Tax Analyst

Career Area:

Job Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar yourejoining 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 dontjust 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 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.

Hiring Requirements

Job Details

The preference for this role is to be based out of Whitefield Office Bangalore India

What you will do

Responsibilities (Include the below but not limited to):

Expatriate Tax Compliance:

• Assist 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 1500 current and repatriated expatriates.
• Analyze and compile data related to U.S. federal and state tax authority notices and drafting response to these notices.
• Support 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.
• Assist in 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.
• Communicate with tax authorities to address and resolve tax notices/audits

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.
• Assist in the initial review and drafting of responses to tax notices and audits 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

• Bachelors or masters level degree related to Accounting or Finance
• 3-4 years of tax related experience at Big 4 public accounting firm and/or large multinational corporation would be preferred
• Enrolled Agent Certification 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 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.

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives projects groups or activities making effective judgments as to prioritizing and time allocation.
Level Basic Understanding:
Explains basic concepts of time and priority management.
Seeks guidance in detecting and addressing priority conflicts.
States own business priorities.
Describes team or unit priorities.

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 Working Knowledge:
Identifies and documents specific problems and resolution alternatives.
Examines a specific problem and understands the perspective of each involved stakeholder.
Develops alternative techniques for assessing accuracy and relevance of information.
Helps to analyze risks and benefits of alternative approaches and obtain decision on resolution.
Uses fact-finding techniques and diagnostic tools to identify problems.

Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients vendors and peers.
Level Basic Understanding:
Provides examples of the characteristics of effective business relationships.
Identifies key business relationships in own organization.
Describes the nature of a productive business relationship.
Explains the benefits of building business partnerships.

Accounting: Knowledge of accounting methods processes and tools; ability to maintain and prepare financial statements and reports using accounting methods and processes.
Level Basic Understanding:
Lists the major responsibilities of the accounting staff.
Explains the basic concepts and terminology of accounting.
Describes key activities of established accounting processes.
Identifies the basic tools used for maintaining accounting information.

Accounts Payable (A-P): Knowledge of an organizations billing requirements; ability to utilize the proper tools and follow accounts payable practices and procedures.
Level Basic Understanding:
Explains the basic concepts of accounts payable.
Summarizes basic accounts payable reports.
Initiates major types of accounts payable transactions.
Describes the basic steps and tools for maintaining accounts payable information.

What you will get:

• Work Life Harmony
• Earned and medical leave.
• 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 Dates:

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