Senior Financial and Tax Advisor

Overview

This remote U.S.-based role is for a Senior Advisor position within a financial advisory group specializing in healthcare professionals. The organization serves physicians, dentists, and veterinarians by providing tailored financial services including practice finance, personal banking, patient finance, accounting, tax, advisory, and payments.

Responsibilities

Client Advisory & Relationship Management

• Act as a strategic advisor to physician owners, healthcare operators, and medical practices on financial and operational matters
• Build and maintain executive-level client relationships based on trust and long-term partnership
• Provide guidance on financial performance, profitability, tax planning, compensation structures, cash flow, and operational strategy
• Support clients through complex business decisions, growth initiatives, and practice optimization
• Translate financial and operational insights into actionable recommendations

Leadership & Operational Support

• Collaborate with leadership to support growth and scalability of the advisory business
• Mentor and support internal team members in client delivery and operational workflows
• Improve processes, best practices, and scalable advisory frameworks
• Work cross-functionally with accounting, tax, operations, and leadership teams

Business Development & Growth

• Support business development 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 the advisory group professionally within healthcare and professional services communities

Qualifications & Experience

• CPA certification required
• Minimum 10 years of progressive experience in accounting, healthcare advisory, consulting, or professional services
• Significant experience working with physician groups, medical or 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 in fast-paced, growth-oriented organizations 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

Compensation & Benefits

• Pay varies based on location, knowledge, skills, and experience
• Benefits include unlimited PTO, medical/dental/vision insurance, competitive 401(k) match, paid parental leave, and more
• No relocation assistance provided for this role

Location

• Remote (U.S.)