Fund Taxation Manager at Purpose Unlimited

Join Purpose Unlimited as a Fund Taxation Manager, focusing on tax compliance and accuracy for diverse financial products. Contribute to delivering timely tax distributions and fund returns.

As a pivotal member of Purpose Unlimited, you will oversee fund tax compliance and ensure the accuracy of tax distributions, T3/T5 slips, and various fund tax returns. This role involves determining fund-level distributable income and managing capital gains across all fund structures, supporting underserved financial markets.

Key Responsibilities:

• Deliver accurate tax distributions for all funds

• Generate timely T3/T5 slips for fund compliance

• Calculate fund-level distributable income precisely

• Manage capital gains across various fund structures

• Ensure compliance with tax regulations consistently

Requirements:

• Proven experience in fund taxation and compliance

• Deep understanding of financial services and fund structures

• Strong analytical skills for income and gains determination

• Detail-oriented mindset for accuracy in reporting

• Bachelor's degree in finance or relevant field

Bring your expertise in fund taxation to Purpose Unlimited and enhance our commitment to financial innovation.
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