Available Positions
CAREERS
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 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.
Client Services Specialist
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 Client Services 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.
Client Service 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 Client Services 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.