Personal Accountant

SMG Hunter LLC; Bensenville (IL); On-site; USD 65,000 - 85,000; Full time

Job summary

SMG Hunter LLC in the United States seeks a meticulous Personal Accountant to manage private financial affairs, maintain records, and oversee budgets. The role requires handling confidential information with integrity and delivering clear financial reporting.

The candidate should have 3+ years of accounting or personal finance experience, strong Excel skills, and familiarity with QuickBooks or Sage. This full-time position is on-site in Bensenville, IL.

Qualifications

• Bachelor's degree or higher in a related field.
• 3+ years of accounting, bookkeeping, or personal finance experience.
• Strong knowledge of accounting principles and financial reporting.
• Experience with 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.

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.

Skills

General Accounting

Bookkeeping

Budgeting & Forecasting

Financial Reporting

Bank Reconciliation

Tax Compliance

QuickBooks

Microsoft Excel

Accounts Payable & Receivable

Investment Tracking

Cash Flow Management

Confidentiality & Integrity

Attention to Detail

Time Management

Education

Bachelor's degree in Accounting, Finance, Business Administration, or related field

Tools

QuickBooks

Sage

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