Director, Financial and Tax Advisory

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.

Doctors Advisory Group (“DAG”), a Panacea company, partners with physician owners and healthcare practices to provide strategic accounting, tax, financial, and operational advisory services tailored specifically to healthcare providers. DAG’s mission is to help practices grow sustainably, improve financial performance, and navigate the complexities of running modern healthcare businesses.

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 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

Leadership & Operational Support

• 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

Business Development & Growth

• 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

Qualifications & Experience

• CPA required
• 10+ years of progressive experience within accounting, healthcare advisory, consulting, or professional services
• Significant experience working with physician groups, medical practices, dental practices, or healthcare organizations preferred
• Strong understanding of healthcare practice financial operations, tax structures, and business strategy
• Experience managing and advising executive-level client relationships
• Experience operating within a fast-paced, growth-oriented organization preferred
• Bachelor’s degree in Accounting, Finance, Business, or related field required

Skills & Competencies

• 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

Note: The pay offered may vary depending on several factors such as location, job-related knowledge, skills, and experience. We offer several perks as part of the compensation package that include unlimited PTO, medical/dental/vision insurance, a competitive 401(k) match, paid parental leave, and more.

Panacea Financial does not offer relocation assistance for this role.