Sr. Tax Analyst

Company Overview

Alignment Health is a Medicare Advantage health insurance company committed to serving seniors and the chronically ill through high-quality, low-cost care.

• Drive Tax Compliance Across All Jurisdictions:
  Lead end-to-end preparation and review of federal, state, and local tax filings, manage the tax compliance calendar, support external advisors, and ensure all deadlines are met.
• Deliver Accurate Tax Provisions & Financial Reporting:
  Prepare and review quarterly and annual income tax provisions under ASC 740, maintain tax provision work papers, and assist external advisors with documentation.
• Manage Audit Defense & Regulatory Inquiries:
  Lead responses to tax notices, audits, and inquiries from federal and state authorities, track open correspondence, and ensure disciplined resolution.
• 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 provide guidance.
• Conduct Tax Research & Monitor Legislative Developments:
  Research current and emerging tax legislation, translate developments into actionable summaries, and coordinate with external advisors on technical positions.
• Strengthen Tax Processes, Controls & Technology:
  Identify and implement opportunities to improve tax compliance workflows, including automation enhancements in tax software and ERP systems such as One Source, Corp Tax, Oracle, and Workday.

Other duties and projects not listed above.

N/A

• Required:
  • 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.
  • Multi-state tax compliance experience, including 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, especially with Medicare Advantage exposure.
  • 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:
  • Bachelor’s degree in Accounting, Finance, or a closely related field (equivalent education and experience may be considered).
  • Master’s degree in Taxation (MST) or specialized coursework in healthcare finance, insurance accounting, or regulatory compliance is preferred.
• Training:
  • 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., One Source, Corp Tax) and an ERP system (e.g., Oracle, Workday, SAP).
  • Training in SOX compliance, internal controls, or finance process improvement is preferred.
  • Familiarity with tax technology automation tools or AI-assisted compliance workflows is preferred.
• Licensure:
  • Active Certified Public Accountant (CPA) license.
  • Maintenance of the CPA credential is expected.
• Skills &
  
  Competencies:
  
  
  • ASC 740 Income Tax Provision (Advanced) – Deep knowledge of quarterly/annual tax provisions, 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.
  • Multi-State & Insurance Premium Taxation (Intermediate to Advanced) – Understanding of multi-jurisdictional obligations, including state insurance premium taxes and franchise taxes.
  • Tax Software & ERP Platforms (Intermediate to Advanced) – Proficiency with One Source, Corp Tax, Oracle, and Workday, and ability to leverage these for process efficiency.
  • Healthcare Industry Tax Knowledge (Intermediate) – Awareness of tax considerations unique to Medicare Advantage plans, CMS-related reporting, and GAAP interplay.
  • Financial Statement Analysis (Intermediate to Advanced) – Ability to analyze and interpret financial data to support tax provision reporting and variance analysis.
  • Data Analysis & Advanced Excel (Advanced) – Build, manage, and audit complex financial models and…