ForgeApply
Try it free

ForgeApply · Job listing

Sr. Tax Analyst

Alignment Health

Remote · Orange, CA | Remote CA, US$86k – $129k

See all 58 open roles at Alignment Health

Tailor your resume for this Alignment Health job in about a minute.

ForgeApply tailors your resume and cover letter to this exact posting, then hands you a ready-to-submit application for Alignment Health's site. Free trial, no card required.

About this role

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 skills with the ability to explain technical concepts to non-tax stakeholders • Collaborative mindset and ability to thrive in a fast-paced, regulated environment

Supervisory Responsibilities: None Pay Range: $85,696 - $128,543 Pay 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 fr

Tailor your resume for this Alignment Health role before you apply.

Tailor my resume for this job

Similar jobs

Free ATS checker · How to Tailor Your Resume to a Job Description (Step by Step)