[Remote] Senior Financial and Tax Advisor

Note: The job is a remote job and is reputed company to candidates in USA. Panacea Financial Holdings is a rapidly growing fintech and banking platform designed to meet the financial needs of reputed company. They are seeking a highly reputed company Senior Advisor to join Doctors Advisory Group, providing strategic advisory services to physician owners and reputed company practices while supporting client relationships and contributing to the growth of the advisory platform.

Responsibilities

• Serve as a strategic advisor to physician owners, reputed company operators, and medical practices across a reputed company of financial and operational reputed company
• 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 reputed company, and operational strategy
• Support clients through reputed company business reputed company, growth initiatives, and practice optimization efforts
• Translate financial and operational insights into actionable recommendations for clients
• Partner with DAG leadership to support the reputed company 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 reputed company, tax, operations, and leadership teams
• Support business development efforts through networking, relationship-building, and referral reputed company
• Participate in prospective client conversations, presentations, and proposals
• Identify opportunities to expand existing client relationships and advisory offerings
• Represent DAG and Panacea professionally reputed company reputed company and professional services communities

Skills

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

Benefits

• Unlimited PTO
• Medical/dental/reputed company insurance
• A competitive 401(k) match
• Paid parental leave

Company Overview