Job Description

The Exchange Coordinator position facilitates the creation and processing of 1031 tax deferred exchanges for sellers of investment real estate. The position includes:

· Working with exchange customers and title closers to prepare exchange documentation

· Review closing statements for exchange aspects

· Monitor exchange timelines

· Review purchase agreements for exchange related information

· Account for fees received

· Advise exchange customers on various aspects of exchange taxation rules and regulations

This position is a perfect fit for someone with experience with real estate transactions particularly the closing process, although experience in this area is not required. Legal or accounting experience can also translate well into this position.

The Exchange Coordinator works with sellers of real estate who are going through the process of a 1031 exchange in order to defer the payment of capital gains taxes upon selling investment real estate ranging from commercial properties to single family rental units.

This position works with title closers preparing exchange documents and reviewing and advising on closing statements to ensure compliance with exchange rules. Also working regularly with exchange customers to collect information and coordinate the exchange process including monitor the time frames for completion of exchange documents.

Proficiency in learning and applying exchange and tax regulations under the supervision of exchange company management is critical for this position.

This position has flexibility to be a parttime or fulltime position and remote working is possible. 

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