Legal Business Associate Manager- Legal Entity Management
- Structuring, running, and playing an execution role in the delivery of our United States Legal Entity Management operate services
- Developing eminence and thought leadership materials in the field of Legal Entity Management and, more broadly, legal innovation
- Monitoring the performance of LEM engagement delivery teams
- Advising on proposals
- Advising, planning and preparation for Board of Directors' and stockholders' meetings.
- Assisting with formation, maintenance, and dissolution of legal entities, including legal entity corporate compliance activities, such as annual meetings, appointment of directors and officers, powers of attorney, annual reports, document preparation, etc.
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per we
- Limited immigration sponsorship may be available
- Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve
- Bachelor's degree
- 5+ years of relevant legal/legal entity management experience, corporate legal secretarial experience, or alternative legal service industry experience
- Experience with entity management lifecycle including annual compliance and event driven activities including regular filings, drafting consent, associated entity management activities, etc.
- Knowledge of and working experience with Legal Entity Management databases and other complementary systems
- Experience maintaining legal entity records and optimally experience evaluating and remediating records
- Experience with legal technology and its application in the legal entity management space or in the contract lifecycle management field
- Experience with Microsoft Office and other technology skills including, but not limited to, Excel, PPT, Visio, Power BI, Tableau
- One of the following active accreditations obtained:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- If not CPA eligible:
- Licensed Attorney (or foreign equivalent)
- Enrolled Agent
- PMP (Project Management Certification)
- Contract & Commercial Management (CCM) Certification Program
- Certified Financial Analyst (CFA)
- PMI Agile Certified Practitioner (Project Management Institute-ACP)
- Certified Change Management Professional (CCMP)
- Certified Business Analysis Professional (CBAP)
- Procurement/Legal Procurement or SAS® Certified Data Scientist.
- Paralegal Certification with a 4-year degree
- Other Technical Certifications:
- Six Sigma (Black Belt and Green Belt)
- Microsoft Certified Solutions Developer (MCSD) Contract & Commercial Management (CCM) Certification Program, PMI Agile Certified Practitioner (Project Management Institute-ACP)
- Certified Systems Engineering Professional (CSEP)
- The Information Systems Security
- Architecture Professional (CISSP-ISSAP)
- Certified Change Management Professional (CCMP) or SAS® Certified Data Scientist
- DocuSign (Workflow Manager, E-signature, CLM, etc.)
- iCertis
- Onit Product Suite (Level 2 and above),
- Conga CLM
- Agiloft
- Sirion Labs
- Kira
- Thomson Reuters (Legal Tracker, High Q, or Contract Express),
- Wolters Kluwer Passport (Passport Legal Spend and Matter Management),
- Mitratech Team Connect and TAP
- Attorney's barred in a US jurisdiction
- Experience in legal entity management, preferably in the context of the financial services industry
- Aptitude and commitment to continue to learn various IT platforms and additional software skills
- Lean Six-Sigma and/or Project Management Professional certification
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