Senior Paralegal (Corporate/Real Estate)

Key Responsibilities

• Support attorneys through all phases of corporate, finance, and real estate transactions, including due diligence, document preparation, closings, and post-closing activities.
• Cook up and organize transaction closing documents and closing sets.
• Review and organize due diligence materials and maintain transaction records.

Corporate Governance & Entity Management

• Prepare and file entity formation documents, including organizational certificates, bylaws, operating agreements, organizational minutes, amendments, qualifications, annual reports, dissolutions, and related filings, including blue sky and federal securities filings.
• Form legal entities and obtain certificates of good standing and other corporate certificates.
• Prepare stock certificates, promissory notes, and related corporate documentation.
• Complete IRS Form SS-4 applications and obtain Employer Identification Numbers (EINs).
• Coordinate annual reports and state compliance filings across multiple jurisdictions.
• Draft annual resolutions, written consents, notices, authority documents, officer certificates, incumbency certificates, and other governance materials.
• Maintain entity records and electronic databases tracking ownership structures, management information, assets, and key organizational details.

Emerging Companies and Venture Capital

• Manage and maintain corporate records, capitalization tables, and equity ownership information.
• Aid with the administration of equity incentive plans, including stock option grants, restricted stock awards, vesting schedules and related documentation.
• Prepare and coordinate board and stockholder approvals for equity issuances, option grants, financings, and other corporate actions.
• Support venture capital financing transactions by maintaining, reviewing and reconciling capitalization data, preparing closing checklists and coordinating updates.
• Monitor equity plan compliance and maintain records related to stock issuances, option exercises, and securities law filings.

Finance & UCC Matters

• Prepare and file UCC-1 Financing Statements and UCC-3 Amendments, Continuations, and Terminations.
• Order, review, and analyze federal, state, and local UCC, lien, and litigation searches.
• Prepare status reports and summaries related to search results and filing activities.

Real Estate

• Research real property records and obtain vesting deeds, title information, and related property documentation through RealQuest, title companies, and public records sources.
• Prepare, review, and coordinate recording of deeds, deeds of trust, and other real estate transfer documents.
• Process out-of-state recording requests through the U.S. Deeds platform and other filing services.
• Order and review title commitments, title reports, surveys, and related due diligence materials.
• Prepare Bureau of Economic Analysis (BEA) filings associated with real estate transactions.
• Review commercial contracts and leases and prepare summaries and abstracts.

Client Service & Practice Support

• Manage audit letter requests, including due diligence review, drafting responses, and coordinating distributions.
• Maintain client files, minute books, and corporate records.
• Cook up with service providers regarding entity filings, qualifications, dissolutions, withdrawals, annual reports, and UCC matters.
• Create ownership and organizational structure charts using Microsoft PowerPoint.
• Track and process vendor invoices and client disbursements.
• Record billable time and maintain detailed matter-related records.
• Provide notary services as needed.

Qualifications

• A high school diploma required; a bachelor’s degree strongly preferred.
• A minimum of seven (7) years of experience supporting corporate, finance, and real estate legal matters.
• Experience with EDGAR required.
• Experience with Carta a plus.
• Demonstrated experience managing complex transactions and corporate governance activities.
• Exceptional organizational and project management skills with the ability to prioritize competing demands in a fast-paced environment.
• Strong analytical, critical thinking, and problem-solving abilities.
• Excellent written and verbal communication skills.
• Prowess in identifying and addressing complex legal and procedural issues.
• Strong interpersonal skills and a commitment to professionalism, collaboration, and client service.
• Ability to work independently while managing multiple deadlines and priorities.
• Flexibility to work overtime, including evenings and weekends, and travel as needed.
• Must possess, or be eligible to obtain, a Notary commission in the state where the position is based.