Senior Director Tax & Compliance - Cat Financial

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.

The Senior Director, Tax & Compliance leads global tax strategy, tax compliance, tax accounting, and tax planning, while also representing tax in strategic business initiatives across Cat Financial. Based in Nashville, Tennessee, the position partners closely with executive leadership, treasury, legal, accounting, and global business leaders to optimize business practical tax outcomes. The successful candidate will lead and be responsible for further developing a high-performing team. This role requires exceptional leadership capability, deep technical tax expertise, the ability to interact directly with customers and dealers, and the ability to influence enterprise decisions with significant financial impact. The position offers a unique opportunity to help shape the future of a global financial services organization through strategic tax leadership.

Global Tax Strategy & Leadership Develop and execute global tax strategies that optimize effective tax rates and cash flow. Provide executive leadership for domestic and international business and tax planning initiatives. Partner with Treasury, Accounting, Legal, and executive leadership to provide business practical advice. Evaluate emerging legislation, regulatory developments, and geopolitical impacts affecting tax strategy. Set tax risk profiles and align planning decisions with business, cash flow, customer, and governance needs. Tax Compliance Oversee direct and indirect tax compliance, including Federal, state, sales and use tax, VAT, property tax, local non-US tax, transfer pricing, and other jurisdictional requirements. Ensure adherence to tax laws and regulations across a globally distributed portfolio of operating entities. Coordinate local direct and indirect tax compliance across global jurisdictions, including internal and external provider oversight. SEC reporting & Tax Accounting Provide strategic leadership for ASC 740, tax reserves, and financial statement disclosures. Ensure financial reporting integrity and compliance with accounting and regulatory requirements. Lead Sarbanes-Oxley compliance within the tax function and support enterprise governance initiatives. Advise executive leadership on tax accounting impacts associated with strategic business decisions. Own tax accounting policy, deferred tax, valuation allowance, FIN 48 reserves, disclosures, and external auditor support. Consolidate global tax return and provision inputs to support accurate financial reporting. Tax Controversy & Audit Defense Lead global tax authority interactions, examinations, disputes, and audit defense strategies. Oversee responses to regulatory inquiries and government audits. Direct negotiations related to tax assessments, appeals, settlements, and litigation matters. Manage relationships with external advisors, law firms, and consulting organizations. Coordinate controversy strategy with Cat Inc. Tax, Legal, and external providers across jurisdictions. Tax Compliance & Risk Management Lead and continuously improve tax compliance. Identify and mitigate tax, regulatory, and compliance risks. Prioritize resources and strategic initiatives based on enterprise risk assessments. Track tax legislation and assess impacts on payments, operations, customers, technology, and advocacy. Executive Leadership Lead a global team of approximately 40 tax professionals, setting strategy, goals, development priorities, and succession plans.