1031 Exchange Consultant
Atlanta Deferred Exchange is a national qualified intermediary specializing in Section 1031 tax-deferred exchanges. With decades of experience and a long history of trusted service, we help real estate investors defer capital gains taxes through smooth, compliant exchange transactions. Facilitating 600+ exchanges annually, we work closely with attorneys, title companies, and real estate professionals across the country to ensure every exchange is handled with precision and care.
We’re looking for an Exchange Consultant who is personable, detail-oriented, and thrives in a fast-paced environment. This role is ideal for someone who enjoys building relationships, communicating with clients all day, and managing multiple moving pieces at once.
What You’ll Do
Guide clients through the 1031 exchange process from start to finish
Build relationships with clients, attorneys, title companies, and real estate professionals
Coordinate exchange timelines, documents, and closing requirements
Review settlement statements and transaction documents for accuracy
Manage multiple time-sensitive files simultaneously
Communicate clearly and confidently by phone and email
Work closely with teammates to deliver exceptional client service
What We’re Looking For
Excellent communication and relationship-building skills
Strong organizational skills and attention to detail
Comfortable managing multiple deadlines and fast-moving transactions simultaneously
Strong numerical reasoning and confidence working with financial figures and closing statements
Ability to quickly learn new software and systems
Positive, proactive, team-first attitude
Preferred Backgrounds
Experience in any of the following is a plus:
Real estate transactions or closings
Title, escrow, or mortgage operations
Real estate paralegal work
Accounting or finance
Prior 1031 exchange experience is a plus but not required! We’re happy to train the right person.
Education: Bachelor’s degree or higher preferred, but not required. We value demonstrated experience and ability over formal credentials.
Additional Information
Remote position (US based) - preference for candidates based on the East Coast. Bonus if you're in Atlanta.
Candidates must reside in and be authorized to work in the US