Director, Tax
About The Position
Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven. This is for a current opening. Purpose Unlimited needs its first dedicated tax leader — someone who will build the function, govern the platform, and make tax a strategic advantage across a multi-entity financial services group spanning asset management, wealth, and SME lending. AI handles the assembly and monitoring layer — regulatory change monitoring, data aggregation, and first-pass analysis. You own the judgment and consequence layer: tax strategy, M&A structuring, product design input, and the governance of the AI-assisted infrastructure itself. This is what senior tax leadership looks like in 2026.
Requirements
- CPA designation with specialization in Canadian corporate tax
- 7+ years in Canadian tax with financial services, asset management, or fund experience a preference
- Experience in M&A tax structuring or diligence experience an asset
- Applicants must be legally entitled to work in Canada.
Responsibilities
- Set and govern tax strategy across the Purpose group — income tax, sales tax, investment funds, multi-entity structuring, M&A — with clear, defensible positions and unambiguous accountability
- Own and oversee all corporate tax matters, including planning, structuring, and compliance across income tax, sales tax, and related areas
- Advise our Asset Management Fund operational teams on fund level tax forecasting, fund distributions, and fund tax compliance
- Lead tax structuring and diligence on M&A, corporate investments, and all new growth initiatives, coordinating external advisors and representing the tax function through transaction execution
- Embed tax thinking in our Asset Management product development pipeline from ideation — ensuring investor outcomes are protected
- Support client level tax compliance in our Wealth segments, providing guidance on regulations and best practices
- Build, govern, and continuously improve the tax function itself
Benefits
- Competitive compensation including equity program
- Comprehensive group health and dental benefits and life insurance at little to no cost to you
- Lifestyle Spending Account for all your wellness needs
- Flexible paid time-off policy covering vacation, sick, and mental health days
- Paid parental leave for eligible employees with a top-up
- Generous Group RRSP matching and an optional TFSA program
- Training opportunities and tuition support year-round
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
