Director, Tax

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.

Vacancy Status: This is for a current opening.

Compensation: $165,000 - $185,000

Who You are Purpose 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 lending. AI 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 2026. What you’ll own

Set 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 accountability Own and oversee all corporate tax matters, including planning, structuring, and compliance across income tax, sales tax, and related areas Advise our Asset Management Fund operational teams on fund level tax forecasting, fund distributions, and fund tax compliance Lead tax structuring and diligence on M&A, corporate investments, and all new growth initiatives, coordinating external advisors and representing the tax function through transaction execution Embed tax thinking in our Asset Management product development pipeline from ideation — ensuring investor outcomes are protected Support client level tax compliance in our Wealth segments, providing guidance on regulations and best practices Build, govern, and continuously improve the tax function itself

What you must bring

CPA designation with specialization in Canadian corporate tax 7+ years in Canadian tax with financial services, asset management, or fund experience a preference Experience in M&A tax structuring or diligence experience an asset

This is a genuine building mandate — not a maintenance role. Purpose’s tax function needs to be built from the ground up by someone with the ambition and judgment to do it right. The platform’s 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 there. Every 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 don't wait for permission to experiment. Courage — You speak up when something isn't working, take difficult stands on technical quality, and act with conviction even when it's uncomfortable. Owner's Mindset — You take full accountability for your squad's outcomes. You treat the platform, the team, and the business as your own. Client Focus — You place client outcomes at the center of every architectural and delivery decision. Winning Through Individual and Collective Growth — You invest in your own development and actively contribute to the growth of every engineer around you.

Why should you join us?

• We are one of Canada's 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 year-round.

Purpose Unlimited is 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 PeopleCultureTeam@purpose-unlimited.com. We thank all applicants for their interest; however, only those selected for interviews will be contacted. Our work philosophy is a hybrid model allowing for flexibility and collaboration. 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.