We are always seeking top talent to join our team. If no open positions are listed below, we welcome you to submit your resume for consideration.

Director or Senior Director

(Experience dependent)

Job Summary

• This position will become versed in 1031 Refers to the "nature or character" of the property and not to its "grade or quality." That is, real property held for investment or the productive use in a trade or business may generally be exchanged on a tax-deferred basis for other real property. Personal property held for investment or the productive use in a trade or business may generally be exchanged on a tax-deferred basis for other personal property, provided the personal property is of "like kind" or "like class." Professional tax advice should be obtained when planning exchanges. Like-Kind Exchanges and become a subject matter expert in the real estate-1031 world.  Over the initial period of 12-months, working with the Company’s Managing Directors, the Director will learn, engage, observe, and contribute to all aspects to maintain a strong presence in Montana and surrounding states.   Responsibilities include expanding the network of exchange customers, channels, as well as the referral base; providing subject matter expertise to Client Services Team, Business Development Team; engaging directly with clients and prospects when dealing with complex scenarios; contributing and supporting the overall strategic direction of the company by collaborating with the senior leaders to drive results.
• This position is expected to leverage the Company’s referral network including relationships with attorney referral sources, title companies, Qualified Intermediaries (QIs), banks, Realtors®, accountants, replacement property providers, repeat customers and other potential client advisors/referral sources to retain current and generate new business related to all Accruit’s services.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES 

• Continuing to expand professional network with repeat exchange customers and the referral base of attorneys, Realtors®, accountants, banks, other exchange companies, title companies and title agencies.
• Collaborating with our Marketing, Business Development, and Client Services Teams to drive expansion with our existing and prospective channel partners.
• Identify and execute new market opportunities measured by agreed upon KPIs (Key Performance Indicators).
• Assisting the Client Services Team with client attraction and retention by providing business knowledge and insights to potential and existing clients.
• Working closely with clients and their advisors on applicable IRC §1031 regulations to minimize potential for inadvertent errors and to move towards successful exchanges and/or reverse exchanges.
• Maintain accurate and timely records in the company’s CRM to support data analytics and identify market opportunities. 
• Writing, speaking, and providing training on various exchange subjects, putting Accruit’s name out into the legal and 1031 communities as experts in the field
  • Traveling to conferences and give 6-12 external presentations per year.
  • Writing 6-8 blogs per year and/or white papers.
• Additional tasks or responsibilities as needed by the company.

MINIMUM QUALIFICATIONS – REQUIREMENTS OF POSITION

• College degree – preferably Finance, Accounting, Real Estate, Law or Business
• 3-5 years real estate experience or 5 years of industry experience
• 3-5 years Sales or Business Development 

PREFERRED QUALIFICATIONS OF POSITION

• Certified Exchange Specialist (CES©) designation
• CPA, JD, MBA, or advanced degree a plus

BEHAVIORS & TRAITS

• Company Values: Creative, Collaborative, Competitive, Curious 
• Highly ethical
• Comfortable not knowing answers, but resourceful and able to resolve issues
• Open to receiving and providing feedback
• Sociable – client facing
• Forward-thinking
• Client-focused
• Engaging
• Willing to listen
• Credible
• Flexible and adaptable
• Highly self-motivated and directed

KNOWLEDGE AND SKILLS

• Strong written, oral, and interpersonal communication skills. 
• Ability to learn and understand the various facets of Internal Revenue Code (IRC). The comprehensive set of tax laws created by the Internal Revenue Service (IRS). This code was enacted as Title 26 of the United States Code by Congress, and is sometimes also referred to as the Internal Revenue Title. The code is organized according to topic, and covers all relevant rules pertaining to income, gift, estate, sales, payroll and excise taxes. Internal Revenue Code Internal Revenue Code Section 1031 and the regulations.
• Experience working both independently and, in a team-oriented, collaborative environment. 
• Able to demonstrate and hold others accountable for organizational values.

POSITION TYPE AND EXPECTED HOURS OF WORK

• This is a full-time position with 40+ hours of work expected each week.
• Travel is expected with this position throughout MT, ND, SD, Southern ID, Northern WY / UT as needed.

LOCATION AND TELECOMMUTING

• This position is based in Montana.
• This position is expected to telecommute regularly.

Contact info@accruit.com to Submit Your Resume.