Manager, Legal | Claims & Litigation

Job Summary

What You'll Gain/ Impact

- Opportunity to serve as a key steward of the firm's legal risk posture, directly influencing how claims and litigation matters are managed, resolved, and prevented across practice groups

- Exposure to complex, multi-stakeholder legal matters spanning regulatory compliance, third-party subpoenas, and insurance reporting — building deep expertise at the intersection of law, risk, and professional services

- Ability to shape and strengthen firmwide claims processes, ensuring consistent, compliant outcomes that protect both clients and the organization

- A seat at the table with senior legal and risk leadership, including direct engagement with Chief Risk Officers on open matters and emerging risk trends

- Hands-on experience managing end-to-end litigation processes and leveraging legal matter management technology to drive operational excellence

- Opportunity to grow as a legal operations leader within a high-growth, nationally recognized professional services firm

Key Responsibilities

Claims Management and Coordination

- Drive consistent, compliant claim resolution across multiple practice groups within the PPG structure.

- Engage outside counsel when needed and ensure partners are appropriately involved in the claims process.

- Log and maintain all matters in Legisway, using the platform to track open legal matters and ensure accurate record-keeping.

- Manage matter management phone calls and coordinate communications among stakeholders.

- Manage reporting to insurance carriers, including timely submission of claims and status updates.

- Schedule routine and regular open matters status calls for legal review with the Chief Risk Officers.

- Maintain reports and track spending on claims, providing regular updates to leadership.

- Identify areas of risk based on reoccurring client issues and escalate to Chief Risk Officer.

- Manage the litigation process associated with client service issues from intake through resolution.

- Ensure compliance with state and federal regulations, statutory filing requirements, privacy laws, and internal controls.

- Look across all practice groups to identify, track, and address client service issues, ensuring timely and compliant resolution.

- Ensure litigation hold letters are issued promptly and manage the litigation hold process in coordination with in-house and outside counsel.

Paralegal and Legal Support

- Summarize cases and prepare reports for attorneys.

- Conduct research and investigate facts relevant to claims and legal matters.

- Communicate with internal clients to gather information, provide updates, and maintain confidentiality.

- Serve as a point of contact for practice groups on claims-related inquiries and status updates.

- Organize, index, and archive documents related to completed and ongoing cases, ensuring easy retrieval of pleadings, motions, correspondence, and records.

- Draft legal documents, including settlement and release agreements, litigation hold notices, authorizations for release of records in third-party subpoena cases, and responses to requests for records under IRS Code 7216.

Third-Party Subpoena Process

- Assist Associate General Counsel in third-party subpoena process for the firm.

- Assist in-house and outside counsel with litigation holds and pulling of requested records.

- Coordinate with IT and service lines for data collection and preservation.

- Handle interrogatories, requests for production, and subpoenas, coordinating evidence collection with counsel, custodians and vendors, including document collection, review, and production.

Candidate Qualifications

- Certification or associate's degree in paralegal studies (bachelor's degree preferred).

- 5–7 years of experience in a paralegal role, preferably in a professional services, corporate legal, or risk management environment.

- Investigative mindset with strong research and analytical skills.

- Working knowledge of legal database software, including matter management platforms (e.g., Legisway)

- Knowledge of litigation procedures, claims management processes, and regulatory compliance requirements.

- Experience in preparing legal reports, case summaries, and legal memoranda.

- Excellent written and verbal communication skills.

- Excellent time management skills with the ability to work under pressure and meet tight deadlines.

- Ability to manage multiple concurrent matters across practice groups independently.

- Strong organizational skills with exceptional attention to detail

- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Teams).

- Familiarity with insurance reporting processes and third-party subpoena procedures is a plus.

Leadership Skills

- Building Relationships

- Adaptability

- Client Focus

- Driving Execution

- Continuous Improvement

- Communication

Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
 
 
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
 
 
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
 
 
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
 
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.