Senior Manager, US Domestic Tax Planning – Technical

Caterpillar Inc.

. 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 and assess enterprise

Posted 11/6/2026full-timeUnited StatesSenior💰 $159,120 - $238,680 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in U.S. federal income tax regulations, tax planning, and compliance, with a strong ability to communicate complex tax concepts to diverse stakeholders. Proven track record in managing tax projects, leading teams, and providing actionable guidance on tax implications and strategies.

Highest-signal resume keywords

U.S. Federal Income Tax ExperienceTax Planning and AdvisoryTax Audit ResponseTechnical Memoranda DraftingCPA, JD, LLM (Tax), MST

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax AnalysisFinancial Statement Impact AssessmentTax Legislation MonitoringTax Controls DevelopmentInventory Accounting MethodsConsolidated Return RulesComplex Transaction ModelingU.S. Income Tax Return PreparationTechnical Oversight of Tax PositionsTax Process Improvement

Soft Skills

Clear CommunicationProject ManagementComposure Under PressureJudgment and Decision-MakingTeam Leadership

Certifications & Qualifications

CPAJDLLM (Tax)MST

Industry Keywords

Tax ControversyMultinational CorporationBig Four Accounting FirmTax ComplianceIRS Responses

About the role

Key responsibilities & impact

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 and assess enterprise and cross-tax implications
Communicate clear tax conclusions to technical and non-technical stakeholders
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 on complex transactions
Manage multiple projects from planning through execution, establishing priorities and driving deliverables
Plan deliverables around stakeholder needs, timelines, business decisions, and deadlines
Monitor and evaluate tax legislation, regulations, and case law developments
Assess cash tax and financial statement 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 inquiries and audits involving material and complex issues
Draft or review audit responses, advise team members, and coordinate with responsible tax teams
Provide technical oversight of material U.S. federal income tax positions in tax returns and tax provision
Review technical conclusions and related calculations
Lead development and maintenance of control procedures and policies for U.S. domestic tax positions

Requirements

What you’ll need

Bachelor’s degree and 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
Experience 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 their interaction across entities, transactions, and tax areas
Experience developing and maintaining tax controls and monitoring tax reporting requirements
Experience analyzing proposed tax legislation and regulations and assessing business impact
Ability to turn tax analysis into clear recommendations for implementation or advocacy efforts
Ability to prioritize work and deliver accurate, timely results 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
Ability to identify gaps in tax processes, technical analysis, or controls and implement practical solutions
Clear, concise writing and presentation skills for technical and non-technical audiences
CPA, JD, LLM (Tax), MST, or equivalent advanced tax credentials preferred
10+ years of progressive tax advisory, tax planning, tax controversy, or technical tax consulting experience preferred
Experience within a multinational corporation, Big Four public accounting firm, large law firm tax practice, or a combination preferred
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 provision support
Understanding of accounting and business processes
Visa sponsorship is not available for this position
Successful completion of a drug screen required for any employment offer

Benefits

Comp & perks

Medical, dental, and vision benefits
Paid time off plan (Vacation, Holidays, Volunteer, etc.)
401(k) savings plans
Health Savings Account (HSA)
Flexible Spending Accounts (FSAs)
Health Lifestyle Programs
Employee Assistance Program
Voluntary Benefits and Employee Discounts
Career Development
Incentive bonus
Disability benefits
Life Insurance
Parental leave
Adoption benefits
Tuition Reimbursement
Domestic relocation is available for those who qualify