Consultant - Equity Management Services

Equity Methods • Scottsdale, AZ

2d • Hybrid

About The Position

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.

Requirements

• Working knowledge of stock plan administration, including grants, releases, exercises, and ESPP processing.
• 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.
• Background check required.

Nice To Haves

• Experience with Carta, Shareworks, or Equity Edge Online is preferred.
• 2 or more years of experience in stock plan administration or a related equity compensation field is preferred.
• We support your path to certification.

Responsibilities

• 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.
• 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.

Benefits

• We offer a diverse array of services that solve mission-critical priorities within corporate accounting and human resources functions.
• 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.
• We made Inc. 5000’s list of America’s fastest-growing private companies and are consistently rated a Top Company to Work for in Arizona.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed