Company DescriptionNeo 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 DescriptionThis 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 SupportSupport 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 SupportAssist 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 & ReportingSupport 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.
Job Title
Tax Manager