Baker Tilly US

EB-5 Case Manager

Baker Tilly US

full-time

Posted on:

Location Type: Remote

Location: CaliforniaUnited States

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Salary

💰 $124,910 - $236,600 per year

About the role

  • 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.

Requirements

  • 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.
Benefits
  • Health insurance
  • 401(k) plan
  • Paid time off
  • Flexible work arrangements
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
legal case managementclient legal servicesEB-5
Soft Skills
attention to detailcustomer serviceinitiativeself-starterwritten communicationverbal communicationorganizational skillstime managementproblem-solvinginterpersonal skills
Certifications
Bachelor's degree