In short
Our client is looking for an outstanding Senior Transactional Paralegal to join their Firm in either Austin OR Dallas. This is a 100% onsite opportunity.
EXCEL
📋 About the job
📍
LocationAustin TX 78702 OR Dallas TX 75206
🏢Job Description
Job Description
Job Title: Senior Transactional Paralegal
Salary/Payrate: 100-120K
Work Environment: On-Site
Term: Fulltime
Bachelor’s degree required: NO
Referral Fee: AMS will pay $500 should the person you refer gets hired
🏢Job Description
Our client is looking for an outstanding Senior Transactional Paralegal to join their Firm in either Austin OR Dallas. This is a 100% onsite opportunity. Primarily focusing on Venture , M&A, entity formations, IP, trademark practice areas
✅Responsibilities
✅Entity Formations & Maintenance
✅Coordinating with clients to obtain requisite formation data.
✅Drafting corporate governance documents.
✅Submission of SOS filings (various states), including formations, conversions, mergers and foreign registrations via online platforms, fax-filing or mail, as required by each authority.
✅Obtain EINs online or via fax, as required.
✅Submission and tracking of IRS filings, including 83(b) elections, 8822-B
✅Change of Address/Change of Responsible Party, 2553 elections (where applicable).
✅Deal Closing Coordination
✅Generate Excel investor signature trackers.
✅Coordinate with clients and attorneys on requisite consent thresholds, document distribution and signature collection strategies.
✅Review and edit closing documents in preparation for signature collection strategies.
✅Collect signatures via DocuSign, using either individual envelopes or
✅DocuSign’s “Templates” and “Bulk Send” functions for mass distribution, as needed, and using DocuSign’s “Conditional Logic” functionality for investor accreditation.
✅Track requisite consent thresholds and e-file state-level Charter amendments, as needed.
✅Coordinate with signers to answer questions relating to DocuSign and investor accreditation, and to verbally confirm wire instructions.
✅Generate and maintain Schedules of Purchasers on all closing documents;
✅Update internal pro forma and/or client’s online cap table management platform (i.e. Carta, Pulley, etc.) to reflect newly authorized shares and share issuances.
✅Compile and bookmark all executed closing documents, and generate and distribute closing binders.
✅Draft, file, and track Assist with Federal Reg D and State Blue Sky filings.
✅Document Management
✅Maintain clean cloud-based file management client workspaces and folders.
✅Assist attorneys with occasional cloud-based document management platform issues, including installa…