Reverse Exchange Assistant

First American

. Assist Reverse Exchange Officers with opening, processing, and closing 1031 tax-deferred exchanges .

Posted 9/29/2026full-timeRemote • United StatesJunior💰 $20 - $27 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Proficient in managing 1031 tax-deferred exchanges, including documentation preparation, compliance with accounting policies, and effective communication with clients and team members. Demonstrates strong attention to detail and the ability to establish effective working relationships to enhance business operations.

Highest-signal resume keywords

1031 Tax-Deferred Exchange ManagementDocumentation PreparationCustomer Inquiry HandlingReal Estate KnowledgeAccounting Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

1031 Rules ProficiencyExchange Documentation PreparationClosing Statement ReviewLLC Setup and DissolutionAccounting for Exchange Files

Soft Skills

Verbal CommunicationWritten CommunicationDetail OrientedRelationship BuildingCustomer Management

Industry Keywords

Real EstateEscrowTax-Deferred ExchangePurchase AgreementsTitle Reports

About the role

Key responsibilities & impact

Assist Reverse Exchange Officers with opening, processing, and closing 1031 tax-deferred exchanges
Develop proficiency in 1031 rules and answer customer questions
Handle inquiry calls
Review purchase agreements and title reports
Prepare exchange documentation for relinquished and replacement property closings and parking transactions
Follow company procedures and comply with Accounting Policy
Monitor time deadlines and closing dates
Set up and dissolve LLCs in all 50 states
Handle accounting for exchange files
Manage exchange processes in a timely manner
Review estimated closing statements for approval
Handle acceptance and disbursement of funds in accordance with 1031 rules
Collect fee income and final signed documentation
Troubleshoot and manage customers
Follow up with existing and potential clients to increase business
Cooperate with exchange officers, managers, and sales representatives to develop business
Perform other duties requested by the exchange officer

Requirements

What you’ll need

High School diploma or equivalent
1-3 years of administrative experience
Experience in real estate or law, such as an escrow officer or assistant, preferred but not required
Working knowledge of, and/or willingness to learn, fundamental concepts, practices and procedures of the department/field
Good verbal and written communication skills
Detail oriented approach to tasks
Ability to establish effective working relationships with team members

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
401(k)
PTO/paid sick leave
Employee stock purchase plan
Inclusive workplace culture
Equal opportunity employment