[Remote] Senior Financial and Tax Advisor

Note: The job is a remote job and is open to candidates in USA. Panacea Financial Holdings is a rapidly growing fintech and banking platform designed to meet the financial needs of healthcare professionals. They are seeking a highly experienced Senior Advisor to join Doctors Advisory Group, providing strategic advisory services to physician owners and healthcare practices while supporting client relationships and contributing to the growth of the advisory platform.

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

Skills

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

Benefits

• Unlimited PTO
• Medical/dental/vision insurance
• A competitive 401(k) match
• Paid parental leave

Company Overview