ESOP Paralegal

$80,000 - $110,000/Yr

Burnett Specialists - Dallas, TX

Full-time - Senior

Dallas, TX

Administrative and Support Services

About the position

The ESOP Paralegal will play a crucial role in supporting the legal team of a reputable international firm by managing and administering Employee Stock Ownership Plans (ESOP). This position involves a variety of responsibilities including corporate secretarial duties, compliance, and support for transactional matters, ensuring that all legal documentation and filings are handled efficiently and accurately.

Responsibilities

• Administration of Employee Stock Ownership Plan (ESOP).
• Organize and maintain corporate minute books, records, and files.
• Maintain the Company's subsidiary management system and corporate secretarial services.
• Coordinate with third-party service providers in corporate secretarial and subsidiary management matters.
• Maintain trackers and records to monitor filing requirements and deadlines.
• Prepare resolutions and documents, incumbency certificates, and respond to KYC and similar requests for internal and external partners.
• Draft and file corporate formations, qualifications, amendments, conversions, withdrawals, and consolidations, and annual reports.
• Draft governing documents including certificates of formation and limited liability company agreements and authorizing resolutions.
• Draft minutes and other corporate resolutions and actions.
• Draft and file EIN applications with the IRS.
• Manage and review registered agent filings and invoices.
• Utilize legal department's contract and project management tools.
• Assist the legal team with special projects as assigned.
• Assist with transactional matters and closings, including M&A, financing, real estate, and other transactions.
• Provide support for litigation and dispute matters, including legal holds, maintaining docket trackers, maintaining records and agreements for matters and related processes.
• Provide support for compliance and licensing filings.
• Assist with a variety of other requests to support the legal team as may arise from time to time, including legal research, contract review, and compliance-related initiatives.

Requirements

• Minimum of 5 years of ESOP administration experience.
• 4-7 years of experience including corporate secretarial and subsidiary management.
• Excellent verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Strong analytical and problem-solving skills.
• Highly collaborative with the ability to work well with team and senior executives.
• Ability to function well in a fast-paced and rapidly changing environment.
• Ability to maintain confidentiality and exercise discretion and good judgment.
• Proficient in Microsoft Office Suite and familiarity with Google Suite.
• In-house experience preferred.

Benefits

• Employee stock ownership plan