Senior Paralegal

Vela Wood Staley Young P.C.; Austin (TX); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k)

Disability insurance

Life insurance

PTO & holidays

Parental leave

Travel opportunities

Job summary

Vela Wood Staley Young P.C. in Texas seeks a Senior Paralegal to support corporate matters in our Dallas or Austin office.

You will manage entity formations, closing coordination, document drafting, and governance work, partnering with attorneys and clients. The role requires 7+ years of paralegal experience, strong drafting and document management, and familiarity with cap-table tools such as Carta and Pulley.

Qualifications

• Seven+ years of corporate paralegal experience.
• Strong document drafting and management skills.
• High attention to detail and accuracy.
• Excellent communication and collaboration with clients and colleagues.
• Experience training paralegal staff.
• Familiarity with cap table tools is a plus.

Responsibilities

• Coordinate entity formations and maintain corporate records.
• Prepare and file SOS filings and IRS forms.
• Draft and edit closing documents and manage signature collection.
• Manage document workflows and cloud-based file systems.
• Prepare board minutes and governance documents.
• Maintain cap table updates in Carta or Pulley.

Skills

Paralegal 7+yrs

Document drafting

Document management

Attention to detail

Communication skills

Team collaboration

Staff training

Tools

Carta

Pulley

Job description

About VW

Vela Wood is a boutique law firm and the best at what we do - but our mission is bigger: to be the best company in Texas, by building genuine client relationships, embracing cutting-edge innovation, and creating life-enriching careers for our people. We're doing that by reimagining what professional services can look like, with proprietary technology, a people-first culture, and a fundamentally different approach to the practice of law. At Vela Wood, we measure success by lives improved, not just revenue generated.

About the Role

We are seeking a talented and experienced Senior Paralegal to join our team in either our Dallas or Austin office. As a key member of our firm, you will play a crucial role in providing paralegal support and will thrive in our fast-paced environment.

Key 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.
• 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 installation, configuration, and integration issues (primarily with Outlook and Litera Compare).
• Residual post-implementation of cloud-based document management platform file organization.

Document Drafting & Corporate Governance

• Word drafting and cleanup, including stripping documents, applying headings, styles, and outlines, and generating cross-references and TOCs.
• Proofreading.
• Assist with drafting company resolutions, equity awards, and other basic corporate governance documents.
• Coordinate requisite Board and Stockholder approvals with attorneys and clients, as needed.
• Update clients' online cap table management platforms (i.e. Carta, Pulley, etc.) or VW's internal cap tables to reflect changes to Board composition, issuance of options or restricted shares, exercises of options or warrants, and any other ongoing updates to client's cap table.
• Attend board meetings and draft meeting minutes.

What We're Looking For in You

• Seven plus years of experience as a paralegal working on corporate matters.
• Extensive experience in document drafting and management.
• High level of attention to detail and accuracy.
• Strong communication skills - can interact effectively with clients and colleagues.
• Natural collaborator who works well with other team members to ensure seamless workflow and project coordination.
• Knowledge of Carta, Pulley, and other cap table management systems.
• Experience training legal assistants and paralegal staff.

What We'll Provide You

• Fun team culture, where we care about your interests and the time you spend at work, as well as at home.
• Excellent firm-paid medical/dental/vision insurance
• Matching 401(k) retirement plan
• Firm-paid short-term and long-term disability insurance, as well as life insurance
• Paid Holidays and competitive PTO plan
• Paid Parental Leave benefits
• Work abroad opportunities - including firm-subsidized work trips (Past trips were to Canada, Portugal, Spain, Mexico, and Denmark!)
• A people-first culture that values trust, transparency, and collaboration over bureaucracy.

Vela Wood is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by law.