General Summary

Corporate paralegals assist lawyers in all stages of corporate transactions and with the preparation of documents necessary to comply with federal, state and local regulations in the conduct of business activities.

Principal Duties and Responsibilities

  • Assist attorneys to prepare integral corporate documents/materials.
    • Work with lawyers to prepare all documents required to form corporations (both business and not-for-profit corporations), partnerships and limited liability companies in any state.
    • Assist lawyers in the preparation of documentation for amendments, withdrawals, mergers and dissolutions of corporations, partnerships and/or limited liability companies.
    • Assist lawyers with the completion of stock certificates.
      Complete franchise tax forms for lawyer review.
    • Create and maintain corporate minute books.
  • Work directly with attorneys and clients during closings and corporate transactions.
    • Provide lawyers with assistance in the preparation for and closing of various corporate transactions, including mergers and acquisitions and initial public offerings.
  • Prepare audit letters for distribution to auditors and clients.
    • Gather litigation and billing information to prepare draft responses to auditors' requests for information.
  • Assist with SEC Filings.
    • Work directly with lawyers to prepare SEC filings with regard to securities offerings and respond to the requirements of the Securities Acts of 1933 and 1934 filings.
  • Prepare/conduct UCC Filings/Searches.
    • Assist lawyers in the preparation and filing of UCC filings and handle UCC filing search requests in all states.
  • Work with Internal Revenue Service.
    • Assist with the completion and filing of SS-4 Forms with the Internal Revenue Service for the purpose of obtaining Employee Identification Numbers (EINs) for corporations, partnerships and/or limited liability companies.
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