Client Accounting Manager Jobs in USA with Visa Sponsorship
Client Accounting Managers oversee client financial portfolios and reporting relationships, making this a specialty occupation eligible for H-1B visa, E-3 visa, and TN visas. Employers in public accounting, consulting, and financial services regularly sponsor qualified candidates with accounting or finance degrees. For detailed occupation requirements, see the O*NET profile.
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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
RESPONSIBILITIES:
- Act as the primary relationship manager for multi-generational families, overseeing financial reporting, budgeting, investment coordination, and wealth administration.
- Lead a team responsible for accounting, bill pay, cash flow management, and consolidated reporting across entities, trusts, and investments.
- Partner with external advisors, including investment managers, estate attorneys, insurance specialists, and philanthropic consultants, to deliver cohesive solutions.
- Develop and maintain family governance frameworks, including meeting facilitation, education of next-generation family members, and succession planning.
- Oversee and review the preparation of financial statements, management reports, and consolidated net worth statements.
- Provide strategic insights on asset allocation, liquidity, and long-term financial planning.
- Coordinate with the firm’s tax and advisory teams to ensure integrated client service delivery.
- Identify process improvements and implement technology solutions to enhance reporting and operational efficiency.
- Mentor, develop, and supervise team members to ensure consistent delivery and professional growth.
- Support business development initiatives and contribute to the continued growth of the Family Office practice.
Minimum Qualifications:
- 4-year degree
- Eight (8) years of experience
Preferred Qualifications:
- Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field.
- CPA preferred.
The pay ranges for this position are listed below. This range 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 New York, NY: pay rate range is $87,900 to $212,300
In Uniondale, NY: pay rate range is $84,400 to $203,800
In Iselin, NJ: pay rate range is $80,900 to $195,400
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:
- Act as the primary relationship manager for multi-generational families, overseeing financial reporting, budgeting, investment coordination, and wealth administration.
- Lead a team responsible for accounting, bill pay, cash flow management, and consolidated reporting across entities, trusts, and investments.
- Partner with external advisors, including investment managers, estate attorneys, insurance specialists, and philanthropic consultants, to deliver cohesive solutions.
- Develop and maintain family governance frameworks, including meeting facilitation, education of next-generation family members, and succession planning.
- Oversee and review the preparation of financial statements, management reports, and consolidated net worth statements.
- Provide strategic insights on asset allocation, liquidity, and long-term financial planning.
- Coordinate with the firm’s tax and advisory teams to ensure integrated client service delivery.
- Identify process improvements and implement technology solutions to enhance reporting and operational efficiency.
- Mentor, develop, and supervise team members to ensure consistent delivery and professional growth.
- Support business development initiatives and contribute to the continued growth of the Family Office practice.
Minimum Qualifications:
- 4-year degree
- Eight (8) years of experience
Preferred Qualifications:
- Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field.
- CPA preferred.
The pay ranges for this position are listed below. This range 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 New York, NY: pay rate range is $87,900 to $212,300
In Uniondale, NY: pay rate range is $84,400 to $203,800
In Iselin, NJ: pay rate range is $80,900 to $195,400
See all 4,290+ Client Accounting Manager Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Accounting Manager roles.
Get Access To All JobsTips for Finding Visa Sponsorship as a Client Accounting Manager
Target firms with established sponsorship track records
Large public accounting firms and financial services companies file H-1B and E-3 petitions routinely. Smaller regional firms may sponsor but often lack in-house immigration infrastructure, which can slow the process significantly.
Confirm your degree field matches the role
USCIS requires a direct relationship between your degree and the position. A bachelor's in accounting, finance, or a closely related field is essential. A general business degree may face additional scrutiny during adjudication.
Understand the CPA credential's role in your petition
Holding or actively pursuing CPA licensure strengthens your H-1B specialty occupation case. It signals professional-level expertise that supports the argument the role requires a specifically degreed individual, not just any graduate.
Australian applicants should prioritize the E-3 pathway
The E-3 visa has no lottery, no annual cap backlog, and processes year-round. For Australian accounting professionals, it's a significantly more predictable route to U.S. employment than entering the H-1B lottery.
Get the job description reviewed before your employer files
Client Accounting Manager roles that emphasize general management over specialized accounting functions can face specialty occupation challenges. A description focused on technical accounting responsibilities reduces that risk considerably.
Canadian and Mexican applicants can use TN status
Accountants qualify under the TN visa category for Canadian and Mexican nationals. TN status can often be obtained at the border or port of entry, making it one of the fastest paths to starting work.
Frequently Asked Questions
Does a Client Accounting Manager role qualify as a specialty occupation for H-1B purposes?
Generally yes, provided the job description requires a bachelor's degree or higher in accounting, finance, or a directly related field as a minimum entry requirement. Roles where the employer accepts any degree field regardless of discipline are more vulnerable to USCIS specialty occupation challenges. A well-drafted job description focused on technical accounting responsibilities is critical to a successful petition.
Which visa is the best fit for an Australian applying for a Client Accounting Manager position?
The E-3 visa is the strongest option for Australian nationals. It's available exclusively to Australians, has a 10,500 annual allocation that has never been exhausted, and can be applied for directly at an Australian consulate without lottery exposure. Your employer files a Labor Condition Application with the Department of Labor, and you attend a consulate interview in Sydney, Melbourne, or Perth.
Do employers in public accounting and financial services commonly sponsor Client Accounting Managers?
Yes. The Big Four accounting firms and large financial services companies sponsor this role regularly under H-1B visa and E-3 programs. Mid-sized regional firms do sponsor but less frequently, and the process may take longer without dedicated immigration counsel. You can browse Client Accounting Manager roles with confirmed sponsorship availability on Migrate Mate.
Can I use work experience instead of a degree to qualify for visa sponsorship in this role?
Under the H-1B, USCIS allows three years of specialized work experience to substitute for each year of a four-year degree, but this equivalency is scrutinized closely for accounting roles where a specific credential is the industry norm. For TN status, Canadian and Mexican nationals must demonstrate an accounting degree or a combination of credentials. Experience alone is rarely sufficient without supporting educational documentation.
What approval rates look like for H-1B petitions in accounting and finance roles?
Accounting and finance roles have historically had solid H-1B approval rates compared to some other specialty occupation categories, largely because the degree-to-job nexus is well established. USCIS approval rates for business and financial operations occupations have generally stayed above 80 percent in recent fiscal years. Approval depends heavily on how the position is documented, not just the job title itself.
What is the prevailing wage requirement for sponsored Client Accounting Manager jobs?
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.