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About the Role
We are seeking an experienced corporate paralegal to support our corporate group across entity maintenance, equity administration, securities filings, and transaction execution. This role is central to how our deals get done: you will maintain cap tables in Carta, keep stock ledgers and corporate records accurate, prepare Form D, Form ID, and 25102(f) filings, run signature collection through DocuSign, and manage data rooms and closing sets so that our attorneys can focus on substantive client work.
Responsibilities
- Prepare and cut stock certificates
- Maintain stock and option ledgers, recording recent issuances and other equity transactions
- Update and maintain client cap tables in Carta or similar platforms
- Prepare and file annual reports and related state filings
- Order certificates of good standing, certified copies, and other state-issued documents
- Verify and maintain current officer and director information for clients
- Prepare routine consents and resolutions, including option grant approvals and officer/director elections
- Prepare initial drafts of standard entity formation and organizational documents
- Prepare and submit state securities filings that can be completed online, including California Form 25102(f) notices
- Prepare and file Form D with the SEC and related blue sky notice filings
- Prepare and submit Form ID applications and manage EDGAR access credentials
- Track signature status across transactions and follow up proactively on outstanding signatures
- Prepare, send, and manage DocuSign envelopes
- Finalize documents for execution, including accepting tracked changes and confirming that all comments, metadata, and internal markups have been removed before circulation
- Collate signature pages with final documents
- Assemble and organize closing sets following transactions
- Order lien searches and compile results for attorney review
- Run and prepare redlines and document comparisons
- Convert documents to PDF for distribution to third parties
- Populate and maintain data rooms, including uploading and downloading files as needed
Requirements
- Paralegal certificate from an ABA-approved or comparable program
- Five or more years of corporate paralegal experience in a law firm setting; candidates with three to four years may be considered where they bring substantive hands-on securities filing and cap table experience
- Working knowledge of corporate formation, equity issuance, and entity maintenance
- Experience preparing and submitting federal and state securities filings, including Form D, Form ID, SEC EDGAR (including EDGAR Next), and California 25102(f) notices
- Proficiency with DocuSign, Microsoft Word (including advanced redlining and metadata handling), Adobe Acrobat, and Excel
- Experience populating and managing virtual data rooms
- Demonstrated ability to manage multiple concurrent matters and deadlines with a high degree of accuracy
- Experience supporting venture financings, M&A transactions, or an emerging companies and venture capital (ECVC) practice
- Hands-on experience administering cap tables in Carta or comparable platforms
- Bachelor's degree
Skills
- Carta
- DocuSign
- Microsoft Word
- Adobe Acrobat
- Excel
- SEC EDGAR
- EDGAR Next
Location
- San Francisco
Work Type
- Hybrid
Experience Level
- 5+ years
- 3-4 years
Education Level
- Paralegal certificate
- Bachelor's degree
Salary/Compensations
- $95,000 to $135,000
About the Company
- Coblentz Patch Duffy & Bass LLP is a top-tier law firm with deep roots in San Francisco and the surrounding communities, representing institutional and individual clients in real estate, litigation, technology, communications, securities, employment, nonprofit and estate planning.
Equal Opportunity
- Coblentz Patch Duffy & Bass LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
- This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.