Remote | Generalist — U.S. Tax Workflow Evaluation — $30–$110/hour
About The Position
This is a short-term consulting opportunity for financially literate U.S.-based professionals with recent hands-on tax-filing experience. The role involves evaluating real-world tax and financial workflows used in advanced AI training and workflow assessment. Selected contributors will review U.S. tax-filing processes, compare system-generated outputs against real-world documents and scenarios, apply structured evaluation rubrics, and provide clear feedback on workflow accuracy, completeness, and usability. No prior AI experience is required; practical familiarity with U.S. personal taxes and digital financial workflows is the primary qualification.
Requirements
- Currently residing in a mainland U.S. state
- Able to begin the project immediately
- Strong general financial literacy
- Hands-on experience filing 2025 U.S. taxes
- Tax filing may have been completed independently or with support from a CPA or tax professional
- Familiarity with common personal tax documents and financial workflows
- Comfortable reviewing and annotating financial documents
- Strong attention to accuracy, consistency, and detail
- Ability to follow structured instructions and evaluation rubrics
- Comfortable using Google Workspace tools including Docs, Sheets, and Drive
- Comfortable securely connecting personal Gmail, Google Drive, and financial accounts for project-specific workflows
- Clear written and verbal communication skills
- Ability to work independently in a remote, asynchronous environment
- No prior AI-training or model-evaluation experience is required
Nice To Haves
- Experience with quality review, data annotation, RLHF, workflow assessment, or similar evaluation work is advantageous
Responsibilities
- Review structured U.S. tax-filing workflows
- Assess financial processes for accuracy and completeness
- Evaluate whether workflows reflect realistic tax-filing practices
- Identify errors, omissions, or inconsistent process steps
- Apply recent personal tax-filing experience to evaluation tasks
- Review tax-related documents and financial materials
- Compare system-generated outputs with real-world records
- Annotate documents according to project requirements
- Identify discrepancies between source materials and generated results
- Maintain consistent attention to detail across reviews
- Follow detailed project instructions and evaluation criteria
- Apply defined rubrics consistently across assigned workflows
- Assess accuracy, completeness, and user experience
- Distinguish material workflow problems from minor variations
- Provide objective ratings and supporting observations
- Connect personal financial accounts through secure Plaid workflows where required
- Connect personal Gmail and Google Drive for project-specific workflow review
- Share relevant tax-related documentation for approved project purposes
- Ensure personally identifiable information is sanitised before downstream use
- Follow required digital processes carefully and consistently
- Communicate findings through clear written feedback
- Provide verbal explanations when required
- Document issues and workflow observations precisely
- Collaborate asynchronously with project coordinators
- Provide timely updates on assigned deliverables
Benefits
- Independent contractor engagement
- Short-term project
- Remote — mainland United States only
- Compensation: $30–$110/hour
- Immediate availability is preferred
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Career Level
Mid Level
Education Level
No Education Listed
