Equity Administrator II
Zigsaw
full-time
Posted on:
Location Type: Hybrid
Location: San Francisco • California • United States
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Salary
💰 $81,921 - $168,660 per year
About the role
- Work with internal and external stakeholders to administer equity compensation plans, including equity grants, PSU’s, RSU releases, employee demographic updates and equity education.
- Ensure strict adherence to global equity compensation compliance and regulatory requirements, including Section 16, insider trading policies, and international tax reporting.
- Manage and execute all aspects of tax withholding and reporting related to equity transactions (e.g., Form 3921, W-2 reporting, global tax requirements).
- Lead the response to the Equity Administration email alias for complex and escalated inquiries.
- Assist with month-end close process, focusing on equity accounting, reconciliations, and financial reporting for stock-based compensation.
- Help lead company-wide equity communications and training sessions, ensuring clear understanding of plan provisions, tax implications, and trading policies.
- Maintain and update the equity wiki page, ensuring content is relevant, informative, and includes compliance and tax guidance.
- Maintain and strengthen SOX compliance controls and assist with quarterly and annual testing/audits by internal and external teams, focusing on all aspects of equity transaction processing and tax withholding.
- Manage documentation and record-keeping for all equity-related tax filings and compliance matters.
- Ad Hoc duties and special projects as needed.
Requirements
- 2+ years of public company equity plan administration experience, including reporting, reconciliations and SOX compliance.
- Experience managing a third-party outsourced stock administration system (Charles Schwab EquiView preferred).
- Proficient in Excel including vlookups and Pivot tables.
- Proficient with Google product suite.
- Advanced analytical ability, attention to detail, strong organizational skills and ability to work independently and multi-task in a fast-paced environment.
- Comprehensive understanding of many different types of equity awards and public company equity programs, across multiple jurisdictions.
- Certified Equity Professional (CEP) or in the process of obtaining.
- Bachelor’s degree in a relevant field or equivalent experience.
Benefits
- Equity
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
equity compensation administrationtax withholding and reportingfinancial reportingreconciliationsSOX complianceequity accountinganalytical abilityExcelvlookupsPivot tables
Soft Skills
attention to detailorganizational skillsindependent workmulti-taskingcommunication skills
Certifications
Certified Equity ProfessionalBachelor’s degree