Senior Lead, Stock Administration

ServiceTitan

1d • Remote

About The Position

Ready to be a Titan? At ServiceTitan we are on a mission to be the Operating System of the Trades. ServiceTitan is looking for a Stock Administration Manager to help enable the company to grow rapidly and lean into risk. This position will report to the company’s Deputy General Counsel – Corporate/Securities, and be part of a growing Global Legal team. The Stock Administration Manager will be responsible for the day to day activities and administration of ServiceTitan’s equity plans. This position will report in through the Legal Department, interact with third party vendors and partner with Finance, People and other internal teams. The ideal candidate will have experience in stock plan administration for a U.S. public company and demonstrate a high level of accuracy, excellent attention to detail and deliver high quality work on a timely basis while interacting with all levels of the Company’s employees. While our headquarters are in Glendale, CA, we are open to candidates who are remote.

Requirements

• Bachelor's degree from an accredited university (business, finance or accounting, a plus)
• 5+ years of stock administration role in a U.S. publicly traded company
• Strong understanding of U.S. federal and state equity taxation and general knowledge of global equity taxation
• Experience working directly with ETRADE/Equity Edge Online preferred
• Proficient in Microsoft Excel
• Extremely detail oriented, impressive organizational skills, and a practical approach
• A positive can-do attitude, good judgment, and the ability to effectively manage competing priorities
• Ability to maintain strict confidentiality
• Ability to work independently and manage multiple priorities in a fast-paced environment

Nice To Haves

• Certified Equity Professional (CEP) preferred
• In-house experience working on an initial public offering a plus

Responsibilities

• Manage and process all aspects of the Company’s global equity plans including stock option grant, RSU and PSU issuances, RSU and PSU releases, stock option exercises, terminations, cancellations and modifications and ESPP enrollment and purchases via ETRADE’s EquityEdge Online (EEO)
• Coordinate delivery of grant communications, track employee grant acceptance and taxpayer status certifications, follow up with equity plan participants as needed
• Work with and provide to 3rd party advisor the necessary data to perform multiple jurisdiction tax withholdings of equity transactions for mobile employees
• Reconcile the Company’s equity award activity against the equity platform on a monthly basis
• Partner and collaborate with Legal, People, Finance, Accounting and Payroll teams, external auditors and transfer agent to provide equity reporting and ensure accounting, regulatory and tax compliance
• Collaborate with internal and external tax and legal advisors on global equity matters
• Manage the stock plan email inbox and communicate directly with participants as the in-house stock plan specialist, answer questions, investigate and resolve any issues regarding stock plans.
• Develop/maintain the Company’s internal stock plan site that houses resources/materials related to Company equity plans.
• Support employee understanding of equity plans, awards and policies and provide live and recorded presentations to new and existing employees.
• Lead efforts to streamline work streams to enable efficient, accurate and timely processing of equity plans data, including automating processes.
• Oversee proper filing of required Form 4 documents for Section 16 officers, in coordination with Legal.
• Coordinate with Legal to maintain opening and closing of the insider trading windows and section 16 officers trade restrictions in ETRADE.
• Manage the preparation of the year-end ETRADE requirements and tax statements
• Assist in preparation of equity-related disclosures for proxy statement SEC filings.
• Ensure SOX compliance for all aspects of stock plan administration, policies, and procedures

Benefits

• Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and more.
• Holistic health and wellness benefits: Company-paid medical, dental, and vision (with 100% employer paid options and 90% coverage for dependents), FSA and HSA, 401k match, and telehealth options including memberships to One Medical.
• Support for Titans at all stages of life: Parental leave and support, up to $20k in fertility services (i.e. IUI and IVF), surrogacy, and adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level