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Personal Accountant Jobs (NOW HIRING)

Harper Associates

Personal Accountant

Birmingham, MI · On-site

Personal Accountant & Administrative Manager - Private Family Birmingham, MI $55K-$70K (25-30 hours/week, remote) Require: Intuit QuickBooks ProAdvisor certification, Excel Expert level. Search by ...

Clearstead

Personal Accountant I

Cleveland, OH · On-site

$75K - $110K/yr

To be successful in this role, the Personal Accountant I must be a strong communicator, a motivated team player, and someone who values discretion, integrity, and attention to detail when handling ...

Norm Reeves Subaru Rockwall

Maintain accurate and up-to-date books for multiple family entities, including trusts, investment companies, interfamily loans, personal financial statements, and personal accounting. * Manage ...

Kforce Inc.

Staff Accountant

Long Island City, NY · On-site

$59K - $78K/yr

This firm focuses on corporate and personal accounting services and consulting. The clients are small to mid-size companies and individuals with high income/high net worth, business owners or own ...

The Louris Group

Personal Tax Accountant

Greenville, SC · On-site

$18 - $30/hr

We are looking for a Personal Tax Accountant to join our team! You will be responsible for preparing and analyzing financial records for our company. Responsibilities: * Prepare and examine ...

The Louris Group

Personal Tax Accountant

Greenville, SC · On-site

$18 - $30/hr

We are looking for a Personal Tax Accountant to join our team! You will be responsible for preparing and analyzing financial records for our company. Responsibilities: * Prepare and examine ...

Accountant Bench

Staff Accountant

Lincoln, NE · On-site

$55K - $60K/yr

Staff Accountant Location: Lincoln, NE Salary: $55,000-$60,000 + benefits A growing organization ... Prepare and file sales tax, use tax, and personal property tax returns across multiple states ...

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Personal Accountant information

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How much do personal accountant jobs pay per hour?

As of Sep 10, 2026, the average hourly pay for personal accountant in the United States is $26.32, according to ZipRecruiter salary data. Most workers in this role earn between $21.15 and $29.57 per hour, depending on experience, location, and employer.

What does a personal accountant do?

A personal accountant helps individuals manage their finances by tracking income, expenses, investments, and tax obligations. They provide advice on budgeting, financial planning, and tax strategies to help clients meet their financial goals. Personal accountants may also assist with preparing tax returns, organizing financial records, and ensuring compliance with financial regulations. Their role is to simplify complex financial matters and offer personalized guidance for their clients’ unique situations.

What are the key skills and qualifications needed to thrive as a personal accountant?

To thrive as a Personal Accountant, you need a solid grasp of accounting principles, financial analysis, and tax regulations, usually supported by a degree in accounting or finance. Familiarity with accounting software like QuickBooks or Xero and professional certifications such as CPA are commonly required. Strong organizational skills, attention to detail, and the ability to communicate complex financial information clearly help set top performers apart. These skills ensure accurate financial management, compliance, and trustworthy client relationships, which are critical for long-term success in this role.

What are some common challenges personal accountants face when managing multiple clients, and how can they be addressed?

Personal accountants often juggle multiple clients with varying financial needs and deadlines, which can make organization and time management challenging. To address this, many professionals use advanced accounting software to streamline processes, set up clear communication protocols, and prioritize tasks based on urgency and importance. Regular check-ins with clients and maintaining up-to-date records also help in minimizing errors and ensuring client satisfaction. Developing strong organizational habits and leveraging digital tools are key strategies for success in this role.

What is the difference between Personal Accountant vs Bookkeeper?

AspectPersonal AccountantBookkeeper
CredentialsCPA or accounting degree often preferredHigh school diploma or associate degree typically sufficient
Work EnvironmentWorks with individuals on financial planning, taxes, and investmentsHandles day-to-day transaction recording for businesses or individuals
Employer & IndustryPrivate clients, accounting firms, financial advisory firmsSmall businesses, accounting firms, or freelance work

While both Personal Accountants and Bookkeepers manage financial data, Personal Accountants focus on comprehensive financial planning, tax strategies, and advising clients, often requiring certifications like CPA. Bookkeepers primarily record daily financial transactions, maintaining accurate ledgers. Understanding these differences helps clients choose the right professional for their financial needs.

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Personal Accountant jobs near you
Infographic showing various Personal Accountant job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, and 3% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $54,749 per year, or $26.3 per hour.

Personal Accountant

Bensenville, IL • On-site

Hunter Foundry Machinery Corporation LLC
Machinery Manufacturing • 51 - 200 employees
Learn more about Hunter Foundry Machinery Corporation LLCexternal

Full-time

Posted 5 days ago

Job description

Description:

Position Title: Personal Accountant
Location: Bensenville, IL, USA
Job Type: Full-Time

Position Summary 

We are seeking a highly organized and trustworthy Personal Accountant to manage personal financial activities, maintain accurate financial records, oversee budgeting, and ensure timely payment of bills and taxes. The ideal candidate will possess strong accounting knowledge, exceptional attention to detail, and the ability to handle sensitive financial information with complete confidentiality.

Key Responsibilities

  • Manage daily personal accounting and bookkeeping activities.
  • Maintain accurate records of income, expenses, assets, liabilities, and investments.
  • Reconcile bank accounts, credit cards, and other financial accounts monthly.
  • Process and track bill payments, invoices, insurance premiums, and loan obligations.
  • Prepare monthly, quarterly, and annual financial reports.
  • Monitor cash flow and develop personal budgets to meet financial goals.
  • Coordinate with tax advisors and prepare financial documentation for tax filings.
  • Track investments, retirement accounts, and other financial portfolios.
  • Assist in financial planning, wealth management, and estate planning activities.
  • Ensure compliance with federal, state, and local tax regulations.
  • Maintain confidential financial records and documents.
  • Identify opportunities for cost savings and improved financial efficiency.

Required Qualifications

  • Bachelor's degree in Accounting, Finance, Business Administration, or related field.
  • 3+ years of accounting, bookkeeping, or personal finance management experience.
  • Strong knowledge of accounting principles and financial reporting.
  • Experience with accounting software such as QuickBooks, Sage, or similar platforms.
  • Advanced proficiency in Microsoft Excel.
  • Excellent analytical, organizational, and problem-solving skills.
  • Strong verbal and written communication skills.
  • Ability to handle confidential and sensitive information professionally.

Preferred Qualifications

  • CPA, CMA, EA, or equivalent accounting certification preferred.
  • Experience managing finances for executives, business owners, or high-net-worth individuals.
  • Knowledge of investment tracking and portfolio analysis.
  • Experience with tax preparation and financial planning.

Key Skills

  • General Accounting
  • Bookkeeping
  • Budgeting & Forecasting
  • Financial Reporting
  • Bank Reconciliation
  • Tax Compliance
  • QuickBooks
  • Microsoft Excel (Advanced)
  • Accounts Payable & Receivable
  • Investment Tracking
  • Cash Flow Management
  • Confidentiality & Integrity
  • Attention to Detail
  • Time Management
Requirements: