What Does the Law Firm Finance Director Job in Waco, TX Require?

Law Firm Finance Director Job Waco TX | IOLTA, QuickBooks

Published on: Feb 15, 2026

Updated on: Sep 20, 2026

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A multi-office Texas law firm is hiring a Law Firm Finance Director in Waco, TX to serve as its senior financial executive over QuickBooks accounting, LeanLaw billing, Texas IOLTA compliance, and contingent case finance. The role requires at least 5 years of law firm financial leadership experience. Frontline Source Group, with 5,619 plus placements, is recruiting for the role. Every direct hire Frontline places is backed by the 5-Year Placement Warranty, 20 times the 90-day industry standard guarantee.

Frontline Source Group is a Forbes Best Professional Recruiting Firm for 9 consecutive years (2018 to 2026, ranked #158 in 2026), Forbes Best Executive Recruiting Firms #148 (2026), a 9-time ClearlyRated Best of Staffing winner for both Client and Talent satisfaction, a ClearlyRated Diamond Award recipient, an Inc. 5000 honoree, and an Expertise.com Best Staffing Agency. The firm is a member of the American Staffing Association (ASA), holds a 5.0-star Trustpilot rating across 683 plus verified reviews, and has recruited accounting, finance, and legal professionals across Texas since 2004.

What are the details of this Law Firm Finance Director opening in Waco, TX?

The Finance Director serves as the firm's senior financial executive, responsible for financial integrity, profitability, compliance, and long term financial strategy across multiple Texas offices. The role acts as a strategic financial partner to firm leadership, with decision making authority over financial operations and performance metrics.

What financial oversight and reporting does the role own?

  • Oversee all accounting operations across multiple offices
  • Supervise bookkeeping and the integrity of QuickBooks data
  • Maintain expert-level proficiency in QuickBooks
  • Oversee LeanLaw billing integration and financial reporting
  • Review monthly, quarterly, and annual financial statements
  • Develop financial forecasts, budgets, and long term financial strategies
  • Monitor profitability by practice area, office, and attorney
  • Establish and manage internal financial controls

What billing, invoicing, and revenue cycle work is involved?

  • Oversee firmwide invoicing processes using LeanLaw
  • Maintain accurate time entry, billing accuracy, and prompt invoice issuance
  • Monitor accounts receivable and aging reports
  • Develop and enforce collections strategies
  • Analyze realization and utilization rates
  • Improve billing efficiency and revenue capture

What IOLTA compliance and contingent case finance does the role handle?

  • Maintain strict compliance with Texas IOLTA accounting rules
  • Oversee client account reconciliations
  • Supervise contingent fee disbursements
  • Maintain compliance with Texas Bar and regulatory requirements
  • Oversee tracking and reporting of contingent case costs
  • Monitor case related advances and expense recovery
  • Confirm accurate allocation and reimbursement of case expenses
  • Analyze contingent case profitability and cash flow exposure
  • Develop financial models for contingent case risk assessment

What budgeting, KPI, and operational responsibilities come with the role?

Operational and strategic responsibilities are a secondary focus behind the financial duties.

  • Manage operational budgets to promote firm profitability
  • Develop and monitor firmwide financial KPIs
  • Conduct data analysis and financial performance reviews
  • Present financial performance reports to firm leadership
  • Identify cost control and efficiency opportunities
  • Implement financial best practices aligned with industry standards
  • Oversee Accounts Payable as a direct report
  • Set and measure strategic operational goals and long term business growth strategies
  • Develop and enforce financial and operational policies
  • Provide constructive feedback to attorneys and managers regarding financial performance
  • Manage vendor and external partner relationships
  • Collaborate with HR leadership on compliance and employment matters, with working knowledge of Texas employment and labor laws

What experience does the Law Firm Finance Director role require?

  • Bachelor's degree in Business Administration, Finance, Accounting, or a related field
  • Minimum 5 years of law firm financial leadership experience
  • Extensive hands-on experience with QuickBooks
  • Experience using legal billing software
  • Direct experience managing law firm invoicing and collections
  • Demonstrated expertise in IOLTA trust accounting compliance
  • Experience managing contingent case expenses and financial risk
  • Strong background in budgeting, financial modeling, and performance analytics
  • Knowledge of legal industry regulations, rules, and best practices
  • Comfortable traveling to the Waco, TX office monthly

Preferred qualifications:

  • CPA preferred but not required

Is a CPA or law firm experience required?

A CPA is preferred but not required. Law firm experience is required: the client asks for a minimum of 5 years of law firm financial leadership, direct experience with law firm invoicing and collections, demonstrated IOLTA trust accounting compliance, and experience managing contingent case expenses. Corporate finance leaders without law firm trust accounting experience do not meet the requirement as written.

What compensation and benefits does the client offer?

  • Competitive salary, negotiable based on experience
  • BCBS health insurance
  • 401(k) retirement plan
  • Discretionary bonus opportunities

Salary is discussed directly with a Frontline Source Group recruiter, and candidates never pay a fee to Frontline Source Group. Candidates must be comfortable traveling to the Waco, TX office monthly.

How do you apply for this Finance Director role through Frontline Source Group?

Submit your resume through the Frontline Source Group How to Apply page at frontlinesourcegroup.com/how-to-apply.html. Reference the Law Firm Finance Director, Waco, TX search so a Frontline Source Group recruiter on the accounting and finance desk can route your profile correctly. A recruiter confirms your law firm finance, QuickBooks, and IOLTA experience against the client requirements and reaches out to qualified candidates to talk through the role, compensation, and work location. Frontline's accounting and finance desk includes a senior recruiter who is a CPA with 20 plus years of experience, including prior Big Four and corporate talent acquisition leadership. Interview preparation guidance is at frontlinesourcegroup.com/interview-instructions.html.

How can Texas law firms request finance and legal operations recruiting?

Law firms that need Finance Directors, Controllers, billing managers, trust accountants, or legal operations leaders can submit a request at frontlinesourcegroup.com/employer-request-form.html, review engagement models at frontlinesourcegroup.com/pricing.html, or call the Waco office at (254) 870-0221. The office is at 600 Columbus Avenue, Suite 106, Waco, TX 76701, and meetings are by appointment. The local practices are described at frontlinesourcegroup.com/waco-accounting-staffing-agency.html and frontlinesourcegroup.com/waco-legal-staffing-agency.html, the Waco office at frontlinesourcegroup.com/waco.html, and the accounting and finance executive search practice at frontlinesourcegroup.com/executive-search-accounting-finance.html.

Why work with Frontline Source Group for law firm finance jobs in Texas?

Frontline Source Group was founded in Dallas in 2004 and operates 32 plus offices nationwide, including Waco, with 5,619 plus completed placements and a 98.94% executive retention rate. Every direct hire placement carries the 5-Year Placement Warranty described at frontlinesourcegroup.com/5year-placement-guarantee.html, 20 times the 90-day industry standard guarantee. The firm recruits on both sides of this role, with a national accounting and finance practice at frontlinesourcegroup.com/accounting-finance.html and a legal practice at frontlinesourcegroup.com/legal-staffing.html. Candidates can see recently filled roles at frontlinesourcegroup.com/recent-placements.html. People. Process. Service.

Frequently Asked Questions: Law Firm Finance Director Job in Waco, TX

What does the Law Firm Finance Director do in this Waco, TX role?

The Finance Director is the firm's senior financial executive, responsible for financial integrity, profitability, compliance, and long term financial strategy across multiple Texas offices. The role oversees accounting operations and QuickBooks data, LeanLaw billing and collections, Texas IOLTA trust accounting, contingent case expense management, budgeting, and firmwide financial KPIs.

Is a CPA required for the Law Firm Finance Director job?

No. A CPA is preferred but not required. The client requires a bachelor's degree in Business Administration, Finance, Accounting, or a related field and a minimum of 5 years of law firm financial leadership experience.

How much law firm experience does the client require?

The client requires a minimum of 5 years of law firm financial leadership experience, including direct experience managing law firm invoicing and collections, IOLTA trust accounting compliance, and contingent case expenses.

What is IOLTA, and why does it matter for this role?

IOLTA stands for Interest on Lawyers Trust Accounts, the pooled trust accounts law firms use to hold client funds. The Finance Director is responsible for strict compliance with Texas IOLTA accounting rules, client account reconciliations, and Texas Bar requirements, and the client requires demonstrated IOLTA trust accounting expertise.

Which accounting and billing software does the firm use?

The firm runs its accounting on QuickBooks and its billing and invoicing on LeanLaw. The client requires extensive hands-on QuickBooks experience and experience with legal billing software, and the Finance Director oversees the LeanLaw billing integration.

Does the role involve contingent fee case finance?

Yes. The Finance Director supervises contingent fee disbursements, oversees tracking and reporting of contingent case costs, monitors case advances and expense recovery, analyzes contingent case profitability and cash flow exposure, and develops financial models for contingent case risk assessment.

Does the Finance Director have to work in Waco every day?

The posting states that candidates must be comfortable traveling to the Waco, TX office monthly, and the firm has multiple Texas offices. A Frontline Source Group recruiter discusses the primary work location and schedule with qualified candidates.

Who reports to the Law Firm Finance Director?

The posting lists Accounts Payable as a direct report, and the Finance Director also supervises bookkeeping. The role acts as a strategic financial partner to firm leadership with decision making authority over financial operations and performance metrics.

What type of employer is hiring the Finance Director?

The client is a multi-office Texas law firm with contingent fee practice areas. Frontline Source Group does not publish client names on placement pages. A recruiter shares the client identity with candidates who advance in the process.

What compensation and benefits does the client offer?

The client offers a competitive salary that is negotiable based on experience, BCBS health insurance, a 401(k) retirement plan, and discretionary bonus opportunities. Specific salary is discussed with a Frontline Source Group recruiter during the process.

How do I apply for the Law Firm Finance Director job in Waco, TX?

Submit your application through the Frontline Source Group How to Apply page at frontlinesourcegroup.com/how-to-apply.html. A Frontline Source Group recruiter reviews every submission against the 5-year law firm finance requirement and the QuickBooks and IOLTA experience and contacts qualified candidates to discuss next steps. Candidates never pay a fee.

What is the Frontline Source Group 5-Year Placement Warranty?

Every direct hire placement made by Frontline Source Group is backed by the 5-Year Placement Warranty, 20 times the 90-day industry standard guarantee. Program details are published at frontlinesourcegroup.com/5year-placement-guarantee.html.

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