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Lead Tax Strategist

2 months ago


Deerfield Beach, Florida, United States Caterpillar Full time

Career Area:

Finance

Job Overview:

Your Contributions Shape the Future at Caterpillar Inc.

Joining Caterpillar means becoming part of a global team that values not only the work we accomplish but also the relationships we build. We are innovators, problem solvers, and architects of a sustainable future, dedicated to creating stronger communities. Here, we turn ideas into reality, collaborating with our customers to drive progress and innovation. Together, we are committed to building a better world for everyone.

More Than Just a Position, It's a Career

As the Lead Tax Strategist for U.S. Research & Development ("R&D"), you will provide expert guidance and insights into Caterpillar's U.S. Federal and State R&D tax credits and Section 174 expenses. This role oversees compliance processes, ensuring accurate computations, managing quarterly estimates and provisions, and making critical decisions to uphold the R&D tax credit during audits. You will regularly engage with business partners to offer advice on projects and pinpoint opportunities and risks.

Key Responsibilities:

  • Driving the enhancement of U.S. R&D processes through technology utilization, advanced analytics, and insightful reporting.
  • Conducting thorough reviews of U.S. Federal and State R&D credit computations and Section 174 expenses, leveraging technical expertise and understanding complex data.
  • Monitoring and assessing the implications of proposed legislation and judicial decisions by applying Caterpillar's specific context.
  • Leading the U.S. Tax Reporting & Analysis team in addressing government inquiries, evaluating impacts, and guiding resolutions with a focus on enterprise-wide implications.
  • Collaborating proactively with business partners to ensure comprehensive data collection and analysis.
  • Overseeing team deadlines throughout the tax calendar and lifecycle while fostering staff development opportunities.

Qualifications:

  • Education/Experience: A Bachelor's Degree in accounting, finance, or a related field is typically required, along with 6+ years of progressively responsible tax-related experience.
  • Tax Expertise: Proficient knowledge of U.S. research & development credits, with the capability to advise, formulate policies, and oversee tax reporting requirements and legal precedents.
  • Results Orientation: Focuses time, resources, and actions on key priorities, understanding the importance of achieving objectives.
  • Influence through Knowledge: Identifies organizational gaps and proposes effective solutions; shares expertise on critical matters.
  • Analytical Problem Solving: Applies problem-solving skills to diverse situations; synthesizes information and develops alternative strategies.

Preferred Attributes:

  • Technical proficiency in Section 41 tax credits for large corporations with diverse business components.
  • Demonstrated ability to lead a team, manage multiple projects, and prioritize effectively.
  • Exhibits high initiative, sound judgment, and exceptional communication skills.
  • Collaborative, team-oriented mindset with the ability to cultivate relationships across the organization.
  • Solid understanding of accounting and business processes.
  • Familiarity with M365 and PowerBI.

Additional Information:

  • This position offers opportunities for relocation for qualified candidates.
  • Travel expectations are minimal, around 5-10%.
  • Sponsorship for employment is not available.

What You Can Expect:

  • Caterpillar aims to provide a fulfilling career. Our teams play a vital role in the success of our customers who are dedicated to building a better world.
  • We offer a comprehensive rewards package that includes benefits from day one (medical, dental, vision, RX, and 401K) along with the potential for an annual bonus. Additional benefits include paid vacation days and holidays.
  • We encourage all qualified individuals, including minorities, females, veterans, and individuals with disabilities, to apply.

About Caterpillar:

Caterpillar Inc. is the leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. For nearly a century, we have been assisting customers in building a more sustainable world and are committed to contributing to a reduced-carbon future. Our innovative products and services, supported by our global dealer network, deliver exceptional value that enables our customers to thrive.