Senior Reverse Exchange Officer (Remote)
Core
Manage tax-deferral real estate exchanges (1031 reverse exchanges) for clients, overseeing the process from initiation through closing and handling related accounting tasks.
Role type
Senior Reverse Exchange Officer
Builds
Tax-deferral real estate exchange transactions
Domain
Commercial real estate / Tax law
Deliverable
client delivery
Required skills
1031 exchange rules knowledge, accounting/bookkeeping, customer service, detail orientation, problem solving, organizational skills, leadership, financial transaction management
Preferred skills
Sales experience, computer knowledge, typing skills, basic math skills
Technologies
Calendar and tickler systems, wire transfer systems, ledger systems
Responsibilities
Prepare and send reverse exchange agreements and opening packages; oversee mail, deadlines, and file updates; review and approve closing statements and manage funds disbursement; supervise and train Exchange Assistants; address escalated customer service issues; identify client acquisition opportunities; lead accounting tasks including deposits, wires, and auditing; prepare closing statements and final reports.
Seniority
Senior, hands-on IC with team leadership