Common Trust - Transaction Advisory Associate

Trinity Park Talent Opportunities

14h•$90,000 - $120,000•Remote

About The Position

In response to growing demand, our delivery team is now hiring an additional Transaction Advisory Associate to guide small and mid-sized business owners through the process of executing a sale to their employees. With 75% of all business owners in the U.S. looking to sell over the next decade, we believe that making employee ownership the exit of choice for small businesses is one of the most powerful ways to close the wealth gap in America, and in this role, you'll be at the center of making it happen. Reporting to our Chief Customer Officer, the Transaction Advisory Associate is a client-facing role, responsible for ensuring our client understands and is aligned with the financial, tax, and estate impacts of the sale for the seller, as well as the long-term impact of the sale on the company, its governance, and its employees. In this role, you will be responsible for sharing data and providing guidance during regular client meetings, and for building strong and sustained relationships with our clients and their teams, all with the goal of providing a smooth and successful transition of ownership. We have a distributed workforce and this position can be done remotely from anywhere in the United States. We have team members in Eastern and Pacific time zones, and our clients could be located anywhere in the U.S., so the ability to work across time zones will be important. We also get together in person several times throughout the year for quarterly team meetings and occasional special events, such as industry conferences. While we are seeking a highly motivated, intellectually curious individual who has strong foundational knowledge in business, legal, and financial matters, we are pleased to provide structured on-boarding and training to build fluency in employee ownership structures and Common Trust’s advisory approach.

Requirements

Education in business, finance, entrepreneurship, public policy, sustainability, or a related program is a plus, however we place equal value on relevant work experience that demonstrates the skills and character traits needed to be successful in this role
3+ years of experience in a client-facing advisory role navigating complex business, legal, and/or financial decisions; such as in any of the following: wealth management, financial services, management consulting, paralegal with a particular focus on paralegal work in corporate governance, mergers and acquisitions for small and mid-sized businesses, trust and estate law
Comfort with complex legal and tax information and distilling the implications of such information for a range of audiences
Ability to review and understand company financial statements, valuation reports, business plans, and cash flow models
Ability to build authentic and trusted relationships with small business owners, senior leaders, and workers of various backgrounds across the U.S.
Excellent organizational and project-management skills, with the ability to manage multiple stakeholders, timelines, and workstreams simultaneously
Strong verbal and written communication skills, including comfort with complex legal, corporate governance, and financial topics
Adaptability and willingness to work on a small team and take on the range of tasks necessary to deliver a high-quality product to clients, solve hard problems, and take initiative in improving processes
Comfort working in a fast-paced, remote environment
Proactive communication style, including the ability to manage up and keep internal and external stakeholders aligned on progress, risks, and next steps
Interest in learning how to integrate new technologies into our workflows, including AI
Passion for our mission to build a more prosperous and competitive economy through shared ownership

Nice To Haves

First-hand experience (either personal or professional) that provides a knowledgeable and compassionate understanding of the decisions a business owner will face when they are ready to transition out of owning their company is a plus
Experience building scalable systems and processes in an early-stage, entrepreneurial environment is a plus

Responsibilities

Guide business owners through the process to sell their business to their employees, including analyzing the opportunities and risks associated with the sale, evaluating the sale proceeds, estate impact, tax outcomes, decision-making and governance, long-term company stability, and employee benefits
Translate complex information regarding financial, legal, estate, and tax matters in terms that clients can understand so they can make values-aligned decisions
Collaborate with and project manage trust, estate, and corporate attorneys to ensure clients receive the best legal advice and their goals are integrated into the legal documentation for the transaction
Collaborate with clients’ accounting and tax professionals to ensure clients receive thorough and actionable guidance with respect to the employee ownership sale and post-sale tax outcomes
Facilitate employee engagement meetings to help employees understand the impact of the employee ownership sale
Prepare clear, decision-oriented client deliverables that synthesize goals, risks, tradeoffs, recommendations, and key transaction and governance terms
Develop long-term, high-trust relationships with clients
Support the delivery team in integrating efficiencies and automation in the data collection, financial due diligence, valuation, and transaction structuring processes
Support our continuous learning culture by ensuring that learnings about our clients are captured and shared across the organization to contribute to long term company strategy