Serve Robotics · 8 hours ago

Equity Manager

United States

Full-time

Remote

Mid, Senior Level

5+ years exp

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Responsibilities

Plan Management: Administer employee equity programs, including stock options, restricted stock awards (RSAs), and restricted stock units (RSUs). Evaluate and implement equity solutions as required for business needs and scalability.

Grant Processing: Maintain company’s equity data using Certent including but not limited to loading and reconciling new awards, terminations, accelerations/amendments, individual tax rates, equity releases and stock option exercises. Monitor all cash receipts related to equity transactions (stock option exercises, long share sales, sell to cover transactions), reconcile cash receipts to Certent and Raymond James, wire funds as needed to other intercompany locations and create necessary journal entries.

Employee Support: Provide clear guidance to employees regarding equity plans, vesting schedules, and transactional processes. Monitor, coordinate and respond to inquiries received in the Stock Administration e-mail account.

Record Maintenance: Maintain accurate records of equity transactions, ensuring alignment with accounting, legal, and payroll teams. Coordinate with Broker and payroll to ensure proper withholding of tax from equity proceeds. Provide data needed for stock impacts of W-2 and 1099-R reporting related to stock compensation.

Vendor Coordination: Act as the primary liaison with third-party equity administrators, transfer agents, and brokerage firms.

Service Agreements: Oversee service agreements, ensure adherence to contractual obligations, and address performance issues with vendors.

Process Optimization: Collaborate with vendors to streamline processes and improve service delivery related to equity programs.

Software Utilization: Manage third-party equity management platforms, ensuring system updates and functionalities align with organizational needs.

Regulatory Compliance: Ensure compliance with federal, state, and international regulations, including SEC filings, Form 3921, and tax reporting. Maintain the Compliance Calendar working with worldwide locations to facilitate the filing of all required documentation and reports. Assist and coordinate with the legal team to ensure timely Section 16 filings. Maintain Blackouts in the Raymond James or current Broker system.

Audit Preparation: Provide documentation and support for internal and external audits of equity programs.

Reporting: Generate reports on equity activity, including forecasting, expense recognition, and employee participation metrics. Support accounting for stock based compensation under ASC 718 by running reports and/or valuations during month end close. Assist in the collection of data and preparation of intercompany allocations associated with equity expense to our international locations.

Tax Compliance: Work with finance and payroll teams to ensure accurate tax withholding and reporting for equity transactions.

Team Integration: Partner with HR, Finance, and Legal teams to align equity program goals with organizational objectives.

Employee Engagement: Assist in communication and education initiatives related to equity programs to enhance employee understanding and participation.

Qualification

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Equity administrationEquity management platformsEquity compensation (ASC 718)Vendor managementRegulatory complianceTax complianceCEP certificationSEC filingsPublic company experience