Sr. Tax Analyst

Alignment Healthcare•Orange, CA

19h•Hybrid

About The Position

Alignment Health is a fast-growing, mission-driven Medicare Advantage health plan where your tax expertise will directly support the financial strength and regulatory integrity of the organization. As a Senior Tax Analyst, you'll play a highly visible role across Finance, partnering Accounting, FP&A, Legal, and Operations to ensure tax compliance, deliver accurate financial reporting, and provide strategic insights that help drive business decisions. This is an excellent opportunity for a tax professional who enjoys combining technical expertise with cross-functional collaboration in a complex, highly regulated industry. Orange County, CA preferred.

Requirements

4 to 6 years of relevant tax experience in public accounting or a corporate tax department
Demonstrated hands-on experience preparing and reviewing income tax provisions under ASC 740
Practical experience managing multi-state tax compliance, including exposure to insurance or franchise taxes
Experience supporting external auditors and tax advisors with documentation and technical analysis
Bachelor's degree in Accounting, Finance, or a closely related field
Equivalent combination of education and directly relevant experience may be considered
Advanced Microsoft Excel skills, including pivot tables, modeling, and data analysis
Working knowledge of at least one major tax compliance software platform (e.g., OneSource, CorpTax) and ERP system (e.g., Oracle, Workday, SAP)
Active Certified Public Accountant (CPA) license
Expertise in ASC 740 tax provision preparation and reporting
Strong corporate income tax compliance knowledge
Experience with multi-state and insurance premium taxation
Advanced analytical and Excel capabilities
Exceptional attention to detail and accuracy
Strong communication skills with the ability to explain technical concepts to non-tax stakeholders
Collaborative mindset and ability to thrive in a fast-paced, regulated environment

Nice To Haves

Located in Orange County, CA as role is Hybrid as needed
Prior experience in the healthcare, managed care, or insurance industry, with Medicare Advantage exposure strongly preferred
Experience working within a regulated payer or health plan environment
Exposure to insurance premium tax filings, statutory (STAT) reporting, or CMS-facing financial processes
Master's degree in Taxation (MST)
Coursework or specialized study in healthcare finance, insurance accounting, or regulatory compliance
Training in SOX compliance, internal controls, or finance process improvement
Familiarity with tax technology automation tools or AI-assisted compliance workflows
No additional licensure is required for this individual contributor role; however, maintenance of the CPA credential is expected

Responsibilities

Prepare and review federal, state, and local tax filings, including income, franchise, and insurance premium tax returns.
Manage tax calendars, estimated payments, extensions, and filing deadlines.
Coordinate with external tax advisors and auditors to support compliance activities.
Prepare quarterly and annual income tax provisions in accordance with ASC 740.
Maintain supporting workpapers, deferred tax calculations, effective tax rate analyses, and financial statement disclosures.
Support internal and external audit requests with timely, accurate documentation.
Serve as a key point of contact for tax notices, audits, and inquiries from federal and state authorities.
Partner with external advisors to develop responses and drive issues to resolution.
Collaborate with Accounting, FP&A, Legal, and Operations to assess tax implications and support business initiatives.
Assist with regulatory, financial audit, and Medicare Advantage-related data requests.
Monitor tax legislation, regulatory developments, and IRS guidance.
Translate complex tax issues into practical recommendations for Finance leadership.
Coordinate with external advisors on technical tax matters.
Identify opportunities to enhance tax processes, automation, and compliance workflows.
Support SOX compliance efforts and maintain audit-ready documentation.
Utilize tax and ERP platforms including OneSource, CorpTax, Oracle, and Workday.
Additional duties and special projects as assigned.