Consultant - Equity Management Services

Consultant - Equity Management Services

Equity Methods seeks a detail-driven, growth-minded professional to join our Equity Management Services group. This role perfectly blends hands‑on technical proficiency in stock plan administration with a client‑first mindset, offering unique exposure to how public companies run their equity programs.

The Role in a Nutshell

• Manage stock administration operations for multiple public and/or private company clients, ensuring accurate, timely, and SOX‑compliant processing across their equity programs.
• Own the research and resolution for client and participant questions, becoming the subject‑matter expert your clients rely on.
• Administer international stock plans, expanding your expertise across global equity compliance.
• Communicate directly with clients’ plan participants, resolving questions by email with professionalism, clarity, and care. Proactively update the client FAQ materials as new questions arise.
• Track and report Section 16 Forms 3, 4, and 5 officer and director transactions to support clients’ SEC reporting obligations.
• Prepare polished written materials and finalize deliverables that clients can rely on. Develop and update the client procedures document for SOX purposes.
• Partner with our project teams on higher‑complexity items, M&A, IPOs, new system implementations, and RFP support, to build the breadth of experience.
• Contribute to process documentation and continuous improvement of the tools and procedures your team relies on, with your ideas directly shaping how the practice scales.
• Build a foundation for growth: as you deepen your expertise, you’ll be positioned to mentor incoming consultants, lead client relationships, and step into strategic initiatives that shape the future of the practice.

Responsibility Examples

• Manage project timelines and priorities while aligning with stakeholders on key equity.
• Update participant demographic and tax updates including address changes, terminations, tax updates, YTD taxes, performance payout factors, and tracking disposition for ISOs and ESPP.
• Reconcile equity grants against approved board consents or committee minutes to maintain a clean audit trail.
• Create grant packages and load new equity awards directly into the administration systems.
• Support the team to administer ESPP by managing enrollments and tracking withdrawals, contribution changes, and process share purchases.
• Manage client equity reserves by tracking available shares and reconciling balances against equity activity.
• Audit Section 83(b) election filings and verify that tax mobility tracking is up to date for participants who crossed tax jurisdictions during the period.
• Ensure compliance with insider trading policies by managing and updating client blackout windows.
• Partner with payroll teams to facilitate accurate and timely tax withholdings on vestings, settlements, and exercises.
• Maintain and execute monthly and quarterly internal audit procedures.
• Assist with client’s W2 audit or 1099 reporting audit for non‑employees (directors, consultants), if needed.

Our Culture and Method of Doing Business

We are:

• Zealous about exceptional client service and delighting every client, large or small.
• Lean and agile . We don’t have manager layers that get to sit back and just talk.
• Growth‑oriented , both in welcoming new clients into the fold and seeing professional development in our outstanding colleagues.
• Feedback‑heavy , because that’s how we unlock growth.
• Mentoring‑rich . We’re not a competitive, eat‑what‑you‑kill culture, and our consultants achieve professional growth via hands‑on client experience and feedback from leaders.
• All about impact . Our professionals love the opportunity to make an impact on clients, each other, and the long‑run trajectory of the business.
• Eager to solve clients’ toughest problems , because that’s where the greatest impact is created, even though these challenges are riddled with ambiguity and complexity.
• Devoted to plain‑English deliverables that clients find easy to consume but remain rigorous, because clients value our ability to make the complex simple for them.

Qualifications & Requirements

• Working knowledge of stock plan administration, including grants, releases, exercises, and ESPP processing.
• Experience with Carta, Shareworks, or Equity Edge Online is preferred.
• Strong orientation toward detail and accuracy, with comfort following SOX‑compliant procedures and controls.
• Excellent client service and communication skills, both written and verbal.
• Ability to manage multiple clients and shift priorities in a fast‑paced environment.
• Comfort in ambiguous, client‑focused environments and a genuine self‑starter mindset.
• Eagerness to build subject‑matter expertise and pursue the Certified Equity Professional (CEP) designation. We support your path to certification.
• 2 or more years of experience in stock plan administration or a related equity compensation field is preferred.
• Background check required.

More About Equity Methods

Equity Methods serves a diverse clientele from dozens of Fortune 500 firms to early‑stage pre‑IPO firms. Our clients span the entire United States, in addition to some in Canada, South America, and Europe. We offer a diverse array of services that solve mission‑critical priorities within corporate accounting and human resources functions.

At our size of 180+ professionals and countless brand‑name clients, we combine the best of a large professional services firm with the best of an entrepreneurial growth venture. The culture fosters excellence in client service, innovation, collaboration, and continuous improvement. We have a bias toward promoting from within and we celebrate the diverse strengths of our colleagues.