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