CAREER AREA:

Finance

JOB DESCRIPTION:

Your Work Shapes the World at Caterpillar Inc.

Position Title:Senior Tax Analyst

Job Location: Bangalore, KA-India

Role Definition
 

Prepares workpapers, tax returns, audit responses, and process improvements to support tax compliance and planning initiatives.

Responsibilities
Compiling and analyzing data for tax compliance, audit, and/or provision.
Working closely with business partners to ensure appropriate information is gathered and supports tax managers on tax implications.
Preparing workpapers, calculations, and appropriate tax forms for filing and prepares data and documentation to support tax authority inquiries.
Researching specific federal, state and/or local tax regulations aligned with job responsibilities.
Implementing identified process efficiencies or dashboards utilizing technology and generating process improvement ideas.

Skill Descriptors

Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
 

Level Working Knowledge:
Accurately gauges the impact and cost of errors, omissions, and oversights.
Utilizes specific approaches and tools for checking and cross-checking outputs.
Processes limited amounts of detailed information with good accuracy.
Learns from mistakes and applies lessons learned.
Develops and uses checklists to ensure that information goes out error-free.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
 

Level Working Knowledge:
 

• Delivers helpful feedback that focuses on behaviors without offending the recipient.
• Listens to feedback without defensiveness and uses it for own communication effectiveness.
• Makes oral presentations and writes reports needed for own work.
• Avoids technical jargon when inappropriate.
• Looks for and considers non-verbal cues from individuals and groups.
• Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.
   

Level Basic Understanding:
• Explains the value of a disciplined approach to problem solving.
• Describes problem reporting and escalation practices.
• Utilizes accepted procedures for problem analysis and resolution.
• Identifies key aspects of problem-solving techniques used in own area.

Financial and Accounting Systems: Knowledge of functions, features and capabilities of financial and accounting systems; ability to use financial and accounting applications specific to the organization.
 

Level Working Knowledge:
 

• Selects key business and technical contacts in the event of a production problem.
   
• Works with a specific financial or accounting system and sub-systems.
   
• Implements data flows between financial and accounting systems.
   
• Utilizes operating requirements for the financial environment.
   
• Coordinates major system interfaces and criticalities.
  
  Tax Management: Knowledge of tax laws, organizational tax practices, obligations; ability to manage organization tax related issues.
  Level Working Knowledge:
• Collects and prepares documentation for tax filing or tax defense activities.
•  Works with applying tax law to a specific industry or line of business.
• Interprets and explains all locally relevant tax laws.
• Documents government regulations that deal with organizational taxes.
• Follows tax accounting practices and explains the rationale behind these practices.
  
  Tax Operations: Knowledge of tax practices and regulations; ability to prepare and file federal, state and local tax returns.
  Level Working Knowledge:
  • Documents practices, standards and procedures for maintaining and reporting tax information.
  • Interprets and explains key tax-related documents and reports.
  • Utilizes basic tools to identify and gather the information necessary for preparing a tax return.
  • Participates in maintaining tax-related records for a specific area of the business.
  • Resolves common tax-related errors and problems.
  
  Tax Regulations: Knowledge of federal, state and local tax procedures and regulations; ability to adhere to tax regulations when filing forms as they pertain to a particular business or industry.
  Level Working Knowledge:
  • Explains the impact of taxation on the organization's bottom line.
  • Prepares basic tax forms for filing.
  • Assists in analyzing tax liability in at least one area of the business.
  • Follows current general tax regulations as they pertain to own industry.
  • Clarifies the rationale behind specific tax rates and regulations.
  
  Research Analysis: Knowledge of the concepts, methodologies and methods of research analysis; ability to locate, interpret and evaluate research findings compiled and documented by others.
  Level Working Knowledge:
  • Researches and evaluates materials that are related to a research topic, under the guidance of a supervisor.
  • Reports on validity, relevance and accuracy issues.
  • Implements basic research analysis methods and techniques.
  • Uses published information to support new research.
  • Adheres to an organization's research analysis standards.