Senior Financial and Tax Advisor

Panacea Financial

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About The Position

Panacea Financial Holdings is seeking a highly experienced Senior Advisor to join Doctors Advisory Group (“DAG”) and serve as a trusted strategic advisor to physician owners, medical groups, and healthcare practices. This individual will play a critical leadership role in supporting client relationships, providing high-level financial and operational guidance, and contributing to the continued growth and evolution of DAG’s advisory platform.
The ideal candidate brings deep expertise in healthcare-focused accounting, tax, and advisory services, along with strong executive presence and relationship management skills. This role is well-suited for someone coming from a Partner, Director, Managing Director, or Senior Manager-level background within a healthcare accounting firm, advisory practice, or consulting organization. The Senior Advisor must be comfortable operating both strategically and hands-on within a fast-paced, entrepreneurial environment.

Requirements

• CPA required
• 10+ years of progressive experience within accounting, healthcare advisory, consulting, or professional services
• Strong understanding of healthcare practice financial operations, tax structures, and business strategy
• Experience managing and advising executive-level client relationships
• Bachelor’s degree in Accounting, Finance, Business, or related field required
• Strong relationship management and client advisory skills
• Excellent communication and executive presence
• Strategic thinker with strong business and financial acumen
• Collaborative and solutions-oriented mindset
• Ability to navigate ambiguity and operate independently
• Strong organizational and project management skills
• High degree of professionalism, judgment, and discretion
• Passion for supporting healthcare professionals and entrepreneurial businesses

Nice To Haves

• Significant experience working with physician groups, medical practices, dental practices, or healthcare organizations preferred
• Experience operating within a fast-paced, growth-oriented organization preferred

Responsibilities

• Serve as a strategic advisor to physician owners, healthcare operators, and medical practices across a range of financial and operational matters
• Build and maintain strong executive-level client relationships rooted in trust and long-term partnership
• Advise clients on financial performance, profitability, tax planning, compensation structures, cash flow, and operational strategy
• Support clients through complex business decisions, growth initiatives, and practice optimization efforts
• Translate financial and operational insights into actionable recommendations for clients
• Partner with DAG leadership to support the continued growth and scalability of the advisory business
• Mentor and support internal team members across client delivery and operational workflows
• Help improve processes, best practices, and scalable advisory frameworks
• Collaborate cross-functionally with accounting, tax, operations, and leadership teams
• Support business development efforts through networking, relationship-building, and referral generation
• Participate in prospective client conversations, presentations, and proposals
• Identify opportunities to expand existing client relationships and advisory offerings
• Represent DAG and Panacea professionally within healthcare and professional services communities

What This Job Offers

• Job Type: Full-time
• Career Level: Senior