Managing Attorney

The Carlisle Group (TCG); Lancaster (Lancaster County); On-site; USD 130,000 - 180,000; Full time

Job summary

A law firm in Pennsylvania seeks a Managing Member to oversee operations, manage staff, and enhance client communication. Candidates must possess a Juris Doctor degree, be admitted to the PA State Bar, and have at least 5 years of legal experience. Strong leadership and organizational skills are essential. This role offers the opportunity to drive growth and uphold high client service standards.

Qualifications

• 5+ years of experience as an attorney.
• Strong understanding of estate and tax planning, trusts, business law, and client service best practices.
• Excellent leadership and communication skills.
• Strong leadership, communication, and organizational skills; analytical research and writing proficiency.

Responsibilities

• Manage day-to-day operations of the law firm.
• Oversee budgeting, financial reporting, billing, and collections.
• Recruit, onboard, and train legal staff.
• Ensure billing accuracy and timely communication with clients.
• Recruit, onboard, and train legal staff; provide coaching and reviews.
• Balance and assign caseloads; maintain high client satisfaction.
• Maintain client communication and act as client liaison to address concerns.

Skills

Leadership skills

Legal research skills

Communication skills

Organizational skills

Analytical skills

Client service skills

Education

Juris Doctor (J.D.) degree

Admission to the PA State Bar

Tools

CRM software

MS Office

Job description

Internet Researcher at The Carlisle Group (TCG)

The Carlisle Group has been retained by a law firm that is part of a multi-disciplinary group to search for a Managing Member to add to their team. This is a new growth opportunity. The law firm was established over 16 years ago and has senior partners with decades of experience. The firm specializes in law for both individuals and businesses. On the business law side, they specialize in entity formation, succession planning, contracts, tax advice, and commercial real estate. On the personal law side, they specialize in estate planning and administration, charitable planning, real estate, elder law, and special needs planning. There are two locations in PA (Lancaster area) and one location in NY. This role will be located at their headquarters office in Lancaster, PA.

Responsibilities:

• Manage day-to-day operations of the law firm and technological needs.
• Develop and monitor office policies and standard operating procedures (SOPs).
• Oversee budgeting, financial reporting, billing, and collections.
• Ensure billing accuracy and timely communication with clients.
• Recruit, onboard, and train legal staff, providing coaching and performance reviews.
• Balance and assign caseloads for efficient team workflow.
• Maintain and enhance client communication to ensure high-quality service.
• Act as a client liaison, addressing concerns promptly.
• Ensure firm compliance with legal, regulatory, and ethical standards.
• Identify and mitigate risks, including malpractice and cybersecurity threats.
• Set goals and identify growth opportunities with ownership and directors.
• Assist in marketing, client outreach, and networking efforts.
• Oversee scheduling, document management, client intake, and workflow.
• Manage key performance indicators (KPIs) to maintain firm targets.
• Uphold faith-based principles in client service and address inquiries professionally.
• Support legal team efforts in maintaining high client satisfaction.
• Conduct legal research, draft documents, and represent clients in various proceedings.
• Provide guidance on estate planning, trusts, and asset protection.
• Maintain accurate case files and quality assurance processes.
• Ensure documents comply with all relevant legal standards.
• Build and deepen client networks to grow the firm’s client portfolio.
• Attend business meetings and training courses to stay current and support industry growth.
• Respond to phone calls, texts, and e-mails in a timely fashion.
• Follow and adhere to Company policies, procedures, and guidelines.
• Perform other administrative tasks and special projects assigned.

Requirements:

• Juris Doctor (J.D.) degree from an accredited law school.
• Admission to the PA State Bar and in good standing.
• 5+ years of experience as an attorney.
• Strong understanding of estate and tax planning, trusts, wills, business law, elder law, real estate, and client service best practices.
• Excellent leadership, communication, and organizational skills.
• Analytical, legal research, and writing skills.
• Understand the importance of creating rapport, developing trust, and becoming a holistic advisor for clients and their families.
• Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines.
• Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, and Teams
• CRM software experience.

Preferred Experience:

• Management experience with a focus on supervising legal staff.
• Background in business development and marketing within legal services.

The Carlisle Group is an equal opportunity employer and welcomes applications from diverse candidates.