4-6 years of tax related experience at Big 4 public accounting firm and/or large multinational corporation would be preferred Experience with HR, payroll, and tax processes/systems/software (MasterTax, WorkDay, G/L, CorpTax, Excel) Enrolled Agent Certification or CPA, would be an added advantage Understanding of accounting and business processes, and enterprise operations Research and opine on complex tax technical issues Broad technical knowledge of tax laws and regulations Proven ability to work with a team and eager to take on new challenges Demonstrate high levels of initiative, good judgment, excellent analytical and communication skills Additional Information: This position requires candidate to work a 5-day -a -week schedule in the office Skills desired: Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.

Level Extensive Experience: • Evaluates and makes contributions to best practices.

•Processes large quantities of detailed information with high levels of accuracy.

•Productively balances speed and accuracy.

•Employs techniques for motivating personnel to meet or exceed accuracy goals.

•Implements a variety of cross-checking approaches and mechanisms.

Demonstrates expertise in quality assurance tools, techniques, and standards.

Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems.

Level Extensive Experience: • Seeks discrepancies and inconsistencies in available information; explains variances.

•Organizes and prioritizes the sequence of steps to be taken to remedy the situation.

•Identifies many possible causes for a problem based on prior experience and current research.

•Quantifies the costs, benefits, risks and chances for success before recommending a course of action.

•Approaches a complex problem by breaking it down into its component parts.

•Chooses among a diverse set of analytical t