Senior Manager, US Domestic Tax Planning & Technical

Caterpillar Inc.•Irving, TX

1d•$159,120 - $238,680•Onsite

About The Position

The Senior Manager, U.S. Domestic Tax Planning & Technical serves as a technical advisor on Caterpillar’s significant U.S. income tax matters, including complex tax positions, material audit matters, and legislation. The role analyzes and implements tax planning strategies, reviews material U.S. federal and state tax positions, guides development of effective controls, and documents advice in technical memoranda or transaction presentations. It also provides timely legislative and regulatory analysis to support policy advocacy, as well as state tax analysis and audit support when needed. The position advises Global Tax colleagues and partners in Corporate Accounting, Corporate Treasury, and business units. It connects technical tax analysis with practical execution, considers cash-tax and financial-statement consequences, and delivers clear recommendations to technical and non-technical stakeholders. The role leads tax analysis for internal restructurings and transactions, partners with internal teams and outside advisors, and manages projects from planning through execution. The Senior Manager monitors tax legislation, regulations, and case law; assesses their business, cash-tax, and financial-statement impacts; and recommends planning, implementation, or advocacy responses. The role also guides resolution of material federal and state income tax inquiries and audits, provides technical oversight of material U.S. federal income tax positions in returns and tax provision, and leads development and maintenance of controls and policies for U.S. domestic tax positions. The position is based onsite five days a week in Peoria, Illinois, or Irving, Texas. Travel is 5–10%. Domestic relocation is available for those who qualify. Visa sponsorship is not available.

Requirements

Bachelor’s degree and at least 8 years of progressively responsible U.S. federal income tax experience.
Hands-on experience and strong understanding of inventory, accounting methods, and consolidated return rules, including responding to tax audit inquiries.
Ability to model and quantify tax impacts of complex transactions.
In-depth knowledge of U.S. federal income tax provisions and how they interact across entities, transactions, and tax areas.
Experience developing and maintaining tax controls and monitoring tax reporting requirements.
Experience analyzing proposed tax legislation and regulations, assessing business impacts, and turning analysis into clear implementation or advocacy recommendations.
Track record of prioritizing time and resources and delivering accurate, timely work across the full tax lifecycle.
Ability to adjust priorities and project plans as facts, requirements, and business needs change.
Composure and sound judgment under pressure and tight deadlines.
Ability to lead teams within tax and across business functions, scaling the approach to each issue’s complexity, risk, and business significance.
Ability to identify gaps in tax processes, technical analysis, or controls and implement practical solutions.
Clear, concise writing and presentation skills tailored to technical and non-technical audiences.

Nice To Haves

CPA, JD, LLM (Tax), MST, or equivalent advanced tax credentials.
10 or more years of progressive experience in tax advisory, tax planning, tax controversy, or technical tax consulting.
Experience within a multinational corporation, Big Four public accounting firm, large law firm tax practice, or a combination of these.
Demonstrated experience drafting technical memoranda, IRS responses, and position papers supporting complex tax matters.
Expertise in financial products, state income tax, or Subchapter C.
Hands-on experience preparing or reviewing U.S. income tax returns and tax provision support.
Understanding of accounting and business processes.

Responsibilities

Serve as a strategic U.S. tax advisor to Global Tax colleagues and partners in Corporate Accounting, Corporate Treasury, and business units.
Apply complex technical tax rules to business facts, assess enterprise and cross-tax implications, and communicate clear conclusions.
Identify tax planning opportunities, quantify financial-statement and cash-tax impacts, and drive implementation.
Lead tax analysis for internal restructurings and transactions, provide actionable guidance, and document conclusions in technical memoranda or transaction presentations.
Partner with internal teams and outside advisors to develop, implement, and manage complex transactions.
Manage multiple projects, establish priorities, and drive work from planning through execution while aligning deliverables with stakeholder needs, timelines, and business decisions.
Monitor and evaluate tax legislation, regulations, and case law; assess impacts and recommend planning or implementation responses.
Develop recommendations for Caterpillar leadership and external industry coalitions to support advocacy efforts.
Guide resolution of federal and state income tax authority inquiries and audits involving material and complex issues, including drafting or reviewing responses and coordinating with responsible tax teams.
Provide technical oversight of material U.S. federal income tax positions in tax returns and the tax provision, reviewing technical conclusions and related calculations.
Lead development and maintenance of control procedures and policies for U.S. domestic tax positions.