Demo

Corporate Paralegal

The Forum Group
Purchase, NY Full Time
POSTED ON 5/19/2026
AVAILABLE BEFORE 6/17/2026

This role reports to the Manager of Paralegal Services.

Candidates are required to work on-site 4 days a week.

Responsibilities include:

  • Prepare and update working group lists.
  • Maintain and update forms of due diligence requests lists and diligence call agendas.
  • Coordinate UCC, tax lien, judgment, litigation, and bankruptcy searches and prepare summary of results.
  • Leveraging AI tools such as KIRA and Harvey to prepare diligence matrices for common corporate documents (e.g., customer and supplier agreements, lease agreements, etc.).
  • Preparing “shell” disclosure schedules for sell-side transactions and lower middle-market, buy-side transactions.
  • Prepare initial drafts of corporate organizational documents and coordinate filing where necessary.
  • Draft stock certificates, stock ledgers, and capitalization tables for corporations.
  • Coordinate preparation of secretary’s certificates and written consents.
  • Manage U.S. state qualifications or registrations for foreign jurisdictions.
  • Handle name reservations, amendments, merger documents, dissolutions, and foreign registration cancellations.
  • Order good standing certificates and certified formation documents.
  • Support transaction closings, including by leveraging iManage Closing Folders to prepare signature packets, final executed documents and client-facing closing binders.
  • Coordinate notarization and apostillization of documents.
  • Maintain company records notebooks.
  • Assist in the tracking and managing of post-closing deadlines, including through the sending of calendar invites for key events.
  • Maintain post-closing collateral requirements (e.g., stock certificates, deposit account control agreements).
  • Draft release instructions for adjustment and indemnity escrow accounts and coordinating the execution of the same.
  • Prepare and submit IRS SS-4 EIN applications.
  • Prepare and submit SEC Form ID applications.
  • Generate SEC EDGAR filing codes.
  • Prepare and file SEC Form D and related blue sky filings.
  • Prepare and file UCC financing statements, including collateral descriptions.
  • Send documents for execution via DocuSign.
  • Prepare signature packets and arrange execution.
  • Compile executed documents and assemble exhibits.
  • Other tasks and responsibilities as assigned.

Qualifications

  • Comfortable and effective in client-facing situations, demonstrating strong communication and interpersonal skills to build and maintain professional relationships.
  • Superior analytical and reasoning abilities.
  • Strong written and verbal communication skills.
  • Excellent organizational skills and strong attention to detail.
  • Proactive and able to efficiently handle multiple projects and client matters simultaneously.
  • Ability to work independently and as part of a team, with members across multiple offices in a fast-paced environment.
  • Flexible and able to multi-task, balancing priorities and tight deadlines.
  • Ability to work overtime as needed.

Experience

  • Bachelor’s Degree required.
  • 2 years of relevant experience preferred.
  • Paralegal certificate from an ABA-approved program preferred.
  • Notary preferred.

Salary : $100,000 - $110,000

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