Paralegal Specialist - Corporate

About this role

DLA Piper is, at its core, bold, exceptional, collaborative and supportive.  Our people are the backbone, heart and soul of our firm.  Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career.  Let’s see what we can achieve. Together.

Summary The Paralegal Specialist - Corporate, working in collaboration with and in support of the firm’s strategic initiatives, under the supervision of attorneys, 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. Coordinates efforts between attorneys, clients, outside legal counsel, other parties and outside vendors.

Location This position is located in our Palo Alto, Atlanta, Austin, Boston, Chicago, Dallas, New York, Los Angeles, or San Francisco office and offers a hybrid work schedule.

Responsibilities • 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 SimplyAgree.

Desired Skills

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, statues, 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 at once. Demonstrates 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. Corporate; Excellent organizational and multi-tasking skills. Understanding of relevant sections of Securities Act of 1933, the Securities Exchange Act of 1934, the California Corporations and the Delaware Corporations Code. Must be able to draft by-laws and prepare stock certificates and assist with Blue Sky research and prepare initial draft of Blue-Sky Memorandum. Must have solid understanding of corporate capitalization.

Minimum Education • High School Diploma or GED.

Preferred Education • Bachelor’s degree and/or Paralegal Certificate.

Certifications

For California Paralegals: Must meet the California Paralegal Requirements.

Minimum Years of Experience

• 10+ years’ paralegal experience in a specific practice area of law. Position is responsible for handling substantive projects and cases under the direction of a lawyer. Having substantial expertise in practice is equal to or beyond what would be expected of a junior associate; generally, performs with a little supervision.

Essential Job Expectations

While the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to:

• Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties;

• Produce deliverables, answer phone calls, and reply to correspondence in an eff

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