Baker Tilly

EB 5 Director of Agent Relations

Job Locations US-CA-San Francisco
Job ID


Due to the continued growth of Baker Tilly Capital, LLC, we are seeking a Director of Agent Relations – China, which will support our growing EB-5 financing team.   You will play an integral role on our EB-5 financing team, serving as a local point of contact to source prospective investors in China and provide them with offering memoranda, answer their questions, and assist with processing their subscription documents. The Director of Agent Relations – China will also serve as a liaison with Baker Tilly China and Baker Tilly Virchow Krause to coordinate the provision of other services to EB-5 investors such as path of funds documentation and pre-immigration tax planning.  Under the direction of a Supervising Principal, a Director of Agent Relations – China is expected to network closely with private bankers, immigration attorneys, public accountants and licensed immigration agents located in China.


Baker Tilly Virchow Krause, LLP (Baker Tilly) is a nationally recognized, full-service accounting and advisory firm whose specialized professionals connect with clients and their businesses through refreshing candor and clear industry insight. With approximately 2,700 employees across the United States, Baker Tilly is ranked as one of the 15 largest accounting and advisory firms in the country. Headquartered in Chicago, Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 147 countries, with 30,000 professionals. The combined worldwide revenue of independent member firms is $3.2 billion.


It’s an exciting time to join Baker Tilly!



Baker Tilly Annual Report 2017




  • Support deal teams in the execution of project finance transactions by introducing EB-5 investments to high net worth individuals
  • Cultivate a referral network with Chinese migration agents
  • Organize and lead a team of three to maximize the results of the group
  • Make educational presentations on the EB-5 program
  • Interact directly with Clients, firm staff and local professionals on matters related to processing paperwork to assist clients with making their EB-5 investment.
  • Travel to China


  • Undergraduate or graduate degree in Finance, Accounting, Communications, Immigration Law or directly relevant EB-5 experience. 
  • Experience of 3-7 years in investment sales, immigration law, or other direct EB-5 experience.
  • Ability to self-manage and to take ownership of projects to complete them on time.
  • Willingness to be held accountable.
  • Comfort talking to business professionals and high net worth persons.
  • Excellent public speaking/presentation skills
  • Demonstrated analytical, organizational, interpersonal, project management, and communication skills, and highly developed Microsoft Suite skills (Word, Excel, PowerPoint).
  • A strong work ethic, detail orientation and a passion for excellence
  • Ability to provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties.
  • Organized and able to simultaneously manage multiple projects/priorities in a time critical, fast paced environment.
  • Ability to maintain a flexible work schedule and travel extensively throughout China.
  • Mandarin and/or Cantonese language skills are a plus, but not required
  • FINRA securities licenses (63, and either a 7 or 82), or ability to obtain required licenses within 6 months of hire.

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Baker Tilly Virchow Krause, LLP is an equal opportunity/affirmative action employer.