Description:
We are a private individual seeking a dedicated and experienced Personal Accountant to manage our personal finances and ensure financial stability and growth.
We are looking for a trustworthy and detail-oriented Personal Accountant to join our team. As a Personal Accountant, you will be responsible for overseeing all aspects of our financial affairs, including budgeting, tax planning, investment management, and financial reporting.
Key Responsibilities:
Responsibilities:
- Develop and maintain a comprehensive financial plan tailored to our individual goals and objectives.
- Manage day-to-day financial transactions, including bill payments, expense tracking, and income management.
- Prepare and file personal tax returns, ensuring compliance with all applicable tax laws and regulations.
- Monitor investment portfolios and make recommendations for optimizing returns based on risk tolerance and financial objectives.
- Coordinate with financial institutions and advisors to manage banking, investment, and retirement accounts.
- Assist with estate planning, including asset protection and succession planning.
- Provide regular financial reports and updates to keep us informed of our financial status and performance.
- Identify potential financial risks and develop strategies to mitigate them.
- Maintain confidentiality and discretion regarding all financial matters.
- Act as a trusted advisor, offering guidance and support on financial decisions and strategies.
Qualifications:
- Fluency in written and spoken English is a MUST.
- Bachelor's degree in accounting, finance, or a related field.
- Certified Public Accountant (CPA) designation preferred.
- 2 years of experience in personal accounting or financial management is a PLUS.
- Strong knowledge of tax laws, investment strategies, and financial planning principles.
- Excellent organizational and time management skills.
- Attention to detail and accuracy in financial record-keeping and reporting.
- Excellent communication and interpersonal skills.
- Ability to work independently and prioritize tasks effectively.
- Proficiency in accounting software and Microsoft Office Suite.
- Commitment to maintaining the highest standards of professionalism and ethics.