How To MANAGE a Small Law Firm

• Lead and support litigation efforts in Federal Refunds, Employee Retention Credit (ERC) disputes, and other sophisticated tax controversy matters.
• Engage directly with the Department of Justice (DOJ), IRS, and other federal and state agencies in high-stakes tax litigation.
• Advise clients on income tax mitigation structures, trusts, corporate tax planning, and asset protection strategies.
• Represent clients in audits, administrative proceedings, appeals, and litigation.
• Collaborate with a high-performing team of tax attorneys and professionals to develop innovative strategies for business owners and high-net-worth individuals.
• Deliver clear, actionable legal guidance while building trusted, long-term client relationships.

Associate Attorney – Tax Strategy, Optimization & Controversy Litigation

Financial Planning and Analysis

• Serve as Fractional CFO for 20–30 small law firm clients: Meet with clients twice per month (≈60 hrs/month client-facing)
• Analyze financials, identify risks/opportunities, and create actionable plans
• Hold clients accountable and drive execution
• Partner with bookkeepers for accuracy
• Improve systems, processes, and financial visibility

Chief Financial Officer – Service-Based Business Expertise

• Act as the financial strategist and partner for 20–30 small law firm clients as a Fractional CFO.
• Meet virtually with each client twice per month (~60 hours/month direct client time).
• Analyze financial statements and identify trends, risks, and opportunities.
• Translate financial concepts into clear, actionable steps and hold clients accountable for execution.
• Collaborate with bookkeepers to correct errors and ensure clean data.
• Participate in pod meetings and company training.
• Guide improvements in financial systems, controls, and processes.
• Travel occasionally for live events (optional, unless training is required).
• Workload: ~40–45 hours/week, fully remote, with meaningful impact.