Job Description

EXPERIENCE/QUALIFICATIONS REQUIRED

REAL ESTATE, LOAN CLOSING, ACCOUNTING OR STRONG CUSTOMER SERVICE EXPERIENCE - 1031 exchanges involve the sale of at least one property and the purchase of at least one property. We work closely with real estate attorneys, title companies and closing agents, sending instructions packages, reviewing documents and following up to obtain documents needed for our client files.

• Prefer 1 year experience working in either real estate or loan closings with a strong understanding of closing statements.
• Must be able to work with ease on last minute changes, and time sensitive closing situations. This requires the ability to multi-task in a fast-paced environment.
• If coming from a customer service background you must have a minimum of 3 years’ experience, be eager to learn and a hard worker. There is a longer learning curve if you do not have real estate or closing experience.

CUSTOMER SERVICE EXPERIENCE – Because a 1031 exchange is a technical transaction, and most clients are not familiar with the requirements, we are dedicated to being as friendly, diligent and helpful as possible. We also work closely with CPAs, attorneys and other allied professionals involved in the transactions, and also try to make our interactions and communications with them extremely easy.

• Must enjoy working with clients and allied professionals and genuinely enjoy helping people
• Need to be a strong communicator that is capable of explaining things well
• Also must be able to work well with our team, supporting each other on a daily basis.

DETAIL ORIENTED NATURE - The technical nature of 1031 –and the 6 month arch of an exchange- requires an exchange consultant to work on numerous files at various stages with ease. Multiple details must be completed to comply with the 1031 Regulations.

• Must be able to juggle and easily track multiple files with different closing dates and deadlines
• Must be organized and able to file items received daily- both electronically and in paper.

STRONG COMPUTER AND MATH SKILLS - Extremely necessary as documents, correspondence and filings are all done electronically and utilize different software to track and complete.

• Must be extremely proficient in Word and Outlook. Knowledge of ACT and Excel a plus.
• Must be willing to learn new computer applications as needed.
• Must be good at math to be able to quickly assess situations and opportunities with clients.

NOT REQUIRED? Prior 1031 experience. If you have a number of the qualifications above, we will be able to train you in 1031.

Salary commensurate with experience. References required.

Company Description

We provide support and consulting services for 1031 exchange transactions which allow clients to defer taxes on the sale of investment real estate. We help clients follow the IRS requirements and provide the necessary mechanics. With 6 current staff members, we believe “small is beautiful” and do not anticipate growing larger than 10 people. The President helps teach tax attorneys, CPAs and investors on how to maximize the benefit of 1031 transactions and is considered a national expert on the subject. You can find out more at www.ade1031.com.