Location
toronto, on, Canada
Posted
July 13, 2026
Job Description
Company Overview
Purpose Unlimited is an independent financial services company that focuses on customer‑centric innovation through technology‑driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved market segments. Its businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.
Vacancy Status
This is a current opening.
Compensation
$120,000 - $135,000
Job Description
Fund Tax Compliance & Accuracy
- Deliver accurate, on‑time tax distributions, T3/T5 slips, and fund tax returns across the full Purpose fund lineup.
- Own determination of fund‑level distributable income and capital gains across all fund structures, with AI‑assisted modelling reviewed and approved by you.
- Lead all CRA correspondence and technical positions ...