Tax & Accounting Practice Lead

Company Overview

Panacea Financial Holdings (“Panacea”) is a rapidly growing fintech and banking platform purpose-built to serve the unique financial needs of physicians, dentists, and veterinarians. Panacea is building the next-generation financial ecosystem for healthcare professionals—spanning practice finance, personal banking, patient finance, accounting / tax, advisory and payments.

Position Summary

The Tax & Accounting Practice Lead provides oversight of tax compliance, accounting processes, quality standards, technology adoption, and staff development. This role is responsible for ensuring consistent delivery of high-quality services, driving utilization of workflow and practice management tools, standardizing processes, and serving as the primary technical resource for the team.

The Practice Lead works closely with leadership to enhance operational effectiveness, improve client service delivery, and develop scalable processes that support growth. This individual acts as a subject matter expert for the organization and may represent the firm through industry presentations, conferences, webinars, and client-facing educational opportunities.

Key Responsibilities

Technical Leadership

• • Serve as the primary technical resource for tax, accounting, and compliance matters.
  • Provide guidance on complex tax and accounting issues.
  • Review and oversee quality standards across tax returns, bookkeeping, and accounting engagements.
  • Maintain technical expertise by staying current on tax laws, accounting standards, and regulatory developments.
  • Develop and implement best practices to improve service quality and consistency.
  • Support the development of new service offerings and technical capabilities.

Practice Operations

• • Ensure engagements are completed accurately and within established deadlines.
  • Monitor workload distribution and assist with resource planning.
  • Establish and maintain standardized operating procedures.
  • Identify and resolve workflow bottlenecks and operational challenges.
  • Promote efficiency and consistency across all service lines.

Technology & Process Improvement

• • Lead implementation, optimization, and ongoing utilization of TaxDome and other firm technology platforms.
  • Ensure consistent use of client intake, workflow management, document management, communication, and automation tools.
  • Develop and maintain standardized workflows within TaxDome.
  • Identify opportunities for automation and process enhancement.

Client Experience & Onboarding

• • Oversee client onboarding and intake processes to ensure a consistent experience.
  • Monitor client service standards across the practice.
  • Serve as an escalation point for complex client matters requiring technical expertise.
  • Support relationship managers and consultants with technical tax and accounting guidance.
  • Assist in the development of client education materials and resources.

Performance & Compliance Oversight

• • Monitor staff time-entry compliance and adherence to firm processes.
  • Track employee productivity, utilization, and workflow metrics.
  • Oversee implementation and adoption metrics related to TaxDome and other technology solutions.
  • Maintain quality control procedures and review processes.
  • Ensure compliance with firm policies, professional standards, and regulatory requirements.
  • Monitor engagement progress and identify opportunities for process improvement.

Industry Leadership & Representation

• • Deliver presentations, webinars, workshops, and training sessions on tax, accounting, compliance, and industry-related topics.
  • Serve as a subject matter expert for internal and external audiences.
  • Participate in business development and prospective client meetings where technical expertise is required.
  • Build and maintain professional relationships within the tax, accounting, healthcare, and professional services communities.
  • Stay informed on industry trends and emerging technologies and communicate relevant insights to leadership and staff.

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

Contractors (1099) and freelancers are welcome to apply.