Tax Analyst

Career Area:

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 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 1,500 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

• Bachelor's or master’s 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:

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 www.caterpillar.com/careers

Posting Dates:

Caterpillar is an Equal Opportunity Employer.

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