Purpose Unlimited
Purpose Unlimited is seeking a dedicated Tax Leader to build and govern the tax function across its asset management, wealth, and SME lending groups. This senior role involves setting strategic tax positions, overseeing corporate tax matters, and leading tax structuring for M&A and new growth initiatives while integrating tax thinking into product development. The successful candidate will own the judgment layer of an AI-assisted infrastructure, governing compliance automation while providing expert guidance on complex, multi-jurisdictional tax challenges.
Purpose Unlimited is a Canadian financial services company that brings together investment expertise, independent advice, technology, and capital through an ecosystem of brands including Purpose Investments, Advisor Solutions, Steadyhand, Harness Investment Management, Foundation Wealth Partners, and Driven by Purpose. The company offers modern investment solutions, end-to-end platforms for independent financial advisors, personalized wealth advice, and flexible financing for Canadian small businesses. Purpose Unlimited's mission is to help Canadians build, grow, and protect their wealth.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Purpose Unlimited.
4% below the average for this role