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1031 Exchange Services Jobs (NOW HIRING)

Peak 1031 Exchange

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Senior 1031 Exchange Business Development Executive

Woodland Hills, CA · Remote

Peak 1031 Exchange is expanding and seeking experienced 1031 exchange business development ... Position Peak's full range of exchange services, including reverse and improvement structures

Mission Bank

1031 Exchange Officer

Bakersfield, CA · On-site

$84K - $105K/yr

The 1031 Exchange Officer is a dynamic professional role. The candidate is hired to help solicit ... Reinforces the application of superior customer service through his or her own example along with ...

Mission Bank

1031 Exchange Officer

Bakersfield, CA

... the services of a 1031 Exchange. This position will serve as a liaison between the COIs, the customers and the 1031 Exchange team. Responsibilities include, but are not limited to, the following:

Mission Bank

1031 Exchange Officer

Bakersfield, CA · On-site

$84K - $105K/yr

... the services of a 1031 Exchange. This position will serve as a liaison between the COIs, the ... customers and the 1031 Exchange team. Responsibilities include, but are not limited to, the ...

City National Bank

1031 Exchange Officer

Manhattan, NY · On-site

$65K - $104K/yr

Responsible for interfacing with clients on a day-to-day basis to handle operational or service-related issues/inquiries regarding the 1031 Exchange process. This colleague actively engages in ...

Mission Bank

1031 Exchange Officer

Bakersfield, CA

$84K - $105K/yr

The 1031 Exchange Officer is a dynamic professional role. The candidate is hired to help solicit ... Reinforces the application of superior customer service through his or her own example along with ...

Upward On

Real Estate Paralegal

Englewood Cliffs, NJ · On-site

Real Estate Paralegal Title Insurance & 1031 Exchange Services North New Jersey | National Practice About the Opportunity This is an opportunity for a Real Estate Paralegal to join a nationally ...

Mission Bank

1031 Exchange Associate

Bakersfield, CA · On-site

$26.38 - $31.66/hr

Our 1031 Exchange team is seeking an Associate! This position requires high attention to detail ... Possess a strong customer service orientation, and a willingness to place the customer first.

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1031 Exchange Services information

What are 1031 exchange services?

1031 Exchange Services refer to professional assistance provided to real estate investors who want to defer capital gains taxes by exchanging one investment property for another under Section 1031 of the Internal Revenue Code. These services typically include facilitating the exchange process, ensuring compliance with IRS regulations, holding funds in escrow, preparing necessary documentation, and providing guidance throughout the transaction. Using a qualified intermediary, which is often required, helps ensure that the exchange is completed properly and that tax benefits are preserved.

What are the typical challenges faced by professionals working in 1031 exchange services, and how can they be effectively managed?

Professionals in 1031 Exchange Services often navigate complex IRS regulations, strict timelines, and detailed documentation requirements. One of the main challenges is ensuring all transactions comply with IRS rules to avoid disqualification of tax deferral benefits. Effectively managing these challenges requires keen attention to detail, proactive communication with clients and stakeholders, and staying updated on regulatory changes. Collaborating closely with real estate agents, attorneys, and accountants is also essential to provide seamless and compliant exchanges.

What are the key skills and qualifications needed to thrive in 1031 exchange services, and why are they important?

To excel in 1031 Exchange Services, a deep understanding of real estate transactions, tax regulations (especially Section 1031 of the IRS code), and financial analysis is essential, often supported by a background in finance, law, or real estate. Proficiency with transaction management software, document preparation systems, and knowledge of escrow and title processes is typically required. Strong attention to detail, problem-solving abilities, and effective client communication set top professionals apart in this field. These competencies are crucial for ensuring legal compliance, minimizing tax liabilities, and delivering smooth, reliable service to clients completing complex property exchanges.

What is the difference between 1031 Exchange Services vs 1031 Exchange Qualified Intermediary?

Aspect1031 Exchange Services1031 Exchange Qualified Intermediary
RoleProvides comprehensive services including consultation, transaction management, and compliance for 1031 exchanges.Specializes in holding and transferring funds as a neutral third party during the exchange process.
CredentialsOften requires real estate or financial certifications, experience in tax-deferred exchanges.Typically certified as a Qualified Intermediary, with specific IRS qualifications.
Work EnvironmentConsulting firms, financial institutions, or real estate companies.Financial institutions or specialized exchange companies.

While 1031 Exchange Services encompass a broad range of consulting and management functions, a 1031 Exchange Qualified Intermediary specifically focuses on holding and transferring funds to facilitate a tax-deferred exchange. Both roles are essential in the 1031 exchange process but serve different functions within the industry.

What cities are hiring for 1031 Exchange Services jobs? Cities with the most 1031 Exchange Services job openings:
What states have the most 1031 Exchange Services jobs? States with the most job openings for 1031 Exchange Services jobs include:
What job categories do people searching 1031 Exchange Services jobs look for? The top searched job categories for 1031 Exchange Services jobs are:
1031 Exchange Services jobs near you
Infographic showing various 1031 Exchange Services job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 93% In-person, and 7% Remote job distribution.

Senior 1031 Exchange Business Development Executive

Peak 1031 Exchange

Woodland Hills, CA • Remote

Full-time

Re-posted 18 days ago

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Job description

Position Overview:

Peak 1031 Exchange is expanding and seeking experienced 1031 exchange business

development professionals with an existing book of exchange-related business.

This role is designed for established producers who are currently active in the 1031 exchange

industry and are seeking a more agile, efficient, and entrepreneurial platform to grow and scale

their production.

Candidates must have direct experience originating 1031 exchange transactions and maintain

active referral relationships within the real estate investment community.

What We Offer

• Uncapped earnings with participation in exchange fee revenue

• Participation in reverse and improvement premiums

• Participation in interest earnings

• No income cap

• Dedicated exchange officer and support team

• In-house EAT structure and flexible exchange solutions

• Fast document preparation and streamlined processes

• Competitive fee structure

• CRM and marketing infrastructure provided

• Co-branded marketing materials and seminar sponsorship support

• National production capability

• Cross-referral opportunities through the Peak Corporate Network

• Direct access to senior leadership and responsive decision-making

This opportunity is structured for experienced professionals who value autonomy, technical

strength, and meaningful income potential without unnecessary bureaucracy.

Essential Duties & Responsibilities

• Originate and manage a national book of 1031 exchange business

• Transition and grow existing referral relationships

• Cultivate relationships with real estate investors, brokers, CPAs, attorneys, and financial

professionals

• Conduct educational seminars and industry presentations

• Position Peak’s full range of exchange services, including reverse and improvement

structures

• Maintain consistent communication with clients and referral partners

• Stay current with industry regulations and competitive landscape

Qualifications & Experience Required

• Minimum three (3) years of experience within the 1031 exchange industry

• Existing book of exchange-related business (size may vary but must be active)

• Demonstrated experience originating 1031 transactions

• Strong understanding of IRC §1031 and exchange structures

• Established relationships within the real estate investment community

• Entrepreneurial, self-directed professional capable of operating independently

• Bachelor’s degree preferred but not required

This position is not an entry-level training role. Candidates must be capable of independently

sourcing and managing exchange business.

Qualified candidates may submit a resume and brief overview of their current production and

industry experience. All inquiries will be handled confidentially

Compensation: Performance-Based | Uncapped Earnings | Revenue & Interest Participation

Company Description

About Peak 1031 Exchange
Peak 1031 Exchange is a leading national provider of tax-deferred exchange services under IRC
§1031, including Simultaneous, Delayed, Reverse, and Improvement exchanges. We are a
Qualified Intermediary and proud member of the Federation of Exchange Accommodators
(FEA).
As part of the Peak Corporate Network — serving the real estate industry since 1991 — we
combine national reach with boutique responsiveness. Our platform is built on technical
expertise, operational efficiency, and a superior client experience.
With an in-house EAT structure, flexible parking capabilities, competitive reverse pricing, and
fast QEAA turnaround, Peak is structured to win both standard and complex exchange
transaction.