Tax Manager

Company Description

Neo Wealth and Asset Management, part of Neo Group, is a pioneering financial platform providing unbiased investment solutions with a commitment to transparency and cost efficiency. Founded by Nitin Jain, the former CEO of PAG at Edelweiss Wealth Management Services, Neo Group is dedicated to empowering investors with value-driven financial tools for sustainable growth. With an emphasis on global best practices, innovative technology, and a team of experts, Neo Group serves both institutional and retail clients across India. The organization is deeply committed to India's progress towards self-reliance and prosperity through responsible investment practices and exemplary governance.

Role Description

This is a full-time, on-site role based in Mumbai for a Tax Manager. We are looking for a qualified and execution-focused Tax Support Assistant BFSI & Fund-Raising to work closely with the Group Tax Head. The role will support tax compliances, transaction advisory, and fund-raising-related tax matters across the Groups BFSI and investment businesses.

This role offers hands-on exposure to equity fund-raising, transaction structuring, regulatory taxation, and group-level tax governance, making it ideal for a CA professional looking to deepen expertise in financial services taxation.

Role & responsibilities:

1. Tax Compliance (BFSI Focus)

• Support Direct Tax compliances including income tax returns, TDS, advance tax computations, and tax audit workings.
• Assist in GST compliances, reconciliations, and filings for BFSI revenue streams such as advisory, brokerage, and distribution income.
• Support handling of income tax and GST notices, assessments, and departmental queries.
• Coordinate with external tax consultants for filings, audits, and litigation support.

2. Fund-Raising & Transaction Tax Support

• Support equity fund-raising transactions (PE/VC/Institutional) including tax diligence, data collation, and issue analysis.
• Prepare tax working notes for issuance of shares, CCPS, CCDs, ESOPs, and other capital instruments.
• Assist in evaluating tax implications of capital infusion, share transfers, valuation matters, and exit structures.
• Support tax review of term sheets, SHAs, and transaction documentation.

3. Regulatory & Structuring Support

• Assist in tax analysis related to FEMA, RBI, SEBI, and cross-border transactions under guidance of the Tax Head.
• Support inter-company transaction analysis, cost-sharing arrangements, and transfer pricing documentation inputs.
• Maintain documentation for group structuring, capital flows, and regulatory compliance.

4. Tax Strategy & Reporting

• Support implementation of Group-level tax strategy for BFSI and investment entities.
• Track regulatory changes in Income Tax, GST, FEMA, and assess business impact.
• Assist in preparation of tax MIS, dashboards, and periodic updates for senior management.
• Maintain tax calendars, trackers, and internal documentation.

Preferred candidate profile:

• Chartered Accountant (CA) with 3-6 years of post-qualification experience in taxation.
• Strong hands-on experience in Income Tax and GST compliances.
• Exposure to fund-raising transactions, tax due diligence, or transaction tax preferred.
• Working knowledge of FEMA and capital instruments.
• Experience in Wealth Management / FinTech / NBFC / Broking / Asset Management is a plus.
• Strong analytical skills, Excel proficiency, and attention to detail.
• Ability to work in a fast-paced, transaction-driven environment.