Sr. Tax Analyst

Alignment Health•California Corporate Office, CA

1d•$85,696 - $128,543

About The Position

The Senior Tax Analyst is a key contributor to the finance organization of a mission-driven Medicare Advantage health insurance company, responsible for ensuring accurate, compliant, and timely execution of the organization's federal, state, and local tax obligations. This role sits at the intersection of technical tax expertise and healthcare industry nuance, partnering closely with Accounting, FP&A, Legal, and Operations to deliver tax-related insights that support sound business decisions. The Senior Tax Analyst directly influences the organization's financial integrity by managing income tax provisions under ASC 740, preparing multi-jurisdictional tax filings, and serving as a primary point of contact for regulatory inquiries and audit responses. This role is critical to the organization's ability to operate with regulatory confidence in a highly regulated sector, and offers high visibility, meaningful cross-functional impact, and the opportunity to grow within a rapidly expanding Medicare Advantage enterprise.

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
Proficiency in Microsoft Excel at an advanced level, 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
ASC 740 Income Tax Provision (Advanced)
Corporate Income Tax Compliance (Advanced)
Multi-State & Insurance Premium Taxation (Intermediate to Advanced)
Tax Software & ERP Platforms (Intermediate to Advanced)
Healthcare Industry Tax Knowledge (Intermediate)
Financial Statement Analysis (Intermediate to Advanced)
Data Analysis & Advanced Excel (Advanced)
High attention to detail with a commitment to accuracy and deadline discipline
Strong analytical and problem-solving capability, with ability to research and resolve complex tax issues
Effective written and verbal communication skills, including the ability to translate technical tax concepts for non-tax audiences
Collaborative and cross-functional mindset, comfortable partnering across departments in a fast-paced, regulated environment
Regularly required to talk or hear.
Regularly required to stand, walk, sit, use hand to finger, handle or feel objects, tools, or controls; and reach with hands and arms.
Frequently lifts and/or moves up to 10 pounds.
Specific vision abilities required by this job include close vision and the ability to adjust focus.

Nice To Haves

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

Lead the end-to-end preparation and review of federal, state, and local tax filings, including income, franchise, and insurance premium tax returns specific to Medicare Advantage plan operations.
Manage the tax compliance calendar with precision, ensuring all estimated payment deadlines, extension filings, and statutory obligations are met without disruption to the organization's financial close cycle.
Support external tax advisors and auditors with required documentation and analysis.
Prepare and review quarterly and annual income tax provisions in accordance with ASC 740, ensuring accuracy across deferred tax asset and liability calculations, effective tax rate analysis, and financial statement disclosures.
Maintain complete and well-organized tax provision workpapers and supporting documentation that meet both internal control standards and external audit requirements.
Assist external tax advisors and auditors with required documentation and analysis.
Serve as the primary operational lead in responding to tax notices, audits, and inquiries from federal and state tax authorities, drafting technically sound and timely responses in coordination with external advisors.
Track all open correspondence and audit activity to ensure disciplined resolution management and no lapsed response obligations.
Partner with Accounting, FP&A, Legal, and Operations to gather data, assess tax implications of business initiatives, and deliver guidance that helps the broader organization make well-informed decisions.
Support data requests related to Medicare Advantage operations, including those tied to regulatory filings, enrollment reconciliations, and financial audits.
Research current and emerging tax legislation, IRS guidance, and state law changes that may affect the organization's tax obligations or strategic positioning, translating complex developments into actionable summaries for finance and executive leadership.
Coordinate with external tax advisors on technical positions, ruling requests, and complex issues that require specialized counsel.
Identify and implement opportunities to improve the efficiency, accuracy, and scalability of tax compliance workflows, including automation enhancements within tax software and ERP systems such as OneSource, CorpTax, Oracle, and Workday.
Maintain organized, audit-ready records and support SOX internal control compliance where applicable.
Other duties and projects not listed above