Beacon Software is a permanent capital holding company which acquires and grows essential businesses. We are a profitable series B+ firm that combines great technologists, operators and M A professionals to accelerate the scale of the ambition of the dozens of businesses we own and operate. We are supported by capital from tier-1 venture capital, crossover, and endowment investors as well as the founders of the leading technology companies from the past decade.

We are growing our team in Toronto, San Francisco, and New York. Apply below. We are seeking a highly organized and detail-oriented Corporate Clerk / Paralegal to join our Legal team.

This role is essential to maintaining the infrastructure across Beacon and its growing portfolio of companies. S. and Canada.

Responsibilities

Corporate Records Entity Management: Maintain and organize all corporate records, minute books, registers, and governing documents for Beacon and each portfolio company. Ensure records are current, complete, and accessible for internal stakeholders and external advisors. Minute Book Management: Prepare, circulate, and file board and shareholder resolutions, meeting minutes, written consents, and annual organizational documents.

Coordinate board and shareholder meeting logistics and maintain proper documentation of all governance actions. S. states and Canadian provinces.

Coordinate tax ID applications (EIN/BN), registered agent appointments, and ongoing entity maintenance. DBA Trade Name Filings : Manage the registration, renewal, and withdrawal of “Doing Business As” (DBA) and trade name filings across all relevant jurisdictions. Maintain a centralized tracker of all active DBAs and renewal deadlines.

Requirements

Track regulatory deadlines and proactively flag upcoming obligations. Regulatory Filings Government Correspondence : Prepare and file state/provincial annual reports, amendments, and other statutory filings. Track and respond to correspondence from regulatory authorities, including CRA surveys, IRS notices, and state/provincial information requests.

Advisor Coordination: Serve as the primary point of contact for external counsel, registered agents, accountants, and other service providers on entity-level matters. Coordinate information requests, manage timelines, and ensure deliverables are completed on schedule. KYC Compliance Documentation: Gather, maintain, and organize Know Your Customer (KYC) documentation for Beacon’s stakeholders, investors, and banking relationships.

Prepare and maintain W-9 forms, beneficial ownership filings, and other compliance documentation. Post-Acquisition Integration Support: Assist with corporate governance integration following portfolio company acquisitions, including entity restructuring, name changes, officer/director updates, and alignment with Beacon’s governance standards. Intellectual Property Portfolio: Create, manage, and maintain an intellectual property database across portfolio companies.

Coordinate with external counsel on trademark, patent, and other IP registrations, renewals, and filings. Process Improvement Systems: Develop and maintain compliance calendars, tracking systems, and standard operating procedures. Identify opportunities to streamline corporate governance processes and reduce risk across the portfolio.

Qualifications

3–5 years of experience as a corporate clerk, paralegal, or in a corporate governance / legal support role, ideally within a multi-entity environm

M&A Counsel