Sr. Tax Analyst

Alignment Health is breaking the mold in conventional health care, committed to serving seniors and those who need it most: the chronically ill and frail. It takes an entire team of passionate and caring people, united in our mission to put the senior first. We have built a team of talented and experienced people who are passionate about transforming the lives of the seniors we serve. In this fast-growing company, you will find ample room for growth and innovation alongside the Alignment Health community. Working at Alignment Health provides an opportunity to do work that really matters, not only changing lives but saving them. Together. This is a hybrid position in Orange County, CA. 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. Job Responsibilities Drive Tax Compliance Across All Jurisdictions 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. Deliver Accurate Tax Provisions & Financial Reporting 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. Manage Audit Defense & Regulatory Inquiries 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. Collaborate Cross-Functionally as a Trusted Tax Advisor 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. Conduct Tax Research & Monitor Legislative Developments 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. Strengthen Tax Processes, Controls & Technology 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. Supervisory Responsibilities N/A Other duties and projects not listed above N/A Job Requirements Required: 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 Preferred: 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 Education Required: Bachelor's degree in Accounting, Finance, or a closely related field Equivalent combination of education and directly relevant experience may be considered Preferred: Master's degree in Taxation (MST) Coursework or specialized study in healthcare finance, insurance accounting, or regulatory compliance Training Required: 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) Preferred: Training in SOX compliance, internal controls, or finance process improvement Familiarity with tax technology automation tools or AI-assisted compliance workflows Licensure Required: Active Certified Public Accountant (CPA) license Preferred: No additional licensure is required for this individual contributor role; however, maintenance of the CPA credential is expected Skills & Competencies Technical & Role-Specific Skills ASC 740 Income Tax Provision (Advanced) — Deep working knowledge of the preparation and review of quarterly and annual tax provisions, including deferred tax calculations and effective tax rate analysis Corporate Income Tax Compliance (Advanced) — Strong command of federal and state income tax return preparation, filing requirements, and planning concepts applicable to corporate entities Multi-State & Insurance Premium Taxation (Intermediate to Advanced) — Understanding of multi-jurisdictional tax obligations, including state insurance premium taxes and franchise taxes that are central to Medicare Advantage health plan operations Tax Software & ERP Platforms (Intermediate to Advanced) — Proficiency with tax compliance tools such as OneSource and CorpTax, and ERP systems such as Oracle and Workday, with the ability to leverage these for process efficiency Healthcare Industry Tax Knowledge (Intermediate) — Awareness of the tax considerations unique to Medicare Advantage plans, including regulatory filing requirements, CMS-related financial reporting, and the interplay between statutory and GAAP accounting in a managed care context Financial Statement Analysis (Intermediate to Advanced) — Ability to analyze and interpret financial data to support tax provision reporting, variance analysis, and cross-functional business advisory Data Analysis & Advanced Excel (Advanced) — Ability to build, manage, and audit complex financial models and workpapers using Excel, with experience in data-driven tax analytics and reporting Behavioral & Collaborative Competencies 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 Essential Physical Functions The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee regularly is required to stand, walk, sit, use hand to finger, handle or feel objects, tools, or controls; and reach with hands and arms. The employee 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. Pay Range: $85,696.00 - $128,543.00 Pay range may be based on a number of factors including market location, education, responsibilities, experience, etc. Alignment Health is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, protected veteran status, gender identity, or sexual orientation. #J-18808-Ljbffr