JOB OVERVIEW:

At Tabak Law, a leading legal firm headquartered in the Milwaukee metropolitan area, our mission is simple yet powerful: to fiercely advocate for those who need it most. Since our early days when co-founder Jim was just the third employee and still in law school, we’ve experienced tremendous growth, now boasting a team of over 200 professionals across onshore and offshore offices. With a deep focus on Veterans Disability, Social Security Disability, Workers’ Compensation, and Personal Injury Law, we’ve built a reputation for being champions of the underserved.
We remain a people-first firm, passionate about helping others, grounded in empathy, and driven by results. We are now seeking a Chief Financial Officer (CFO) to join our executive team, bringing fresh perspectives and trusted expertise to steward our firm’s financial future as we move into a pivotal growth phase beyond $20M in annual revenue. This is not just a leadership role - it’s a critical partnership with our Managing Partner, President, and strategic leadership team, contributing directly to the operational scalability and long-term success of Tabak Law.
As CFO at Tabak Law, you’ll bring clarity to complexity, structure to scale, and foresight to financial decision-making. You will be the cornerstone of our financial operations, developing cost-center insights, reporting frameworks, and forecasts that drive intelligent growth. This is your opportunity to join a firm that’s not only reshaping lives through legal excellence but also building a legacy of integrity, community, and innovation.

• Cash Flow Management: Oversee daily cash flow, track and optimize revenue vs. expense cycles, and maintain visibility into our $1.5M–$2M monthly revenue and ~$1.1M in monthly expenses.
• Financial Strategy & Forecasting: Build and lead a forward-looking financial strategy, including rolling forecasts, cost-center analysis, and monthly projections. Partner with leadership to make informed decisions about cash reserves, credit lines, and investment planning.
• Budgeting & Reporting: Implement budgeting systems from the ground up and deliver actionable monthly financial snapshots. Prepare insightful reports for executive review, aligning finance with firm-wide performance goals.
• Accounting Oversight: Ensure accurate bookkeeping and accounting practices, leveraging systems like QuickBooks and Power BI. Supervise AP/AR teams, helping to streamline current AP/AR procedures and apply best practices to increase efficiency, accuracy, and revenue collection, and guide the build-out of scalable financial infrastructure.
• Tech System Optimization: Support the transition to a new case management platform and billing solution, ensuring accuracy, integration, and financial visibility across practice areas.
• Tax Planning & Compliance: Collaborate with external tax partners (e.g., Baker Tilly) to optimize year-round tax strategy and compliance. Analyze and advise on strategic financial implications of new legal initiatives or legislative developments.
• Executive Collaboration: Act as a strategic advisor to the Managing Partner and President. Serve as a trusted voice in high-stakes financial discussions, identifying opportunities for profitability and course correction.