Tax Analyst –U.S. Federal Compliance

The Tax Analyst – U.S. Federal Compliance at Trane Technologies is responsible for supporting the preparation, coordination, and review of federal income tax deliverables, including tax returns, provision schedules, and estimated tax payments. The role involves conducting tax research, monitoring tax law changes, and collaborating with Finance and Tax Technology partners to improve compliance and reporting processes. Candidates must have a bachelor’s degree in Accounting, Finance, Tax, or a related field, with 3–5 years of experience in US income tax compliance and reporting. Proficiency in Excel and Microsoft Office is required, along with strong analytical and organisational skills. The position offers a hybrid work arrangement in Davidson, NC or another US office, with a salary range of $62,446.66 to $99,400.00. The Tax Analyst – U.S. Federal Compliance at Trane Technologies plays a vital role in supporting the company’s U.S. Federal Compliance team by preparing, coordinating, and documenting key tax deliverables, reviewing tax returns, and supporting tax planning initiatives. This position involves hands-on exposure to corporate income tax compliance and reporting in a large multinational environment, with a focus on process improvement, automation, and data-driven solutions. The role offers a hybrid work arrangement and provides comprehensive benefits, including health insurance, wellness programmes, 401K match, paid time off, and educational opportunities. Compensation ranges from $62,446.66 to $99,400.00, with incentive and commission eligibility, and benefits tailored to support employees and their families.

Be a part of our mission! As a world leader in creating comfortable, sustainable, and efficient climate solutions for buildings, homes and transportation, it's our responsibility to put the planet first. For us at Trane Technologies, and through our businesses including Trane® and Thermo King, sustainability is not just how we do business—it is our business. Do you dare to look at the world's challenges and see impactful possibilities? Do you want to contribute to making a better future? If the answer is yes, we invite you to consider joining us in boldly challenging what's possible for a sustainable world.

Learn about our benefits designed for you to Thrive at work and at home.

We boldly go.

Where is the work:

Monday to Thursday, work onsite with your colleagues. Fridays, choose your work location, balancing what your work requires.

Job Summary

The Tax Analyst – U.S. Federal Compliance supports the U.S. Federal Compliance team in preparing, coordinating, and documenting key federal income tax deliverables, preparing and reviewing tax returns, global income tax provision, conducting tax research and supporting the company’s tax planning initiatives. The position will also have a role in modernizing how compliance and reporting data is gathered, validated, analyzed, and reported to improve accuracy, reduce manual effort and strengthen process and controls. The successful candidate will collaborate across Tax, Finance, and Tax Technology partners to build repeatable data-driven solutions that enhance compliance and reporting readiness and transparency. The position provides hands on exposure to corporate income tax compliance and reporting in a large multinational environment.

This role is designated as hybrid in Davidson, NC or another designated U.S. Trane office location.

Key Competencies (critical skills)

• Working knowledge of U.S. federal income tax compliance concepts and strong attention to detail; ability to document processes and maintain clear audit-ready workpapers.
• Analytical mindset with experience manipulating and reconciling data sets (Excel proficiency required; comfort working with large or complex data sources).
• Demonstrated ability to improve processes through standardization and automation; comfort partnering cross-functionally to translate tax needs into data requirements
• Ability to communicate findings clearly to both tax and non-tax stakeholders, including translating data results into practical actions.

Primary Responsibilities

• Supports the preparation, coordination and review of U.S. federal income tax compliance deliverables, including preparation of proforma returns, supporting workpapers, and data collection for the consolidated tax return.
• Contribute to the development of the consolidated return to provision schedules for the U.S. group.
• Research the income tax positions and methods, monitor changes in tax laws and regulations and collaborate with the team to evaluate the impact on the Company.
• Prepare U.S. Federal estimated tax payments and global cash tax forecasts.
• Assist in preparing quarterly and annual global income tax provision under U.S. GAAP (ASC740), including supporting calculations, roll forwards and workpapers.
• Support income tax-related external reporting requirements by preparing schedules and documentation for review by senior team members.
• Collaborate with Tax Technology and cross functional partners to drive process improvements, enhance automation, and strengthen data integrity and efficiency across compliance workflows.

Qualifications (Required)

• Bachelor’s degree in Accounting, Finance, Tax, or a related discipline. Progress toward CPA or Masters in Taxation and/or Data & Analytics preferred.
• 3-5 years of experience in US income tax compliance and reporting.
• Demonstrated experience synthesizing large data sets and using it for compliance reporting analysis and dashboarding.
• Foundational knowledge of U.S. GAAP income tax accounting concepts (ASC740) is a plus.
• Strong accounting, attention to detail and organizational skills.
• Ability to manage multiple deadlines with accuracy and appropriate documentation discipline.
• Proficiency in Microsoft Office applications including Excel, Work, Powerpoint, etc.

Preferred Qualifications

• Experience with tax and finance data sources and/or tax systems used in corporate environments (examples referenced within our org include Onestream, Oracle, One Source, Corptax or similar).
• Familiarity with analytics tooling such as Dataiku, Alteryx, Tableau/Power BI, or SQL; ability to automate recurring data prep and validation steps
• Prior experience supporting process improvement, standard work, or controls documentation in a compliance environment.

Annual Base Salary Range or Hourly Base Pay Range:

$62,446.66 - $99,400.00

Compensation Type: Incentive Eligible:

No

Sales Commission Eligible:

No

Disclaimer: We strive to provide competitive compensation for this position, tailored to a variety of factors. The actual compensation will depend on elements such as seniority, merit, geographic location, education, experience, travel requirements, and union designation. Our compensation range is generally based on the national average for the country. Additionally, benefits may vary depending on the region, business alignment, union involvement, and employee status.

Thrive at work and at home:

• Benefits kick in on DAY ONE for you and your family, including health insurance and holistic wellness programs that include generous incentives – WE DARE TO CARE!
• Family building benefits include fertility coverage and adoption/surrogacy assistance.
• 401K match up to 6%, plus an additional 2% core contribution = up to 8% company contribution.
• Paid time off includes 15 vacation days, 9 paid holidays, 3 floating holidays, sick leave, and additional options to support volunteer and parental leave.
• Educational and training opportunities through company programs along with tuition assistance and student debt support.

Disclaimer: Benefit offerings may vary depending on Collective Bargaining Agreements and local/state regulations.

Safety Sensitive Role:

No

The company designates certain roles as Safety Sensitive. Safety Sensitive roles may require that you pass additional drug screening.

We offer competitive compensation and comprehensive benefits and programs. We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, age, marital status, disability, status as a protected veteran, or any legally protected status.

• Be a part of our mission! As a world leader in creating comfortable, sustainable, and efficient climate solutions for buildings, homes and transportation, it's our responsibility to put the planet fir Responsibilities
• Responsible for supporting the preparation, coordination, and review of U.S. federal income tax compliance deliverables, including proforma returns, workpapers, and data collection for consolidated tax returns.
• Play a key role in shaping the development of consolidated return to provision schedules for the U.S. group.
• Help drive innovation in researching income tax positions and methods, monitoring changes in tax laws and regulations, and collaborating with the team to evaluate the impact on the company.
• Take ownership of preparing U.S. Federal estimated tax payments and global cash tax forecasts.
• Deliver high-quality support for quarterly and annual global income tax provision under U.S. GAAP (ASC740), including calculations, roll forwards, and workpapers.
• Collaborate cross-functionally to support income tax-related external reporting requirements by preparing schedules and documentation for review by senior team members.
• Lead efforts to drive process improvements, enhance automation, and strengthen data integrity and efficiency across compliance workflows with Tax Technology and cross-functional partners. Skills
• Demonstrated experience in US income tax compliance and reporting, with 3-5 years of relevant experience.
• Proficiency in synthesising large data sets for compliance reporting analysis and dashboarding.
• Foundational knowledge of U.S. GAAP income tax accounting concepts (ASC740) is a plus.
• Strong accounting, attention to detail, and organisational skills are required.
• Ability to manage multiple deadlines with accuracy and appropriate documentation discipline.
• Proficiency in Microsoft Office applications, including Excel, Word, and PowerPoint.
• Experience with tax and finance data sources and/or tax systems such as Onestream, Oracle, One Source, Corptax, or similar is preferred.
• Familiarity with analytics tooling such as Dataiku, Alteryx, Tableau/Power BI, or SQL, and the ability to automate recurring data prep and validation steps is preferred.
• Prior experience supporting process improvement, standard work, or controls documentation in a compliance environment is preferred. Education
• A Bachelor’s degree in Accounting, Finance, Tax, or a related discipline is required.
• Progress toward CPA or Masters in Taxation and/or Data & Analytics is preferred.