Senior Tax Analyst

Caterpillar Financial Services Corporation; Bengaluru; On-site; INR 12,00,000 - 18,00,000; Full time

Job summary

A leading global financial services firm in Bangalore seeks a skilled Senior Tax Analyst to manage indirect tax compliance and planning. The role involves preparing complex tax returns, supporting audits, and collaborating with stakeholders to ensure accurate tax treatment. Candidates should have 7-10 years of experience in taxation, particularly with US taxes. The company offers work-life harmony and opportunities for professional growth.

Benefits

Earned and medical leave

Relocation assistance

Medical coverage -Medical, life and personal accident coverage

Employee mental wellness assistance program

Employee investment plan

Pay for performance - Annual incentive bonus plan

Qualifications

• Minimum 7-10 years of experience in the field of taxation, preferably with US Taxes.
• Expertise in indirect tax compliance filings for sales and use tax, gross receipts tax, and excise tax.

Responsibilities

• Prepare and review complex indirect tax compliance filings.
• Support audits and inquiries from tax authorities.
• Perform detailed research on state and local tax laws.

Skills

Accuracy and Attention to Detail

Effective Communications

Problem Solving

Financial and Accounting Systems

Tax Management

Tax Regulations

Research Analysis

Education

Bachelor’s degree in accounting, Finance, Taxation, or a related field

Job description

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 Senior Tax Analyst to join our Global Financial Services Division - Global Indirect Tax Team.

The incumbent would prepare and review complex workpapers, tax returns, audit responses, and technical research to support indirect tax compliance and planning initiatives, with a focus on sales and use tax, gross receipts tax, and excise tax in the United States.

The preference for this role is to be based out of Bangalore, KA-India

What you will do

Job Roles and Responsibilities

• Preparing, reviewing, and analyzing complex indirect tax compliance filings and related work papers for sales and use tax, gross receipts tax, and excise tax.
• Supporting audits and inquiries from tax authorities, including drafting responses and compiling supporting documentation.
• Performing detailed research and analysis of state and local tax laws and regulations to document tax positions, assess exposure, and identify planning opportunities.
• Collaborating with internal stakeholders (finance, procurement, operations) and external advisors to ensure accurate tax treatment of transactions and proper application of exemptions.
• Supporting process improvement initiatives, including automation of indirect tax compliance, implementation of controls, and integration of tax requirements into business systems.
• Monitoring legislative changes and modeling potential impacts on indirect tax obligations.
• Assisting with tax planning strategies to minimize indirect tax liabilities while ensuring compliance.

What you will have

• Education: Bachelor’s degree in accounting, Finance, Taxation, or a related field (required).
• Experience: Minimum 7-10 years of experience in the field of taxation, experience in US Taxes (e.g. Sales and Use Tax, Gross Receipts Tax, and Excise Tax) preferred.
• This position requires candidate to work a 5-day -a -week schedule in the office.
• Shift Timing-Normal Shift

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.

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.li>
• 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.li>
• 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.

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

Caterpillar is an Equal Opportunity Employer (EEO)

EEO/AA Employer. All qualified individuals, including minorities, females, veterans and individuals with disabilities - are encouraged to apply.

Posting Dates

January 5, 2026 - January 18, 2026

Caterpillar is an Equal Opportunity Employer. Qualified applicants of any age are encouraged to apply

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