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 statut

📌 Accountant (Mumbai)
🏢 Neo
📍 Mumbai