Job Description

Job Description

A. Company Overview

Founded in 2012, Occams Advisory is a leading business solutions, professional services and financial advisory provider specializing in growth, financing, and taxation. Serving as a trusted advisor throughout the business lifecycle, Occams combines Fortune 500 expertise, entrepreneurial insights, and a global perspective to deliver world-class solutions. Occams has achieved remarkable recognition for its rapid growth, securing 8 spots on Inc. magazine’s Fastest Growing 5000 Private Companies list, 4 consecutive rankings on the Financial Times Fastest Growing 500 Companies in the Americas. In 2023, Occams was honored on Fortune’s inaugural list of the 300 Most Innovative Companies.

Operating across all U.S. states and territories, Occams boasts a team of over 100 professionals based in major cities worldwide, including New York, Los Angeles, Toronto, Delhi and Mumbai. Its leadership includes alumni from Fortune 500 companies such as Barclays, UBS, and Merrill Lynch, and prestigious academic institutions like NYU, Duke University, and London Business School. Recognized as a leader in professional services, Occams delivers transformative growth and advisory solutions to clients.

B. About Your Role

We are looking for an In-House Paralegal and Legal Assistant to join our legal in support of Corporate Counsel . In this role, you will assist with contract management, affiliate communication and disputes, and regulatory and administrative support related to tax credits and internal legal operations, helping to drive efficiency, compliance, and internal coordination.

If you're passionate about prelitigation legal strategies, thrive in a fast-paced, collaborative, and growth-focused environment where innovation, teamwork, and continuous learning drive success, we’d love to hear from you!

The ideal candidate is proactive, detail-oriented, organized, analytical, responsive and a team-player —someone who takes initiative, embraces challenges, and is eager to contribute to a culture of excellence and impact .

C. Key Responsibilities

• Draft and revise contracts, including affiliate and referral fee agreements, indemnification agreements, and client engagement letters used by Occams Advisory.
• Assist with affiliate and client dispute resolution by organizing records, preparing summaries, and helping draft internal communications.
• Review and summarize client correspondence and file records relevant to services provided, with attention to internal documentation and positioning.
• Track and help manage deadlines involving Occams.
• Maintain and organize legal files, including contract templates, affiliate documentation, and ongoing matter logs.
• Conduct legal research as necessary under the direction of Corporate Counsel.
• Assist in preparing internal memos and draft correspondence related to legal positions or strategy and communications to affiliates.
• Support Corporate Counsel with preparing materials for enforcement actions.

D. Required Qualifications & Experience

• Education - Bachelor’s degree required; paralegal certificate preferred
• Experience - 2+ years in a legal support role, ideally in-house or with experience in contract support
• Essential technical skills - Proficiency with Microsoft Word, Excel, PDF editing tools (specifically Adobe Acrobat), Asana, Practical Law, FastCase, file organization and shared cloud-based systems (e.g., Teams, SharePoint).
• Preferred but not mandatory skills or experiences – background in tax credits

E. Benefits & Perks

• Health Insurance (75% paid for you and family by Occams)
• Dental & Vision (75% paid for you and family by Occams)
• 401k non-contributory 3% of your entire compensation (1 year wait)
• 3 % Fixed CTC Budget for Learning Opportunities
• Market Leading Paid Time Off Policy
• 10 Paid Holidays per Calendar Year
• Employee Recognition & Rewards
• One of the best cultures of benevolent meritocracy

F. Job Details

• Title : Paralegal, Law Clerk, Legal Assistant
• Annual Compensation: $70,000 - $80,000
• Work Schedule : Work from Office
• Nature : Full time/1099
• Shift : PST
• Location : South LA County or North Orange County, California

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