Tax & Accounting Practice Lead

Overview

This role supports physician owners, medical groups, and healthcare practices as a Senior Advisor within the organization’s healthcare advisory platform.

The ideal candidate has deep expertise in healthcare-focused accounting, tax, and advisory services, with strong executive presence and relationship management skills. The position is designed for someone comfortable balancing strategic guidance with hands-on support in a fast-paced, entrepreneurial environment.

Responsibilities

Client Advisory & Relationship Management

• Serve as a strategic advisor to physician owners, healthcare operators, and medical practices across financial and operational matters
• Build and maintain strong executive-level client relationships grounded 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

Leadership & Operational Support

• Partner with advisory leadership to support 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 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

Requirements

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

Skills & Competencies

• Strong relationship management and client advisory skills
• Excellent communication and executive presence
• Strategic thinker with strong business and financial acumen
• Collaborative, solutions-oriented mindset
• Ability to navigate ambiguity and operate independently
• Strong organizational and project management skills
• High degree of professionalism, judgment, and discretion
• Commitment to supporting healthcare professionals and entrepreneurial businesses

Compensation & Benefits

Not specified.

Location

Not specified.

Additional Information

Contractors (1099) and freelancers are welcome to apply.