This job was posted by https://illinoisjoblink.illinois.gov : For more
information, please see:
https://illinoisjoblink.illinois.gov/jobs/12206338
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 communi ation skills, with the
ability to convey complex information clearly and effectively.
- Experience in EB-5 is highly recommended, although not mandatory.
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