Senior Tax Analyst

Jobtailor; Orange (CA); On-site; USD 140,000 - 190,000; Full time

Job summary

Jobtailor in the United States (Orange, CA) seeks a senior tax professional to lead federal, state, and local tax filings. The role covers ASC 740 provisions, multi-state tax compliance, and collaboration with Accounting, FP&A, Legal, and Operations on tax decisions.

You will manage the tax calendar, support external advisors, and ensure audit-ready workpapers while staying abreast of tax legislation and regulatory changes.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Active Certified Public Accountant (CPA) license required.
• 4–6 years of tax experience in public accounting or corporate tax.
• Advanced Excel skills: pivot tables, modeling, data analysis.
• Experience with ASC 740 income tax provisions.
• Experience with multi-state tax compliance incl. insurance/franchise taxes.

Responsibilities

• Lead end-to-end preparation and review of federal, state, and local tax filings.
• Manage the tax compliance calendar, estimated payments, and extensions.
• Support external tax advisors and auditors with documentation and analysis.
• Prepare and review ASC 740 income tax provisions and disclosures.
• Calculate deferred tax assets and liabilities; analyze effective tax rates.
• Maintain audit-ready tax provision workpapers and supporting docs.
• Lead responses to tax notices, audits, and inquiries from tax authorities.
• Coordinate with Accounting, FP&A, Legal, and Operations on tax implications.
• Research tax legislation and translate findings into summaries.
• Coordinate with external advisors on technical positions and complex issues.
• Improve tax workflows and automation within OneSource, CorpTax, Oracle, Workday.
• Maintain organized records and support SOX internal control compliance.

Skills

Analytical reasoning

Attention to detail

Effective communication

Collaborative mindset

Deadline discipline

Education

Bachelor's degree in Accounting or Finance

Tools

OneSource

CorpTax

Oracle

Workday

SAP

Excel (Advanced)

Job description

• Lead end-to‑end preparation and review of federal, state, and local tax filings, including income, franchise, and insurance premium tax returns
• Manage the tax compliance calendar, estimated payments, extension filings, and statutory obligations
• Support external tax advisors and auditors with documentation and analysis
• Prepare and review quarterly and annual ASC 740 income tax provisions
• Calculate deferred tax assets and liabilities, analyze effective tax rates, and prepare financial statement disclosures
• Maintain audit‑ready tax provision workpapers and supporting documentation
• Lead responses to tax notices, audits, and inquiries from federal and state tax authorities
• Track correspondence and audit activity through resolution
• Partner with Accounting, FP&A, Legal, and Operations on tax implications and business decisions
• Support data requests related to Medicare Advantage operations, regulatory filings, enrollment reconciliations, and financial audits
• Research tax legislation, IRS guidance, and state law changes and translate findings into actionable summaries
• Coordinate with external tax advisors on technical positions, ruling requests, and complex issues
• Improve tax compliance workflows, including automation within OneSource, CorpTax, Oracle, and Workday
• Maintain organized records and support SOX internal control compliance

Requirements

• 4 to 6 years of relevant tax experience in public accounting or a corporate tax department
• Hands‑on experience preparing and reviewing income tax provisions under ASC 740
• Experience managing multi‑state tax compliance, including 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, or equivalent combination of education and directly relevant experience
• Advanced Microsoft Excel proficiency, including pivot tables, modeling, and data analysis
• Working knowledge of a major tax compliance software platform such as OneSource or CorpTax
• Working knowledge of an ERP system such as Oracle, Workday, or SAP
• Active Certified Public Accountant (CPA) license required
• Healthcare, managed care, or insurance industry experience preferred; Medicare Advantage exposure strongly preferred
• Experience in a regulated payer or health plan environment preferred
• Exposure to insurance premium tax filings, statutory reporting, or CMS‑facing financial processes preferred
• High attention to detail and deadline discipline
• Strong analytical and problem‑solving capability
• Effective written and verbal communication skills
• Collaborative and cross‑functional mindset
• Ability to meet the role's essential physical functions, with reasonable accommodations available

Core Competencies

Demonstrates expertise in tax compliance and preparation, including ASC 740 income tax provisions and multi‑state tax regulations. Proficient in collaborating with cross‑functional teams and external advisors to ensure compliance and optimize tax workflows.

Highest‑signal resume keywords

• ASC 740 Income Tax Provisions
• Multi‑State Tax Compliance
• Certified Public Accountant (CPA)
• OneSource Tax Compliance Software
• Advanced Microsoft Excel Proficiency

ATS Optimization Keywords

Hard Skills

• Tax Filings
• Tax Compliance Calendar Management
• Deferred Tax Asset Calculation
• Financial Statement Disclosures
• Audit‑Ready Tax Provision Workpapers
• Tax Legislation Research
• Statutory Reporting
• Insurance Premium Tax Filings
• Data Analysis
• Technical Analysis

Soft Skills

• Attention to Detail
• Analytical Problem‑Solving
• Effective Communication
• Collaborative Mindset
• Deadline Discipline

Certifications & Qualifications

• Certified Public Accountant (CPA)

Industry Keywords

• Healthcare
• Managed Care
• Insurance Industry
• Medicare Advantage
• Regulated Payer Environment

Tools & Technologies

• CorpTax
• Oracle
• Workday
• ERP Systems
• Tax Compliance Software