Sr Tax Analyst –U.S. Federal Compliance

Trane Technologies•Davidson, NC

7d•Hybrid

About The Position

The Senior Tax Analyst – U.S. Federal Income Tax Compliance is an experienced individual contributor who executes and coordinates complex U.S. federal income tax compliance, reporting, and data workstreams. Reporting directly to the Senior Manager of Federal Income Tax Compliance, the analyst works with substantial autonomy to own key components of the consolidated Form 1120, calculate quarterly estimated tax obligations, prepare return-to-provision analyses, and maintain audit-ready documentation. The role also contributes to modernizing compliance and reporting data collection, validation, analysis, and reporting to improve accuracy, reduce manual effort, and strengthen processes and controls. The analyst partners with Tax Technology and Finance teams to streamline data collection, enhance automation, and maintain robust internal controls. The position works onsite Monday through Thursday, with flexibility to choose the work location on Fridays.

Requirements

Bachelor’s degree in Accounting, Finance, Taxation, or a related quantitative field.
3–6 years of progressive U.S. federal corporate income tax experience in a Big 4 or large national public accounting firm, or in the corporate tax department of a large multinational enterprise.
Hands-on experience preparing complex pro forma corporate returns (Form 1120), consolidated return workpapers, Schedule M adjustments, and return-to-provision true-ups.
Ability to manage multiple deadlines accurately and maintain appropriate documentation.
Experience synthesizing large data sets and using them for compliance reporting, analysis, and dashboarding.
Working knowledge of enterprise corporate tax compliance engines and general ledger or reporting platforms.
Working knowledge of U.S. GAAP income tax accounting concepts (ASC 740).
Proficiency with Microsoft Office applications, including Excel, Word, and PowerPoint.

Nice To Haves

Certified Public Accountant (CPA) license and/or a master’s degree in Taxation or Accountancy.
Practical experience with data transformation and analytics tools such as Alteryx, Power BI, Tableau, or Dataiku.
Familiarity with corporate ERP platforms such as Oracle or SAP and consolidation tools such as OneStream.
Ability to communicate complex tax and accounting matters in plain language for non-tax business partners.

Responsibilities

Independently prepare and self-review complex federal income tax return workpapers and pro forma filings for domestic legal entities in support of timely and accurate filing of the U.S. consolidated Form 1120.
Own complex book-to-tax adjustments, including Schedule M-1 and M-3 adjustments related to fixed assets and depreciation, UNICAP, intangible amortization, compensation and benefits, and transaction-related items.
Partner with the Senior Manager to build, reconcile, and maintain consolidated return-to-provision calculations, identifying and explaining variances between provision estimates and filed returns.
Prepare quarterly federal estimated tax payment calculations, extension requests, and cash tax forecasts under the Senior Manager’s guidance.
Prepare quarterly and annual U.S. income tax provisions under U.S. GAAP (ASC 740), including supporting calculations, rollforwards, and workpapers.
Assist with assembling, analyzing, and documenting responses to Information Document Requests related to IRS audits and domestic tax inquiries.
Serve as the delegated point person on assigned compliance projects, coordinating timelines, tracking deliverable checklists, and gathering input from business units.
Perform first-level data validation and technical review of compliance inputs, source documentation, and external vendor or contractor workpapers before escalating them to management.
Provide informal guidance, onboarding support, and peer-review assistance to less-experienced analysts, interns, and cross-functional contributors.
Research federal tax regulations, revenue rulings, and legislative updates, and summarize findings in actionable memoranda and impact models.
Collaborate with Tax Technology and cross-functional partners to improve processes, automation, data integrity, and efficiency across compliance workflows.