Education Required: Bachelor's degree in Accounting, Finance, or a related field is preferred
We are seeking a detail-oriented and trustworthy Personal Accountant to manage and maintain personal financial records, investment ledgers, and expense tracking. The ideal candidate will have at least 2 years of relevant experience in accounting or bookkeeping and be comfortable working independently in a remote environment.
This is a part-time remote position requiring accuracy, confidentiality, and strong organizational skills.
Key Responsibilities
1. Personal Finance Management
Record and maintain accurate financial transactions
Manage income and expense tracking on a regular basis
Maintain updated financial records and documentation
Prepare monthly financial summaries and reports
Monitor cash flow and provide basic financial insights
2. Investment Ledger Management
Maintain detailed records of personal investments (stocks, bonds, real estate, crypto, etc.)
Record buy/sell transactions accurately
Track dividends, interest income, and capital gains
Update and reconcile investment portfolio reports
Prepare periodic investment performance summaries
3. Expense Tracking & Reconciliation
Track and categorize daily and monthly expenses
Reconcile bank accounts and credit card statements
Monitor recurring payments, subscriptions, and due dates
Identify discrepancies and report inconsistencies
4. Documentation & Compliance
Maintain organized digital financial files
Prepare documentation for tax filing support
Ensure full confidentiality of financial data
Minimum 2 years of experience in accounting, bookkeeping, or financial administration
Diploma or Bachelor’s degree in Accounting, Finance, or related field
Strong knowledge of accounting principles
Proficiency in Microsoft Excel or Google Sheets
Experience with accounting software (QuickBooks or similar preferred)
Ability to work independently and meet deadlines
High level of integrity and discretion