Personal Accountants are in charge of providing advice to their clients in several financial areas, such as budgeting, tax planning or real estate planning. They have to permanently be available to their clients and to maintain the relationship with them. In order to be able to manage the meetings with clients, they must schedule the appointments reporting this to their clients too. Personal accountants must have broad computer and interpersonal skills, because they have to use day by day specific software and have to communicate with their clients.

When building your resume for the position of a Personal Accountant, be sure that this is the job that you really want to apply to. If so, ensure that your resume contains every important professional and personal detail about yourself that recommends you to this position. Write about your prior work experiences and the duties and responsibilities that you performed there, and the period of time when you worked there. Enumerate your personal qualities too, such as your accounting skills, your ability to work independently or your broad knowledge and experience in this field.

Personal Accountant Resume Sample

Axl Reed 
Address: 75982 Cleveland, Ohio
Phone: 311- 322- 5487


My opinion is that a personal accountant is in charge of helping his clients in finding their best business opportunities.


Looking for a position as a personal accountant

Qualities and Skills:

  • Broad knowledge of accounting
  • Able to work independently or in team
  • Great communication and interpersonal skills
  • Dynamic and open minded
  • Able to maintain the relationship with several clients
  • Responsible and punctual
  • Attentive to details
  • Accurate and persuasive

Work experience:

Personal Accountant, 2009 to present
Magic Corner, Cleveland, OH
Duties and responsibilities

  • Provided customers with advice
  • Created new financial opportunities to clients
  • Ensured that clients understand their responsibilities
  • Scheduled the appointments and meetings
  • Handled the correspondence with other companies

Personal Accountant, 2006 – 2009
Finance Guru, Cleveland, OH
Duties and responsibilities

  • Maintained the record of clients
  • Implemented efficient financial programs
  • Performed trainings and seminars
  • Organized the schedule with meetings
  • Ensured the proper work flow of the finance department


Bachelor’s Degree in Business, Red Brick College, Cleveland, OH
Master’s Degree in Finance, Pink Bird University, Cleveland, OH


Certified Personal Accountant, 2008, Pink Bird University, Cleveland, OH

Areas of interest:

Business, public relations, administration, finance, marketing


Available upon request

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