**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 Work Shapes the World at Caterpillar Inc.** 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. 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. **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 Prepares complex workpapers, tax returns, audit responses, and research to support Global Tax compliance and planning initiatives. Responsibilities • Prepare tax information requests for multiple US entity’s annual income tax returns. • Complete analysis of technical positions, gather data from the relevant sources, and coordinate timelines with the overall Caterpillar tax team. • Timely and accurately prepare and/or review complex income tax provision calculations, return to provision calculations, and deferred tax balance validations from a U.S. GAAP Accounting for Income Tax (ASC 740) for U.S. companies and subsidiaries. • Prepare monthly tax account reconciliations, effective tax rate calculations and deferred tax balance support and analysis. • Complete necessary calculations for quarterly estimated tax payment calculations. • Lead or support projects process improvements, implementation of controls, or other planning initiatives. Degree Requirement Degree or equivalent experience desired Skill Descriptors 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. • Implements a variety of cross-checking approaches and mechanisms. • Demonstrates expertise in quality assurance tools, techniques, and standards. • Employs techniques for motivating employees to meet or exceed accuracy goals. 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 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. 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 federal, state and 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 federal, state and 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 organization's 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 organization's research analysis standards. 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. \#LI-Hybrid **Summary Pay Range:** $92,880.00 - $160,788.00 Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar. **Benefits:** Annual incentive bonus plan* Medical, dental, and vision coverage Paid time off plan (Vacation, Holiday, Volunteer, Etc.) 401k savings plan Health savings account (HSA) Flexible spending accounts (FSAs) Disability benefits Life Insurance Parental leave Healthy Lifestyle Programs Employee Assistance Programs Voluntary Benefits and Employee Discounts Tuition Reimbursement Career Development _*Subject to annual eligibility and incentive plan guidelines_ . 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 www.caterpillar.com/careers. **Posting Dates:** January 23, 2025 - January 30, 2025 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. Not ready to apply? Join our Talent Community (http://flows.beamery.com/caterpillarinc/talcom) .