Found Description
Company Overview
Purpose Unlimited is an independent financial services company that focuses on customer‑centric innovation through technology‑driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved market segments. Its businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.
Vacancy Status
This is a current opening.
Compensation
$120,000 - $135,000
Job Description
Fund Tax Compliance & Accuracy
- Deliver accurate, on‑time tax distributions, T3/T5 slips, and fund tax returns across the full Purpose fund lineup.
- Own 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 ...