Senior Corporate Paralegal - Securities & Closings

Coblentz Patch Duffy & Bass LLP; San Francisco (CA); Hybrid; USD 95,000 - 135,000; Full time

Job summary

Coblentz Patch Duffy & Bass LLP in San Francisco, CA is seeking an experienced Corporate Paralegal to support the corporate group across entity maintenance, equity administration, securities filings, and transaction execution. The role involves maintaining cap tables in Carta, stock ledgers, and preparing filings such as Form D and Form ID.

The ideal candidate is highly organized, meticulous, and can manage closing sets, data rooms, and signature collection with DocuSign, working under limited

Qualifications

• ABA-approved paralegal certificate required.
• 5+ years corporate paralegal experience in a law firm.
• Experience with corporate formation, equity issuance, and entity maintenance.
• Experience preparing/submitting federal and state securities filings (Form D, Form ID, EDGAR).
• Proficiency with DocuSign, Word (advanced redlining & metadata), Adobe Acrobat, and Excel.
• Experience populating and managing virtual data rooms.
• Ability to manage multiple concurrent matters with high accuracy.

Responsibilities

• Prepare and cut stock certificates.
• Maintain stock and option ledgers; record issuances and equity transactions.
• Update 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.
• Prepare initial drafts of standard entity formation and organizational documents.
• Prepare and submit state securities filings (California Form 25102(f)).
• Prepare and file Form D with the SEC and related blue sky notices.
• Prepare and submit Form ID applications and manage EDGAR access credentials.
• Track signature status and manage DocuSign envelopes.
• Finalize documents for execution, including removing tracked changes and metadata.
• Assemble closing sets following transactions.
• Order lien searches and compile results for attorney review.
• Run redlines and document comparisons; convert to PDF for distribution.
• Populate data rooms and manage document uploads/downloads.

Skills

Paralegal cert

5+ yrs paralegal

Corporate formation

Securities filings

DocuSign

Word/Excel

Virtual data rooms

Multi-matter mgmt

Tools

Microsoft Word

Adobe Acrobat

Excel

Job description

Coblentz Patch Duffy & Bass LLP in San Francisco, CA is seeking an experienced Corporate Paralegal to support the corporate group across entity maintenance, equity administration, securities filings, and transaction execution. The role involves maintaining cap tables in Carta, stock ledgers, and preparing filings such as Form D and Form ID.

The ideal candidate is highly organized, meticulous, and can manage closing sets, data rooms, and signature collection with DocuSign, working under limited