Payroll and Equity Manager

Payroll and Equity Manager

Aliso Viejo, CA 92618 US

Posted: 11/04/2025 | Salary: $120,000 per year

Responsible for managing the complete payroll and equity administration functions, ensuring compliance with all federal and state requirements, and supporting employees with payroll and equity related inquiries.

• Process accurate and timely weekly and semi-monthly payroll in ADP Workforce Now, including review of journal entries and G/L posting.
• Assist Junior Accountant in entering payroll data (benefit deductions, wage garnishments, wage adjustments, transfers, etc.) and ensure all payroll responsibilities are completed.
• Provide payroll support, answer employee questions, troubleshoot issues, initiate ADP service tickets, and resolve inaccuracies.
• Maintain payroll data integrity in ADP – new hires, authorized changes, terminations.
• Ensure compliance with federal and state reporting requirements (monthly, quarterly, year‑end reports, W‑2s, 1095‑C).
• Process employee equity transactions for Stock Based Compensation, ESPP, 401(k), HSA, including coordination with third‑party providers.
• Prepare year‑end E‑Trade requirements and tax statements.
• Educate and assist employees on equity related questions.
• Reconcile records between E‑Trade, transfer agent, and general ledger on a monthly to annual basis.
• Manage all equity compensation payroll processing.
• Maintain EEO database and conduct regular audits against ADP for completeness.
• Respond promptly to internal and external audit requests.
• Support annual 5500 filing and workforce‑comp audit, as well as 401(k) audit.
• Generate payroll reports requested by management.

• Proficient with E
  * TRADE Client Resource Center and Equity Edge Online for managing options, awards, RSUs, ESPP.
• Experience with ADP Workforce Now payroll platform.
• Strong communication, teamwork, and business‑partnering skills.
• ERP experience is a plus.
• Knowledge of setting up state configurations in ADP and dealing with government agencies.
• Advanced proficiency in MS Excel.
• Experience processing payroll across multiple states.
• Strong understanding of tax withholding and reporting regulations.
• Excellent written and verbal communication, problem‑solving, organization, and attention to detail.
• Ability to prioritize assignments, meet deadlines, and manage multiple projects.
• Knowledge of federal and state laws and regulations.
• Ability to build constructive relationships with managers and employees.
• Capacity to maintain confidentiality of employee information.

• Bachelor’s degree in Accounting or Finance.
• 3+ years of progressive stock administration experience.
• Flexible, adaptable, self‑motivated, and capable of working independently and under tight deadlines.
• Strong professional conduct with all levels of management and alignment with company values (Customer Focus, Respect, Sense of Urgency, Teamwork).

Aliso Viejo, CA – a dynamic Southern Orange County city offering a blend of coastal living and business opportunities.