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Legal Secretary The candidate will perform a variety of secretarial and clerical duties for attorneys to whom assigned according to established policies and procedures. Typically a....
Seeking Tax Credit Financing and Opportunity Zone Attorney with 3+ years of experience in federal income taxation and tax credit financing. Candidate with federal income tax experi....
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Location : California - Palo Alto
Refer to Job # WYCV723809
Corporate Paralegal The candidate will provide day to day paralegal support to Partners and Associates. Maintain corporate records and stock and option administration CapMX equity management. Coordinate Blue Sky qualifications for public and private offerings, including preparation and filing of documents, communication with securities examiners and participation in the resolution of issues. Assist in preparing preliminary draft of operative documents relating to offerings. Prepare drafts of various agreements, certificates and closing documents. Prepare corporate organizational and operational documents. Research relating to Securities, Blue Sky and corporate laws. Assemble closing documents/binders for corporate transactions. Perform corporate entity searches. Assemble and maintain corporate books. Draft and file documents for corporate formations and entities. Setup and monitor corporate extranets. Assist in the due diligence reviews. General corporate client maintenance, including maintaining corporate records, stock and option administration.
The candidate must have Bachelor's degree or completion of a paralegal program. Should have 3+ years of experience as a paralegal in the corporate area and/or similar work experience. Deep understanding and knowledge of the corporate and/or Blue Sky procedures including, document analysis, legal concepts and strategies, factual and legal research, and preparation of drafts of original closing documents and materials and responses to comments from state agencies relating to filings. Ability to recognize and respond to problem areas with corporate and/or Blue Sky filings is needed. Excellent oral and written communication skills is must. Excellent attention to detail and organization skills is essential. Proficient with Microsoft Office Suite, Adobe Acrobat, Excel spreadsheets, document handling, CapMX, Box.com and DocuSign experience is required. Knowledge of Corporate Focus, CapMX, Elite Webview, PowerPoint is helpful.
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