Sr. Tax Analyst

alignmenthealthcare; Orange (CA); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Alignment Health is seeking a Senior Tax Analyst in Orange County, CA with hybrid work options. The role focuses on leading tax compliance across federal, state, and local levels, preparing ASC 740 provisions, and coordinating with auditors and external advisors.

This position supports alignment across Finance, Accounting, FP&A, Legal, and Operations in a regulated Medicare Advantage context. The ideal candidate has 4–6 years of tax experience, a CPA license, and strong Excel plus ERP/tax

Qualifications

• Bachelor's degree in Accounting, Finance, or closely related field.
• Equivalent combination of education and experience may be considered.
• Active CPA license is required.
• Experience preparing/in reviewing ASC 740 tax provisions.

Responsibilities

• Lead federal, state, and local tax filings (income, franchise, insurance premium tax).
• Manage tax calendars, estimated payments, extensions, and deadlines.
• Coordinate with external tax advisors and auditors for compliance.
• Prepare quarterly and annual ASC 740 tax provisions and related disclosures.
• Support regulatory inquiries and audits with documentation.
• Collaborate with Accounting, FP&A, Legal, and Operations to assess tax implications.

Skills

Advanced Excel

ASC 740

Multi-state tax

Communication skills

Education

Bachelor's in Accounting/Finance

Master's in Taxation (MST)

Tools

OneSource

CorpTax

Oracle

Workday

SAP

Job description

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.

Join 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

What You'll Do

• Lead Tax Compliance
• 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.
• Own Tax Provision & Financial Reporting
• 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.
• Manage Audits & Regulatory Inquiries
• 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.
• Partner Across the Business
• 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.
• Research & Advise
• 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.
• Improve Processes & Controls
• 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.

Qualifications

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

• 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

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

Technical Skills

Required

• 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)

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

What Will Make You Successful

• 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 ski