Director, Tax

Purpose Unlimitedis 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 Unlimiteds businesses include Purpose Investments Advisor Solutions by Purpose and Status:This is for a current : $165000 - $185000 Who You arePurpose 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 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 youll ownSet 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 accountabilityOwn and oversee all corporate tax matters including planning structuring and compliance across income tax sales tax and related areasAdvise our Asset Management Fund operational teams on fund level tax forecasting fund distributions and fund tax complianceLead tax structuring and diligence on M&A corporate investments and all new growth initiatives coordinating external advisors and representing the tax function through transaction executionEmbed tax thinking in our Asset Management product development pipeline from ideation ensuring investor outcomes are protectedSupport client level tax compliance in our Wealth segments providing guidance on regulations and best practices Build govern and continuously improve the tax function itselfWhat you must bringCPA designation with specialization in Canadian corporate tax7 years in Canadian tax with financial services asset management or fund experience a preferenceExperience in M&A tax structuring or diligence experience an asset This is a genuine building mandate not a maintenance role. Purposes tax function needs to be built from the ground up by someone with the ambition and judgment to do it right. The platforms complexity multi-entity multi-jurisdiction multi-product and growing means the technical demands are real. The AI frontier opportunity governing compliance automation & tracking while owning the irreplaceable human layer is ahead of most firms in this space. The mandate the autonomy and the executive visibility are all role at Purpose is assessed against our five values:Innovation You bring new ideas challenge the status quo and find better ways of building. You dont wait for permission to You speak up when something isnt working take difficult stands on technical quality and act with conviction even when its Mindset You take full accountability for your squads outcomes. You treat the platform the team and the business as your Focus You place client outcomes at the center of every architectural and delivery Through Individual and Collective Growth You invest in your own development and actively contribute to the growth of every engineer around should you join us We are one of Canadas Top Small & Medium Employers 2023 & 2024. We believe in innovation and a vibrant culture -work for an innovative people-first financial services firm that values entrepreneurialism. We believe in a flexible work structure A flexible hybrid work model that empowers you to do your best work whether at home or the office. We care about your rewards -Competitive compensation including equity program. We care about your health comprehensive group health and dental benefits and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness needs. We care about your quality of life -a flexible paid time-off policy covering vacation sick and mental health days. We care about your family -Paid parental leave for eligible employees with a top-up. We care about your future Generous Group RRSP matching and an optional TFSA program. We care about your development We offer training opportunities and tuition support Unlimitedis an equal employer and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process please contact any member of the People & Culture team at We thank all applicants for their interest; however only those selected for interviews will be work philosophy is a hybrid model allowing for flexibility and must be legally entitled to work in Canada. Immigration sponsorship is not offered for this may use artificial intelligence technology to assist in screening assessing or selecting applicants for this position. Final hiring decisions are made by qualified human reviewers.