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:

$120,000 - $135,000

Job Description

Responsibilities: What you will do/ What you will own

Fund Tax Compliance & Accuracy

• Deliver accurate, on-time tax distributions, T3/T5 slips, and fund tax returns across the full Purpose fund lineup
• Own the determination of fund‑level distributable income and capital gains across all fund structures, with