[Remote] Senior Financial and Tax Advisor

Remote Full-time
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.ResponsibilitiesServe 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 clientsPartner 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 teamsSupport 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 communitiesSkillsCPA required10+ years of progressive experience within accounting, healthcare advisory, consulting, or professional servicesStrong understanding of healthcare practice financial operations, tax structures, and business strategyExperience managing and advising executive-level client relationshipsBachelor's degree in Accounting, Finance, Business, or related field requiredSignificant experience working with physician groups, medical practices, dental practices, or healthcare organizations preferredExperience operating within a fast-paced, growth-oriented organization preferredBenefitsUnlimited PTOMedical/dental/vision insuranceA competitive 401(k) matchPaid parental leaveCompany OverviewPanacea Financial is a digital bank that provides banking and financial services specifically for doctors and medical practitioners. It was founded in 2020, and is headquartered in Little Rock, Arkansas, USA, with a workforce of 11-50 employees. Its website is https://panaceafinancial.com.

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