Sr. Tax Analyst

Job Responsibilities

• Drive Tax Compliance Across All Jurisdictions
  • 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 Tax Provisions & Financial Reporting
  • 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.
  • Aid external tax advisors and auditors with required documentation and analysis.
• Manage Audit Defense & Regulatory Inquiries
  • 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.
  • Collaborate cross-functionally as a trusted tax advisor.
• Partner with Accounting, FP&A, Legal, and Operations
  • 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.
• Conduct Tax Research & Monitor Legislative Developments
  • 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 & Implement Process Improvements
  • 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.

Job Requirements

• 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
• 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
• Preferred: Master's degree in Taxation (MST)
• Preferred: Prior experience in the healthcare, managed care, or insurance industry, with Medicare Advantage exposure strongly preferred
• Preferred: Exposure to insurance premium tax filings, statutory (STAT) reporting, or CMS-facing financial processes
• Skills & Competencies: Technical & Role-Specific Skills, ASC 740 Income Tax Provision (Advanced), Corporate Income Tax Compliance (Advanced), Multi-State & Insurance Premium Taxation (Intermediate to Advanced), Tax Software & ERP Platforms (Intermediate to Advanced), Healthcare Industry Tax Knowledge (Intermediate), Financial Statement Analysis (Intermediate to Advanced), Data Analysis & Advanced Excel (Advanced), Behavioral & Collaborative Competencies, High attention to detail with a commitment to accuracy and deadline discipline, Strong analytical and problem-solving capability, Effective written and verbal communication skills, Collaborative and cross-functional mindset, Comfortable partnering across departments in a fast-paced, regulated environment

Pay Range

Pay Range: $85,696.00 - $128,543.00

Pay range may be based on a number of factors including market location, education, responsibilities, experience, etc.