Note: The job is a remote job and is open to candidates in USA. Harvey is transforming how legal and professional services operate by leveraging AI and deep domain expertise. The Senior Equity Administrator will manage all aspects of equity compensation administration, ensuring compliance and accuracy while supporting employee education and cross-functional partnerships.
Responsibilities
- Own end-to-end equity administration, including grants, exercises, transfers, cancellations, and terminations
- Maintain and manage the cap table and equity system (e.g., Carta), ensuring data integrity and accuracy, including reconciling monthly, quarterly and yearly activity
- Administer employee equity programs (ISOs, NSOs, RSUs as applicable)
- Partner with Payroll and Finance to ensure accurate equity-related reporting, tax withholding, and payroll integration
- Support 409A valuations, audits, and financial reporting requirements (ASC 718 stock-based compensation)
- Prepare and review equity reports for internal stakeholders, including financial statements, leadership reporting and board materials
- Ensure compliance with company equity plans, grant agreements, and applicable regulations
- Manage relationships with external vendors (e.g., transfer agents, valuation firms, equity platform providers)
- Build and document scalable processes, SOPs, and internal controls
- Support employee education and respond to equity-related questions
Skills
- 5+ years of experience in equity/stock administration, preferably in a high-growth private company
- Strong working knowledge of equity plans, cap tables, and stock-based compensation
- Experience with equity management platforms (e.g., Carta, Shareworks, Fidelity, Schwab)
- Familiarity with ASC 718 accounting and 409A valuations
- Understanding of tax implications related to equity (U.S. and ideally some international exposure)
- High attention to detail with strong organizational and analytical skills
- Ability to operate independently and manage competing priorities
- Strong cross-functional communication skills
- Care about building infrastructure that supports a rapidly growing organization
- Have strong analytical and problem-solving skills
- Are proficient in Microsoft Excel and Google Sheets
- CEP (Certified Equity Professional) certification or progress toward it
Company Overview
Harvey provides AI-driven tools to assist legal professionals with research, document review, and contract analysis. It was founded in 2022, and is headquartered in San Francisco, California, USA, with a workforce of 501-1000 employees. Its website is https://harvey.ai.