Available Positions
CAREERS
Our team is the engine that keeps Accruit going strong. We are proud to have some of the top expertise in the industry supporting our clients and ensuring smooth transactions. In addition, our exchange operations team boasts a World-Class Net Promoter Score (NPS), the highest rating in our industry. We are able to grow and serve our clients because of our core values, which we seek in every person we add to our team.
Curious
Creative
Collaborative
Competitive
Work with us
We are always seeking top talent to join our team.
Below are the current positions we are hiring for at this time.
To apply you can either email your resume and a cover letter to info@accruit.com, unless otherwise noted or you can apply through the contact form found at the bottom of this web page.
If no open positions are listed below, we still welcome you to submit your resume to info@accruit.com for future consideration.
Senior or Managing Director
Location: South Central US - Texas, Oklahoma, or Arkansas
Salary (DOE): $125,000 - $200,000
Job Summary
- This position will be well-versed in Internal Revenue Code Section 1031 states that "no gain or loss shall be recognized on the exchange of property held for productive use in a trade or business or for investment if such property is exchanged solely for property of like kind which is to be held for productive use in a trade or business or for investment." 1031 Exchange s and be a subject matter expert in the real estate-1031 world. Responsibilities include (contract) documents review; providing subject matter expertise to Exchange Operations Team, Business Development team, clients and prospects when dealing with complex scenarios; ongoing technical training to new and existing staff; and expanding the network of repeat exchange customers as well as the referral base.
- This position is expected to leverage their extensive referral network including relationships with attorney referral sources, realtors, title companies, Qualified Intermediaries (QIs), banks, real estate brokers, accountants, A Delaware Statutory Trust is a real estate investment vehicle that provides investors with access to investment grade real estate that is generally larger than they could have acquired on their own. The Taxpayer acquires a fractional interest (see below) in the property. Use of DSTs in 1031 exchanges was approved by the IRS in Revenue Procedure 2004-86. Delaware Statutory Trust (DST) providers, repeat customers and other potential client advisors/referral sources to generate new business related to all of Accruit’s products.
Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Drive Internal Revenue Code Section 1031 states that "no gain or loss shall be recognized on the exchange of property held for productive use in a trade or business or for investment if such property is exchanged solely for property of like kind which is to be held for productive use in a trade or business or for investment." 1031 Exchange transactions through professional networking with repeat exchange customers and the referral base of attorneys, real estate brokers, accountants, banks, other exchange companies, title companies and title agencies.
- Supporting the Business Development Team in structuring complex deals by adding value as a Subject Matter Expert.
- Writing, speaking and providing internal and external training on various exchange subjects, putting Accruit’s name out into the legal and 1031 communities as experts in the field
- Traveling to conferences and give regular external presentations.
- Writing blogs and/or white papers on topics as presented.
- Assisting the The transfer of the relinquished property to the Qualified Intermediary, and the receipt of the replacement property from the Qualified Intermediary is considered an exchange. To be compliant with IRC Section 1031, the transaction must be properly structured, rather than being a sale to one party followed by a purchase from another party. Exchange Operations Team with client attraction and retention by providing business knowledge and insights to potential and existing clients.
- Leveraging and maintaining the Company’s CRM system
- Working closely with channel partners, clients and their advisors on applicable IRC §1031 regulations in order to minimize potential for inadvertent errors and to move towards successful exchanges and/or reverse exchanges.
- Reviewing various contracts or other forms of legal agreements that arise in the ordinary course of business consistent with the level of skill of the person filling this position.
- Providing internal training to increase organization’s understanding of Internal Revenue Code Section 1031 states that "no gain or loss shall be recognized on the exchange of property held for productive use in a trade or business or for investment if such property is exchanged solely for property of like kind which is to be held for productive use in a trade or business or for investment." 1031 Exchange s.
- Additional tasks or responsibilities as needed by the company.
MINIMUM QUALIFICATIONS – REQUIREMENTS OF POSITION
- 10+ years of industry experience
PREFERRED QUALIFICATIONS OF POSITION
- Law Degree
- Certified The transfer of the relinquished property to the Qualified Intermediary, and the receipt of the replacement property from the Qualified Intermediary is considered an exchange. To be compliant with IRC Section 1031, the transaction must be properly structured, rather than being a sale to one party followed by a purchase from another party. Exchange Specialist (CES®) designation
- 3-5 years commercial real estate experience
BEHAVIORS & TRAITS
- Company Values: Creative, Collaborative, Competitive, Curious
- Highly ethical
- Comfortable not knowing answers, but resourceful and able to resolve issues
- Open to receiving and providing feedback • Sociable – client facing
- Forward-thinking
- Client-focused
- Engaging
- Willing to listen
- Credible
- Flexible and adaptable
- Highly self-motivated and directed
KNOWLEDGE AND SKILLS
- Strong written, oral, and interpersonal communication skills.
- Proven understanding of Internal Revenue Code (IRC). The comprehensive set of tax laws created by the Internal Revenue Service (IRS). This code was enacted as Title 26 of the United States Code by Congress, and is sometimes also referred to as the Internal Revenue Title. The code is organized according to topic, and covers all relevant rules pertaining to income, gift, estate, sales, payroll and excise taxes. Internal Revenue Code 1031.
- Experience working both independently and, in a team-oriented, collaborative environment.
- Able to demonstrate and hold others accountable for organizational values.
POSITION TYPE AND EXPECTED HOURS OF WORK
- This is a full-time position with 40 hours a work week expected.
- Travel is expected with this position, as needed.
LOCATION AND TELECOMMUTING
- This position is based out South Central US: Texas, Oklahoma, or Arkansas
- This position is expected to telecommute as appropriate.
To apply, complete the webform below or email your resume and cover letter directly to steveh@accruit.com.
Senior Account Executive
Salary Range (DOE): $100,000 - $150,000 OTE
2 Positions Available
Location: Front Range or Greater Denver Area, Colorado & Southern US States (Alabama, Georgia, Mississippi, etc.)
Job Summary
The Senior Account Executive role is responsible for driving company growth by finding new customers to offer Accruit Holding’s service directly or through channels. Duties include converting inbound leads, researching and identifying potential prospects, evolving the organization’s product to expand into new areas, and contacting existing clients. This role is also responsible for hitting monthly sales goals, contributing to market research, and identifying areas of opportunity for new value-add services.
Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES
Respond, engage and qualify inbound leads and inquiries
- Achieve a monthly quota for development activities (calls, emails, talk time) and sales
- Engage current and past customers to expand awareness, educate, ask for referrals, identify new opportunities and develop customer intelligence
- Self-generate a portion of leads by contacting prospective clients by telephone, email or other means
- Develop expertise in the company’s service offering
- Design, develop, and deliver sales proposals and presentations on product benefits
- Hold intelligent and engaging conversations over the phone and via email
- Actively and consistently support all efforts to simplify and enhance the customer experience
- Host seminars and webinars on various topics related to 1031 exchange (after absorbing necessary knowledge)
- Maintain all sales databases necessary to report sales activity and customer information
- Effectively partner with other business services support groups, including sales support and marketing personnel
- Attend all sales meetings and training sessions as required by management
- Engage in daily standups by creating a collaborative environment that challenges team members
- Provide Insights and feedback to company leadership
- When appropriate, assist with new hire onboarding and training
- Additional tasks or responsibilities as needed by the company
MINIMUM QUALIFICATIONS – REQUIREMENTS OF POSITION
5+ years sales experience
Bachelor’s Degree or equivalent experience
Excellent phone, writing and listening skills
Understanding of sales performance metrics
Ability to deliver engaging presentations
PREFERRED QUALIFICATIONS OF POSITION
Experience in residential/commercial real estate transactions preferred
Experience presenting to groups of 20-50 people
BEHAVIORS & TRAITS
Company Values: Creative, Collaborative, Competitive
Highly ethical
Comfortable not knowing answers, but resourceful and able to resolve issues
Open to receiving and providing feedback
Flexible and adaptable
Highly self-motivated and directed
Curious/Inquisitive
Detail-oriented
Confident
Open to training and learning
POSITION TYPE AND EXPECTED WORK HOURS
This is a full-time position with 40+ hours of work expected each week.
Up to 25% travel
LOCATION & TELECOMMUTING
Front Range or Greater Denver Area, CO Position: Hybrid position.
US Southern States Position: Fully Remote position.
Exchange Officer
Salary Range (DOE): $50,000 - $80,000
Job Summary
This position is responsible for providing exceptional customer service to the organization’s clients. Duties include onboarding and training of new clients, trouble-shooting technology issues, and maintaining strong client relationships. Supports more complex transactions with demonstrated industry knowledge.
Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES
Proven ability to perform all The transfer of the relinquished property to the Qualified Intermediary, and the receipt of the replacement property from the Qualified Intermediary is considered an exchange. To be compliant with IRC Section 1031, the transaction must be properly structured, rather than being a sale to one party followed by a purchase from another party. Exchange Coordinator duties and responsibilities including:
Executing on subject matter experts’ consultations with clients.
Preparing transactional documents and agreements both manually and via software applications related to company service offerings.
Maintaining client files, reports and providing administrative support as may be required.
Assisting with cash management (banking and funding) to service client accounts.
Providing support to clients including troubleshooting and problem escalation as needed.
Providing strong, consistent customer service to all clients and maintains client relationships.
Assisting with onboarding and training of new clients and retention of existing clients.
Fielding inquiries from clients via phone, email, and web-leads.
Good knowledge and understanding of 1031 exchanges.
Ability to handle a greater volume of preparing transactional documents and agreements both manually and via software applications related to company service offerings.
Have working knowledge of interrelationship of forward exchanges with parking exchanges.
Ability to manage account relationships.
Responsible for more complex exchange transactions.
Conversant with more complicated issues that can arise in exchange administration such as:
Individual or entity that owns replacement property desired by the taxpayer. Seller financing.
Mixed use of property (i.e., farmhouse on farmland, home office within home).
Related Party transactions.
Credits of rent and security deposit exchange implications.
Exchanging in or out of personal residences/vacation homes and investment property
Drop & Swap issues
Refinancing relinquished and replacement properties
Holding period requirements
Same taxpayer issues
Understanding nature of different entities such as general partnerships, limited partnerships, LLCs, TICs, DSTs, Subchapter S corps and C Corps.
Escalating and assisting with issues and problems through issue resolution.
Additional tasks or responsibilities as needed by the company.
MINIMUM QUALIFICATIONS – REQUIREMENTS OF POSITION
Bachelor’s Degree in related field or equivalent experience.
3-7 years’ experience
PREFERRED QUALIFICATIONS OF POSITION
Working towards Certified The transfer of the relinquished property to the Qualified Intermediary, and the receipt of the replacement property from the Qualified Intermediary is considered an exchange. To be compliant with IRC Section 1031, the transaction must be properly structured, rather than being a sale to one party followed by a purchase from another party. Exchange Specialist (CES) Designation.
Title and An escrow agreement provides for the placement of money or other assets in the control of an independent third party in order to protect the parties involved in a transaction. The funds or assets are held by the escrow agent until it receives the appropriate instructions or until predetermined contractual obligations contained in the escrow agreement have been fulfilled. Escrow /Real Estate experience preferred.
BEHAVIORS & TRAITS
Company Values: Creative, Collaborative, Competitive
Highly ethical
Comfortable not knowing answers, but resourceful and able to resolve issues
Open to receiving and providing feedback
Sociable – client facing
Flexible and adaptable
Highly self-motivated and directed
Curious / Inquisitive
Detail-oriented
Partnering
Confident
Open to training and learning
KNOWLEDGE AND SKILLS
Expert written, oral, and interpersonal communication skills.
General understanding of 1031 exchanges.
High level of competency working with Microsoft Office suite and cloud-based applications.
Strong time-management and prioritization skills.
Experience working both independently and, in a team-oriented, collaborative environment.
Familiarity with the Agile values and principles
POSITION TYPE AND EXPECTED HOURS OF WORK
This is a full-time position with 40+ hours of work expected each week.
Some travel is expected for clients and conferences.
LOCATION AND TELECOMMUTING
This position is based out of various Accruit locations across the country.
Exchange Coordinator
Salary Range (DOE): $40,000 - $60,000
Job Summary
This position is responsible for providing exceptional customer service to the organization’s clients. Duties include onboarding and training of new clients, trouble-shooting technology issues, and maintaining strong client relationships.
Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES
Proven ability to perform all The transfer of the relinquished property to the Qualified Intermediary, and the receipt of the replacement property from the Qualified Intermediary is considered an exchange. To be compliant with IRC Section 1031, the transaction must be properly structured, rather than being a sale to one party followed by a purchase from another party. Exchange Coordinator duties and responsibilities including:
Executing on subject matter experts’ consultations with clients.
Preparing transactional documents and agreements both manually and via software applications related to company service offerings. related to conventional forward exchanges.
Maintaining client files, reports and providing administrative support as may be required.
Assisting with cash management (banking and funding) to service client accounts.
Providing support to clients including troubleshooting and problem escalation as needed.
Providing strong, consistent customer service to all clients and maintains client relationships.
Assisting with onboarding and training of new clients and retention of existing clients.
The amount received for a property, minus the property’s adjusted basis and transaction costs. Regardless of the adjusted basis of a property, there is no gain until the property is transferred. There are two types of gain: “realized gain” and “recognized gain.” Realized gain is the difference between the total consideration (cash and anything else of value) received for a piece of property and the adjusted basis. Realized gain is not taxable until it is recognized. Gain is usually, but not always, recognized in the year in which it is realized. If gain is not recognized in the year it is realized, it is said to be deferred. In an exchange under Section 1031, realized gain is recognized in part or in full to the extent that boot is received. See Boot. Where only like kind property is received, no gain is recognized at the time of the exchange. Gain ing knowledge and understanding of 1031 exchanges in order to independently provide service to clients.
Fielding inquiries from clients via phone, email, and web-leads.
Performing additional tasks or responsibilities as needed by the company.
MINIMUM QUALIFICATIONS – REQUIREMENTS OF POSITION
Bachelor’s Degree in related field or equivalent experience.
PREFERRED QUALIFICATIONS OF POSITION
Awareness of Certified The transfer of the relinquished property to the Qualified Intermediary, and the receipt of the replacement property from the Qualified Intermediary is considered an exchange. To be compliant with IRC Section 1031, the transaction must be properly structured, rather than being a sale to one party followed by a purchase from another party. Exchange Specialist (CES) Designation
Title and An escrow agreement provides for the placement of money or other assets in the control of an independent third party in order to protect the parties involved in a transaction. The funds or assets are held by the escrow agent until it receives the appropriate instructions or until predetermined contractual obligations contained in the escrow agreement have been fulfilled. Escrow /Real Estate experience preferred
BEHAVIORS & TRAITS
Company Values: Creative, Collaborative, Competitive
Highly ethical
Comfortable not knowing answers, but resourceful and able to resolve issues
Open to receiving and providing feedback
Sociable – client facing
Flexible and adaptable
Highly self-motivated and directed
Detail-oriented
Partnering
Confident
Open to training and learning
KNOWLEDGE AND SKILLS
Expert written, oral, and interpersonal communication skills.
High level of competency working with Microsoft Office suite and cloud-based applications.
Strong time-management and prioritization skills.
Experience working both independently and, in a team-oriented, collaborative environment.
Familiarity with the Agile values and principles
POSITION TYPE AND EXPECTED HOURS OF WORK
This is a full-time position with 40+ hours of work expected each week.
Minimal travel is expected for clients and conferences.
LOCATION AND TELECOMMUTING
This position is based out of various Accruit locations across the country.