What is the Position? Evercore is seeking an Associate to join its Human Capital Group (HCG), reporting to the Head of Global Mobility & Immigration located in New York, NY.
Primary Responsibilities: This role will support cross-border employee movements, with a focus on U.S. tax and immigration compliance. Success in this fast-paced, client-focused environment requires proactive problem-solving and attention to detail. Key responsibilities include:
- Support Global Mobility & Immigration team in managing immigration cases and intra-company transfers across the U.S., Canada, and Asia (e.g., Singapore, Hong Kong, Japan, China)
- Maintain employee immigration files and required public postings for each individual to ensure all Public Files are created appropriately, maintained and housed
- Track visa statuses via spreadsheets and Workday HRIS
- Coordinate/schedule meetings and calls to discuss employee visa situations
- Monitor U.S. immigration law and global tax updates affecting employee mobility
- Filing/organizing documents into appropriate locations and performing other essential administrative functions
- Proactively manage firm’s global mobility cases, including:
- Support the end-to-end management of international assignments, including tax planning, compliance, and immigration processes
- Prepare and review assignment documentation
- Assist with U.S. income tax return preparation for expats, inpats, and business travelers
- Collaborate with internal teams: Payroll, Compensation/Equity, Finance/ Accounting, and Tax to review packages and allowances
- Develop mobility policies and maintain immigration tracking tools
- Work closely on firm-wide projects and initiatives that span the Generalist space:
- Assist with audits and documents HCG policies and procedures, implementing improvements where needed
- Prepare meeting agendas and related materials
- Ad-hoc projects as necessary/appropriate
Specific Qualifications: The ideal candidate will bring strong U.S. individual tax experience related to global assignments and a solid understanding of U.S. immigration processes, including work visas and employment-based green cards. Additional qualifications include:
- Bachelor’s degree
- 3+ years of experience in global mobility, U.S. expat/inpat tax, or business immigration
- Solid understanding of U.S. individual tax rules for international assignments
- Strong analytical, organizational, and time-management skills; able to juggle multiple priorities in a fast-paced environment
- Excellent written and verbal communication skills
- Collaborative team player with experience working on global teams
- Detail-oriented, proactive, and self-motivated
- Proficient in Microsoft Office (Excel, PowerPoint, Word)
- Project management experience
- Strong judgment and ability to escalate issues when needed
- Strategic, independent thinker
- Discreet and respectful of confidential information
About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit www.evercore.com.
Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as “protected status”), in accordance with applicable federal, state and local laws.
Expected Base Salary Range: $90,000 - $95,000
In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:
- Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
- 401(k) Retirement Plan
- Life and disability insurance, including additional voluntary financial protection insurance
- Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
- Family-building and family-support benefits
- Paid parental, caregiver, marriage and bereavement leave
- Commuter benefits, health club membership discounts, and other corporate discounts
- Paid holidays, vacation days, personal days, sick days, and volunteer opportunities
