Senior Payroll and Equity Analyst
Harvey
full-time
Posted on:
Location Type: Hybrid
Location: San Francisco • California • United States
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Salary
💰 $116,000 - $174,000 per year
Job Level
About the role
- Serve as a subject matter expert for end-to-end payroll operations
- Support the accurate and timely processing of semi-monthly, bi-weekly and off-cycle payrolls, such as sales compensation, bonus and termination payrolls
- Review and reconcile payroll data including earnings, deductions, tax withholdings, and garnishments
- Ensure compliance with all applicable federal, state, and local payroll tax regulations
- Maintain payroll records and documentation in accordance with company policy and regulatory requirements
- Troubleshoot payroll discrepancies and implement corrective actions
- Assist with year-end payroll activities including W-2 reconciliation and distribution
- Support the day-to-day administration of the company's equity compensation programs, including stock options and restricted stock units (RSUs)
- Process equity transactions such as grants, vestings, and exercises in the company's equity management platform
- Ensure the cap table accuracy and monthly reconciliation of participant equity data
- Coordinate with external equity plan administrators
- Prepare and distribute equity-related communications and statements to employees
- Collaborate closely with the Accounting team to support the financial reporting of payroll and equity transactions
- Prepare journal entries and account reconciliations related to payroll, benefits, and stock-based compensation
- Assist with the calculation and reporting of stock-based compensation expense
- Support internal and external audits by preparing requested documentation and responding to auditor inquiries
- Contribute to the development and maintenance of internal controls over payroll and equity processes
- Provide outstanding service to employees and internal stakeholders
- Serve as a primary point of contact for employee inquiries related to payroll, tax withholdings, equity awards, and related matters
- Partner closely with People Operations teams to ensure seamless onboarding, offboarding, and employee lifecycle changes are accurately reflected in payroll and equity systems
- Collaborate with People, Legal, Tax, and Finance teams on cross-functional initiatives and process improvement projects
- Contribute to the creation and maintenance of process documentation, FAQs, and training materials to enhance employee self-service capabilities
Requirements
- Bachelor's degree in Accounting, Finance, Human Resources, or a related field, or equivalent professional experience
- 4-6 years of progressive experience in payroll processing, equity administration, or a closely related function is required
- Strong knowledge of federal, state, and local payroll tax laws and regulations, as well as familiarity with equity compensation instruments including stock options and RSUs.
- Exceptional attention to detail and a high degree of accuracy in data management are essential
- Strong analytical, problem-solving, and organizational skills are required, along with excellent written and verbal communication skills and the ability to handle sensitive and confidential information with discretion
- Proficiency in Microsoft Excel/Google Sheets, including the ability to work with complex formulas, pivot tables, and data analysis tools, is expected.
Benefits
- Comprehensive health, dental and vision coverage
- Retirement benefits (401k match up to 4%)
- Flexible PTO
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
payroll processingequity administrationdata reconciliationtax compliancejournal entriesaccount reconciliationsstock-based compensationequity transactionsW-2 reconciliationdata management
Soft Skills
attention to detailanalytical skillsproblem-solvingorganizational skillswritten communicationverbal communicationdiscretioncustomer servicecollaborationprocess improvement