Sr. Tax Analyst

Alignment Healthcare USA, LLC; Orange (CA); Hybrid; USD 86,000 - 129,000; Full time

Job summary

Alignment Health is seeking a Senior Tax Analyst to join our Finance team in Orange County, CA. You will lead tax compliance across federal, state, and local levels and own the tax provision process under ASC 740, collaborating with Accounting, FP&A, Legal, and Operations to ensure accurate reporting.

The role requires 4–6 years of tax experience, strong Excel skills, and familiarity with OneSource or CorpTax. A CPA is preferred; hybrid work is available.

Qualifications

• Proven ability to prepare and review ASC 740 provisions.
• Experience supporting external auditors and tax advisors with documentation.
• Knowledge of multi-state and insurance premium taxation is a plus.

Responsibilities

• Lead tax compliance for federal, state, and local filings.
• Prepare quarterly and annual income tax provisions per ASC 740.
• Coordinate with tax advisors and auditors on compliance matters.
• Support regulatory inquiries and internal audit requests.

Skills

ASC 740

Multi-state tax

Excel

Communication

Education

Bachelor's degree in Accounting/Finance

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 preferredWhat You'll DoLead Tax CompliancePrepare 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 ReportingPrepare 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 InquiriesServe 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 BusinessCollaborate 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 & AdviseMonitor 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 & ControlsIdentify 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.QualificationsRequired:4 to 6 years of relevant tax experience in public accounting or a corporate tax departmentDemonstrated hands-on experience preparing and reviewing income tax provisions under ASC 740Practical experience managing multi-state tax compliance, including exposure to insurance or franchise taxesExperience supporting external auditors and tax advisors with documentation and technical analysisPreferredLocated in Orange County, CA as role is Hybrid as neededPrior experience in the healthcare, managed care, or insurance industry, with Medicare Advantage exposure strongly preferredExperience working within a regulated payer or health plan environmentExposure to insurance premium tax filings, statutory (STAT) reporting, or CMS-facing financial processesEducationRequiredBachelor's degree in Accounting, Finance, or a closely related fieldEquivalent combination of education and directly relevant experience may be consideredPreferredMaster's degree in Taxation (MST)Coursework or specialized study in healthcare finance, insurance accounting, or regulatory complianceTechnical SkillsRequiredAdvanced Microsoft Excel skills, including pivot tables, modeling, and data analysisWorking knowledge of at least one major tax compliance software platform (e.g., OneSource, CorpTax) and ERP system (e.g., Oracle, Workday, SAP)PreferredTraining in SOX compliance, internal controls, or finance process improvementFamiliarity with tax technology automation tools or AI-assisted compliance workflowsLicensureRequiredActive Certified Public Accountant (CPA) licensePreferredNo additional licensure is required for this individual contributor role; however, maintenance of the CPA credential is expectedWhat Will Make You SuccessfulExpertise in ASC 740 tax provision preparation and reportingStrong corporate income tax compliance knowledgeExperience with multi-state and insurance premium taxationAdvanced analytical and Excel capabilitiesExceptional attention to detail and accuracyStrong communication skills with the ability to explain technical concepts to non-tax stakeholdersCollaborative mindset and ability to thrive in a fast-paced, regulated environmentSupervisory Responsibilities: NonePay Range: $85,696 - $128,543Pay range may be based on several factors including market location, education, responsibilities, experience, etc.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.2. 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.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.Pay Range: $85,696.00 - $128,543.00Pay 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.*DISCLAIMER: Please beware of recruitment phishing scams affecting Alignment Health and other employers where individuals receive fraudulent employment-related offers in exchange for money or other sensitive personal information. Please be advised that Alignment Health and its subsidiaries will never ask you for a credit card, send you a check, or ask you for any type of payment as part of consideration for employment with our company. If you feel that you have been the victim of a scam such as this, please report the incident to the Federal Trade Commission at https://reportfraud.ftc.gov/#/. If you would like to verify the legitimacy of an email sent by or on behalf of Alignment Health’s talent acquisition team, please email [e-mail].