Treelife | Tax Manager

Key responsibilities?

• Provide expert guidance to clients on income-tax implications and regulatory frameworks, including FEMA (ODI, OPI, FDI) and cross-border structuring.
• Lead transaction advisory assignments, including structuring M&A, secondary transactions and reorganisations with a focus on tax optimisation and regulatory compliance.
• Advise clients on ESOP structuring, implementation and taxation, including employee incentive plans and exit-related tax considerations.
• Assist clients with cap table structuring and optimisation, including equity structuring across founders, investors and ESOP pools.
• Lead client assignments for AIF (fund) setup, including structuring, regulatory approvals and ongoing advisory.
• Provide guidance on GIFT IFSC regulations and lead fund and entity setup assignments in IFSC.
• Post-qualification work experience of 3-5 years with at least 2 year of experience in Big6s or equivalent.

Requirements

• In-depth understanding of tax regulations and familiarity with key regulatory bodies like FEMA, RBI, SEBI and IFSCA.
• Proficiency in using Microsoft Excel, Word, PowerPoint, Tally.
• Experience: 3 - 5 years

Treelife Ventures Services Private Limited

Treelife is a Mumbai firm that handles finance, tax, legal and compliance work for startups, investors and growing businesses under one roof. It was started by Jitesh Agarwal, a chartered accountant, and Garima Mitra, a lawyer, who left corporate jobs to set it up. Agarwal leads the virtual CFO, tax and regulatory work, and Mitra the transactions, contracts and compliance side. For startups the firm offers virtual CFO services, legal support, secretarial and FEMA compliance, and tax and regulatory advice. For investors it sets up alternative investment funds and supports investments and exits, and for companies working across borders it covers India entry, overseas set-up, transfer pricing and set-up in GIFT IFSC. Its head office is at Bandra Kurla Complex in Mumbai, with further offices in Delhi and Bengaluru. The firm's legal name is Treelife Ventures Services Private Limited.

Finance hiring at Treelife is based in Mumbai and covers financial due diligence, tax, and the virtual CFO practice, where teams run finance and accounts operations for several startup clients at once. Roles range from senior executive and associate to manager, asking for about two to eight years of experience. The due diligence and tax roles call for a qualified Chartered Accountant, with three to five years of experience for the tax manager post. A senior VCFO delivery and engagement role prefers a CA but is open to candidates with strong hands-on experience, while the more junior VCFO roles welcome M.Com, B.Com and semi-qualified CA candidates, preferably from a CA firm.

• Industry: Finance, tax, legal and compliance services for startups, investors and funds, including virtual CFO work, AIF set-up, India entry and GIFT IFSC set-up
• Headquarters: Mumbai, India (Bandra Kurla Complex)
• In India: Head office at Bandra Kurla Complex in Mumbai, with offices in Delhi (Jhandewalan Extension) and Bengaluru (MG Road)