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Qualified Intermediary Jobs (NOW HIRING)

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Accounting Manager

Englewood Cliffs, NJ · On-site

Prepare exchange proceeds reports and coordinate with Qualified Intermediary (QI) team * Maintain proper documentation and audit trails in accordance with IRS requirements General Bookkeeping ...

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Accounting Manager

Englewood Cliffs, NJ · On-site

Prepare exchange proceeds reports and coordinate with Qualified Intermediary (QI) team * Maintain proper documentation and audit trails in accordance with IRS requirements General Bookkeeping ...

T Rowe Price

Intermediary Sales Associate

Baltimore, MD · Hybrid

$14 - $19/hr

Rowe Price's intermediary sales organization, supporting both desk and field sales teams through ... Qualifications Required: * Bachelor's degree or the equivalent combination of education and ...

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Real Estate Paralegal

Englewood Cliffs, NJ · On-site

Coordinate with Qualified Intermediary (QI) teams as needed Legal & Administrative Support * Maintain organized and accurate transaction files * Draft correspondence and assist with client ...

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How much do qualified intermediary jobs pay per year?

As of Jun 17, 2026, the average yearly pay for qualified intermediary in the United States is $52,500.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,000.00 and $70,000.00 per year, depending on experience, location, and employer.

What is a Qualified Intermediary?

A Qualified Intermediary (QI) is a neutral third party who facilitates the exchange of properties in a 1031 tax-deferred exchange. Their main role is to hold the proceeds from the sale of the relinquished property and ensure that the taxpayer does not receive or control these funds, which is necessary to maintain the tax-deferred status of the exchange. The QI prepares the required documentation, coordinates with all parties involved, and ensures compliance with IRS regulations. Selecting a reputable and experienced QI is crucial for the success of a 1031 exchange transaction.

What are the key skills and qualifications needed to thrive as a Qualified Intermediary, and why are they important?

To thrive as a Qualified Intermediary, you need in-depth knowledge of IRS Section 1031 regulations, real estate transactions, and escrow procedures, often supported by a background in law, finance, or accounting. Familiarity with tax preparation software, secure document management systems, and compliance tracking tools is typically required. Exceptional attention to detail, integrity, and strong communication skills help build trust and ensure clear guidance for clients during complex exchanges. These skills are crucial to facilitate compliant, smooth property transfers while minimizing risks and maximizing client benefits.

What are the main challenges a Qualified Intermediary faces when facilitating 1031 exchanges, and how can they be effectively managed?

Qualified Intermediaries play a crucial role in ensuring 1031 exchanges comply with IRS regulations, and one of the main challenges is staying up-to-date with complex tax laws and strict timelines. Managing multiple transactions simultaneously while maintaining accuracy and confidentiality can also be demanding. Effective organization, strong attention to detail, and clear communication with clients, real estate agents, and legal professionals are key to overcoming these challenges. Many Qualified Intermediaries participate in ongoing training and leverage specialized software to streamline processes and minimize risk.
More about Qualified Intermediary jobs
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Qualified Intermediary jobs near you
Infographic showing various Qualified Intermediary job openings in the United States as of June 2026, with employment types broken down into 4% Locum Tenens, 92% Part Time, and 4% Temporary. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $52,500 per year, or $25.2 per hour.

Accounting Manager

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Englewood Cliffs, NJ • On-site

Full-time

Medical, PTO

Posted 20 days ago

Be an early applicant

Job description

About the Opportunity

This is an opportunity for an Accountant to join a nationally active title insurance and 1031 exchange platform, supporting a high-volume, multi-state transaction environment. This role sits at the center of financial operations, with a strong focus on escrow accounting, transaction accuracy, and compliance. It offers meaningful exposure to complex real estate transactions and the ability to play a critical role in ensuring smooth, compliant closings across the business.

About the Company

Our client is a North New Jersey-based firm with a national presence, specializing in title insurance and 1031 exchange services. The platform supports a high volume of residential and commercial transactions, with a reputation for precision, compliance, and operational excellence across multiple states.

Role & Responsibilities

Escrow & Trust Accounting

  • Maintain and reconcile escrow and trust accounts
  • Process, record, and disburse escrow funds for real estate closings
  • Investigate and resolve discrepancies in a timely manner
  • Perform monthly three-way reconciliations (bank statement, escrow ledger, trial balance)

1031 Exchange Accounting

  • Record and track forward, reverse, and improvement exchange transactions
  • Monitor exchange timelines and flag at-risk transactions
  • Prepare exchange proceeds reports and coordinate with Qualified Intermediary (QI) team
  • Maintain proper documentation and audit trails in accordance with IRS requirements

General Bookkeeping & Accounts Management

  • Manage accounts payable and receivable, including premium remittances
  • Record daily financial transactions in QuickBooks
  • Reconcile bank, credit card, and general ledger accounts
  • Process payroll entries
  • Manage vendor relationships and ensure timely payments
  • Support month-end and year-end close processes

Reporting & Compliance

  • Generate financial reports including P&L, balance sheets, and transaction summaries
  • Assist with premium tax filings and multi-state remittance schedules
  • Support audits and regulatory reviews
  • Maintain records in accordance with title insurance regulations
  • Prepare 1099s and required tax documentation
Qualifications
  • 3–5+ years of bookkeeping/accounting experience within title insurance, real estate settlement, or closing services
  • Experience processing and reconciling HUD-1 and/or ALTA Settlement Statements (CD/TRID)
  • Strong understanding of the full real estate settlement lifecycle
  • Solid knowledge of escrow accounting and trust account reconciliation
  • Familiarity with 1031 exchange rules and Qualified Intermediary processes
  • Proficiency with accounting software (QuickBooks preferred)
  • Strong Excel skills
  • Highly detail-oriented with a high degree of accuracy and integrity
  • Ability to manage a high volume of transactions in a deadline-driven environment
  • Bachelor’s degree in Accounting, Finance, or related field preferred (or equivalent experience)
Compensation, Hours, Location
  • Salary: commensurate with experience, pls send your salary reqs
  • Full-time | Monday – Friday
  • Location: North New Jersey (Englewood Cliffs)
  • Benefits include health coverage, paid time off, and employee savings plan
  • Support for continuing education and industry certifications