Provide legal support for IRC Section 1031 exchange transactions including drafting and administering agreements, researching tax law, coordinating with internal and external parties, maintaining transaction records, identifying risks, and progressively advising on complex forward, reverse, and improvement exchanges under senior attorney supervision.
Join Us!
Take the next step in your journey at Accruit, an Inspira Financial Solution. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, CO, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Denver, CO office are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Associate Counsel supports the legal analysis, administration, and execution of Internal Revenue Code (IRC) Section 1031 exchange transactions. This role develops specialized expertise in 1031 exchanges through hands-on transaction support, legal research, and progressive involvement in complex exchange structuring under the guidance of senior attorneys. The Associate Counsel collaborates with exchange officers, sales professionals, and leadership to ensure accurate execution and regulatory compliance. Over time, the role is expected to grow into a trusted subject matter resource supporting both client transactions and internal expertise.
1.Serve as a primary point of contact for clients engaging in forward, reverse, and title-parking exchange transactions, including gathering transaction facts and documentation.
2. Draft, review, and administer exchange agreements, closing documents, and related correspondence under the supervision of senior attorneys and exchange officers.
3. Maintain accurate client and transaction records within customer relationship management and related systems.
4.Coordinate documentation and communications with internal teams and external transaction parties to support timely exchange execution.
5. Assist with legal analysis of Internal Revenue Code Section 1031, Treasury Regulations, Internal Revenue Service guidance, and applicable case law.
6. Support compliance with statutory deadlines, safe-harbor requirements, and internal exchange policies.
7. Identify legal, tax, or transactional risks and escalate complex or non-standard issues to senior legal leadership.
8. Assist senior attorneys and subject matter experts in structuring forward, reverse, and improvement exchange transactions.
9. Conduct legal and tax research related to complex exchange scenarios, including multi-asset and specialty property transactions.
10. Prepare internal reference materials and client-facing explanations related to exchange structures and legal considerations.
11. Observe and progressively participate in client consultations with investors, brokers, attorneys, and other professional advisors.
12. Collaborate with exchange officers, sales professionals, and leadership to support consistent execution and communication.
13. Contribute to internal training, quality assurance reviews, and knowledge-sharing initiatives. Monitor legislative, regulatory, and industry developments impacting Section 1031 exchanges.
14. Perform other duties as assigned within the nature and level of work.
Preferred Qualifications
• Juris Doctor (JD) degree from an accredited law school
• Active license to practice law in at least one U.S. jurisdiction
• Minimum of two (2) years of experience practicing law in real estate, transactional, business, or tax-related disciplines
• Coursework, internships, or professional experience involving real estate, tax, or transactional law
• Familiarity with Internal Revenue Code Section 1031 or qualified intermediary services
• Strong legal research, writing, and analytical skills
• Ability to communicate complex legal and tax concepts clearly to clients and internal stakeholders
• Demonstrated professionalism in client-facing interactions. Interest in real estate transactions, tax law, or financial services
• Ability to manage multiple matters while maintaining attention to detail and accuracy
• Strong collaboration skills and ability to work effectively in cross-functional environments
Compensation & Benefits
$101,000-$120,000 per year
Take the next step in your journey at Accruit, an Inspira Financial Solution. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, CO, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Denver, CO office are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Associate Counsel supports the legal analysis, administration, and execution of Internal Revenue Code (IRC) Section 1031 exchange transactions. This role develops specialized expertise in 1031 exchanges through hands-on transaction support, legal research, and progressive involvement in complex exchange structuring under the guidance of senior attorneys. The Associate Counsel collaborates with exchange officers, sales professionals, and leadership to ensure accurate execution and regulatory compliance. Over time, the role is expected to grow into a trusted subject matter resource supporting both client transactions and internal expertise.
1.Serve as a primary point of contact for clients engaging in forward, reverse, and title-parking exchange transactions, including gathering transaction facts and documentation.
2. Draft, review, and administer exchange agreements, closing documents, and related correspondence under the supervision of senior attorneys and exchange officers.
3. Maintain accurate client and transaction records within customer relationship management and related systems.
4.Coordinate documentation and communications with internal teams and external transaction parties to support timely exchange execution.
5. Assist with legal analysis of Internal Revenue Code Section 1031, Treasury Regulations, Internal Revenue Service guidance, and applicable case law.
6. Support compliance with statutory deadlines, safe-harbor requirements, and internal exchange policies.
7. Identify legal, tax, or transactional risks and escalate complex or non-standard issues to senior legal leadership.
8. Assist senior attorneys and subject matter experts in structuring forward, reverse, and improvement exchange transactions.
9. Conduct legal and tax research related to complex exchange scenarios, including multi-asset and specialty property transactions.
10. Prepare internal reference materials and client-facing explanations related to exchange structures and legal considerations.
11. Observe and progressively participate in client consultations with investors, brokers, attorneys, and other professional advisors.
12. Collaborate with exchange officers, sales professionals, and leadership to support consistent execution and communication.
13. Contribute to internal training, quality assurance reviews, and knowledge-sharing initiatives. Monitor legislative, regulatory, and industry developments impacting Section 1031 exchanges.
14. Perform other duties as assigned within the nature and level of work.
Preferred Qualifications
• Juris Doctor (JD) degree from an accredited law school
• Active license to practice law in at least one U.S. jurisdiction
• Minimum of two (2) years of experience practicing law in real estate, transactional, business, or tax-related disciplines
• Coursework, internships, or professional experience involving real estate, tax, or transactional law
• Familiarity with Internal Revenue Code Section 1031 or qualified intermediary services
• Strong legal research, writing, and analytical skills
• Ability to communicate complex legal and tax concepts clearly to clients and internal stakeholders
• Demonstrated professionalism in client-facing interactions. Interest in real estate transactions, tax law, or financial services
• Ability to manage multiple matters while maintaining attention to detail and accuracy
• Strong collaboration skills and ability to work effectively in cross-functional environments
Compensation & Benefits
$101,000-$120,000 per year
Inspira Financial Denver, Colorado, USA Office
Inspira Financial Accruit an Inspira Financial Solution Office
44 Cook St Suite 530, Denver, Colorado, United States, 80206
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