Stock Equity Plan Manager - remote

Job Juncture; New York (NY); Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Remote 100%

Career development

Job summary

Our client, a leading fintech, seeks a stock equity plan manager to administer employee ownership programs, ensure compliance with tax and securities laws, and manage related accounting tasks.

The role focuses on journal entries, expense recognition, reporting, and maintaining vesting and cap table data with high visibility to the CEO, CFO, and VP Accounting. Remote 100% work arrangement with strong career development opportunities.

Qualifications

• Manage employee stock ownership programs and ensure tax and securities law compliance.
• Record stock compensation expense and fair value calculations.
• Track deferred compensation liabilities.
• Prepare quarterly equity expense reports and tax reporting.
• Reconcile cap tables and vesting schedules with grant data.

Responsibilities

• Journal entries and expense recognition for stock compensation.
• Prepare quarterly equity expense reports for financial statements.
• Tax reporting (1099s, W-2 adjustments) and cap table reconciliations.
• Update grant databases and book compensation based on vesting.
• Track forfeited/expired options for accounting reversals.

Skills

Stock compensation

Journal entries

Expense recognition

Vesting schedules

Cap table reconciliations

SEC compliance

Job description

Our client, a leading publicly traded Fintech company, is looking for a stock equity plan manager who will handle employee stock ownership programs at the company, track who gets stock options or shares, when employees can use them, and ensure all the paperwork and taxes are handled correctly.

Essentially, they're the person who makes sure employees get their promised ownership stake in the company and that everything follows tax and securities laws.

The accounting side involves:

Journal Entries & Expense Recognition

• Recording stock compensation expense each month/quarter
• Tracking fair value calculations for equity grants
• Managing deferred compensation liabilities

Reports They Generate

• Quarterly equity compensation expense reports for financial statements
• Tax reporting (1099s, W-2 adjustments for employees)
• Cap table reconciliations showing ownership percentages
• Vesting schedules and outstanding grant summaries
• SEC compliance reports (if public company)

Month-End/Quarter-End Tasks

• Calculate and book compensation expense based on vesting
• Update grant databases and reconcile to general ledger
• Prepare equity rollforward schedules for auditors
• Track forfeited/expired options for accounting reversals

This is internal accounting work - they're not investment advisors like at Morgan Stanley. They're doing the back-office number crunching to make sure the company's books properly reflect the cost and liability of giving employees equity, and ensuring everyone pays the right taxes when shares vest or get exercised.

The Opportunity: This strategic equity expert role goes beyond typical finance positions. We seek someone to navigate our high-growth trajectory and build scalable systems that will enable our ambitious vision.

The level of influence and visibility is very high - you'll have a lot of direct contact with the CEO, CFO and VP Accounting.

What We Offer

• Work-from-anywhere flexibility - Remote 100%
• Significant career development pathways