Senior Equity Plan & Compliance Lead

Devoted Health Services, Inc; Waltham (MA); On-site; USD 110,000 - 194,000; Full time

Benefits offered by this job

Health, dental, vision plan

Generous paid time off

Stock options for all employees

Bonus eligibility for all roles

401K program

Parental leave

Monthly stipend for mobile/internet

Job summary

Devoted Health is seeking an experienced Stock Plan Administrator to own equity plan operations and build a scalable program in a growing private company. You will manage daily equity activities, drive tool evaluations, and partner with Legal, Tax, Payroll, and Accounting to ensure accurate, compliant processes and investor cap table integrity.

You will oversee grant processing, reconciliations, 409A valuation coordination, and equity tax policies, while designing SOPs and cross-functional

Qualifications

• 8+ years in equity plan administration, stock plan management, or related field.
• Hands-on administrator experience with Carta; experience with Shareworks is a plus.
• Strong knowledge of equity compensation and tax treatment, including ISOs/NSOs and RSUs.
• Proficiency with payroll systems integration and tax withholding processes.
• Detail-oriented with strong analytical and problem-solving abilities.
• Excellent communication skills to explain equity concepts to employees.

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.
• Design and document standard operating procedures and strong internal controls for all equity plan operations.
• Lead 409A valuation processes and cadence with downstream effects on grants, exercises, and liquidity events.
• Coordinate equity plan tax calculations and withholding with Payroll.
• Develop scalable workflows to support growing headcount over a multi-year private horizon.

Skills

Equity plan administration

Stock plan management

Payroll integration

Analytical skills

Excellent communication

Education

CEP designation

Tools

Carta

Shareworks

Job description

Devoted Health is seeking an experienced Stock Plan Administrator to own equity plan operations and build a scalable program in a growing private company. You will manage daily equity activities, drive tool evaluations, and partner with Legal, Tax, Payroll, and Accounting to ensure accurate, compliant processes and investor cap table integrity.

You will oversee grant processing, reconciliations, 409A valuation coordination, and equity tax policies, while designing SOPs and cross-functional