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Qualified Intermediary Jobs (NOW HIRING)

Upward On

Accounting Manager

Englewood Cliffs, NJ

  • Medical

  • PTO

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

Deloitte

Tax Manager - Insurance Tax

Morristown, NJ ยท On-site

$114K - $149K/yr

Advising financial institutions on FATCA, CRS, Chapter 3 and Chapter 61 of the Internal Revenue Code, Qualified Intermediary rules, Withholding Partnership rules, Section 871(m), and other global ...

Deloitte

Tax Manager - Insurance Tax

Morristown, NJ ยท On-site

$114K - $149K/yr

Advising financial institutions on FATCA, CRS, Chapter 3 and Chapter 61 of the Internal Revenue Code, Qualified Intermediary rules, Withholding Partnership rules, Section 871(m), and other global ...

Upward On

Accounting Manager

Englewood Cliffs, NJ ยท On-site

  • Medical

  • PTO

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

Reno-Sparks Indian Colony

Fiscal Intermediary

Reno, NV ยท On-site

$21.58 - $26.54/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Qualified Health Centers (TMFQHC) claims. Operating under the direct supervision of the Referral ... Are you the Fiscal Intermediary we're looking for?To excel as a Full-Time Fiscal Intermediary with ...

Higher Ground IHS

Fiscal Intermediary Associate

Albany, NY ยท On-site

$23/hr

Strong written and verbal communication skills PREFERRED QUALIFICATIONS * Prior experience as an OPWDD Fiscal Intermediary * Familiarity with Medicaid billing and compliance * Experience working with ...

Higher Ground IHS

Fiscal Intermediary Associate

Albany, NY ยท On-site

$23/hr

Strong written and verbal communication skills PREFERRED QUALIFICATIONS * Prior experience as an OPWDD Fiscal Intermediary * Familiarity with Medicaid billing and compliance * Experience working with ...

Reno-Sparks Indian Colony

Fiscal Intermediary

Reno, NV ยท On-site

$21.58 - $26.54/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Qualified Health Centers (TMFQHC) claims. Operating under the direct supervision of the Referral ... Are you the Fiscal Intermediary we're looking for? To excel as a Full-Time Fiscal Intermediary with ...

Tihinsurance

Paralegal Exchange Coordinator

Woodbury, NY

$50K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... in Qualified Intermediary services for IRC 1031 tax-deferred (like-kind) exchanges. We serve as an independent third party in real estate transactions, structuring exchanges to qualify for tax ...

New

Higher Ground IHS

Fiscal Intermediary Associate

Albany, NY ยท On-site

$23/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Strong written and verbal communication skills PREFERRED QUALIFICATIONS * Prior experience as an OPWDD Fiscal Intermediary * Familiarity with Medicaid billing and compliance * Experience working with ...

CRC Group

Paralegal Exchange Coordinator

Woodbury, NY ยท On-site

$50K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Qualified Intermediary services for IRC ยง1031 tax-deferred (like-kind) exchanges. We serve as an independent third party in real estate transactions, structuring exchanges to qualify for tax ...

New

Fidelity National Financial

Escrow Officer

Scottsdale, AZ ยท On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

From a full-service qualified intermediary, home warranties, UCC insurance, relocation services, and notary services, we provide essential services to fulfill the needs of a changing real estate ...

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Qualified Intermediary information

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$52.5K

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How much do qualified intermediary jobs pay per year?

As of Aug 14, 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 skills and qualifications are needed to be a qualified intermediary?

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 challenges does a qualified intermediary face when facilitating 1031 exchanges?

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.
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What states have the most Qualified Intermediary jobs?

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What job categories do people searching Qualified Intermediary jobs look for?

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Qualified Intermediary jobs near you
Infographic showing various Qualified Intermediary job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, 3% Contract, and 1% Nights. 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

Upward On

Englewood Cliffs, NJ

Full-time

Medical, PTO

Re-posted 18 days ago

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