Overview
Come grow with our team of tax professionals and attorneys! Successful and growing 1031 Exchange Company in Woodbury seeks a bright, highly self-motivated, detail-oriented candidate with a positive attitude. This is an excellent position for a paralegal with real estate experience to grow with us and to develop as a professional. In this role, you will become proficient in a highly specialized area of real estate transactions and develop other transferable career skills. We strive to maintain a collaborative, collegial, and supportive work environment. An understanding of IRC Section 1031 Exchanges is a valuable tool for any aspiring real estate or tax professional.
Key Responsibilities
- Support the Legal 1031 team in administering a variety of exchange transactions
- Preparation of exchange documents and related coordination with clients and their advisors
- Management of high volume transactions;
- Develop a strong working knowledge of §1031 exchange rules to support attorneys and other professionals
- Prepare exchange documentation and coordinate with clients and their professional advisors
- Organize and manage transaction pipelines, track critical deadlines, and ensure timely follow-up
- Maintain client files, account statements, and provide administrative and transactional support
- Collect, analyze, and verify transactional documents and related information
- Extensive verbal and written communication to coordinate with clients, their representatives and other parties involved in transactions;
- Maintaining client files, account statements, balancing of escrow accounts and providing administrative support;
- Verification of wire disbursements with clients and third party recipients.
- Develop a general understanding of the 1031 exchange rules to enable basic processing of the transactions;
- Coordination with the sales team and clients to secure client engagements;
Qualifications
- Proficiency in Microsoft Office Suite and Outlook, particularly Word and Excel
- Professional demeanor with strong client service and interpersonal skills
- Strong work ethic with the ability to manage multiple transactions and deadlines
- Exceptional attention to detail and ability to handle confidential information
- Excellent organizational, time management, verbal, and written communication skills
- Prior experience in real estate transactions, escrow, title, tax, accounting, or financial services is strongly preferred
Experience:
- Real Estate: 2 year (Preferred)
- Paralegal: 1 year (Required)
Education:
- Bachelor’s degree (Preferred)
- Paralegal Certificate (Preferred)
Job Type: Full-time
Pay: $65,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
Education:
Experience:
- Paralegal: 3 years (Required)
Ability to Commute:
- Woodbury, NY 11797 (Required)
Work Location: In person
