Tax Manager

Neo Wealth Management; Mumbai; On-site; INR 2,500,000 - 3,500,000; Full time

Job summary

Neo Wealth Management in Mumbai is seeking a Chartered Accountant to lead tax advisory and planning for the organization. The role focuses on strategic tax optimization, regulatory compliance, and cross-border taxation within the BFSI sector.

You will coordinate with tax authorities, manage audits, prepare returns and tax computations, and support internal controls and reporting. Strong Excel skills, stakeholder management, and experience with GST, Income Tax, and transfer pricing are essential.

Qualifications

• CA with strong regulatory knowledge relevant to BFSI.
• Experience in debt fundraising, capital structuring, inter-company transactions.
• Strong interpersonal and communication skills for senior stakeholders.

Responsibilities

• Provide strategic tax planning to optimize tax liabilities.
• Advise on corporate restructuring, M&A, fund raising, and cross-border taxation.
• Analyze changes in income tax laws, GST, and international taxation.
• Coordinate with tax authorities for assessments, appeals, and notices.
• Handle income tax scrutiny, tax litigations, and disputes with external teams.
• Maintain tax records and prepare tax reports for management.
• Ensure IFRS/IND-AS tax provisions and deferred tax accounting compliance.
• Prepare and review income tax returns, tax computations, and advance tax calculations.

Skills

Regulatory Knowledge

Stakeholder Management

MS Excel

MS Word

PowerPoint

Advanced Excel

Macros

BFSI experience

Big 4 experience

Income Tax

GST

Transfer Pricing

International Taxation

Education

CA

Tools

MS Excel

MS Word

PowerPoint

Job description

Role & responsibilities

1. Tax Advisory & Planning:

• Provide strategic tax planning to optimize tax liabilities and ensure tax efficiency.
• Advise on corporate restructuring, M&A transactions, fund raising strategies, and cross-border taxation.
• Analyze changes in income tax laws, GST, and international taxation impacting the financial sector.

2. Regulatory Compliance & Litigation:

• Coordinate with tax authorities for assessments, appeals, and notices.
• Handling income tax scrutiny cases, tax litigations, and representations before tax authorities.
• Work closely with external consultants, auditors, and legal teams to manage tax disputes.

3. Reporting & Internal Controls:

• Maintain accurate tax records and prepare tax reports for management.
• Ensure compliance with IFRS/IND-AS tax provisions and deferred tax accounting.
• Support internal audit teams and assist in tax risk assessments.

4. Tax Compliance & Filing:

• Prepare and review income tax returns, tax computations, and advance tax calculations.
• Ensure timely TDS/TCS compliance and quarterly filings.
• Assist in handling tax audits, transfer pricing documentation, and statutory filings.

Preferred candidate profile

• CA
• Regulatory Knowledge: Comprehensive understanding of regulatory requirements related to debt fundraising, capital structuring, and inter-company transactions.
• Stakeholder Management: Strong interpersonal and communication skills for effective collaboration with senior stakeholders, including business heads and financial institutions.
• Proficiency in MS Excel, Word and Power Point. Knowledge of Advanced Excel and Macros is an added advantage.
• Experience with BFSI companies (NBFC, Wealth and Asset Management) or Big 4 firms with specific focus on BFSI sector clients.
• Strong knowledge of Income Tax Act, GST, FEMA, Transfer Pricing, and International Taxation.