Job Description

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Job Summary

The Professional Practice Group (PPG) Risk and Legal team is seeking a detail-oriented and proactive Manager, Legal | Claims & Litigation to oversee the end-to-end claims management process and provide paralegal support to the Office of General Counsel. This role sits within the Office of General Counsel and serves as the central point of coordination for client service issues, third-party subpoenas and requests for document production, and insurance reporting.

As the Manager, Legal | Claims & Litigation, you drive consistent, compliant claim resolution across multiple practice groups, partnering with legal, service line Partners, insurance, finance, and outside counsel to contain costs, manage risk, and protect the organization's exposure. The ideal candidate brings strong investigative skills, a thorough understanding of litigation procedures, and the ability to manage multiple priorities in a fast-paced professional services environment. If you are a highly organized legal professional who thrives on cross-functional collaboration and operational excellence, we invite you to apply.

What You'll Gain/ Impact

Key Responsibilities

• 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.
• 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.
• 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

Leadership Skills

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.