Director, Financial and Tax Advisory

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