Manager, Fund Taxation

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 is Purpose InvestmentsPurpose Investmentsis 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 Much of what is available to the average Canadian investor today is outdated and expensive.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 Status: This is for a current :$120000 - $140000Job DescriptionResponsibilities: What you will do/ What you will ownFund Tax Compliance & AccuracyDeliver accurate on-time tax distributions T3/T5 slips and fund tax returns across the full Purpose fund lineupOwn the determination of fund-level distributable income and capital gains across all fund structures with AI-assisted modelling reviewed and approved by youLead all CRA correspondence and technical positions with professionalism and precision protecting Purposes regulatory standingTax Forecasting & ProvisioningBuild and maintain best-in-class tax forecasting and provisioning practices throughout the tax year shifting the function from reactive to predictiveDevelop the AI-augmented oversight models that give the business real-time visibility into fund-level tax positions not just year-end snapshotsSurface tax risks and opportunities early enough to allow meaningful management action not just reporting after the factProduct Tax Advisory & InnovationPartner with management on new product development providing tax structuring guidance that turns tax considerations from a constraint into a competitive advantageLead the tax design and implementation for tax-outcome-focused products including structure selection ongoing monitoring and investor disclosureSupport cross-functional teams on prospectus filings fund launches and regulatory updates with expert tax input that accelerates timelinesWhat success looks like in your first yearZero tax errors on investor-facing outputs. Every T3 T5 and fund tax return delivered accurately and on schedule across all fund structures with no CRA correspondence arising from Purposes own filing errorsForecasting moved from annual to continuous. You have built or materially improved the tax forecasting infrastructure so the business has real-time visibility into fund-level tax positions throughout the year not just at year-endAI governance embedded. All automated tax modelling has documented human review and sign-off controls in place satisfying audit requirements and internal standardsTrusted product partner. The product and management teams actively involve you in new fund structuring conversations from day one not after decisions have already been madeAt least one process materially improved. Youve identified built and deployed an enhancement to the tax function that reduces cycle time improves accuracy or increases the teams capacity and you can point to the before and afterWhat AI does so you dont have toPurpose is deploying AI across every workflow where it outperforms manual this role that means you will inherit and continue to build an AI-augmented tax and compliance stack. Specifically AI will handle:Efficient tax forecasting runs across Mutual Fund Trusts Mutual Fund Corporations and Limited PartnershipsFirst-pass distribution calculations for distributable income and capital gains flagging exceptions and edge cases for human reviewTax slip management and cross-validation against source fund data reducing manual reconciliation cyclesCRA regulatory change monitoring surfacing relevant Income Tax Act and CRA guidance updates requiring professional interpretationModel maintenance and anomaly detection across the tax oversight models your team relies on alerting before errors propagateWhat only you can do The irreplaceable core of this role the judgment accountability and expertise that no model can replicate:Own tax correctness across Purposes entire fund lineup Mutual Fund Trusts Mutual Fund Corporations and Limited Partnerships. Your sign-off means professional tax judgment where the Income Tax Act meets the complexity of multi-class fund structures novel product designs and the grey areas CRA hasnt yet opined onLead CRA relationships correspondence audits and technical positions that require a credible professional voice not a templateShape new product tax architecture alongside management advising on structuring decisions before launch rather than fixing problems afterGovern AI outputs reviewing stress-testing and improving the automated forecasting and allocation models that your team depends onTranslate tax complexity into clear guidance for product compliance and operations teams who need to act on your expertise without getting lost in itQualifications: What you will bring35 years of investment fund tax experience within the Canadian marketDeep working knowledge of the Income Tax Act as it applies to Mutual Fund Trusts Mutual Fund Corporations and Limited PartnershipsDirect experience completing fund distributions T3/T5 tax slips and fund tax returns end-to-endCPA designation (or actively enrolled with a clear timeline to completion)What will set you apartExperience with AI-assisted tax modelling workflow automation or data tools (Python Excel VBA RPA) you dont need to have built them but youve used and interrogated themBackground 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 teamCFA designation or progress toward it demonstrating investment product fluency that complements the tax expertiseTrack record of proactively improving a tax process or model not just operating the existing oneHow this role connects to what we believe Owners Mindset You treat Purposes tax obligations as if they were your own firms. You find the problem before the CRA You actively push the tax function toward real-time intelligence and AI-augmented decision-making. Maintaining the status quo is not success in this You take clear defensible positions on complex tax questions and communicate them with conviction to management to CRA and to the teams who depend on your should you join usWe are one of Canadas Top Small & Medium Employers 2023 & believe in innovation and a vibrant culture-work for an innovative people-first financial services firm that values believe in a flexible work structureA flexible hybrid work model that empowers you to do your best work whether at home or the care about your rewards-Competitive compensation including equity care about your healthcomprehensive 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 care about your quality of life-flexible paid time-off policy with flexible vacation days and flexible sick and mental health care about your family-Paid parental leave for eligible employees with a care about your futureGenerous Group RRSP matching and an optional TFSA care about your developmentWe offer training opportunities and tuition support Investmentsis 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 and Culture team 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.