About Neo
AI is the most significant shift in how work gets done since the advent of the Internet — yet most organizations fail to capture its value. Neo is changing that.
Founded by Bhavin Turakhia — Co-Founder of Zeta, Radix, and Titan — Neo is building an integrated, AI-first suite of products that capture work, centralize context, and make AI a first-class participant in every workflow:
Tasket — A radically reimagined, AI-native, work management platform that centralizes context and makes AI delegation seamless for all work.
Friday — AI Assistant, co-worker and agent platform, pre-integrated into Tasket, Studio, Drive and 1000+ SaaS platforms.
Studio — AI-native suite for co-creating docs, spreadsheets and diagrams collaboratively with humans and agents.
Drive — AI-native repository, where humans and agents can co-work on files.
Scribe — AI assistant for meetings that goes beyond note-taking and actually does your work while on the call.
About the role
The Accountant will maintain the books of accounts of the family office of Mr. Bhavin Turakhia and his wealth management companies. Incumbent will be responsible for accounting & banking across Mr. Bhavin’s wealth management companies. Key outcomes of the role include maintaining books of accounts, preparing MIS reports, complying with tax & regulations, liaising with third parties for audit & regulatory filings and bank transactions execution in a timely manner.
Responsibilities
1) Accounting & Financial reporting:
Making tally entries and filing necessary documentation & supporting for the books of accounts
Finalizing books of accounts on monthly basis and generating MIS for relevant KPIs (Variance reports, P&L Cost centre statements) as needed
Liaising with Auditors for data requirements and other certification requirements
2) Tax filings & returns
Preparing monthly/quarterly/annual returns for GST, TDS and ensuring transactions are in compliance with GST and Income tax regulations
Providing data for statutory authorities and supporting documents in consultation with Seniors for GST/Income tax audits
3) Banking & Compliance
Making Bank transfers/Vendor payments following the Standard Operating Processes and communicating with Banks for relevant documentation necessary for their compliances
Ensuring Bank charges and maintenance charges are as per agreed contracts and reconciling them
Generating Treasury reports from accounting software and providing reasons for deviation from budgets
Ensuring appropriate board resolutions in consultation with Seniors and filing them along with bank transaction supporting documents
4) Ad-hoc projects support for other family office activities
Skills
Proficiency in Tally accounting software
Microsoft office and Excel proficiency to build Dashboards
Working knowledge of Income tax, GST website portals and understanding of TDS, GST regulations
Understanding of Accounting standards and Financial Statements preparation
Experience & Qualifications
CA Inter + M Com with 3 years of relevant experience
Bcom+ MBA Finance/ master’s in accounting with 3 years of relevant experience
While the job appears to be with Neo, this role would be for Bhavin Turakhia's Family Office