Investment Accountant Visa Sponsorship Jobs in Wisconsin
Investment accountant visa sponsorship jobs in Wisconsin are concentrated in Milwaukee's financial district, with firms like Northwestern Mutual, Baird, and Fiserv among the state's notable employers. Madison's growing fintech sector and university-connected asset managers add further opportunities. Canadian and Mexican nationals may also qualify under the TN visa's Accountant category.
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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
We are growing! We are seeking a detail-oriented Investment Fund Accountant to join our Capital Formation team. This role will support the administration and operations of investment funds, with responsibilities spanning fund accounting support, investor servicing, compliance and performance tracking, reporting, and client relationship management.
The ideal candidate will have 1–2 years of professional experience, strong organizational and communication skills, and a working knowledge of accounting and financial statements.
Key Responsibilities
- Support day-to-day administration and operations of investment funds.
- Track and monitor investor capital contributions, fund disbursements, distributions, and cash activity.
- Maintain accurate investor, fund, and transaction records and supporting documentation.
- Assist with fund accounting activities, including account reconciliations, expense tracking, general ledger review, and preparation of periodic reporting.
- Support quarterly and annual investor and fund reporting.
- May assist with annual audits and coordinate documentation with auditors, tax accountants, and other third parties.
- Work closely with finance, accounting, legal, and compliance teams to support fund operations and applicable regulatory requirements.
- Serve as a point of contact for fund managers and investors, responding to inquiries and providing timely updates regarding investments, fund activity, reporting, and documentation.
- Build and maintain strong client and investor relationships through professional, responsive service and ongoing communication.
- Coordinate investor onboarding, subscription documentation, capital activity, and other investor servicing requirements.
- Maintain organized fund and investor records and assist with ad hoc fund administration and Capital Formation initiatives.
- Review and process wire payments and transfers.
- Complete Anti-Money Laundering (AML) and Know Your Client (KYC) procedures.
Minimum Qualifications
- 4-year degree
- 1 year professional experience
Preferred Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field.
- 1–2 years of professional experience in fund administration, fund accounting, financial services, investor relations, banking, accounting, or a related field.
- Working knowledge of accounting principles and financial statements.
- Strong Microsoft Excel and general technology skills.
- Excellent written and verbal communication skills with a strong client-service orientation.
- Strong attention to detail, organizational skills, and ability to manage multiple priorities.
- Ability to work effectively with investors, internal teams, and external service providers.
- Experience with investment funds, private equity, real estate, alternative investments, or fund administration.
- Experience with investor servicing, investor relations, asset management, or client relationship management.
- Familiarity with fund accounting and GAAP principles.
- Familiarity with EB-5 investments, USCIS requirements, and/or SEC investment fund regulations.
- Experience with Investran or similar fund administration, CRM, or investor reporting platforms.
The below pay range(s) represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.
In Madison and Milwaukee Wisconsin: pay rate range for this role is $57,800 - $95,600.
In Tampa and Orlando Florida: pay rate range for this role is $54,900 - $90,800.
LI-JM3
LI-hybrid
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
We are growing! We are seeking a detail-oriented Investment Fund Accountant to join our Capital Formation team. This role will support the administration and operations of investment funds, with responsibilities spanning fund accounting support, investor servicing, compliance and performance tracking, reporting, and client relationship management.
The ideal candidate will have 1–2 years of professional experience, strong organizational and communication skills, and a working knowledge of accounting and financial statements.
Key Responsibilities
- Support day-to-day administration and operations of investment funds.
- Track and monitor investor capital contributions, fund disbursements, distributions, and cash activity.
- Maintain accurate investor, fund, and transaction records and supporting documentation.
- Assist with fund accounting activities, including account reconciliations, expense tracking, general ledger review, and preparation of periodic reporting.
- Support quarterly and annual investor and fund reporting.
- May assist with annual audits and coordinate documentation with auditors, tax accountants, and other third parties.
- Work closely with finance, accounting, legal, and compliance teams to support fund operations and applicable regulatory requirements.
- Serve as a point of contact for fund managers and investors, responding to inquiries and providing timely updates regarding investments, fund activity, reporting, and documentation.
- Build and maintain strong client and investor relationships through professional, responsive service and ongoing communication.
- Coordinate investor onboarding, subscription documentation, capital activity, and other investor servicing requirements.
- Maintain organized fund and investor records and assist with ad hoc fund administration and Capital Formation initiatives.
- Review and process wire payments and transfers.
- Complete Anti-Money Laundering (AML) and Know Your Client (KYC) procedures.
Minimum Qualifications
- 4-year degree
- 1 year professional experience
Preferred Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field.
- 1–2 years of professional experience in fund administration, fund accounting, financial services, investor relations, banking, accounting, or a related field.
- Working knowledge of accounting principles and financial statements.
- Strong Microsoft Excel and general technology skills.
- Excellent written and verbal communication skills with a strong client-service orientation.
- Strong attention to detail, organizational skills, and ability to manage multiple priorities.
- Ability to work effectively with investors, internal teams, and external service providers.
- Experience with investment funds, private equity, real estate, alternative investments, or fund administration.
- Experience with investor servicing, investor relations, asset management, or client relationship management.
- Familiarity with fund accounting and GAAP principles.
- Familiarity with EB-5 investments, USCIS requirements, and/or SEC investment fund regulations.
- Experience with Investran or similar fund administration, CRM, or investor reporting platforms.
The below pay range(s) represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.
In Madison and Milwaukee Wisconsin: pay rate range for this role is $57,800 - $95,600.
In Tampa and Orlando Florida: pay rate range for this role is $54,900 - $90,800.
LI-JM3
LI-hybrid
Investment Accountant Job Roles in Wisconsin
See all 67+ Investment Accountant Jobs in Wisconsin
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Search Investment Accountant Jobs in WisconsinInvestment Accountant Jobs in Wisconsin: Frequently Asked Questions
Which companies sponsor visas for investment accountants in Wisconsin?
Milwaukee-headquartered financial firms are the most active sponsors for investment accountant roles in Wisconsin. Northwestern Mutual, Robert W. Baird, and Fiserv have established histories of H-1B visa filings for finance and accounting positions. Smaller registered investment advisors and insurance asset management units in Milwaukee and Madison also sponsor periodically, particularly for candidates with CPA credentials or advanced degrees in accounting or finance.
Which visa types realistically apply to investment accountant roles in Wisconsin?
The H-1B is the primary path, as investment accountant roles qualify as specialty occupations requiring at least a bachelor's degree in accounting or finance. Canadian and Mexican nationals can pursue TN visa status under the USMCA Accountant category, which requires a relevant degree and has no numerical cap. F-1 students may work via OPT for up to 12 months. EB-2 or EB-3 green card sponsorship is an option for longer-term arrangements.
Which cities in Wisconsin have the most investment accountant sponsorship jobs?
Milwaukee is Wisconsin's dominant market for investment accountant sponsorship, driven by its concentration of insurance companies, asset managers, and financial services firms. Madison is a secondary hub, particularly near the University of Wisconsin, where fintech startups and institutional investors recruit. Green Bay and Appleton have smaller but active finance sectors tied to insurance and manufacturing corporate treasuries that occasionally sponsor accountants.
How to find investment accountant visa sponsorship jobs in Wisconsin?
Migrate Mate lists Wisconsin employers with verified sponsorship histories for investment accountant roles, letting you search by city and filter to companies that have actively filed for accounting positions. This is more reliable than applying broadly, since not every finance employer in Wisconsin sponsors visas. Focus your search on Milwaukee's financial district and Madison's growing asset management sector for the highest concentration of sponsoring firms.
Are there any Wisconsin-specific factors that affect visa sponsorship for investment accountants?
Wisconsin's financial services industry is anchored heavily in insurance and wealth management, meaning many investment accountant roles sit within large, established firms that have dedicated HR and legal resources for visa sponsorship. The University of Wisconsin-Madison pipeline produces accounting graduates that some employers recruit for OPT. CPA licensure is valued by Wisconsin employers and can strengthen both H-1B specialty occupation arguments and green card PERM filings.
What is the prevailing wage for sponsored investment accountant jobs in Wisconsin?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.