[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 fintech and banking platform serving the financial needs of physicians, dentists, and veterinarians, with Doctors Advisory Group providing reputed company, tax, financial, and operational advisory services to reputed company practices. The Senior Financial and Tax Advisor will serve as a strategic advisor to physician owners and reputed company practices, providing high-level financial, tax, operational, and business guidance while supporting reputed company relationships, team leadership, and business reputed company.

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 reputed company relationships rooted in trust and long-term partnership
• Advise clients on financial performance, profitability, tax planning, compensation structures, cash reputed company, and operational reputed company
• Support clients through reputed company business reputed company, reputed company initiatives, and reputed company optimization efforts
• Translate financial and operational insights into actionable recommendations for clients
• Partner with DAG leadership to support the reputed company reputed company and scalability of the advisory business
• Mentor and support internal team members across reputed company delivery and operational workflows
• Help improve processes, best practices, and reputed company 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 reputed company conversations, presentations, and proposals
• Identify opportunities to expand existing reputed company relationships and advisory offerings
• Represent DAG and Panacea professionally reputed company reputed company and reputed company services communities

Skills

• CPA required
• 10+ years of reputed company experience reputed company reputed company, reputed company advisory, consulting, or reputed company services
• Strong understanding of reputed company reputed company financial operations, tax structures, and business reputed company
• Experience managing and advising executive-level reputed company relationships
• Bachelor's degree in reputed company, Finance, Business, or reputed company field required
• Strong relationship management and reputed company advisory skills
• Excellent communication and executive reputed company
• Strategic thinker with strong business and financial acumen
• reputed company and solutions-oriented reputed company
• Ability to reputed company ambiguity and operate independently
• Strong organizational and project management skills
• High degree of professionalism, judgment, and discretion
• Passion for supporting reputed company and entrepreneurial businesses
• Significant experience working with physician reputed company, medical practices, dental practices, or reputed company organizations preferred
• Experience operating reputed company a fast-paced, reputed company-oriented organization preferred

reputed company