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1031 Exchange Services Jobs (NOW HIRING)

Mission Bancorp

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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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 ...

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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

Our 1031 Exchange team is seeking an Associate! This position requires high attention to detail ... service. Essential Responsibilities include but are not limited to: * Prepare and process exchange ...

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Accounting Manager

Englewood Cliffs, NJ · On-site

About the Company Our client is a North New Jersey-based firm with a national presence, specializing in title insurance and 1031 exchange services. The platform supports a high volume of residential ...

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Accounting Manager

Englewood Cliffs, NJ · On-site

... and 1031 exchange services. The platform supports a high volume of residential and commercial transactions, with a reputation for precision, compliance, and operational excellence across multiple ...

Tihinsurance

Paralegal/Exchange Director

$75K - $80K/yr

Commercial & Residential Title Insurance Real Property & Cooperative Lien Searches Settlement Services Escrow Services Recording Services 1031 Exchange Services Kensington Vanguard National Land is ...

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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 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution.

1031 Exchange Business Development Officer

Northern Bank

Woburn, MA • On-site

$150 - $200/hr

Other

Re-posted 5 days ago

Job description

SUMMARY/OBJECTIVE:

The 1031 Exchange Business Development Officer is responsible for business development for the Northern 1031 Exchange and Northern Realty platforms by identifying and pursuing opportunities with existing Northern Bank clients and non-clients.

KEY RESPONSIBILITIES:
  • Achieve monthly, quarterly, and annual deposit and revenue related goals established in the annual budgeting process
  • Grow 1031 business by developing new clients and new business opportunities and leverage existing networks
  • Build portfolio of local and national clients, manage relationships and drive strong client satisfaction
  • Attend industry specific trade shows, conferences, and seminars. Night and weekend work and travel may be required
  • Actively solicit CPA firms, Law Firms and Real Estate Agencies to establish relationships, and set Northern as Qualified Intermediary of choice
  • Set up on site, in-house or virtual appointments, classes and webinars for center of influences. CE credit offered for accredited schools
  • Answering all calls and emails in a timely manner. Some nights, weekends and holidays will be required
  • Identify any potential cross selling opportunities to Northern Realty for broker’s referral fees, Northern Financial or Asset Strategy for DST sales, Northern Bank Commercial Loan team and Northern Home Loan
JOB QUALIFICATIONS:
  • Bachelor’s Degree required; MBA/CES preferred
  • 10+ years in sales and marketing experience in real estate or 1031 Exchange industry
  • Basic understanding of 1031 Exchange tax code
  • Strong verbal and written skills
  • Strong analytical and problem-solving skills; well organized
  • Massachusetts Real Estate Agent license

The annual salary range for the 1031 Exchange Business Development Officer is $140000 - $185000 per year.

About Northern Bank & Trust Company

Northern Bank is a full-service bank dedicated to providing practical, common sense financial solutions to help our customers live their lives and grow their businesses. From deposit products to loans to payment and collections services, we work hands-on with our entrepreneurial customers, both locally and across the country, to provide the financial support they need to realize their personal and business goals. Founded in 1960, Northern Bank has assets of over $3 billion with 12 locations serving communities throughout Middlesex County. Northern Bank is a Member of the FDIC, and an Equal Housing Lender. For more information on online banking services, please visit www.NBTC.com. Follow Northern Bank on social media: Facebook, Twitter, Instagram and LinkedIn for updates.

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