NeoFinity - Financial Reporting Role - CA

4 weeks ago


Mumbai, India NEO WEALTH MANAGEMENT PRIVATE LIMITED Full time

Job Responsibilities: Financial Reporting & Audit:- Prepare & review financial statements under Ind AS / IFRS.- Manage quarterly & annual audits with Big 4 firms.- Establish internal controls, policies & SOPs.- Prepare consolidated financials across domestic & overseas entities.Regulatory & Compliance:- Ensure compliance with SEBI (AIF / PMS / MF), RBI, and Companies Act.- Manage filings, submissions & investor reporting.- Handle FEMA & cross-border compliance (added Oversee direct & indirect tax compliance (TDS, GST, income tax, audits).- Manage tax assessments, transfer pricing & documentation.- Monitor evolving tax laws & ensure effective tax planning.- Support fund structuring from a tax efficiency perspective.Business Finance & Support:- Partner with AIF, PE, PMS & MF teams for financial insights.- Support new fund launches & investment structures.- Liaise with regulators, auditors & internal stakeholders.People & Process Management:- Mentor junior team members across finance, accounts & tax.- Drive process improvements, automation & best practices.Preferred Skills: - Qualification: Chartered Accountant (CA).- Experience: 7+ years in finance, accounting, taxation & compliance.- Industry Expertise: Asset Management (mandatory) - AIFs, PE, Mutual Funds.Technical Skills:- Ind AS, IFRS, Companies Act, Income Tax Act.- Direct & indirect taxation, transfer pricing, audit closures.- SEBI, RBI, FEMA, cross-border structures.- Strong analytical, problem-solving & stakeholder management skills.- Proactive, detail-oriented & adaptable to fast-paced environments. (ref:iimjobs.com)



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