Paralegal Specialist - Corporate

Summary

The Paralegal Specialist – Corporate works in collaboration with and in support of the firm’s strategic initiatives. Under the supervision of attorneys, the specialist performs a range of substantive case, matter or entity‑related duties, prepares drafts of legal and other documents and correspondence for attorney review, compiles, analyzes and summarizes information, and coordinates efforts between attorneys, clients, outside legal counsel, other parties and outside vendors.

This position is located in one of the following offices and offers a hybrid work schedule:
Palo Alto, Atlanta, Austin, Boston, Chicago, Dallas, New York, Los Angeles, or San Francisco.

• Performs and maintains capitalization tables as well as stock and options ledgers.
• Direct experience with Carta, Pulley, and other related software.
• Direct experience with SEC EDGAR Next.
• Prepares drafts and files Section 16 filings.
• Organizes, prepares and files a variety of corporate legal documents for transactions (Articles of Incorporation/Organization, Amendments, state qualifications, consents, merger documents, closing books, electronic closing sets, initial drafts or certificates, short‑form closing deliverables, and filing annual reports).
• Assists with formation of entities such as Corporations, LLCs, 501(c)(3).
• Prepare documents for transactions such as closing statements.
• Prepares UCC searches and filings.
• Organizes documents and closing books in connection with corporate transactions such as acquisitions and mergers.
• Prepares and files annual reports in states where corporations are incorporated and/or qualified to do business.
• Assists with basic private company transfer agent functions including stock issuance, stock transfers, stock option grants and maintenance of stock option plan records in corporate maintenance software.
• Assists with due diligence.
• Prepares closing volumes, including index, document assembly, binding and final distribution.
• Prepares draft documentation for filings with Secretary of State, Department of Corporations and other state or federal agencies.
• Developments, monitors and updates closing checklists.
• Performs Blue Sky research and filings.
• Maintains minute books (hard copy and electronic).
• Manages HighQ and Box data rooms and matter files.
• Handles signature packets in Docusign and Simply Agree.

Advanced knowledge and solid understanding of practice area processes, procedures, rules and regulations. Handles substantive projects, cases and transactions under the direction of a lawyer. Strong organizational skills demonstrate efficiency within practice areas. Provides guidance and is a resource for new associates. Strong analytical skills with demonstrated ability to anticipate needs and exercise independent judgment for resolution. Conducts fact gathering and analyzes information.

Strong writing skills and ability to draft complex legal documents. Excellent verbal, written and interpersonal skills required to interact with staff, paralegals, attorneys and clients on a daily basis. Solid technical skills are necessary to set‑up, track and maintain matters. Responsibilities will include assisting attorneys in your home office and in offices across the firm. Must be able to manage large volumes of documents and data in order to review, organize and maintain document databases and spreadsheets.

Ability to locate and research information applicable to a particular matter, person, regulation, transaction, through online research, document review and due diligence. Anticipates needs of attorneys and exercises sound independent judgment. Possesses advanced knowledge of practice area rules and procedures. Must be able to identify interrelationships among cases, statutes, regulations and other legal authorities. Has a complete understanding of the interdependence of the Firm’s practice groups.

Excellent organizational skills required along with ability to handle multiple projects and assignments onstrates initiative and strong analytic abilities on a daily basis. Ability to work effectively in a fast‑paced environment. Mentors case assistants, paralegals and junior associates.…