SR Corporate Paralegal
Office Flex Office Location Flexible, CA 94041 US
Job Description
We are seeking a candidate with expertise in Capital Markets & Public Companies, Mergers & Acquisitions, and Startup transactions.
Key Responsibilities:
- Capital Markets & Public Companies (Required): Handle IPO and public company matters, including registration statement backups, ownership tables, SEC filings ('34 Act, Section 16, Rule 144), legend removal, transfer agent onboarding, stock exchange applications, FINRA filings, and closing documentation.
- Mergers & Acquisitions (Required): Manage due diligence processes, organize data rooms, conduct research, coordinate shareholder mailings and regulatory filings, draft and oversee signing/closing documents, and prepare closing volumes.
- Startup Transactions (Preferred): Assist with company incorporation, corporate records management, stock option plan administration, venture capital financing, blue sky research, and equity management using Carta and Shareworks.
This role requires strong organizational skills, attention to detail, and the ability to manage multiple transactions in a fast-paced environment.
Preferred Skills and Qualifications:
- Proficiency in capitalization management platforms like Carta and ShareWorks.
- Strong communication, research, and organizational abilities.
- Ability to manage multiple tasks effectively in a fast-paced, deadline-driven environment.
- Prior experience in a large corporate setting or law firm is preferred.
- Extensive experience working with Excel spreadsheets.
- A bachelor’s degree and/or a paralegal certificate from an ABA-approved program.
- At least 5 years of experience in corporate and transactional law.
Meet Your Recruiter

Dan James
Managing Director
After graduating with an Associates Degree in Business Administration from Westchester Community College Dan wasn't sure exactly what he wanted to do. In February 2013 he decided to put his knack for connecting people with one another to work when he joined The Phoenix Group. When he's not in the office you can find him skiing, golfing, or spending time with his family.