Common Trust - Transaction Advisory Manager

Common Trust is seeking a Transaction Advisory Manager to guide small and mid-sized business owners through the process of selling their businesses to their employees. This client-facing role involves analyzing financial, tax, and estate impacts, preparing financial models, and building strong client relationships to ensure smooth ownership transitions.

• Guide business owners through employee ownership sales
• Analyze financial, tax, and estate impacts of sales
• Develop and maintain financial models for transaction analysis
• Translate complex financial and legal information for clients
• Collaborate with legal and accounting professionals
• Facilitate employee engagement meetings