The firm focuses on complex tax matters, compliance, and strategic tax solutions for both individuals and businesses. With the launch of a new nationwide initiative supporting 250+ clients, the firm is seeking a highly organized project manager to bring structure, efficiency, and operational clarity to day‑to‑day workflows.
This role is critical for ensuring smooth documentation handling, timely progress tracking, and consistent client communication—allowing the attorney to concentrate on high‑value legal strategy and client outcomes.
*role overview*
cothroll law is looking for a full-time *project manager* who will act as the operational backbone of a large-scale client initiative. This person will be responsible for:
- serving as the *central point of contact* for client status updates
- managing *day-to-day communication*, documentation, and case tracking
- organizing workflows, prioritizing tasks, and maintaining consistent administrative operations
the primary goal is to eliminate administrative interruptions for the attorney while elevating responsiveness, organization, and the overall client experience.
*key responsibilitiesclient communication & status ownership*
- act as the primary contact for client case status updates
- respond to inquiries regarding progress, documentation, and next steps
- provide proactive communication to prevent clients from seeking updates
- schedule calls and coordinate meetings when needed
- set clear expectations regarding timelines and required documentation
- maintain a calm, professional, and reassuring communication style
- this role fully owns routine client communication so the attorney only steps in when legal judgment is required._
*project & workflow management*
- oversee timelines for 250+ active client files
- track deadlines, submissions, compliance milestones, and deliverables
- maintain crms, trackers, dashboards, or case management tools
- monitor workflows to ensure no case falls behind
- identify bottlenecks and escalate appropriately
- coordinate internally to support case progress
*clerical & administrative operations*
- organize and maintain digital client files
- manage document intake and verify completeness
- review submissions for accuracy before handing off to the attorney
- maintain consistent file naming and documentation standards
- track missing documents and follow up persistently
- log activity and communication updates in the crm
- prepare basic internal summaries or status reports
- support reporting for leadership visibility
- draft routine and templated client communications
- ensure data accuracy across all systems
- the purpose of this function is to create structure, reduce chaos, and build a scalable administrative engine inside the firm._
- exceptional written communication skills
- highly organized and detail-oriented
- ability to manage large client volumes
- strong follow‑up discipline
- experience with crms or case tracking tools
- professional, client-facing demeanor
- ability to remain calm under pressure
*nice-to-haves*
- experience with tax attorneys, law firms, cpas, or accounting firms
- background as a legal assistant or client intake specialist
- experience in high‑volume professional services environments
- familiarity with confidentiality standards
- experience with project management tools
*success metrics (first 60-90 days)*
- full ownership of client communication and status updates
- reliable, consistently maintained case tracking system
- significant reduction in administrative interruptions for the attorney
- improved client satisfaction and response times
- organized, audit‑ready documentation
- clear, consistent reporting on case progress and workflow health
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tipo de puesto: tiempo completo