EB-5 Case Manager - BAKER TILLY ADVISORY GROUP, LP.

JOB REQUIREMENTS: 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. Visit
bakertilly.com or join the conversation on LinkedIn, Facebook and
Instagram. 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. Job Description: 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
clearl * APPLICATION INSTRUCTIONS: Apply Online:
https://www.aplitrak.com/?adid=YmJnZW5lcmljLjE2MjAxLjg3NzBAYmFrZXJ0aWxseWNvbXAuYXBsaXRyYWsuY 9t