Note: The job is a remote job and is open to candidates in USA. Alignment Health is a mission-driven Medicare Advantage health insurance company focused on serving seniors and those in need. The Senior Tax Analyst plays a vital role in ensuring accurate and compliant execution of the organization's tax obligations while collaborating with various departments to support business decisions.
Responsibilities
- Lead the end-to-end preparation and review of federal, state, and local tax filings, including income, franchise, and insurance premium tax returns specific to Medicare Advantage plan operations
- Manage the tax compliance calendar with precision, ensuring all estimated payment deadlines, extension filings, and statutory obligations are met without disruption to the organization's financial close cycle
- Support external tax advisors and auditors with required documentation and analysis
- Prepare and review quarterly and annual income tax provisions in accordance with ASC 740, ensuring accuracy across deferred tax asset and liability calculations, effective tax rate analysis, and financial statement disclosures
- Maintain complete and well-organized tax provision workpapers and supporting documentation that meet both internal control standards and external audit requirements
- Assist external tax advisors and auditors with required documentation and analysis
- Serve as the primary operational lead in responding to tax notices, audits, and inquiries from federal and state tax authorities, drafting technically sound and timely responses in coordination with external advisors
- Track all open correspondence and audit activity to ensure disciplined resolution management and no lapsed response obligations
- Partner with Accounting, FP&A, Legal, and Operations to gather data, assess tax implications of business initiatives, and deliver guidance that helps the broader organization make well-informed decisions
- Support data requests related to Medicare Advantage operations, including those tied to regulatory filings, enrollment reconciliations, and financial audits
- Research current and emerging tax legislation, IRS guidance, and state law changes that may affect the organization's tax obligations or strategic positioning, translating complex developments into actionable summaries for finance and executive leadership
- Coordinate with external tax advisors on technical positions, ruling requests, and complex issues that require specialized counsel
- Identify and implement opportunities to improve the efficiency, accuracy, and scalability of tax compliance workflows, including automation enhancements within tax software and ERP systems such as OneSource, CorpTax, Oracle, and Workday
- Maintain organized, audit-ready records and support SOX internal control compliance where applicable
Skills
- 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
- Bachelor's degree in Accounting, Finance, or a closely related field
- Equivalent combination of education and directly relevant experience may be considered
- 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., OneSource, CorpTax) and ERP system (e.g., Oracle, Workday, SAP)
- Active Certified Public Accountant (CPA) license
- ASC 740 Income Tax Provision (Advanced) — Deep working knowledge of the preparation and review of quarterly and annual tax provisions, including 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 applicable to corporate entities
- Multi-State & Insurance Premium Taxation (Intermediate to Advanced) — Understanding of multi-jurisdictional tax obligations, including state insurance premium taxes and franchise taxes that are central to Medicare Advantage health plan operations
- Tax Software & ERP Platforms (Intermediate to Advanced) — Proficiency with tax compliance tools such as OneSource and CorpTax, and ERP systems such as Oracle and Workday, with the ability to leverage these for process efficiency
- Healthcare Industry Tax Knowledge (Intermediate) — Awareness of the tax considerations unique to Medicare Advantage plans, including regulatory filing requirements, CMS-related financial reporting, and the interplay between statutory and GAAP accounting in a managed care context
- Financial Statement Analysis (Intermediate to Advanced) — Ability to analyze and interpret financial data to support tax provision reporting, variance analysis, and cross-functional business advisory
- Data Analysis & Advanced Excel (Advanced) — Ability to build, manage, and audit complex financial models and workpapers using Excel, with experience in data-driven tax analytics and reporting
- High attention to detail with a commitment to accuracy and deadline discipline
- Strong analytical and problem-solving capability, with ability to research and resolve complex tax issues
- Effective written and verbal communication skills, including the ability to translate technical tax concepts for non-tax audiences
- Collaborative and cross-functional mindset, comfortable partnering across departments in a fast-paced, regulated environment
- 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
- Master's degree in Taxation (MST)
- Coursework or specialized study in healthcare finance, insurance accounting, or regulatory compliance
- Training in SOX compliance, internal controls, or finance process improvement
- Familiarity with tax technology automation tools or AI-assisted compliance workflows
- No additional licensure is required for this individual contributor role; however, maintenance of the CPA credential is expected
Benefits
- Hybrid Remote
- Opportunity to do work that really matters, not only changing lives but saving them.
- Ample room for growth and innovation alongside the Alignment Health community.
Company Overview