Senior Tax Analyst

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.

Indirect Tax - Americas Technology Advisor

Summary:

Supports Americas corporate system deployments to ensure key indirect tax compliance requirements for invoicing, tax determination and reporting are understood, documented and implemented. This includes compiling and analysing test data to ensure local compliance requirements are met, and preparing key documentation to assist business users in their use of VERTEX tools, including training, guidance and issue resolution.

The role also supports the configuration, maintenance and implementation of indirect tax technology solutions (VERTEX) across the Americas. Supporting other Indirect Tax technology as needed.

What You Will Have:

Accuracy and Attention to Detail

• Maintains precise documentation for VERTEX configurations and ERP deployment compliance.
• Reviews and validates test data to ensure accuracy in tax determination logic.
• Applies structured checklists and validation tools to minimize errors.
• Tracks and corrects discrepancies in system outputs and tax reporting.
• Ensures audit readiness through meticulous record-keeping and version control.

Effective Communication

• Explains complex tax determination logic clearly to business and technical stakeholders.
• Delivers training and guidance on VERTEX tools and compliance processes.
• Collaborates with CAT-IT and global tax teams to align on deployment objectives.
• Prepares documentation that supports business understanding of indirect tax legal requirements and systems.
• Responds to queries with clarity and professionalism, ensuring timely issue resolution.

Tax Management and Operations

• Supports configuration of VERTEX to meet compliance requirements across jurisdictions.
• Assists in interpreting SUT and VAT regulations for system implementation and updates.
• Ensures tax logic aligns with business transactions and ERP processes.
• Maintains controls in line with the Indirect Tax Control Framework and internal standards.

Problem Solving

• Identifies and resolves issues in VERTEX configuration and tax logic during deployments.
• Analyses test data to troubleshoot compliance gaps and system errors.
• Implements process improvements to enhance tax technology efficiency and reliability.
• Escalates and documents recurring issues for long-term resolution and learning.
• Applies structured problem-solving techniques to support project delivery and compliance.

Financial and Accounting Systems

• Collaborates on ERP upgrades (e.g., SAP ECC to S4Hana) to ensure tax compliance is embedded.
• Understands data flows between accounting systems and tax determination tools.
• Supports integration of VERTEX with corporate financial systems and reporting structures.
• Coordinates with technical teams to align system logic with tax and business requirements.
• Monitors system performance and interfaces for tax-related transactions and controls.

Top Candidates Will Also Have:

• College degree or equivalent
• Good understanding of SUT principles, and US Indirect Tax compliance processes
• Knowledge and understanding of SUT Determination technology and tools

Additional Info:

• The primary location for this position is San Diego, CA
• This role requires 5 days a week in office
• Domestic relocation is available for those who qualify
• Sponsorship is not available

What You Will Get:

• Our goal at Caterpillar is for you to have a rewarding career. Our teams are critical to the success of our customers who build a better world.
• Here you earn more than just a salary because we value your performance. We offer a total rewards package that provides benefits on day one (medical, dental, vision, RX, and 401K) along with the potential of an annual bonus. Additional benefits include paid vacation days and paid holidays.
• All qualified individuals - Including minorities, females, veterans and individuals with disabilities - are encouraged to apply.

About Caterpillar –

Caterpillar Inc. is the world’s leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For nearly 100 years, we’ve been helping customers build a better, more sustainable world and are committed and contributing to a reduced-carbon future. Our innovative products and services, backed by our global dealer network, provide exceptional value that helps customers succeed.

Final details:

Please frequently check the email associated with your application, including the junk/spam folder, as this is the primary correspondence method. If you wish to know the status of your application – please use the candidate log-in on our career website as it will reflect any updates to your status.

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Summary Pay Range:

$87,480.00 - $131,280.00

Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.

Benefits:

Subject to plan eligibility, terms, and guidelines. This is a summary list of benefits.

• 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

* These benefits also apply to part-time employees

This position requires working onsite five days a week.

Relocation is available for this position.

Visa Sponsorship is not available for this position. This employer is not currently hiring foreign national applicants that require or will require sponsorship tied to a specific employer, such as, H, L, TN, F, J, E, O. 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.

Posting Dates:

September 16, 2025 - September 22, 2025

Any offer of employment is conditioned upon the successful completion of a drug screen.

Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply.

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