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About the role
Key responsibilities & impact- Own end-to-end equity administration, including grants, exercises, transfers, cancellations, and terminations
- Maintain and manage the cap table and equity system (e.g., Carta), ensuring data integrity and accuracy, including reconciling monthly, quarterly and yearly activity
- Administer employee equity programs (ISOs, NSOs, RSUs as applicable)
- Partner with Payroll and Finance to ensure accurate equity-related reporting, tax withholding, and payroll integration
- Support 409A valuations, audits, and financial reporting requirements (ASC 718 stock-based compensation)
- Prepare and review equity reports for internal stakeholders, including financial statements, leadership reporting and board materials
- Ensure compliance with company equity plans, grant agreements, and applicable regulations
- Manage relationships with external vendors (e.g., transfer agents, valuation firms, equity platform providers)
- Build and document scalable processes, SOPs, and internal controls
- Support employee education and respond to equity-related questions
Requirements
What you’ll need- 5+ years of experience in equity/stock administration, preferably in a high-growth private company
- Strong working knowledge of equity plans, cap tables, and stock-based compensation
- Experience with equity management platforms (e.g., Carta, Shareworks, Fidelity, Schwab)
- Familiarity with ASC 718 accounting and 409A valuations
- Understanding of tax implications related to equity (U.S. and ideally some international exposure)
- High attention to detail with strong organizational and analytical skills
- Ability to operate independently and manage competing priorities
- Strong cross-functional communication skills
- Care about building infrastructure that supports a rapidly growing organization
- Have strong analytical and problem-solving skills
- Are proficient in Microsoft Excel and Google Sheets
- CEP (Certified Equity Professional) certification or progress toward it
Benefits
Comp & perks- Comprehensive health, dental and vision coverage
- Retirement benefits (401k match up to 4%)
- Flexible PTO
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
equity administrationcap table managementstock-based compensation409A valuationsASC 718tax implications related to equityanalytical skillsMicrosoft ExcelGoogle Sheets
Soft Skills
attention to detailorganizational skillsindependent operationcross-functional communicationproblem-solving skills
Certifications
Certified Equity Professional
