Managing Attorney - The Carlisle Group (TCG) : Job Details

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.

Essential Duties & Responsibilities:

• Operations & Resources
• Manage day-to-day operations of the law firm and technological needs.
• Develop and monitor office policies and standard operating procedures (SOPs).
• Financial Management
• Oversee budgeting, financial reporting, billing, and collections.
• Ensure billing accuracy and timely communication with clients.
• Team Leadership
• Recruit, onboard, and train legal staff, providing coaching and performance reviews.
• Balance and assign caseloads for efficient team workflow.
• Client Relationship Management
• Maintain and enhance client communication to ensure high-quality service.
• Act as a client liaison, addressing concerns promptly.
• Compliance & Risk Management
• Ensure firm compliance with legal, regulatory, and ethical standards.
• Identify and mitigate risks, including malpractice and cybersecurity threats.
• Strategic Planning & Growth
• Set goals and identify growth opportunities with ownership and directors.
• Assist in marketing, client outreach, and networking efforts.
• Administrative & Operational Support
• Oversee scheduling, document management, client intake, and workflow.
• Manage key performance indicators (KPIs) to maintain firm targets.
• Client Services Excellence
• Uphold faith-based principles in client service and address inquiries professionally.
• Support legal team efforts in maintaining high client satisfaction.
• Business Law & Estate Law Expertise
• Conduct legal research, draft documents, and represent clients in various proceedings.
• Provide guidance on estate planning, trusts, and asset protection.
• Documentation & Quality Assurance
• Maintain accurate case files and quality assurance processes.
• Ensure documents comply with all relevant legal standards.
• Professional Development & Networking
• 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.
• Miscellaneous
• 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.

Experience (required):

• 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.

Experience (preferred):

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