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Remote 1031 Exchange Jobs (NOW HIRING)

Tax Manager

Massapequa, NY · Remote

$75K - $80K/yr

This is a remote position. About The Firm We work with accounting firm clients across the United ... miscellaneous filings such as 1031 exchanges and FBAR as needed. Requirements * CPA or EA ...

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Title Processor

Saint Louis, MO · Remote

$50K - $60K/yr

... 1031 exchanges) with speed and absolute accuracy. * Drive Communication: Interface directly with ... Remote-friendly for candidates based in our licensed markets (MO, IN, MI). Company Description ...

Tax Manager

San Jose, CA · On-site +1

$130K - $160K/yr

... for remote candidates. Responsibilities: * Manage and review complex income tax returns and ... 1031 exchanges, joint ventures, capital events, and exit strategies. * Support high-net-worth ...

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Remote 1031 Exchange information

What is the difference between Remote 1031 Exchange vs Remote Real Estate Agent?

AspectRemote 1031 ExchangeRemote Real Estate Agent
CredentialsReal estate license, 1031 exchange certificationReal estate license
Work EnvironmentFinancial and legal advisory, client consultationsProperty showings, client negotiations
Industry UsageReal estate investment and tax deferralProperty sales and rentals

Remote 1031 Exchange specialists focus on facilitating tax-deferred property exchanges, requiring specific certifications. Remote Real Estate Agents assist clients in buying or selling properties, primarily in sales and rentals. While both roles operate remotely within the real estate industry, their core functions and credentials differ significantly.

What are the key skills and qualifications needed to thrive as a Remote 1031 Exchange Specialist, and why are they important?

To thrive as a Remote 1031 Exchange Specialist, you need a deep understanding of IRS tax code Section 1031, real estate transactions, and compliance requirements, typically supported by experience in real estate, finance, or law. Familiarity with industry software for transaction management, document storage, and secure communication platforms is essential. Attention to detail, strong organizational skills, and clear client communication are vital soft skills for effectively managing complex exchanges remotely. These competencies ensure transactions are compliant, timely, and smooth, minimizing client risk and maximizing satisfaction.

What are some common challenges faced by professionals working remotely in 1031 Exchange roles, and how can they be managed effectively?

Professionals in remote 1031 Exchange roles often face challenges such as maintaining clear communication with clients and colleagues, managing time-sensitive transactions across different time zones, and ensuring secure handling of sensitive financial documents. Utilizing secure digital platforms, setting regular check-ins with team members, and staying organized with robust project management tools can help overcome these difficulties. Additionally, staying updated on regulatory changes and leveraging virtual collaboration tools ensures both compliance and efficiency in delivering client services.

What is a Remote 1031 Exchange?

A Remote 1031 Exchange refers to the process of conducting a 1031 exchange, which allows investors to defer capital gains taxes by exchanging one investment property for another, entirely online or without in-person interactions. With advancements in technology and e-signatures, all necessary documentation, communication, and coordination with qualified intermediaries can be handled remotely. This makes it convenient for property owners in different locations to take advantage of tax deferral opportunities without needing to travel or meet face-to-face.
More about Remote 1031 Exchange jobs
What cities are hiring for Remote 1031 Exchange jobs? Cities with the most Remote 1031 Exchange job openings:
What are the most commonly searched types of 1031 Exchange jobs? The most popular types of 1031 Exchange jobs are:
What states have the most Remote 1031 Exchange jobs? States with the most job openings for Remote 1031 Exchange jobs include:
Infographic showing various Remote 1031 Exchange job openings in the United States as of June 2026, with employment types broken down into 1% Internship, 1% Full Time, 65% Part Time, 32% Contract, and 1% Nights. Highlights an 37% Physical, 3% Hybrid, and 60% Remote job distribution.
Strategy Specialist, Wealth Solutions

Strategy Specialist, Wealth Solutions

Griffin Capital Company LLC

El Segundo, CA • On-site, Remote

$85K - $105K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 12 days ago


Job description

Job Type
Full-time
Description
Job Location: El Segundo, CA or Remote Location
About the Company
Griffin Capital Company is a leading full-service real estate investment management firm with a 30-year track record of leadership, innovation, and disciplined execution. Since its founding in 1995, the firm has owned, managed, sponsored, or co-sponsored approximately $24.5 billion in assets across a wide range of real estate sectors and investment vehicle structures. Griffin Capital remains committed to creating value through thematic investment strategies and delivering thoughtfully developed housing solutions that benefit both communities and capital partners.
Griffin Capital's investment team is exclusively focused on the rental housing segment of the market, with strategies targeting multifamily, build-to-rent ("BTR"), and student housing investments. The firm's rental housing portfolio includes 41 institutional-quality communities, comprising over 13,667 rental housing units and 693 student housing beds, representing a total project value exceeding $4.4 billion.
Position Summary
The Strategy Specialist is Griffin Capital's internal investment specialist and co-owner of an assigned territory alongside an SVP, Wealth Solutions. This is a specialist seat with its own production expectations, its own advisor relationships, and its own accountability for territory output. The SVP owns the field; the Strategy Specialist owns the desk: inbound and outbound call activity, follow-up cadence, CRM integrity, virtual meeting hosting, and the specialist conversations that keep the territory moving between field visits. Strategy Specialists are expected to be subject matter experts in Griffin's investment strategies - DST/1031 exchange, Qualified Opportunity Zone, and Developmental Real Estate offerings - and in the tax and planning context that makes those strategies relevant to advisors and their clients.
Duties and Responsibilities
  • Conduct outbound and inbound specialist calls with advisors. Every call should introduce a concept, advance a relationship, or move a specific opportunity forward.
  • Co-own an assigned territory with an SVP, Wealth Solutions. Build and execute the territory business plan, advisor coverage model, and sales strategy.
  • Host virtual meetings with advisors independently. Cover advisor meetings virtually in support of the paired SVP when in-person coverage is not feasible.
  • Lead investment conversations across DST, QOZ, and Developmental Real Estate strategies, including the tax and planning context that drives advisor decision-making.
  • Qualify and advance advisor interest through the sales process. Identify where an advisor is in their diligence process and define a concrete next step on every call.
  • Own the follow-up cadence for every advisor interaction: follow-up call, materials sent, next touchpoint scheduled, and CRM entry logged within 24 hours.
  • Execute call and email campaigns to achieve the firm's strategic objectives. Maintain the territory's outreach cadence for advisors who are not yet active.
  • Prepare the SVP for field meetings: know the advisor's history, prior conversations, pipeline status, and open items before the SVP walks in.
  • Build and manage the territory calendar, advisor rotation, and ranking. Cover meetings within the territory, including occasional travel for 1:1 and group meetings with advisors.
  • Log all advisor calls, meetings, and territory activity in Salesforce/CRM within 24 hours. Keep opportunity stages, contact records, and advisor profiles current.
  • Maintain deep, current product knowledge across all active Griffin strategies. Research and understand competitor offerings to identify where Griffin's solutions fit.
  • Stay current on broader financial markets, commercial real estate, and alternative investment trends.
  • Work with the team to prepare presentations, white papers, and other marketing materials.
  • Assist and resolve escalated client service issues when necessary.
  • Adhere to all compliance and company guidelines, including use of approved materials, documentation standards, and required licensing and continuing education.

Requirements
Qualifications and Skills Requirements
  • Minimum three years of internal or external wholesaling or industry sales experience within a financial services firm. One to three years of relevant work experience in alternative investments.
  • Bachelor's degree or equivalent combination of education and experience.
  • High sales acumen and the desire/ability to generate sales opportunities. Must be confident, persuasive, and credible over the phone and in person.
  • High degree of proficiency in product, competition, industry, and Capital Markets knowledge, must be able to effectively communicate this knowledge with clients.
  • Outstanding relationship management, influencing and interpersonal skills to build and maintain collaborative partnerships.
  • Excellent verbal and written communication skills to engage with key partners as well as prepare and present sales materials, provide technical information regarding products and services, and develop sales presentations.
  • Proficient in Microsoft 365 (Excel, Word, Outlook). Familiarity with AI productivity tools (e.g., Claude, Microsoft Copilot) preferred.
  • High attention to detail and proficiency in CRM systems. Salesforce and Salesforce Mapping Tool required.
  • SIE, Series 7 and 63 required. CFA, CAIA, CFP ideal, but not required.
  • Ability to travel occasionally for meetings with Advisors.

Benefits and Salary
Griffin Capital's salary ranges are determined by role, duration of direct experience, and internal and external pay equity considerations.
  • The base salary range for this exempt full-time position is $85,000-$105,000 + sales compensation earnings + benefits.*

At Griffin Capital, we strive to offer a comprehensive and competitive benefits package to our employees. To support the physical, financial, and emotional well-being of employees, we offer:
  • 100% company paid individual Medical and Dental Insurance.
  • 100% company paid individual Life and Long- and Short-Term Disability Insurance.
  • 401(k) plan with up to 4% matching and full vesting.
  • Paid time off (PTO) starting at 17 days per year, with increases after 2 years of service.
  • A yearly Birthday Holiday and paid time off for community service.
  • State of the art onsite gym.
  • Company funded Lifestyle Spending Account.
  • Access to other health and tax-advantaged benefits.

Availability of benefits may be subject to location & employment type and may have certain eligibility requirements. Griffin reserves the right to alter these benefits in whole or in part at any time without advance notice.
*Please note that the compensation information provided is a good faith estimate for this position only. Griffin Capital takes into consideration a candidate's education, training, and experience, as well as the position's work location, external market and internal value, including seniority and merit systems, and internal pay alignment when determining the salary level for potential new employees.
Equal Employment Opportunity at Griffin
Griffin Capital Company, LLC ("Company") is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), family and medical care leave or the denial of family and medical care leave, mental or physical disability (including HIV and AIDS), marital status, domestic partner status, medical condition (including cancer and genetic characteristics), genetic information, military and veteran status, political affiliation, national origin (including language use restrictions), citizenship, race, sex (including pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, and gender expression, sexual orientation, or any other basis protected by applicable federal, state or local law, rule, ordinance or regulation.
We will consider qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Ordinance and the California Fair Chance Act and consistent with other similar and / or applicable laws in other areas.
We also afford equal employment opportunities to qualified individuals with a disability. For this reason, Griffin Capital will make reasonable accommodations for the known physical or mental limitations of an otherwise qualified individual with a disability who is an applicant consistent with its legal obligations and in accordance with applicable local, state and / or federal law. Any applicant who requires an accommodation in order to perform the essential functions of the job should contact a Human Resources Representative to request the opportunity to participate in a timely interactive process.
Salary Description
$85,000-$105,000