Senior Paralegal (Corporate/Real Estate)

Bridgeline Solutions; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Bridgeline Solutions seeks a Senior Paralegal (Corporate/Real Estate) to support sophisticated corporate, finance and real estate transactions across multiple offices in SF, Seattle, or Silicon Valley. You will work closely with attorneys and practice specialists to manage governance, entity management and venture capital matters.

The ideal candidate has seven years of experience in the area, strong organizational skills, and a track record handling complex transactions with attention to detail.

Qualifications

• Significant experience supporting corporate, finance and real estate matters.
• Strong organizational skills and attention to detail.
• Proven ability to manage complex transactions in fast-paced environments.

Responsibilities

• Support all phases of corporate, finance and real estate transactions, incl. due diligence, documents, closings and post-closing activities.
• Coordinate and prepare closing documents and closing sets.
• Prepare governance materials including annual reports, consents and certificates.
• Maintain entity records and manage filings across jurisdictions.
• Assist with equity plans, board and stockholder approvals, and venture-related matters.

Skills

Corporate governance

Real estate transactions

Due diligence

Document prep

Project management

Education

Bachelor's degree

Tools

EDGAR

Carta

Job description

Senior Paralegal (Corporate/Real Estate)

Our client, an Am Law firm, is seeking a highly skilled Senior Paralegal to join our Corporate and Real Estate Practice Groups. This position may be based in our San Francisco, Seattle, or Silicon Valley office and will work closely with attorneys and practice specialists to support sophisticated corporate, finance, and real estate transactions.

The ideal candidate will bring significant experience in corporate governance, entity management, transactional support, and commercial real estate matters, along with exceptional organizational skills and attention to detail.

Key Responsibilities

Transactional Support

• Support attorneys through all phases of corporate, finance, and real estate transactions, including due diligence, document preparation, closings, and post-closing activities.
• Coordinate and prepare transaction closing documents and closing sets.
• Review and organize due diligence materials and maintain transaction records.

Corporate Governance & Entity Management

• Prepare and file entity formation documents, including organizational certificates, bylaws, operating agreements, organizational minutes, amendments, qualifications, annual reports, dissolutions, and related filings, including blue sky and federal securities filings.
• Form legal entities and obtain certificates of good standing and other corporate certificates.
• Prepare stock certificates, promissory notes, and related corporate documentation.
• Complete IRS Form SS-4 applications and obtain Employer Identification Numbers (EINs).
• Coordinate annual reports and state compliance filings across multiple jurisdictions.
• Draft annual resolutions, written consents, notices, authority documents, officer certificates, incumbency certificates, and other governance materials.
• Maintain entity records and electronic databases tracking ownership structures, management information, assets, and key organizational details.

Emerging Companies and Venture Capital

• Manage and maintain corporate records, capitalization tables, and equity ownership information.
• Assist with the administration of equity incentive plans, including stock option grants, restricted stock awards, vesting schedules and related documentation.
• Prepare and coordinate board and stockholder approvals for equity issuances, option grants, financings, and other corporate actions.
• Support venture capital financing transactions by maintaining, reviewing and reconciling capitalization data, preparing closing checklists and coordinating updates.
• Monitor equity plan compliance and maintain records related to stock issuances, option exercises, and securities law filings.

Finance & UCC Matters

• Prepare and file UCC-1 Financing Statements and UCC-3 Amendments, Continuations, and Terminations.
• Order, review, and analyze federal, state, and local UCC, lien, and litigation searches.
• Prepare status reports and summaries related to search results and filing activities.

Real Estate Support

• Research real property records and obtain vesting deeds, title information, and related property documentation through RealQuest, title companies, and public records sources.
• Prepare, review, and coordinate recording of deeds, deeds of trust, and other real estate transfer documents.
• Process out-of-state recording requests through the U.S. Deeds platform and other filing services.
• Order and review title commitments, title reports, surveys, and related due diligence materials.
• Prepare Bureau of Economic Analysis (BEA) filings associated with real estate transactions.
• Review commercial contracts and leases and prepare summaries and abstracts.

Client Service & Practice Support

• Manage audit letter requests, including due diligence review, drafting responses, and coordinating distributions.
• Maintain client files, minute books, and corporate records.
• Coordinate with service providers regarding entity filings, qualifications, dissolutions, withdrawals, annual reports, and UCC matters.
• Maintain investor subscription materials and electronic records.
• Create ownership and organizational structure charts using Microsoft PowerPoint.
• Track and process vendor invoices and client disbursements.
• Record billable time and maintain detailed matter-related records.
• Provide notary services as needed.

Qualifications

• High school diploma required; bachelor’s degree strongly preferred.
• Minimum of seven (7) years of experience supporting corporate, finance, and real estate legal matters.
• Experience with EDGAR required.
• Experience with Carta a plus.
• Demonstrated experience managing complex transactions and corporate governance activities.
• Exceptional organizational and project management skills with the ability to prioritize competing demands in a fast-paced environment.
• Strong analytical, critical thinking, and problem-solving abilities.
• Excellent written and verbal communication skills.
• Proven attention to detail and ability to identify and address complex legal and procedural issues.
• Strong interpersonal skills and a commitment to professionalism, collaboration, and client service.
• Ability to work independently while managing multiple deadlines and priorities.
• Flexibility to work overtime, including evenings and weekends, and travel as needed.
• Must possess, or be eligible to obtain, a Notary commission in the state where the position is based.

Join us and become part of a collaborative team supporting sophisticated corporate, finance, and real estate transactions for leading clients across industries.