Manager, Legal Strategy

EIDLexit•Houston, TX

21d•Remote

About The Position

At EIDLexit, our mission is to help small business owners overcome the burden of SBA Economic Injury Disaster Loans (EIDLs) and recover personally and professionally. As a Christian-led organization, we are grounded in faith, integrity, compassion, and respect. We combine human insight with AI-powered technology to enhance client results and streamline our processes. EIDLexit is a legal-adjacent consulting and technology platform that helps small business owners escape from EIDL debt. When cases are complex, we build a financial and legal strategy to help clients recover. We are not a law firm, debt settlement company, debt consolidation service, or tax resolution business. EIDLexit builds the strategy and presents options; licensed attorneys and CPAs in the EIDLexit Strategic Partner Network deliver formal legal advice, representation, or tax work.

Requirements

JD from an ABA-accredited law school
Active license to practice in at least one U.S. state
Admission to state and federal court (or at least prior admission to federal bankruptcy court)
Substantive bankruptcy practice experience across personal and business matters (Chapter 7 and Chapter 11). Subchapter V experience particularly valued.
Proficient in Microsoft Office and CRM platforms (HubSpot preferred).
Comfort working alongside AI tools (Claude, Microsoft 365 Copilot, or similar) is essential—our team treats AI as a force multiplier, not a threat.
A heartfelt commitment to serving small business owners as they navigate SBA EIDL debt— protecting their personal assets, their families, and the businesses they have built.

Nice To Haves

Texas bar admission
Additional state admissions a plus
Chapter 13 experience is helpful but not required.
Small business tax experience (state or federal)—income tax, sales tax, 941 payroll taxes, partnership/S-corp returns, or general small-business owner tax issues
Trust planning or asset protection, particularly for small business owners protecting personal assets from business debt exposure
General business civil litigation (commercial disputes, creditor actions, SBA-related matters)
Additional credentials: LLM in Taxation, CPA, or Enrolled Agent (EA)
Strong listening, empathy, and clear written and verbal communication

Responsibilities

Lead day-to-day operations of the Legal Strategy team, which builds the financial and legal analysis behind the Strategic Recovery Roadmap for clients evaluating EIDL resolution, business wind-down, restructuring, asset protection, new business creation, and bankruptcy coordination.
Present the completed Roadmap to clients —lead the working session where the client's financial analysis and strategic options are reviewed in plain language and the recommended path is set, bringing a partner attorney or CPA alongside when formal advice or execution is required.
Personally lead the most complicated roadmap presentations —the cases where complex entity structures, asset protection, tax issues, or unusual loan documentation demand a substantive strategic mind.
Own the line between strategy and execution: EIDLexit builds and presents the strategy; partner attorneys and CPAs execute the formal legal and tax work. Coordinate the handoff cleanly.
Engage with our ever-growing EIDLexit Strategic Partner Network of attorneys and tax professionals to coordinate state-specific guidance and execution for clients nationwide.
Work alongside the Sales team by briefing them on changes (SBA processes, new resolution paths, case patterns) so they can prep clients with current, accurate information.
Assist Sales leadership in converting the rare, complex deal where a substantive legal voice moves the prospect.
Feed Marketing the real client pain points and needs you hear in strategic roadmap discussions—the language clients actually use, the fears they actually carry, the outcomes they actually want.
Help shape messaging, content, and service positioning based on what the data tells us about where the market is moving.
Serve as the internal legal-strategic voice across Marketing, Sales, and Services on questions that touch client communications, service descriptions, and competitive differentiation.
Coordinate with EIDLexit's outside counsel network on matters that exceed internal scope.