Tax Manager

Caterpillar; Irving (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Caterpillar seeks a Tax Manager to lead U.S. Federal income tax compliance, provision, and reporting for the Global Tax - Reporting & Analysis organization.

You will coordinate critical activities, ensure timely, accurate deliverables, and partner with stakeholders to navigate complex tax matters within a large multinational framework. The role emphasizes process leadership, collaboration, and continuous improvement to support quarterly financial reporting and annual obligations, while

Qualifications

• Experience supporting U.S. Federal income tax compliance, provision, and reporting activities.
• Strong understanding of federal tax laws, regulations, and reporting requirements.
• Ability to analyze complex tax matters and apply technical guidance effectively.

Responsibilities

• Lead preparation of U.S. Federal income tax compliance activities, including pro-forma 1120 returns and other book-to-tax adjustments, consolidated return computations, and Corporate Alternative Minimum Tax calculations.
• Lead federal quarterly tax estimate and provision processes with comprehensive analysis and coordination of tax data across the enterprise.
• Partner with business stakeholders and technical specialists to ensure consistent application of tax regulations and reporting requirements.

Skills

Federal tax

Tax compliance

Process leadership

Strategic thinking

Communication

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.

As a Tax Manager within Caterpillar's Global Tax - Reporting & Analysis organization, you will be responsible for aspects of the U.S. Consolidated Federal Income Tax Return with a focus on U.S federal activities. This role is responsible for coordinating critical compliance, provision, and reporting activities while ensuring complex tax deliverables are completed accurately, timely, and in accordance with established controls and governance requirements.

You will be a process leader for U.S. federal compliance, provision, and estimate processes, partnering with the business, technical specialists, and leadership to coordinate activities supporting quarterly financial reporting and annual compliance obligations. This position plays a critical role in ensuring tax processes run smoothly while proactively coordinating timelines, anticipating and resolving challenges, and improving efficiency across the organization.

The successful candidate will combine strong U.S. Federal income tax expertise with exceptional organization, process leadership, and problem-solving skills. They will be able to connect information across multiple stakeholders, anticipate questions and challenges before they arise, and help others navigate complex tax matters with confidence.

The ideal candidate is detail-oriented, highly collaborative, controls-focused, and comfortable operating within a large multinational organization where high quality, accountability, and execution are critical to success.

What You Will Do

U.S. Federal Tax Compliance & Reporting

• Lead preparation of U.S. Federal income tax compliance activities, including pro-forma 1120 returns and other book-to-tax adjustments, consolidated return computations, and Corporate Alternative Minimum Tax calculations.


• Lead federal quarterly tax estimate and provision processes with comprehensive analysis and coordination of tax data across the enterprise.


• Partner with business stakeholders and technical specialists to ensure consistent application of tax regulations and reporting requirements.

Process Leadership & Execution

• Serve as the process lead for U.S. Federal compliance and reporting activities, ensuring critical deliverables are completed timely with high quality.


• Coordinate annual compliance and quarterly reporting timelines while ensuring stakeholders remain aligned and informed.


• Anticipate potential challenges, identify dependencies, and proactively drive solutions before deadlines are impacted.


• Monitor process performance and identify opportunities to improve efficiency and strengthen execution.

Continuous Improvement

• Lead initiatives focused on process improvements, implementation of controls, or other planning initiatives.


• Drive continuous improvement efforts aimed at enhancing efficiency, reducing manual effort, and improving reporting quality.


• Support implementation of new technologies, automation tools, and process improvements within the tax organization.

Stakeholder Partnership

• Collaborate with tax professionals, business partners, and leadership to ensure successful execution of tax activities.


• Translate complex tax matters into clear, actionable recommendations for stakeholders.


• Effectively communicate challenges and opportunities to leadership while driving alignment across multiple teams.


• Analyze and develop responses to support tax authority inquiries.

What You Have

U.S. Federal Income Tax Expertise

• Experience supporting U.S. Federal income tax compliance, provision, and reporting activities.


• Strong understanding of federal tax laws, regulations, and reporting requirements.


• Ability to analyze complex tax matters and apply technical guidance effectively.

Process Leadership

• Experience coordinating complex processes involving multiple stakeholders, timelines, and deliverables.


• Ability to manage competing priorities while maintaining exceptional quality.


• Proven ability to identify and resolve challenges and drive timely execution.

Strategic Thinking & Problem Solving

• Ability to connect information across multiple processes and understand downstream impacts of decisions.


• Strong aptitude for anticipating questions, identifying potential roadblocks, and developing practical solutions.


• Ability to simplify complex matters and help others understand key business impacts and required actions.

Communication & Collaboration

• Strong communication and relationship-building skills.


• Ability to effectively present information to both technical and non-