Senior Tax Associate

JDs/CPAs: Transform your expertise into a rewarding sales career. Elite firm provides comprehensive training and strong compensation. Experience optional, drive essential.

This Jobot Job is hosted by: Natasha van der Griendt
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $150,000 - $200,000 per year

A bit about us:

My client, a leading 1031 Exchange Qualified Intermediary in the real estate sector, seeks candidates for a Regional Sales Executive role covering New York City and the Lower Hudson Valley region. This unique position appeals to two distinct profiles:

(1) Attorneys or CPAs with strong interpersonal skills ready to transition into a dynamic, client-facing role - even without prior sales experience (real estate background highly preferred)
(2) Established 1031 exchange sales professionals looking for a premier platform

Why join us?

• Comprehensive health coverage (medical, dental, vision)
• Life insurance
• 401(k) with company match
• FSA/HSA options
• Professional development allowance
• Mobile phone stipend
• Generous PTO
• Business expense account
• Continuing education support
• Professional license fee reimbursement

Job Details

Core Responsibilities

• Cultivate and expand relationships with real estate professionals, financial advisors, and potential clients
• Identify and pursue business opportunities within the commercial real estate market
• Deliver educational presentations to professionals including real estate brokers, attorneys, accountants, and investors
• Demonstrate strong public speaking abilities for diverse audience sizes and backgrounds
• Build strategic partnerships through active participation in industry events and professional organizations
• Maintain comprehensive knowledge of service offerings and competitive landscape
• Monitor industry trends and regulatory changes
• Collaborate with sales team to develop and implement growth strategies
• Analyze market opportunities to expand service reach and develop new partnerships
• Leverage strong interpersonal skills to build and maintain client relationships

This position thrives in a dynamic, results-driven environment. The ideal candidate will bring either:

• A strong technical foundation with natural relationship-building abilities and enthusiasm for a career evolution, or
• Proven exchange industry experience with established professional networks and a track record of success

Required Qualifications

• Active attorney license or CPA certification
• Proven presentation and communication capabilities
• Demonstrated ability to conduct professional training sessions
• Self-motivated with strong independent work ethic
• Knowledge of real estate and tax principles preferred
• Results-oriented with proven sales aptitude

Work Arrangement

• Remote/work from home position after initial training period majority of time spent meeting with clients and prospects throughout NYC
• Initial training and development will take place in Westchester County office
• Role involves frequent in-person meetings throughout the territory

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.