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 Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.Who is Purpose Investments?Purpose 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 Much of what is available to the average Canadian investor today is outdated and expensive.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 everyone.Vacancy Status:This is for a current opening.Compensation:$120,000 - $140,000Job 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 Purpose’s regulatory standingBuild 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 Purpose’s own filing errors.Forecasting 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‑end.AI governance embedded.All automated tax modelling has documented human review and sign‑off controls in place,



satisfying audit requirements and internal standards.Trusted product partner.The product and management teams actively involve you in new fund structuring conversations from day one – not after decisions have already been made.At least one process materially improved.You’ve identified, built, and deployed an enhancement to the tax function that reduces cycle time, improves accuracy, or increases the team’s capacity – and you can point to the before and after.What AI does so you don’t have toPurpose is deploying AI across every workflow where it outperforms manual effort. In 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 runsacross Mutual Fund Trusts, Mutual Fund Corporations, and Limited PartnershipsFirst‑pass distribution calculationsfor distributable income and capital gains, flagging exceptions and edge cases for human reviewTax slip management and cross‑validationagainst 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 detectionacross the tax oversight models your team relies on, alerting before errors propagateWhat only you can doThe irreplaceable core of this role – the judgment, accountability, and expertise that no model can replicate:Own tax correctnessacross Purpose’s entire fund lineup – Mutual Fund Trusts, Mutual Fund Corporations, and Limited Partnerships. Your sign‑off means something.Exercise professional tax judgmentwhere the Income Tax Act meets the complexity of multi‑class fund structures, novel product designs, and the grey areas CRA hasn’t yet opined on.Lead CRA relationships– correspondence, audits, and technical positions that require a credible, professional voice, not a template.Shape new product tax architecturealongside management, advising on structuring decisions before launch rather than fixing problems after.Govern AI outputs– reviewing, stress‑testing, and improving the automated forecasting and allocation models that your team depends on.Translate tax complexityinto clear guidance for product, compliance, and operations teams who need to act on your expertise without getting lost in it.Qualifications: What you will bring3–5 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 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 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 believeOwner’s MindsetYou treat Purpose’s tax obligations as if they were your own firm’s. You find the problem before the CRA does.InnovationYou actively push the tax function toward real‑time intelligence and AI‑augmented decision‑making. Maintaining the status quo is not success in this role.CourageYou 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 expertise.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– flexible paid time‑off policy with flexible vacation days, and versatile 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 year‑round.Purpose Investmentsis an equal employer, and we are dedicated to fostering an inclusive and barrier‑free work workplace 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 at PeopleCultureTeam@purpose‑unlimited.Com. We thank all applicants for their interest; however, only those selected for interviews will be contacted.Applicants must be legally entitled to work in Canada. Immigration sponsorship is not offered for this role.We 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.#J-18808-Ljbffr

📌 Manager, Fund Taxation - C$120,000 - C$140,000 A Year (Winnipeg)
🏢 Purpose Unlimited
📍 Winnipeg