Sr. Tax Analyst

About the role

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 with 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.

Responsibilities

• 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.

Requirements

• 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
• Active Certified Public Accountant (CPA) license

Qualifications

• Located in Orange County, CA (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
• 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

Skills

• 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 (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)
• 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

Pay

Pay Range: $85,696 - $128,543. Pay range may be based on several factors including market location, education, responsibilities, and experience.

Schedule

Hybrid (as needed).

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.
• 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.