Tax & Accounting Practice Lead

Company Overview Panacea Financial Holdings (“Panacea”) is a rapidly growing fintech and banking platform purpose-built to serve the unique financial needs of physicians, dentists, and veterinarians. Panacea is building the next-generation financial ecosystem for healthcare professionals—spanning practice finance, personal banking, patient finance, accounting / tax, advisory and payments. Position Summary 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. Key Responsibilities Client Advisory & Relationship Management Serve as a strategic advisor to physician owners, healthcare operators, and medical practices across a range of financial and operational mattersBuild and maintain strong executive-level client relationships rooted in trust and long-term partnershipAdvise clients on financial performance, profitability, tax planning, compensation structures, cash flow, and operational strategySupport clients through complex business decisions, growth initiatives, and practice optimization effortsTranslate financial and operational insights into actionable recommendations for clients Leadership & Operational Support Partner with DAG leadership to support the continued growth and scalability of the advisory businessMentor and support internal team members across client delivery and operational workflowsHelp improve processes, best practices, and scalable advisory frameworksCollaborate cross-functionally with accounting, tax, operations, and leadership teams Business Development & Growth Support business development efforts through networking, relationship-building, and referral generationParticipate in prospective client conversations, presentations, and proposalsIdentify opportunities to expand existing client relationships and advisory offeringsRepresent DAG and Panacea professionally within healthcare and professional services communities Qualifications & Experience CPA required10+ years of progressive experience within accounting, healthcare advisory, consulting, or professional servicesSignificant experience working with physician groups, medical practices, dental practices, or healthcare organizations preferredStrong understanding of healthcare practice financial operations, tax structures, and business strategyExperience managing and advising executive-level client relationshipsExperience operating within a fast-paced, growth-oriented organization preferredBachelor’s degree in Accounting, Finance, Business, or related field required Skills & Competencies Strong relationship management and client advisory skillsExcellent communication and executive presenceStrategic thinker with strong business and financial acumenCollaborative and solutions-oriented mindsetAbility to navigate ambiguity and operate independentlyStrong organizational and project management skillsHigh degree of professionalism, judgment, and discretionPassion for supporting healthcare professionals and entrepreneurial businesses Contractors (1099) and freelancers are welcome to apply.