Manager, Fund Taxation

Purpose Unlimited • Toronto, ON

8d • Hybrid

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.

Who is Purpose Investments?
Purpose Investments is an innovation- driven asset management company with over $20 billion under management, offering both managed and quantitative investment products. Much of what is available to the average Canadian investor today is outdated and expensive. Purpose Investments’ goal is to constantly innovate, and make investing simple, intuitive and affordable for everyone.

Vacancy Status: This is for a current opening.
Compensation: $120,000 - $140,000

Requirements

• 3–5 years of investment fund tax experience within the Canadian market
• Deep working knowledge of the Income Tax Act as it applies to Mutual Fund Trusts, Mutual Fund Corporations, and Limited Partnerships
• Direct experience completing fund distributions, T3/T5 tax slips, and fund tax returns end-to-end
• CPA designation (or actively enrolled with a clear timeline to completion)

Nice To Haves

• Experience with AI-assisted tax modelling, workflow automation, or data tools (Python, Excel VBA, RPA) – you don’t need to have built them, but you’ve used and interrogated them
• Background in tax-outcome-focused fund products (target distribution, return-of-capital structures, tax-managed mandates)
• Experience advising on new fund structuring or product tax design alongside a management or product team
• CFA designation or progress toward it, demonstrating investment product fluency that complements the tax expertise
• Track record of proactively improving a tax process or model, not just operating the existing one

Responsibilities

• Deliver accurate, on-time tax distributions, T3/T5 slips, and fund tax returns across the full Purpose fund lineup
• Own the 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 with professionalism and precision, protecting Purpose’s regulatory standing
• Build and maintain best-in-class tax forecasting and provisioning practices throughout the tax year, shifting the function from reactive to predictive
• Develop the AI-augmented oversight models that give the business real-time visibility into fund-level tax positions – not just year-end snapshots
• Surface tax risks and opportunities early enough to allow meaningful management action, not just reporting after the fact
• Partner with management on new product development, providing tax structuring guidance that turns tax considerations from a constraint into a competitive advantage
• Lead the tax design and implementation for tax-outcome-focused products, including structure selection, ongoing monitoring, and investor disclosure
• Support cross-functional teams on prospectus filings, fund launches, and regulatory updates with expert tax input that accelerates timelines

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 with flexible vacation days, and flexible 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

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed