Senior Tax Analyst

Overview

Senior Tax Analyst in the Compensation Tax team of Caterpillar's Global Finance Services Division, supporting accounting, expatriate taxation, and payroll functions.

What you'll do

• 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 and compile data and respond to U.S. federal and state tax authority notices, communicating with tax authorities to address and resolve tax notices and audits.
• Lead the Global Tax Equalization Acceptance process, manage tax files with external service providers, and 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.
• Analyse and opine on proposed changes to U.S. tax legislation and regulations with regard to the impact on compensation compliance requirements or calculations.
• Participate on teams within or outside the U.S. on tax and business initiatives.
• 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.
• Assist the Manager to support the U.S. Federal/state Reporting and 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.
• 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'll need

• Bachelor's or master's level degree related to Accounting or Finance.
• 4-6 years of tax related experience at a Big 4 public accounting firm and/or large multinational corporation.
• Experience with HR, payroll, and tax processes/systems/software (MasterTax, WorkDay, G/L, CorpTax, Excel).
• Understanding of accounting and business processes, and enterprise operations.
• Ability to research and opine on complex tax technical issues.
• Broad technical knowledge of tax laws and regulations.
• Proven ability to work with a team and eagerness to take on new challenges.
• High levels of initiative, good judgment, and excellent analytical and communication skills.

Nice to have

• Enrolled Agent Certification or CPA.

Details

• Preferred location: Whitefield Office, Bangalore, India.
• Requires working a 5-day-a-week schedule in the office.