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Overview
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (“search firm”) for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly’s Talent Attraction team, to submit candidates for review via our applicant tracking system.
Responsibilities
We are seeking a highly organized and detail-oriented individual to join our team as an EB-5 Case Manager/Client Manager. In this role, you will be responsible for managing multiple cases simultaneously, potentially handling up to 50 cases at a given time. The ideal candidate will possess excellent multitasking abilities, as well as the capacity to prioritize workload effectively. While sales responsibilities are not a primary focus in the current role, the expectation is that as the position evolves, sales will become an integral part of the job description. Therefore, candidates with previous sales experience are highly desired.
Key Responsibilities
• Manage a caseload of up to 50 clients, ensuring timely and accurate delivery of services.
• Coordinate with internal and external resources to meet client needs and expectations.
• Maintain regular communication with clients to provide updates, gather necessary information, and address any concerns or inquiries.
• Demonstrate a high level of attention to detail when reviewing and analyzing large volumes of source documents to identify relevant information.
• Proactively manage client expectations and provide exceptional customer service throughout the case management process.
• Take initiative and be a self-starter, capable of working independently and efficiently.
• Exhibit strong written and verbal communication skills, with the ability to convey complex information clearly and effectively.
• Experience in EB-5 is highly recommended, although not mandatory.
Qualifications
Qualifications:
• Bachelor’s degree in a relevant field (e.g., Business Administration, Legal, Project Management) preferred.
• Previous experience in legal case management, client legal services, or a related legal field is advantageous.
• Experience with EB-5 is highly preferred.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and other relevant software applications.
• Ability to thrive in a fast-paced environment and adapt to changing priorities.
• Strong organizational skills and the ability to manage time effectively.
• Demonstrated ability to work well under pressure and meet deadlines.
• Proactive approach to problem-solving and decision-making.
• Excellent interpersonal skills and the ability to build rapport with clients and colleagues.
This position offers a unique opportunity to make a meaningful impact in the lives of our clients while working in a dynamic and collaborative environment. If you are a motivated individual with a passion for client advocacy and possess the necessary skills and qualifications, we encourage you to apply for this position.
Additional Information
For California, Colorado, New York and Washington: The compensation range for this role is $124,910 to $270,620. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
