Senior Stock Plan Administrator

Overview

This role is responsible for owning the organization’s equity plan operations and ensuring accurate, compliant, scalable processes for long-term administration. You will manage day-to-day stock option administration, reconcile equity activity monthly and quarterly, support equity compensation strategy, provide employee education, and help manage shareholder liquidity as the equity program evolves.

You will partner cross-functionally with People, Legal, Accounting, Tax, Payroll, and other Finance operations. This position reports to the VP of Corporate Finance.

Responsibilities

• Oversee daily equity plan operations in Carta, including grant processing, option exercises, cancellations, repurchases, and cap table management.
• Evaluate equity administration tools and lead implementation of new solutions.
• Manage monthly and quarterly equity reconciliations and reporting.
• Administer employee equity plan transactions accurately and compliantly, including liquidity events offered by the organization—from planning through employee communications and settlement.
• Build and optimize processes for equity plan transactions, with a focus on accuracy and compliance (particularly option exercises).
• Support development of equity plan tax policies and procedures with Accounting, Tax, Legal, and Payroll.
• Design and document standard operating procedures and internal controls for equity plan operations, including audit support.
• Lead the 409A valuation process and cadence in collaboration with Legal and Accounting, including downstream effects on grants, exercises, and liquidity events.
• Lead HRIS and payroll system integrations to streamline equity plan operations and reduce manual reconciliation.
• Develop automated processes for tax withholding calculations and payroll integration, including withholding on liquidity events.
• Create scalable workflows to support growing headcount over a multi-year private horizon.
• Coordinate equity plan tax calculations with Payroll to ensure timely, accurate withholding and reporting (including Forms 3921/3922 and W-2 treatment).
• Support the introduction of new instruments such as RSUs (including appropriate vesting design for a private company).
• Provide high-touch guidance to managers and employees on equity-related questions, covering grants and vesting, exercises, secondaries, taxes, and payroll impacts.
• Manage equity-related information verification from non-employee shareholders, including audit requests, shareholding confirmations, and 409A value verification.

Requirements

• 8+ years in equity plan administration, stock plan management, or a related field.
• Hands-on administrator-level experience with Carta; experience with Shareworks and other platforms is a plus.
• Strong knowledge of equity compensation principles and tax treatment, including stock options (ISOs and NSOs) and RSUs, plus accounting treatment and execution experience of various private company liquidity events.
• Proficiency with payroll systems integration and tax withholding processes.
• Detail-oriented with strong analytical and problem-solving skills.
• Excellent communication skills, including the ability to:
  • Consult subject matter experts on bespoke equity issues across legal, tax, accounting, and payroll
  • Explain complex equity concepts to employees in plain language

Preferred Qualifications

• Certified Equity Professional (CEP) designation.
• Experience at a high-growth private company with a wide shareholder base.
• Hands-on experience administering private company liquidity events.
• Experience evaluating different forms of employee equity, introducing a new instrument, and managing it on an ongoing basis after introduction (e.g., evaluating and introducing RSUs to an options-focused program).
• Knowledge of US and international equity compensation and tax requirements.
• Familiarity with ASC 718 stock-based compensation and internal controls.
• Excellent project management skills, including leading complex cross-functional initiatives.
• Advanced Excel/Google Sheets skills with experience in modeling.

Compensation & Benefits

Salary Range: $110,000 - $194,000 annually base plus annual cash bonus.

The pay range reflects what the organization reasonably and in good faith expects to pay at the time of posting. Compensation may vary based on factors including qualifications, years of relevant experience, specific and unique skills, education, certifications or professional licenses, and the location from which the work will be performed.

Total Rewards package includes:

• Employer sponsored health, dental and vision plan with low or no premium
• Generous paid time off
• $100 monthly mobile or internet stipend
• Stock options for all employees
• Bonus eligibility for all roles excluding Director and above; Commission eligibility for Sales roles
• Parental leave program
• 401K program
• And more

The total rewards package is for full time employees only. Intern and Contract positions are not eligible.

Additional Information

• Equal Opportunity Employer commitment to a safe and supportive work environment.
• Does not discriminate on the basis of race, color, religion, sex, pregnancy status, marital status, national origin, disability, age, sexual orientation, veteran status, genetic information, gender identity, gender expression, or any other factor prohibited by law.

Location

Not specified in the provided job description.