Accounting and Tax

Stock Administrator

San Francisco | Full-time

We build scalable financial systems and processes to enable Plaid’s growth.

At Plaid, our mission is to unlock financial freedom for everyone.  There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo and SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 11,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Salt Lake City, Washington D.C., London and Amsterdam.

Plaid’s finance team builds the financial infrastructure to enable sustainable, scalable growth and to ensure attractive long-term economics. This member will manage our dynamic stock administration function as the company grows. The ideal candidate will develop strong working relationships with cross-functional partners such as the People and Legal teams. You are perfect for us if you are an employee advocate, you’re excited about fintech, and you’re ready to roll up your sleeves to solve complex problems!

What excites you...

  • Accurately and efficiently manage the day-to-day operations of Plaid’s global equity program
  • Drive employee education by hosting company-wide trainings and triaging employee emails
  • Own equity grant exhibit for Board approval, including new hire, merit, and refresh grants
  • Assist payroll with income and tax calculations and maintain compliance with all IRS regulations and filings
  • Prepare journal entries related to equity transactions, such as employee exercises
  • Ensure system (Carta) accuracy for all grants, terminations, employee exercises, and repurchases; partner with external counsel to reconcile cap table information
  • Assist with special equity projects as needed

What excites us...

  • 3+ years experience with private-company equity plans
  • Strong understanding of all equity award types and corresponding tax implications
  • Communicating and interacting with a diverse set of internal and external stakeholders
  • Experience with Carta a plus
  • Strong attention to detail
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.
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San Francisco Office

Our headquarters is in sunny SOMA and includes a beautiful sun-filled atrium, a private outdoor deck and even a (semi-hidden) climbing wall.

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